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Using more advanced elements like shortcuts, inbox and more to optimize your Evernote efforts.

Quick reference

Maximizing Your Evernote Use

Taking full advantage of your Evernote account will let you make the most of your time. Most of the best productivity apps allow you even more, as you add more content to the system, providing a constant improvement of your experience. In this lesson, we discuss how to move forward with your Evernote account. If you're someone who tends to avoid going more advanced with your application, don't fret, this session will provide you with a strong starting point and dig deeper into the features of Evernote, without the intensity of some courses on advanced tools. 

When to use

  • Use this when you are looking to take your Evernote use to the next level, from beginner to intermediate
  • For those who feel they miss out on Evernote's range of features

Instructions

Set up Inbox
  • Create a new notebook called “INBOX”
  • Set this up as your default notebook in the notebook settings
Add a new note via Email
  • Go to Settings > Account > Evernote Email
  • Save this email address to your contacts on your email client
  • Send an example email to this custom email address
  • Open the email inside of this notebook

Create your first Reminder

  • Create a new time-orientated note – eg. Meeting agenda, booking…
  • Assign a reminder date to this
  • Go to the notebook view, see the reminder pinned to the top of notebook

Hints & tips

  • Remember creating the inbox is a great way to get started with Evernote 
  • You can continually grow your knowledge and insight into Evernote 
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  • 00:04 Hello, everyone, welcome back to Essential Productivity.
  • 00:07 I'm Francesco, and I'm your host for this GoSkills course.
  • 00:11 So in today's feature we're going to be talking
  • 00:14 about how you can maximize your Evernote experience.
  • 00:17 I know a lot of people out there who use Evernote, and come across these features
  • 00:22 and functions inside of Evernote, and really love the experience of using them.
  • 00:26 And the main reason is it takes their existing productivity to a new level.
  • 00:31 So we're gonna show you, now we've sort of gone over some of the basics
  • 00:35 about how you can really maximize all of the little features inside of Evernote.
  • 00:39 The first one I want to talk about is INBOX.
  • 00:42 Now, this is a fairly new concept for Evernote users,
  • 00:45 especially when they're getting started.
  • 00:47 Because you're so used to setting up all the notebooks, and adding all the notes,
  • 00:51 and sorting out all of your personal stuff and notes, that you missed this trick.
  • 00:56 So essentially when you get started with Evernote,
  • 00:58 when you create a new notebook, you have the ability to do a default notebook.
  • 01:03 Got an INBOX here, what I've done here is I've clicked Notebook Settings.
  • 01:07 And there's an option here which will be tickable,
  • 01:09 obviously this is my default notebook, to say that, make this my default notebook.
  • 01:14 Once you've done that, click Save, and maybe name it something like INBOX, and
  • 01:18 have it outside of the existing stacks you have.
  • 01:21 Once that's set up, anything that is emailed in, will come into this notebook,
  • 01:26 or any notes that I'm typing away at during my day,
  • 01:29 that I haven't necessarily organized just yet, will go in here.
  • 01:32 These could be anything from ideas to meeting notes,
  • 01:35 so that I can process them later.
  • 01:37 This works as an additional inbox for any information and project details.
  • 01:42 So for example, let me just send an email in.
  • 01:46 So what I want to do is I want to store this email from a meditation application.
  • 01:51 So all I do is I type in the specific Evernote email address,
  • 01:55 which I will explain how to get in a minute.
  • 01:57 Once you have that, you can quickly forward it in.
  • 01:59 What I tend to do is remove some of this messy stuff at the start.
  • 02:03 And just have the plain message there.
  • 02:05 So this way I can actually get all of the links and information there,
  • 02:08 so once I send that in, it would appear in my Evernote in a few minutes.
  • 02:13 So as you can see, it's just arrived in my INBOX.
  • 02:16 And I can open this up and see the full bleed of the email.
  • 02:19 I can get everything from links and information.
  • 02:21 And I can move it to any of the project folders that I need to.
  • 02:25 So maybe I want to review this application for later.
  • 02:27 So I'll store it in YouTube.
  • 02:29 Once I move it, exit out, it will disappear from the inbox.
  • 02:33 If someone sent over some images or attachments,
  • 02:36 it will automatically import that into Evernote, which is a very useful tip.
  • 02:42 So the way to get this is simply going to account information, and
  • 02:47 then going down to more account settings, which will then take you to the website.
  • 02:52 As you scroll down on the first page of the website,
  • 02:54 you'll have the ability to email notes to and then be able to copy this email so
  • 03:00 that you can send any email notes for the future.
  • 03:03 Now email notes is one of my favorite features, so what I do, and
  • 03:05 one of the other tips that I wanna mention, is shortcuts.
  • 03:08 I store the INBOX at the top here, however, what you can do with any note,
  • 03:13 notebook, or tag, is actually store any of them as shortcuts.
  • 03:17 So for example, if I wanted to store all these questions for
  • 03:21 OneNote as a shortcut for later, then all I have to do is Add Note to Shortcuts.
  • 03:27 And as you can see, it appears, and I can move it around my shortcuts area,
  • 03:30 which is pretty handy because I can quickly click into this and get access.
  • 03:34 If I want to remove it from my shortcuts, all I have to do is click remove.
  • 03:37 So it's a very handy way of quickly accessing information you need.
  • 03:41 I need to access the Editorial Calendar a lot, so
  • 03:43 I quickly access it through the shortcuts function.
  • 03:46 The final advanced feature I want to mention is the Reminders function.
  • 03:50 Not many people use the Reminders function, but
  • 03:52 it's something I think that a lot of people should be aware of.
  • 03:56 When I was traveling to France I had all of my information about what I was doing,
  • 04:01 traveling to the bomb sites and not base jumping, that was just joke, and
  • 04:05 all of the information about the ferry leaving times and tickets.
  • 04:09 So I used the Reminders function at the top of the page.
  • 04:12 When I had it, it had the ability to change dates.
  • 04:15 Say for example I wanted to change the date and time, I can.
  • 04:18 And it gives you this notify me ability there.
  • 04:22 You can also mark as done as well.
  • 04:23 So for example if I wanted to go back and tick this off, I can,
  • 04:26 and it will cross it out which is good.
  • 04:29 So it could be a way for you to quickly tick stuff off your to-do list.
  • 04:32 And you could also clear the reminder as well if it's no longer relevant.
  • 04:36 So these are all things that come in handy when you're trying to maximize your
  • 04:39 Evernote experience.
  • 04:41 I can imagine a lot of people haven't really touched on some of these, but they
  • 04:44 can come in real handy when it comes to organizing your projects and activities.
  • 04:48 I hoped you enjoyed this feature.
  • 04:50 If you haven't checked out some of the previous ones, make sure to go over so
  • 04:53 that you fully understand Evernote.
  • 04:55 There will be an exercise that will cover this, and
  • 04:58 maybe a few more tips, to add even more value to your Evernote experience.
  • 05:02 I'll see you in the next feature.
  • 05:03 Thank you very much.

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