Instead of searching through hundreds of saved notes, you can find what you’re looking for more easily by using Evernote’s search filters.
In the example below, I’m looking for a proposal letter I started and would like to finish. First I do a general search on the word proposal which returns 81 notes:
Keeping track of expenses is a hassle, plain and simple. You can buy special scanners or box them up and ship them off to different services to scan. Or, you can just sign up for Evernote.
For each business receipt I receive, I use Evernote’s mobile app on either my iOS or Android device to snap a photo of the receipt and dump it into an Evernote notebook marked by year say, “2016 Expenses.” Sometimes I tag the photo, too, but mostly, I just snap the photo and upload.
One of my favorite features of Evernote is the “Email Notes to” function which enables you to add things to your notebooks by sending them to a specific email address.
Note: this is a premium Evernote feature, though the free version does let you play with it in a limited way.
I use this feature to create new project work files that allow me to stay out of my inbox, where it’s easy to get distracted by other messages.
Read MoreOne way to tame your inbox is to get emails you’re storing for reference purposes out of your inbox. This leaves you with a clutter-free inbox containing just emails you need to process.
Evernote for Outlook makes extracting the important information from your inbox a breeze. The Evernote add-in means you can ‘clip’ email messages, as well as attachments, directly from Outlook to Evernote.
Here’s how to get started:
Read MoreOne under-used feature of Evernote is templates. Here’s a way you can use a template, complete with checkboxes, to make sure your sales team uses the correct workflow when ‘closing’ a customer. By assuring nothing is missed, you’ll avoid both the time and frustration of having to go back for items that slipped through the cracks.
First, let’s get set up:
1. Create a new notebook in Evernote. Call it Templates.