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Setting up notebooks in an orderly fashion to help keep organized with work and play.
Exercise files
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Organizing Your Evernote Notebooks - Task.docx61.8 KB Organizing Your Notebooks - Solution.docx
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Quick reference
Organizing Your Evernote Notebooks
Historically, notebooks have been a great way to organize our notes, activities and more to keep us fresh and prepared for the day ahead. Whether it's meeting notes or even plans for new projects, these notebooks help keep us an overview. Keeping your notebooks organized can help reduce that workload for you in the future, so keeping Evernote notebooks prepared in this fashion will save huge amounts of time and effort and something that can be implemented across the board.
Evernote's notebooks will help you to add a layer of the structure into your routine and once mastered can save you hours of searching and lost time spent on getting things done. This organization system can be applied across the board to any storage site, planning or even physical notebook collection saving you lots of time and plenty of hours wasted re-organizing your set-up.
When to use
- Use when you get started with Evernote
- Use to structure a layout of notebooks to help scale your account
Instructions
- Start by opening Evernote.
- Create your first notebook and title it
- Create notebooks for all your needs inside Evernote
- Once uploaded, utilize the notebook structure exercise to organize set-up
- Create stacks (instructions below)
- Add more notebooks to your stacks
- 4-stack set-up:
- Projects – for topics/projects that will last between 1 month – 12 months
- Areas – for topic/projects that will last between 12 months – 3 years
- Resources – for topic/projects that are static, reference materials
- Archives – for past projects/areas for future reference
Creating a Stack
- Stacks are a way to organize notebooks into folders
- Open Evernote for Windows/Mac/Web
- Right-click on a notebook
- Options will show "add to stacks"
- Your current or existing stacks will appear
- If none created, press "New Stack"
- From here you can create a title for your stack
- Alternatively, drag one notebook on top of another and then title your new stack
Hints & tips
- Make sure to title notebooks accordingly
- This notebook structure technique was derived from learnings of Tiago Forte
- 00:04 Hello everyone, welcome back to the Essential Productivity.
- 00:07 I'm your host, Francesco and
- 00:09 in today's video we're going to be exploring Evernote a little more.
- 00:12 Looking at the notebooks that surround your core experience.
- 00:15 Whenever I demonstrate Evernote,
- 00:18 I talk about the brilliance of the notebooks inside it.
- 00:20 Because the notebooks essentially allow you to organize
- 00:23 all of your fantastic content.
- 00:25 As you can see, I've got Evernote for Mac open here.
- 00:28 This is something that I wanted to demonstrate on my own personal account.
- 00:31 Because I feel like I've slowly built this up over the years.
- 00:33 You can see the experience that I have.
- 00:35 I've got all of these notebooks here, so
- 00:37 these are all notebooks that I've created inside the projects.
- 00:41 You can create stacks, so for example if I create notebooks that
- 00:44 are based around a certain topic, you can order them into stacks.
- 00:48 They're basically like a folder for your notebooks.
- 00:51 A notebook is really easy to create, so
- 00:53 all you have do is whatever device you're on, hit this New Notebook tab.
- 00:57 You'll be prompted to get the notebook name.
- 00:59 Try to keep it very clear.
- 01:01 Some good notebooks names that I've had in the past, for example the module name of
- 01:05 one of my university things, University 16/17, which means that's the year that it
- 01:09 took place in archives, which is the projects that are completed.
- 01:12 You'll be able to see that, for example, Christmas 2014.
- 01:15 This specific competition or where I lived, for example, will all be there.
- 01:20 So, it's actually very efficient to do that.
- 01:22 So when you're creating a new notebook,
- 01:24 make sure to be specific with the notebook title.
- 01:27 You don't want to duplicate them.
- 01:28 So make sure it's unique in its practice.
- 01:31 You'll get two options to share this notebook privately or publicly.
- 01:35 You can always share it later, if you share it publicly,
- 01:38 it will automatically invite people that you send over.
- 01:40 You could enter their name or email and all of their contact is brought up and
- 01:44 sent access.
- 01:46 Once you've created a notebook, you'll obviously be able to click into it and
- 01:49 see all the experiences.
- 01:51 You could add new notes to this.
- 01:52 So this is my inbox.
- 01:53 Some of it we'll go into detail in maximizing your Evernote experience, but
- 01:58 the experience itself is very easy.
- 01:59 So you can right-click, you can modify the notebook name and
- 02:03 information around it, you can even share it to other people.
- 02:06 Share the notebook directly to other people so
- 02:08 they have access inside of their Evernote, and you can add it to a stack.
- 02:12 So this is where I can create a new stack, for example.
- 02:15 And have it as the fifth stack I have inside of that.
- 02:18 Now notebooks are super easy.
- 02:20 There's this toggle view here.
- 02:21 But once you've got these notebooks set up, the reason why they're so
- 02:24 beneficial for organizing is they keep everything all in tune.
- 02:28 I know where everything is,
- 02:30 everything from information on my finances to information on projects I'm working on.
- 02:35 So I have all access to everything at any given time.
- 02:38 Just for reference, if you're inside the Mac version or other ones,
- 02:41 you should see this people view when you see it is shared.
- 02:44 I hoped you enjoyed that basic overview.
- 02:46 Please go over to the exercises.
- 02:48 They will outline how you can get started and the best practices for titles.
- 02:53 Stay tuned for the next feature which will be exploring Evernote even further.
- 02:57 Thank you very much.
- 02:58 See you in the next segment.
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