JUSTIN BAEDER Our Focus How can we use Evernote to save any kind - - PowerPoint PPT Presentation

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JUSTIN BAEDER Our Focus How can we use Evernote to save any kind - - PowerPoint PPT Presentation

Nov 26, 2023 202 likes •775 views

JUSTIN BAEDER Our Focus How can we use Evernote to save any kind of information, so we can find it instantly with a simple search? What Well Explore The core elements of Evernote's user interface, and how to take advantage of them to

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JUSTIN BAEDER

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Our Focus

How can we use Evernote to save any kind of information, so we can find it instantly with a simple search?

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What We’ll Explore

  • The core elements of Evernote's user interface, and how to

take advantage of them to get organized with minimal effort

  • The power of Evernote's search feature, which works even

inside of file attachments and photographs

  • Which Evernote features and plans can actually harm your

productivity, and what to use instead

  • Suggested workflows for productivity, meeting notes, and

archiving important emails

  • How to use Evernote to streamline the "keep or toss?"

decisions you make in everyday life—including one habit that makes searching faster and more accurate

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Got Your Workbook?

http://www.principalcenter.com/x/ewb

  • What Evernote Is (and Isn't), and

When It's Useful (and Not)

  • Documentation Workflow
  • Core Structural Elements
  • Additional Features of Evernote
  • Productivity Workflow
  • Plans & Features
  • Evernote & Daily Life
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Introductions

Justin Baeder

  • Evernote user

since 2008

  • Meeting notes,

teacher

  • bservations,

walkthrough notes

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What Evernote Is

(And Isn’t)

And When It’s Useful

(And Not)

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What Evernote Is

  • Evernote is a personal notebook

database, with apps for the web, desktop, and mobile

  • It's useful for holding any kind of

information you may need to access later—text, photos, text within photos, file attachments, and more

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What Evernote Isn’t Good For

  • Collaborating on documents

– Alternative: Google Docs

  • Storing folders of files

– Alternatives: Google Drive, Dropbox – Link to items in Google Drive

  • Storing files you’ll need to edit in other

applications

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Evernote’s Greatest Strength: Search

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Searching for Text in Photos

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Searching for Handwritten Text in Photos

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Lightweight Organizational Tools Search, plus:

  • Notebooks
  • Tags
  • Stacks

…make it easy to find what you need

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Documentation Workflow

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Documentation Workflow: Emails To save emails and attachments, forward them to your Evernote Plus or Premium email address

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Documentation Workflow: Photos To save handwritten notes (on paper or whiteboards), snap a picture with the Evernote mobile app

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Documentation Workflow: Meeting Notes

  • To save meeting notes, create a new note

and type directly into Evernote

  • Add keywords to the note title, and use

consistent naming conventions

  • Example: Type of Meeting YYYY-MM-DD

with Person 1, Person 2

– Sally Smith Parent Meeting 2015-04-12 – Tom Jones Formal Observation 2016-02-12

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Documentation Workflow: Meeting Notes

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Documentation Workflow Tips

  • Avoid using voice memos, as they can't be

searched; if you need speech-to-text, dictate using your mobile device's built-in transcription feature.

  • To simplify your documentation workflow,

when in doubt about whether you'll need something in the future, always save it, and don't worry about organizing it

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Collaboration & Sync Conflicts Editing a note from multiple devices at

  • nce can cause sync conflicts.

Use Google Docs for real-time collaboration.

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Link to Google Drive Items

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Core Structural Elements of Evernote

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Core Structural Elements

  • Notes

– Title – Tags

– Text & images – Formatting – Encryption – Attached Files

  • Notebooks
  • Shortcuts
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Notes

Notes—similar to an email, notes are saved in HTML format and can contain formatted text, embedded images, annotations, tables, and file attachments.

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Notebooks

Notes are stored in Notebooks, and Notebooks can be further organized into Notebook Stacks. New Notes are saved in your default Notebook, but can be moved any time.

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Tags

Notes can be given Tags so they're easier to find, but this is often unnecessary if you use good naming conventions

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Shortcuts

You can drag a Note or Notebook to Shortcuts for easy access (similar to Favorites or Bookmarks)

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Encrypt Selection

Within a note, you can encrypt selected text or images with a password. Example: Family SSNs.

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Share & Publish Notes

You can share notes via email, with other Evernote users, or publish them to the web.

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Additional Evernote Features

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Additional Evernote Features

  • Presentation Mode
  • Evernote Web Clipper
  • Forward emails directly to Evernote
  • Search for text inside of images after syncing
  • Take photos directly in Evernote Mobile
  • Annotations
  • Reminders
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Additional Evernote Features

  • Reminders—flag for follow-up, with or without an alarm and

email reminder at a specific date/time

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Presentation Mode

Make a note fullscreen, with larger text and a special cursor, for presenting to a group

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Evernote Web Clipper

Use the Evernote Web Clipper extension for your browser to save web pages to Evernote

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Forward Emails to Evernote To save emails and attachments, forward them to your Evernote Plus or Premium email address

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Forward Emails to Evernote Recipient: …@m.evernote.com Subject:

– Title – @Notebook name – #Tags

Body: Note Contents

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Search Text Inside of Images You can search for text inside of images after syncing (including handwritten).

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Take Photos In Evernote or Import

  • Drag & Drop on computer
  • Import from mobile photos
  • Take directly in Evernote via

iOS/Android mobile apps

  • Document scanning
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Annotate Note or Image

  • Highlighter
  • Shapes
  • Blur
  • Stamp
  • Save note as PDF
  • Annotate image
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Reminders

  • Flag for follow-up
  • Alarm
  • Date/time reminder
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Reminders—A Productivity Warning Reminders can create clutter—use a single task app, not scattered notsd, to track your action items.

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Productivity Workflow

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Productivity Workflow

1. If you use a paper notebook or whiteboard, take photos with Evernote for safekeeping & searchability

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Productivity Workflow

2. Avoid keeping tasks scattered across multiple notes. Use a dedicated task app such as ToDoist, or using a single Note for your running to-do list.

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Productivity Workflow

3. Generally, think of Evernote as a final destination rather than a hub for information— easy to add, harder to get out.

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Productivity Workflow

4. Avoid using Evernote for collaboration— too much potential for sync conflicts

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Plans & Features

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Premium—about $8/month

  • Recommended plan for leaders
  • Better search inside attached Office

docs

  • Presentation mode & PDF annotation
  • 10GB/month upload limit (200MB per

note)

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Plus—about $4/month

  • 2nd best plan
  • Can still receive email
  • Limited ability to search inside file

attachments

  • 1GB/month upload limit (50MB per

note)

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Business Plan—about $12/month

  • NOT recommended
  • Owned by organization—doesn't go

with you if you leave

  • More expensive than other plans
  • Typically inferior to other

collaboration/chat apps

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Evernote & Daily Life

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When In Doubt, Save It

You often encounter unstructured information that leaves you wondering "what should I do with this?" Often we do nothing with such information, it's either lost to us, or very hard to find

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Save to Evernote by Habit

Evernote can be our default answer to the "where and how should I save this?" question

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Make It Easy On Yourself

The key to making a habit of saving with Evernote is to minimize the effort of saving, and not worry too much about being able to find it later, because search makes it so easy

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Easiest Ways To Save

  • Forward an email
  • Take a picture
  • Type a new note
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Redundancy is OK

It's OK if information you save to Evernote is also available in your email

  • r in a folder on your computer—it'll be

easier to find in Evernote.

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My Challenge To You

How will you use Evernote to simplify your work and life? How will you develop better documentation habits with less effort?