Continuing our six-part series, we attack the clutter of our data using the brilliant simplicity of Evernote! In our first post, we discussed easy methods for getting started. Hopefully, at this point you have at least a few notes entered into the system. Pull up your notebooks, because we’re about to start organizing!
If you took our advice to heart, at this point you have at least two notebooks—one “Personal” and one “Work.” While you still have relatively few notes entered . . . let’s begin tagging. Simply put, tags work like hashtags—helping to fine-tune categorization and allowing you to cross-reference your notes based on multiple categories. In exactly the same way that hashtags pull content from any source into a single stream unified by topic, Evernote tags make virtual folders based on any content you need. For example, if you’re an Event Planner, tag notes with the client’s name—that way you can immediately pull up all of the information relating to their projects. How do you tag? Simply click on the phrase “Click to add tag…”—it’s found at the top of every new note.
Here are some useful shortcuts:
New Note: Ctrl + N
New Notebook: Ctrl + Shift + N
New Tag: Ctrl + Shift + T
Jump to Tag: Shift + Alt + T
Jump to Notebooks: Shift + Alt + N
Find in Evernote: Win + Shift + F
Tip: in the “View” section of your navigation bar, check on the box beside “Show Related Notes.” Evernote will naturally bring up similar and relevant notes—making it easier for you to coordinate ALL the pieces of your project. This feature offers another excellent way to cross-reference your data without any extra work or forethought. It’s also a great way to keep track of overlapping notes and make it easy to remove redundant information!
Synchronization is one of the main reasons that Evernote succeeds in organization where other systems fail. If you’ve previously used multiple systems for keeping track of business contacts, calendars and schedules, folders for work information, personal information, and documents, then you’ve already experienced the difficulty of coordinating separate programs. Evernote’s synchronization connects your email to Evernote, to your tablet, to your computer, to your laptop, to your phone and back—you can even let other people into your loop! All of the information that you store is available on the device at hand—whichever device that happens to be. Better still, you can access all notes offline once they’re synced. How do you sync? When you download Evernote, the setup will guide you through the steps that magically connect your device . . . to your data!
Stay tuned for the next post in the series: “Evernote Illuminated—Part Three: Importing and Collaborating”, as we dive into the amazing and innovative ways you can collect and share your data!