How I Use Evernote

For a great Evernote+GTD experience, you should sign up for the Zendo private beta list here.

Over the past few weeks, I’ve been really pimping Evernote to friends (both in real life and online, particularly on twitter). I’m usually pretty shocked to hear how many people have tried it and simply don’t know what to do with it or how to make it a useful part of their workflow. So, I thought I’d give you all a little peek into how I use it in my day-to-day life in the hope that some of you might come to love it and use is as heavily as I do. But first, indulge me in a little bit of speculation as to why people find it so difficult to put Evernote to good use.

I love office supplies. Pens, paper, binders, desktop gadgets, you name it. Aside from the Apple store, an office supply store is one of my most favorite places to wander around and just look. I’m especially fond of notebooks, particularly those that are made in a unique way, or maybe whose company has an interesting story. Moleskine notebooks will spring to many of your minds as you read this, and they’re pretty much what I’m thinking of as I type it :) . Now, I’m sure many of you have had this experience: you acquire (somehow, either in a retail store or online) a brand new Moleskine notebook. You get it home, unwrap it, feel it in your hands. Then, if you’re anything like me, you start to wonder how to actually useit. Will it be a journal? A sketch pad? Will it hold your GTD lists, etc.? This is always a big quandry for me – and I suspect the same to be true of the average person when they are first faced with the Evernote window.

In other words, the canvas is too blank, the potential directions too many. You can think of a thousand ways in which it might be useful, but none of them really sticks out as a good, dedicated purpose for it.

As far as I’m concerned, it’s good for anything (or more importantly, everything) you can think of. And that’s sorta how I use it – a big ass digital junk drawer that syncs to the web, indexes the text within my images and works great on my iPhone.

And now, a few examples of my Evernote use, with screenshots and commentary.

Picture Archive

I’m talking pictures of anything. Cute pictures of my kids, pictures of products whose names I find funny (see below), even pictures of the license plates on our cars – whatever. Some of it is for fun, but some of it is also information I feel like I could potentially need at some point.

The iPhone client is particularly useful here, since I can create a new note using a camera and upload it directly. Very slick indeed.

Code Snippet Library

As I’ve mentioned many times before, I get paid to plunk out source code on a computer. Now, for all the time I spend doing this, there are still little snippets of code that I need to revisit (as examples) to jog my memory about how to do a specific task. This image is part of a short piece of code that shows me how to do an overlay with a mask using the Yahoo User Interface javascript library:

yui

All of the text in this picture is indexed and searchable using Evernote, so I never have to go Googling around for it again. I know exactly where it is.

Receipt/Serial Bucket

I sign up for (and in some cases purchase) a great many services online and pieces of software for personal use. I use Evernote to store my login information, serial numbers and the like just in case my house burns down or something. (And, yes, I’m aware there are more secure ways to store the information, but I’m just not that worried about it, frankly).

Evidence Locker

Ever feel like a record of the IM conversation you’re having could be of some use someday? Yep, these get tossed into Evernote along with emails, pictures of hand-written notes, whatever comes across my path that I feel like I might need again.

PDF Warehouse

I also find myself receiving a pretty regular stream of PDF documents from fellow bloggers and friends, either for review or as a way of promoting their new product. I also have access to a handful of application and programming language reference books. Currently, only the Mac version of Evernote supports importing and indexing PDF files, but the Windows version will still happily accept and sync them. Here’s a few:

pdfs

So these are just a handful of ways you can use Evernote. It’s beauty lies in it’s ability to handle many, many types of data (and the ease with which you can add to the pile using the OS-specific tools that come with each desktop version). And it doesn’t all have to be super-important crap, either. I also keep things like jokes, intersting quotes and bookmarks in there. Your best bet is to just install it and start throwing things at it. Learn the shortcut keys for taking a screenshot and clipping text out of pretty much any application you’ve got. Before you know it, you’ll have a sizeable archive of information that you can search, slice, dice and do whatever you want with.

You can now sign up for an account for free (and without an invite code, as they’re no longer in beta) at Evernote.com. So, go do it now and thank me later :)

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  • lisalisalisalisa
    I just started with Evernote and find it a great way to keep track of potential christmas gifts. My 3yr old has even gotten involved asking me to take camera pics of her wishlist items to send to santa (who's address is at Evernote).
  • Noemi
    Just came across your blog, loving it and plowing through all your posts. Re Evernote, I use it a lot for receipts of bills, but also great to take screen grabs of recipes, and love the hand writing recognition side of it. I use my iMac camera to take a snapshot of business cards, nicely searchable and always accessible on my iPod.
  • SEO
    Evernote is a fantastic soft specially pdf warehouse and Evidence Locker features.Using iPhone i can fulfill my all needs, may be personal or official through Evernote.
  • weer001
    EVERNOTE-a great soft. to make note,snaps,format.....simply a amazing combination. and a companion to make my work more easier.FANTASTIC soft!!!!
  • I installed the Mac and WM6 software this morning. I anticipate saving my notebook entries to archive them and make them searchable, though I will have to improve my penmanship to make that work :)
    If you hook your API to Salesforce.com this will be a KILLER app. If I can take a photo of a business card and have the info from the card go into the contact information in Salesforce - OH MY!

    I would also like to be able to drag and drop emails from Mac Mail or Entourage into the client. I would like these also to wind up in salesforce too. BTW I know there are SF clients for Mac, but this makes a great IN for all that I need to do, Blogging, SF, hobbies …
  • Steved
    it's good but beware to my eyes it is missing features:
    big one:
    no linking from anything to anything within evernote.
    notes aren't urls so you can not link to something specific in evernote from outside

    so generally no linking to anything ( from inside or outside) in evernote
  • Jennifer
    I LOVE Evernote too. I use it to clip recipes I find on the web. I can then pull them up from my iPhone when I'm at the grocery store ready to pick up items to make it! Works great for those last minute trip to the store.
  • sjjoyner
    Thanks - I'm convinced!
    As an intranet consultant (with an iPhone) this tool will be invaluable. I'm thinking I'll be taking snapshots of client's screens and printed artefacts.... Not to mention whiteboarded wireframes :-)

    Cool.
  • I'm new to Evernote, but I can definitely see a use for it. I use a clipboard manager to keep up with all my important snippets and data. I can also share your affection for office supplies. I work at an online office supply company so I get to "test" all the latest and greatest office supply products. New office chairs, new pens, new everything. After I "test" them, I get to write a review of them for our site. It sounds like you would like my job?
  • Evernote is on its way to great, but for it to truly be a killer app for me, I want it to extract the data on print materials I photograph and allow me to attach it to other material.

    Best use case I can think of here is business cards. IBM's Penseive app looks like it may will do this if they ever get it into production: you take a picture of a business card, it recognizes it as a business card and pulls all the vitals off of it (name, phone number, address, e-mail) and lets you tag that info with a picture of the person.

    Would work the same way with receipts. Extract the dollar amount and place where expense was incurred, etc. All sorts of possibilities there.

    Evernote has the momentum and I think it could take Penseive head-on.
  • Hmm, I'm using Google Notebook at the moment, wonder how this compares...
  • replicantx
    I was using it as well, but google just announced that it was stopping development of notebook. You can now import all your notebooks into evernote.
  • Thank you. We were trying to figure out what we could do about this and this article was the best by far we found.
  • This is the first time I heard about Evernote and I actually don't have any idea what it is until now. Thanks for an informative post.
    -M from Mexico
  • OMG, LOL, ETC.

    What you said. I just told a dozen friends about the "big ass junk drawer." It's been a lifesaver. I am totally AR about folders, subfolders and drilling down twenty levels to find what I need on the desktop unit. I tried several file sync programs, but this has given me what I need to be really helpful at a client office without being tied to the laptop or TREO (forgive me - no iPhone).

    I began with the free product and was having a great time until one of my clients mentioned that I could just file her proofs in Evernote and give her a quick review when we next met.

    Great idea! Cheap update! Lots of stuff done now!

    I'm giving my contacts a workout tomorrow spreading the work AGAIN. Wake up, people. This thing is GREAT!.
  • What a great post. I was just getting antiquated with Evernote and wanted to know how to begin to more fully utilize it's services.

    Thank you
  • sjc
    hello. i am just discovering evernote and loved your post. is there any chance you could write a follow up or share how to do each of the things you mentioned. i am particularly interested in capturing web info both images, screenshots and urls, organizing and importing pdfs, bookmarks, receipts etc. I am new to the mac world and I really just don't know how to do it. I am quite sure it is incredibly easy, but haven't been able to get it all to work. Any help you could offer would be much appreciated.

    Thank you!
  • GuyAdams
    A nice article Brett and a great intro into the potential of Evernote.

    I've recently seen the light and am slowly migrating from Microsoft OneNote, I blogged about it here;

    http://www.guyontechnology.co.uk/2008/07/23/why...

    Thanks
  • themoonseeker
    Great post!

    1. I use google notebooks to take notes,
    2. I use my harddisk to store pdf's,
    3. I use del.icio.us for bookmarking,
    4. I use Remember the milk for todo's
    5. And I use Snipplr for snippets

    After reading your use cases, I think I can use 1, 2 and 5 with Evernote. I'll try this way.

    Finally, I think Evernote is a awesome service, but it isn't addictive as GMail or Google Reader..

    THX
  • Actually, you can also use Evernote for to-dos as well. You can easily add check boxes into any note and turn that item into a to-do.
  • The Web Clipper is great for tying together a number of web-pages for a specific purpose, like planning for a vacation, working on a project, making a list of recipes, etc

    Much better than organizing favorites in folders, like in a browser.
  • Super powerful tool. I like the "evidence locker"
  • Nice post. I've never used Evernote but this looks interesting, should really try it some time :).
  • mvardy
    I got a hold of the Evernote Beta and have my assistant toying around with it.. After reading this article, Brett, I can see how I can use it to far greater potential. I'll start applying these tips as it pertains to my work.
  • Gill
    I've tried it but I'm not keen, on the other hand I wouldn't be without ubernote. OK so it's not quite so versatile as evernote but it suits my requirements and now I'd be lost without it. And the new add on they've just created for Firefox makes it more or less indisposable to me. Still, each to their own.
  • I've been in Evernote for about 6 months now. Previously I was a stikkit user. I have so much stuff in my Evernote from work and my personal life, it is just like you said, a big junk drawer of information. But the advantage here is I can find anything & everything in seconds in this digital junk drawer, not so with the real one in my kitchen drawer at home that I fight to get closed/open sometimes.

    Evernote, along with Del i cious for full webpages makes me confident that if there is something I know I saw once, I can find it again right away when needed.

    Anthony
  • Hey great post Brett! I'm using Evernote, but as you described not taking advantage of many of the features. You gave me a lot of ideas (so did @Amy Stewart in her comment) that I'm experimenting with now. Mainly taking pictures of everything, clipping web pages and using tags.
    Thanks!
    -Don
  • Nick
    To add, I'm an Actor and I am constantly needing new monologues for auditions. So I uses one of my notebooks to database all the monologues I Stumble across. The system I use is kinda like .... this

    In the title section will look like this
    Name of The Play - Character Name - A title I make up - Page #

    Then I'll tag it with either Comedic or Dramatic and I'll throw in a few tags about the tone of the piece. So say I'm needing a sad peace, I'll type sad into the search bar and the monologues that i tagged sad come up.

    I always love reading how other people use Evernote. It's one of my my favorite programs, I actually upgraded to leopard just to have. Great Post!
  • iepljohn
    I use Evernote for a very specific purpose.I am involved in ministry and receive a lot of verbal prayer requests. I have the evernote email address set up as a contact in Jott. When I receive a prayer request I simply call Jott and add it to my Evernote. Jott converts speech to text and automatically adds it to my evernote. I go back later and add tags. The beauty of it is when I receive an update on the prayer request I add that through Jott and then merge the related notes! It works beautifully!
  • Scott
    This is a good idea. I'm going to give it a try.
  • okrick
    But why should I use Evernote instead of Google docs which handles everything you described?
  • You should use whatever you please. I'm just saying that I use (and really like) Evernote. If a plastic bucket full of paper, pictures and scribbled-on cocktail napkins works for you, then go forth, my bucket-toting friend.
  • good stuff never thought about it that way :-) i use it to store e-tickets for flights etc.. sync to my mobile and never have to print a e-ticket anymore
  • David
    Great article. I use Evernote as a daily work log. When working on a project, I'll put a note in there saying what I did. All my tags corresponds to my projects. So it is easy for me to filter on a tag (project) and see what I did yesterday, the day before, etc.
  • Great post, Brett. I find my hesitation with Evernote is the lack of note level encryption. I store stuff like my tax returns, W2's, and FAFSA applications in Yojimbo and security is just a click of the Encrypt button away. Evernote can't encrypt a PDF as of yet. I'd also rather have a really really secure password for all encryption than to try to potentially remember a different password for multiple encrypted items in Evernote. I keep Evernote around because the text rec is simply amazing, but just about everything goes into Yojimbo still.
  • air
    As far as I know, evernote does have note level encryption. Right click on a note and see the options there
  • Uhm, nope. Maybe try it out before posting your comment?
  • Wagner Brenner
    The man did a great post and you go "try it out before your comment"?
    Maybe you can try to get a life "before your comment".
  • Follow the thread. I was talking to "air."
  • bishopneo
    Uhm, yea. It is. It's not 'true' note level encryption but it's there. Select some text, right click and select 'Encrypt selected text...'. Try doing your own research before bashing someone else.
  • Well, then that's not note level encryption is it? I can't select a PDF and encrypt it. So, no, Evernote does *not* support note level encryption.
  • bishopneo
    Hence why I said it's not 'true' note level encryption. If the entire note is text you can select it all and encrypt it.
  • Actually, it appears that this feature is available under windows, but not under OSX.
  • 1_Amy_Stewart_1
    I am a huge Evernote fan too, and recently wrote about it on my design blog at www.stewartdesignweb.com. I use it to capture design ideas when I'm browsing through books or out and about: I snap a photo with my blackberry, and email it to my Evernote database, along with a sentence or two of comments. I also use it for copying html/code snippets and stuff for web design-- much easier than trying to manage a bunch of bookmarks. I also use it to take notes during client meetings, and to write down anything that formerly would've been written on a sticky note.

    I also have started taking pictures of business cards and uploading those, because Evernote will read the text INSIDE the image, which is great. (Onenote does this too-- I'm a HUGE fan of Onenote also). Unfortunately my Blackberry Pearl doesn't do great close-up photos, so they end up a little fuzzy which impairs the accuracy of the OCR, but it's better than nothing.

    I have a totally separate evernote database that I use as a daily work/personal journal. It's better than any other journaling software I've tried, because it's fast to use, easy to browse, and automatically timestamps everything.

    I read that the Mac version supports the thumbnail view out of the box because the PDF creation is built into the OS, but it's not built in on Windows, so they're having to code that part themselves. The thumbnail view is to me the easiest way to browse through design ideas, so I'm anxiously awaiting the Evernote team to code that for the Windows release.
  • Brett. Nice article. I am curious though about how you organize your information in Evernote. Are you using tags? Multiple notebooks?
  • Tags, tags, tags! I tried using multiple notebooks, but found that it added more of a "processing" step. This way, I add something (and tag it if I have time) and it's done. I can go back later and clean up what's in there, re-tag as necessary (or delete if it was only a temporary item). If I ever get involved in a project with a ton of research, I might consider a separate notebook, but tags and saved searches get the job done just fine for me.
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