IntroductionWelcome| 00:04 |
Hi and welcome to Up and Running with
Evernote for Mac.
| | 00:06 |
I'm David Rivers.
In Up and Running with Evernote for Mac,
| | 00:10 |
I'll be showing you how Evernote can
replace your paper notebooks while giving
| | 00:14 |
you even more options for storing content.
We'll begin with a quick discussion about
| | 00:19 |
Evernote and what it really is, what you
can do with it and how you go about
| | 00:24 |
getting it.
Then we dive into creating notebooks and
| | 00:28 |
various types of notes, which go far
beyond the standard text note.
| | 00:33 |
Notes can be other things like images you
snap with your smart phone, audio clips
| | 00:38 |
and or, even, screen shots from a favorite
web site or document.
| | 00:42 |
We'll discover ways to tag and filter your
notes to help make it faster and easier to
| | 00:48 |
find what you're looking for.
So with all these topics and so much more
| | 00:52 |
to cover, let's get started.
| | 00:53 |
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| Using the exercise files| 00:00 |
If you have a premium membership with
lynda.com, you'll have access to the
| | 00:04 |
exercise files, and the exercise files
allow you to follow along with me step by step.
| | 00:09 |
So if you do plan on using them, I highly
recommend placing them in a convenient
| | 00:13 |
location, such as your desktop.
Double-clicking that folder will reveal a
| | 00:18 |
few files that we'll be using as we move
through the chapters and movies in this title.
| | 00:22 |
Now, if you don't have access to the
exercise files, not to worry.
| | 00:26 |
You can still learn lots by following
along with your own files or by simply
| | 00:30 |
sitting back relaxing and watching.
| | 00:32 |
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|
|
1. Getting Started with EvernoteWhat is Evernote?| 00:00 |
Well, before we begin using Evernote, and
explore its many powerful features and
| | 00:04 |
functions .
let's take a quick look at what Evernote
| | 00:07 |
actually is and what it can be used for.
In a nutshell, Evernote is a digital notebook.
| | 00:13 |
It's a digital notebook that can capture,
store and index just about any type of
| | 00:18 |
data you can think of.
All while syncing trough the Web and
| | 00:21 |
across all of your devices like Windows
PCs, Mac computers, tablets and smartphones.
| | 00:26 |
And the more you store in Evernote, the
more powerful and useful it becomes.
| | 00:30 |
And because Evernote is a digital
notebook, not a paper one, you can store
| | 00:34 |
more than just what you might write, draw,
or paste into a paper notebook.
| | 00:38 |
Sure, you can write things in Evernote,
but aside from text notes you can add
| | 00:42 |
images like digital photos you have or
digital photos you take with your tablet
| | 00:47 |
or smartphone.
You can record your voice and play it back
| | 00:50 |
whenever you need it.
You can copy or clip something you see on
| | 00:53 |
a web page or in another document and keep
it in your notebook and you can scan
| | 00:58 |
things into your notebook too.
Of course, the real beauty of Evernote is
| | 01:02 |
you can have it with you wherever you go.
With Evernote installed on your computer
| | 01:07 |
you can have it running and waiting in the
wings for your next command.
| | 01:10 |
But when you leave your computer, you can
have it on your smartphone or tablet and
| | 01:14 |
everything is synced up with your
computer.
| | 01:17 |
But storing content in a digital notebook
is only half the picture when it comes to
| | 01:21 |
Evernote, getting at that content is
equally important.
| | 01:25 |
Evernote lets you tag your content and
organize it easily so you can find what
| | 01:29 |
you're looking for in a jif.
And with powerful search functionality,
| | 01:33 |
you can find the smallest piece of
information with lightning speed.
| | 01:36 |
Imagine you had a photo taken with your
smartphone and added it to your Evernote notebook.
| | 01:41 |
It's a photo of you on vacation standing
next to the welcome sign for the Grand
| | 01:45 |
Canyon National Park.
Now, to find that photo in Evernote down
| | 01:48 |
the road, you search for Grand Canyon.
And thanks to OCR technology in Evernote,
| | 01:53 |
that's Optical Character Recognition.
Evernote finds and recognizes the text in
| | 01:58 |
your photo and accesses that photo for
you.
| | 02:01 |
How cool is that?
Now, one last thing before we move on.
| | 02:04 |
There are some terms you should be
familiar with before we start using Evernote.
| | 02:08 |
Let's begin with a note which is a single
item stored in Evernote.
| | 02:12 |
Now, this could be a PDF, could be an
image, a piece of text you type, an audio
| | 02:17 |
or video file, a screen capture, or any
combination thereof.
| | 02:21 |
Then we have notebook, which is just a
named container used for storing notes in
| | 02:25 |
a logical way.
And you might have a notebook called
| | 02:28 |
Wishlist or Project XYZ for example.
At the time of this recording, each
| | 02:33 |
Evernote account can have up to 250
notebooks.
| | 02:37 |
Then, we have something called a stack,
which is a named container for notebooks.
| | 02:41 |
It allows an additional three levels of
organization of your notes and notebooks.
| | 02:46 |
Your business stack might contain a
project stack holding all our project
| | 02:50 |
notebooks in one place, for instance.
Now, just keep in mind, a notebook stack
| | 02:54 |
containing 10 notebooks counts as 11
notebooks against your limit of 250.
| | 02:58 |
A tag is a descriptive piece of text
applied to a note that can be used to
| | 03:03 |
identify it later or group several notes
by topic.
| | 03:07 |
Each note may have multiple tags, or none
at all.
| | 03:10 |
Then we have something called a clipping,
which is really just the act of capturing
| | 03:14 |
content from a source, like a web page or
another application on your desktop, or
| | 03:18 |
even a mobile device, and adding it to
Evernote.
| | 03:21 |
Sync or synchronization is Evernote's
function of keeping an up to date copy of
| | 03:26 |
your entire Evernote database.
Aside from the parts you tell Evernote to
| | 03:30 |
leave out, somewhere in the cloud or
internet.
| | 03:32 |
Now, this happens at timed intervals that
you can configure.
| | 03:36 |
And then, lastly, we have attributes.
These are bits of data about each of your
| | 03:40 |
notes, also known as metadata.
Such as the date it was created, how it
| | 03:44 |
was added, what type of media it contains,
and so on.
| | 03:48 |
Each and every note has these, though some
have more than others.
| | 03:51 |
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| Practical uses for Evernote| 00:00 |
Aside from replacing your paper notepad or
even your Word processor with Evernote for
| | 00:05 |
taking notes, there are a number of ways
to use Evernote.
| | 00:08 |
So let's explore some real life scenarios.
We'll begin with storing pictures.
| | 00:13 |
Now, let's say you just met someone and
you took their business card.
| | 00:16 |
Don't risk losing or misplacing it, take a
picture of it.
| | 00:19 |
You can search for names, titles, et
cetera to find their info quickly down the
| | 00:23 |
road or maybe you got into a fender
bender.
| | 00:25 |
Take a picture of both cars, the other
car's license plate, and the other
| | 00:29 |
driver's license, for example, or maybe
you just tried a great bottle of wine.
| | 00:32 |
Take a picture of the label and you'll
always be able to remember the name when
| | 00:36 |
you go to buy it.
Take pictures of expense receipts and
| | 00:39 |
checks that you might write as a great way
to back that information up in case you
| | 00:43 |
lose it or need to track it later on.
Evernote has a great app for mobile
| | 00:47 |
devices that enables you to upload these
pictures directly to your account and
| | 00:51 |
we'll explore how that's done a little bit
later.
| | 00:53 |
How about saving documents?
When you receive a document, let's say
| | 00:57 |
it's a PowerPoint presentation or a Word
document, an Excel file, even a PDF that
| | 01:02 |
you might need again, why not forward it
to Evernote for safekeeping?
| | 01:05 |
It's quite safe.
It's easy, but Evernote provides you with
| | 01:09 |
unique email address to send documents to
your Evernote account.
| | 01:12 |
And this could be very useful when you use
more than one computer to create documents
| | 01:16 |
or send and receive emails.
How about archiving important information?
| | 01:20 |
When you get a prescription photograph the
receipt of the pharmacy, and that will
| | 01:25 |
enable you to remember who prescribed it,
when the prescription ends and which
| | 01:29 |
pharmacy filled the prescription.
This information could be very useful when
| | 01:32 |
you want to get a refill, for example.
I love this one.
| | 01:35 |
Store your online passwords.
Whenever you buy something online or
| | 01:40 |
create an online account, try forwarding
the confirmation or the receipt to Evernote.
| | 01:45 |
Now, when you forget your password,
registration number, or date of purchase,
| | 01:49 |
you don't have to jump through all kinds
of hoops to recover them.
| | 01:52 |
And by the way you can encrypt portions of
content in Evernote for greater security.
| | 01:56 |
How about recording whiteboard content
think of Evernote as an affordable way to
| | 02:00 |
convert text on a whiteboard to a digital
format.
| | 02:04 |
Now at the end of that exciting strategic
planning session, let's say, you just sat through.
| | 02:08 |
Take a picture of the whiteboard and send
it to Evernote.
| | 02:12 |
Evernote will scan the text so you can
search for youy department name to find
| | 02:15 |
your pieve of the strategic plan that you
promply forgot, and this works for
| | 02:20 |
projected slides, too.
How about recording your thoughts.
| | 02:23 |
The Evernote mobile app lets you record
your thoughts and then upload it to your account.
| | 02:28 |
Now, this is perfect for when you have a
brilliant idea and want to ensure that
| | 02:31 |
it's not lost among the other clutter in
your brain.
| | 02:34 |
And one last cool scenario is to keep your
tweets.
| | 02:37 |
By linking your Evernote and your Twitter
accounts you can achieve archiving your
| | 02:41 |
tweets by including the text @myEN.
And by doing that Evernote will grab it
| | 02:47 |
and store it for you.
| | 02:48 |
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| Creating your Evernote account| 00:00 |
If you are brand new to Evernote the very
first thing you'll need to do if you want
| | 00:04 |
to be able to use Evernote is create an
account.
| | 00:07 |
Now if you've already done this feel free
to skip this movie and go on to the next,
| | 00:11 |
but for those of us who have not created
our Evernote account we will not be able
| | 00:14 |
to use Evernote until we do so, so we're
going to open up our browser.
| | 00:19 |
I'm in Safari...
And we're going to go to Evernote.com.
| | 00:22 |
From this main page, you'll see in the top
right hand corner, some links.
| | 00:26 |
Signing in on the web, going Premium, we
also have a get Evernote button down at
| | 00:31 |
the bottom.
But before we can actually use Evernote,
| | 00:34 |
we need that account.
So we're going to go to Create account up
| | 00:37 |
here in the top right corner, and give it
a click.
| | 00:40 |
Now you'll be prompted for a few pieces of
information including an email address.
| | 00:44 |
The email address is not connected to
evernote, but it will be used to send you
| | 00:49 |
a confirmation.
So lets do that, I'm going to use a make
| | 00:52 |
believe address I've created just for this
purpose.
| | 00:55 |
And you can see what's happening in the
next field, the username field is being
| | 00:58 |
populated with the first part of my email
address.
| | 01:01 |
Underneath that I happen to see the word
available.
| | 01:04 |
Indicating I'll be able to use this
username if I want.
| | 01:08 |
Now if you see, not available, you'll need
to change up the user name to something
| | 01:12 |
that's not already taken.
And you can do that, even if it's
| | 01:16 |
available you can change your user name.
I'm hoping d_rivers is available, is it?
| | 01:20 |
No.
Already been taken.
| | 01:22 |
d_riversmac8 though is available and I'm
going to stay with that.
| | 01:28 |
Next we need to come up with a password,
should be strong.
| | 01:31 |
You'll want upper and lower case
characters, alphanumerics, even special characters.
| | 01:35 |
And lastly, just to prove you're not a
robot, you'll need to enter the numbers
| | 01:40 |
you see in this box in the field below.
Now you're ready to click the register
| | 01:44 |
button, and when you do so you'll see that
you need to confirm your email address.
| | 01:50 |
There is a field here waiting for the
confirmation code which means flipping
| | 01:53 |
over to your email, getting that code, and
entering it here.
| | 01:58 |
So go ahead and do that.
Check your email and I'll see you back
| | 02:01 |
here in a moment.
When you flip over to your email program,
| | 02:05 |
you will find a message there from
Evernote and in that message a number of
| | 02:09 |
different options.
First of all, under your user name you'll
| | 02:13 |
see a button to confirm your registration.
That's one option.
| | 02:16 |
Clicking this will however open up another
browser window where you'll be able to
| | 02:20 |
confirm your registration, but you just
left a browser window to come here.
| | 02:24 |
So another option is to simply take the
code that's provided and enter it into
| | 02:29 |
that registration form we just left.
That's what I'm going to do.
| | 02:32 |
In fact, I'm going to highlight it, right
click, and copy it so I can paste it.
| | 02:38 |
Before we leave though and go back to the
EverNote screen, notice you can also
| | 02:42 |
download EverNote from this email.
And there's also an email address that's
| | 02:46 |
been assigned to you, a unique EverNote
email address that you can use to forward
| | 02:51 |
messages to EverNote.
We'll talk about that a little bit later on.
| | 02:56 |
For now, though, we'll switch back to that
browser window where we can confirm our
| | 03:00 |
email by entering that confirmation code
we just copied.
| | 03:05 |
I'm going to right-click, and paste.
All I need to do now is click confirm, and
| | 03:11 |
I now have an Evernote account.
So you will see this welcome message and
| | 03:16 |
some options for downloading the Evernote
app.
| | 03:19 |
Because we're on a Mac, we see a button
for getting Evernote for Mac.
| | 03:23 |
We can also continue with Evernote on the
web.
| | 03:25 |
We don't really have to download the app
to our Mac or our other devices.
| | 03:31 |
But the whole idea behind Evernote is to
have access to your notebooks at any time
| | 03:35 |
from any device, so in the next movie
we'll talk about getting Evernote.
| | 03:40 |
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| Installing Evernote| 00:00 |
When you create your Evernote account,
you're automatically signed up for the
| | 00:03 |
free version of Evernote and you can start
accessing it right away over the web.
| | 00:07 |
If you were following along with me in the
previous movie where we registered our
| | 00:11 |
email after signing up for Evernote, we
arrive at this Welcome to Evernote screen.
| | 00:16 |
Notice in the top right corner, you can
sign into Evernote and start using the
| | 00:19 |
online version right away.
But, to take real advantage of the
| | 00:23 |
benefits of Evernote, you'll also want to
get it installed on all of your devices.
| | 00:26 |
This includes any computers you use, and
your mobile devices like tablets and smart phones.
| | 00:31 |
So, you'll notice from this welcome
message we have links to get Evernote for
| | 00:35 |
Mac, because we're on Mac and Evernote
knows what we're using.
| | 00:39 |
There's a link to get Evernote for your
mobile tablet, and other devices.
| | 00:43 |
As well as a link to continue using
Evernote online or on the web.
| | 00:48 |
There's another option, though, that we
don't see here.
| | 00:51 |
And that is the premium version.
To see what that's all about, we're
| | 00:55 |
going to leave this screen.
Go up to the address bar, click in there,
| | 00:58 |
and just go to evernote.com.
Now from this main website you can see Get Evernote.
| | 01:05 |
It's free down below and clicking this is
actually going to send all the necessary
| | 01:09 |
files to your downloads on your Mac so you
can start installing it on your Mac computer.
| | 01:14 |
But up in the top right-hand corner, you
could also sign in to the web version.
| | 01:19 |
Or there it is, a couple down, Go Premium.
Let's click that link to see what it's all about.
| | 01:26 |
Alright, a premium account is going to
cost you five bucks a month.
| | 01:30 |
Or you can pay the yearly price of $45,
which actually works out to just $3.75 a month.
| | 01:36 |
And why might you want to go premium?
Well, there are a number of reasons listed
| | 01:40 |
here so let's go through them quickly,
beginning with supersized uploads.
| | 01:44 |
Now, both the free and premium versions
have monthly upload limits 60 megabytes
| | 01:50 |
and 1 gigabyte respectively.
There's no total upload limit so you'll
| | 01:55 |
never have to delete notes to make room
for more.
| | 01:57 |
But if you find yourself uploading more
than 60 megabytes of pictures and audio
| | 02:01 |
files in a month, the premium account will
definitely be worth it to you.
| | 02:07 |
Right, let's move on to Top Priority
Support.
| | 02:10 |
If you're a free user your access to
support is via email and they will respond
| | 02:15 |
to you within one business day California
time.
| | 02:18 |
The time frame is essentially the same for
premium users but you're at the top of the
| | 02:21 |
queue rather at the bottom.
I've never had a need for support, so I
| | 02:25 |
can't comment on how good their support
actually is.
| | 02:29 |
But not needing the support is a great
testament to the quality of their product.
| | 02:34 |
Let's go to Offline Notebooks.
You can create online and offline
| | 02:38 |
notebooks in both versions of Evernote but
you can't change their type after the fact.
| | 02:42 |
Now, if you want to be able to work with
your online version while you're offline,
| | 02:47 |
you'll need the premium version to take it
offline when you don't have a network connection.
| | 02:53 |
Let's go down to work together here.
You can share entire notebooks via
| | 02:57 |
Evernote Web whether you're a free or
premium user.
| | 03:00 |
But if you want to allow others to edit
those notebooks or collaborate with you
| | 03:04 |
you will need a premium account.
Just below that we see Larger files,
| | 03:09 |
Bigger notes.
In the free version, the maximum note size
| | 03:13 |
is 25 megabytes.
In the premium version, you can create
| | 03:16 |
notes as big as 100 megabytes.
Lets go over to faster image recognition.
| | 03:24 |
Both the free and premium versions feature
searchable handwritten notes, or what we
| | 03:27 |
call text recognition inside images.
But the premium account receives priority
| | 03:32 |
access to this.
While the free account will take a little
| | 03:35 |
bit longer, free account users have
noticed a lengthy delay in this recently.
| | 03:39 |
So if you love this feature as much as I
do, I recommend opting for the premium version.
| | 03:45 |
Let's go to the Passcode Lock section down
here.
| | 03:49 |
If you're going to be using Evernote on
your iPhone or iPad or on your android
| | 03:53 |
smartphone or tablet, the premium version
let's you lock the Evernote app for some
| | 03:57 |
added security.
And saving this for last, PDF and document search.
| | 04:03 |
Now, the free version allows you to upload
and sync images audio ink and PDF files.
| | 04:09 |
The premium version allows you any type of
file whatsoever and you'll be able to
| | 04:14 |
search for text in a PDF something you
simply can't do in the free version.
| | 04:19 |
So it's your call only you will know if
the premium version is something you're
| | 04:23 |
going to need.
If you're not sure just try out the free
| | 04:26 |
version for a while.
You can upgrade to premium at any time.
| | 04:29 |
For the remainder of this title I'll be
working with the free version.
| | 04:33 |
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| Touring the Evernote interface| 00:00 |
If you decided to install EverNote on your
Mac computer, you were taken from the
| | 00:04 |
website to the app store where you fond a
button for installing the free Evernote app.
| | 00:09 |
Once the installation completes, you're
now ready to launch the app.
| | 00:12 |
That's what we're going to do and take a
tour of the user interface.
| | 00:15 |
I like to use Spotlight.
Go up here, just start to type in Evernote.
| | 00:19 |
The top hit is the Evernote app.
I'll click it to launch Evernote, and a
| | 00:23 |
couple of things happen.
First of all, you're going to get the Sign
| | 00:26 |
In screen.
You need to be signed in to your account,
| | 00:29 |
even though you've installed it here on
your Mac.
| | 00:32 |
Also, in the top right hand corner, you'll
notice this little elephant icon appearing
| | 00:36 |
next to spotlight.
And that icon gives us a number of
| | 00:39 |
Evernote shortcuts, no matter what app
we're working in Evernote, or something else.
| | 00:44 |
But first, we do need to sign in, so let's
do that.
| | 00:47 |
You'll need your email address or username
that you used to create your account.
| | 00:52 |
I've got mine there already, driversmac8,
there it is, and your password, type that in.
| | 00:57 |
And before you click Sign In, notice
there's a check box to Stay logged in.
| | 01:02 |
Even if you exit Evernote, you'll still be
logged in, so when you relaunch it you
| | 01:06 |
won't have to go through the sign in
process.
| | 01:08 |
That's great if you don't share your
computer, but if other people might use
| | 01:11 |
this computer, you don't want them
automatically getting into your account.
| | 01:15 |
I'm going to leave mine unchecked and
click Sign In.
| | 01:18 |
Alright, that takes us to our default
view.
| | 01:21 |
And we are going to take a look at this
user interface now, which is a little bit
| | 01:24 |
different in the Mac version from other
versions of Evernote.
| | 01:28 |
And keep in mind that Evernote is
constantly evolving.
| | 01:31 |
And your screen may look a little
different than mine.
| | 01:33 |
And we're going to begin at the very top,
on the menu bar.
| | 01:37 |
First of all, you'll notice Evernote.
And just like any other app on the Mac
| | 01:41 |
when we click this, we get some common
features and functions, like access to Preferences.
| | 01:46 |
Or to Quit, notice the keyboard shortcut
Cmd+Q.
| | 01:50 |
But we can also do other things here, like
Sign Out of our account.
| | 01:54 |
Or Add additional accounts, you could also
Upgrade to Premium directly from here.
| | 01:59 |
So if you haven't upgraded to premium
already, and down the road you decide
| | 02:03 |
you'd like to, you can click the Evernote
menu and do it from here.
| | 02:07 |
Then we have other menus like File for
creating New Notes, Notebooks, Tags, etcetera.
| | 02:13 |
Notice we can Close up notes, Save notes
from here, Import and Export.
| | 02:18 |
There's and Edit menu.
From the View menu, we can change up our views.
| | 02:22 |
This will change depending on your current
view.
| | 02:24 |
Right now, we're looking at Notebooks.
And, we're looking at a list of notebooks.
| | 02:30 |
So, this is what we would call the List
view.
| | 02:32 |
The other option would be Grid view.
But we can also switch to Notes, Atlas,
| | 02:38 |
and the Trunk from here as well.
So let's click Notes, for example.
| | 02:43 |
That's the same as coming over here to the
sidebar and clicking Notes.
| | 02:48 |
Notice now we see a list of all of our
notes.
| | 02:50 |
And if you're brand new, like me, you're
going to see a single Getting Started note
| | 02:54 |
from Evernote.
And this particular note, when selected in
| | 02:58 |
the snippets list, appears over here in
our preview pane.
| | 03:03 |
Alright now if we go up to the View menu,
notice that our options have changed and
| | 03:08 |
we have Snippet View selected.
But there are other options when viewing
| | 03:11 |
notes like Card view.
Here we get a thumbnail of our note, and
| | 03:16 |
with it selected, there's our preview.
Let's go back to View, try Expanded Card
| | 03:21 |
View if you just simply want to see cards
or thumbnails and no preview, that's the
| | 03:26 |
Expanded View.
And when we go back to View and try List View.
| | 03:31 |
This is similar to something you might see
in say the windows version of Evernote
| | 03:34 |
with a list of your notes at the top.
And then whichever ones selected in this
| | 03:39 |
case getting started we'll see that down
below in our preview pane.
| | 03:44 |
If you wanted to you can adjust these
panels for example if I move in between my
| | 03:48 |
preview and my list I see a double arrow.
I can show more of the preview and less of
| | 03:53 |
the list, or vice versa, by Clicking and
Dragging this.
| | 03:57 |
Let's change our view now.
We'll go back up to View, and go to the
| | 04:01 |
Snippet View.
This is probably the most popular.
| | 04:04 |
And it is very similar to what you'd see
in other versions of Evernote, like the
| | 04:08 |
Windows version.
With Note selected, there's our snippet.
| | 04:12 |
And again, we can adjust this, the
sidebar, we want to see more of it or less
| | 04:15 |
of it.
We can adjust it, same thing for our list
| | 04:19 |
of snippets and our preview.
So you can adjust that to whatever suites
| | 04:24 |
our needs.
We can also change views from up here at
| | 04:28 |
the top of our snippet list.
Click that and you'll see those options,
| | 04:31 |
let's go back to Card View, click that
same button to switch back to Snippet View.
| | 04:37 |
So all those options are there if you
don't like having to go up to the View
| | 04:40 |
menu itself.
Or just below the menu bar, we also have
| | 04:44 |
this tool bar.
And we now have a navigation button that's
| | 04:48 |
accessible here, where we can go back to
previous views, back and forward.
| | 04:53 |
This is helpful if you're moving around
multiple notebooks and notes.
| | 04:57 |
You can navigate using these buttons.
You can also change your accounts from here.
| | 05:01 |
You'll see which account you're signed
into, for me it's driversmac8.
| | 05:05 |
Click this drop-down if you want to Sign
Out, Add Another Account, and if you do
| | 05:10 |
that you can switch to those accounts down
the road.
| | 05:12 |
You can also get Account Information from
here.
| | 05:15 |
Let's click down below to close it up.
You can also set up Evernote to
| | 05:20 |
automatically sync on a regular basis, but
there is a Sync button here as well, to
| | 05:24 |
manually synchronize your notes at any
time.
| | 05:27 |
That way, what you see in the web version,
on your mobile devices, or here, in the
| | 05:31 |
Mac version for example.
You'll see the exact same list of notes.
| | 05:35 |
And then lastly is our Activity button.
If your going to be sharing notebooks this
| | 05:40 |
is a good one here.
Notifications will appear whenever there's
| | 05:43 |
any activity occurring in those shared
notebooks.
| | 05:47 |
Next we have a New Note button here's
where we can go to quickly start creating
| | 05:51 |
new notes.
We'll be doing that, in an upcoming movie
| | 05:54 |
and here's where we go to Search our
notes.
| | 05:57 |
Clicking inside the Search field, you can
type whatever you're looking for, even add
| | 06:01 |
options from here.
But we'll save that for later as well.
| | 06:04 |
Let's just click down below to close it
up.
| | 06:07 |
Alright, so we know we can change our
views.
| | 06:09 |
I like this Snippet View, personally.
We can also be specific about the
| | 06:13 |
notebooks that we're looking at.
So if you want to see snippets of notes in
| | 06:17 |
specific notebooks, you can click this
drop down at the top.
| | 06:20 |
We have one default notebook that's
created for us based on our user name.
| | 06:24 |
There it is, driversmac8, with that
selected it now appears at the top.
| | 06:28 |
Now only see notes that appear in that
particular notebook.
| | 06:32 |
There's my Getting Started note.
I can always go back to All Notes at any time.
| | 06:36 |
And down the road, when we have multiple
notebooks, with multiple notes, clicking
| | 06:40 |
All Notes will combine all the notes in
one view.
| | 06:43 |
So this will make more sense later on as
we begin to build up our lists of
| | 06:47 |
notebooks and notes.
Also, when we move over into our preview
| | 06:52 |
pane here, where we can start working on
our notes and so on.
| | 06:55 |
You'll notice a number of options on the
formatting toolbar for formatting your
| | 07:00 |
notes, and including things like audio,
for example, and attachments.
| | 07:05 |
We will get into all of this later on, but
for now, you should be feeling comfortable
| | 07:09 |
in the Mac version of Evernote.
What about the web version?
| | 07:13 |
It looks a little bit different.
We'll take a look at that next.
| | 07:16 |
Once you have your Evernote account
created, you don't need to be on your Mac
| | 07:21 |
to access Evernote, even though you've
installed it there.
| | 07:23 |
You can access your Evernote account from
any computer so long as you have an
| | 07:27 |
internet connection.
All you need to do is go to Evernote.com
| | 07:30 |
and click the Web Sign In link and use
that same username and password you used
| | 07:36 |
to log in to your account.
Whether you're on your Mac or a mobile
| | 07:40 |
device for example.
So let's do that.I will take a quick look
| | 07:47 |
at the user interface here using the web
version of Evernote.
| | 07:51 |
It's going to be a little bit different
than we're use to see in the Mac version.
| | 07:55 |
First of all you'll notice the default
view here is similar to the Snippet View
| | 07:59 |
on the Mac.
Now we don't have that menu bar across the
| | 08:03 |
top, all we have are a couple of options
to upgrade, for example, and there's our username.
| | 08:08 |
Clicking the drop-down allows us to access
Settings or even Log Out if we wanted to.
| | 08:13 |
We'll be doing that when we shut down our
browser.
| | 08:16 |
But over here on the left hand side we see
a list of our Notebooks, Notes, Trash.
| | 08:21 |
We're missing a number of options that
we're used to seeing, in the side bar in
| | 08:26 |
our Mac version but here's our one and
only note so far, Getting Started note.
| | 08:32 |
We could go to our driversmac8 notebook.
That's mine, my default notebook.
| | 08:38 |
That's where that note actually resides,
and over here on the right is where I can
| | 08:42 |
preview that note.
And of course, when we start creating new
| | 08:45 |
notes and so on, we'll be able to work on
them over here on the right-hand side.
| | 08:49 |
Also there's a Search field that now
appears across the top.
| | 08:53 |
And you'll notice the New Note button here
at the top as well.
| | 08:57 |
On the right hand side we have the pencil
icon for editing so if we want to edit
| | 09:01 |
this note, there's the arrow for sending
it.
| | 09:04 |
We also have our trash bin for deleting
the note and we can print from up here as well.
| | 09:09 |
Couple different options down below for
accessing the images that might appear in
| | 09:13 |
your notes, the image gallery.
And we can also open this note in a new
| | 09:17 |
window using this last icon over here on
the right hand side.
| | 09:21 |
So, the View options, if we wanted to
change them, we have to actually go down
| | 09:25 |
to the bottom of our snippet list.
Click there, and here we can simply change
| | 09:29 |
the way our snippets are sorted or changed
from snippets to the list view.
| | 09:34 |
These are the only two options we have in
the online version of Evernote, so switch
| | 09:38 |
to List, there it is, you see a list of
notes.
| | 09:42 |
You'll even see a Preview pane down below.
Let's go back down to View options and
| | 09:47 |
switch it back to the Snippets, which is
the most popular view.
| | 09:50 |
So that's a quick look at that UI here in
the online version of Evernote.
| | 09:55 |
But going forward we're going to be
working in the Mac version on our Mac computer.
| | 10:00 |
| | Collapse this transcript |
| Configuring Evernote to meet your needs| 00:00 |
The way Evernote looks and behaves on your
Mac computer is based on certain settings,
| | 00:05 |
or preferences.
We're going to take a look at some of
| | 00:08 |
those, now.
We access our Evernote preferences by
| | 00:11 |
going to the Evernote menu, clicking
there, and selecting Preferences.
| | 00:15 |
You could also use your keyboard shortcut,
Cmd+Comma.
| | 00:19 |
From here, you'll see a number of
different categories.
| | 00:21 |
A general category, which is selected by
default, and then some other ones we'll
| | 00:25 |
talk about in a moment.
Just keep in mind that Evernote is
| | 00:28 |
constantly evolving, and your screen may
look a little different than mine.
| | 00:33 |
For now, let's focus on the general
preferences.
| | 00:36 |
Down below, you'll find out later on that
you can send notes to Evernote.
| | 00:41 |
From other applications if you wanted to,
even for email, and if you want to do so,
| | 00:46 |
where do they go?
They go to a default notebook.
| | 00:49 |
Your only notebook when you first log into
Evernote is the same as your user name,
| | 00:54 |
mine's Steve Rivers Mac eight.
As we create additional notebooks we can
| | 00:58 |
pick and choose which one's going to be
our default.
| | 01:01 |
This is something we will talk about in
detail later on.
| | 01:04 |
For now if we click this drop down there's
no other choice.
| | 01:09 |
Also, you can see a checkmark next to Open
note links from other applications in a
| | 01:14 |
new window.
So if we do, for example, send an email
| | 01:17 |
with a link to one of our notes we could
click that link and see it open up in a
| | 01:22 |
new window by default, thanks to this
checkmark...
| | 01:26 |
The other thing we can turn on is a note
counter.
| | 01:29 |
As we look over here at the side bar and
look at notes there's no number showing up
| | 01:33 |
indicating how many notes we have.
If you're interested you can click this
| | 01:36 |
Check box and you can see I've one note in
my notes, all notes is selected up here.
| | 01:43 |
So far only one note, but, in no time at
all, that number is going to grow.
| | 01:49 |
So if you like seeing the number of notes
that appear, even in various notebooks,
| | 01:53 |
you can choose to keep that checked off,
or not.
| | 01:56 |
Also if you have the premium version you
can show related notes.
| | 02:00 |
Again, if you don't have the premium
feature like me, it's not even selectable.
| | 02:05 |
A little bit further down, there's
something called the EvernoteHelper, and
| | 02:09 |
it's running in the background even when
you quit Evernote.
| | 02:12 |
So if we were to quit Evernote, one that
we would see is this little elephant icon
| | 02:16 |
on the menu bar indicating that the helper
is still running, and we can use this from
| | 02:22 |
other applications to achieve certain
things like.
| | 02:25 |
Clip things that we want to send to
Evernote.
| | 02:27 |
Even launch Evernote, sign out from there.
Lots of different options that we'll talk
| | 02:32 |
about as we move through the various
movies in the various chapters of this title.
| | 02:37 |
But for now, you can see that it is going
to be running in the background even after
| | 02:41 |
you quit Evernote.
If you don't like that, you can turn it off.
| | 02:45 |
And if you don't like seeing the elephant
in the menu bar, you can turn it off from
| | 02:48 |
here as well.
I'm going to leave it on.
| | 02:51 |
Also, there's an option to start the
Evernote helper when you log in to your computer.
| | 02:55 |
So as soon as you turn on your PC, turn on
your Mac, for example, that Evernote
| | 03:00 |
helper will be running whether you're
logged in to Evernote or not.
| | 03:04 |
If you like that, click that checkbox as
well.
| | 03:08 |
Let's move on to synch.
This is kind of important.
| | 03:10 |
Your notes are going to be synchronized,
so if you're using tablets, smart phones,
| | 03:15 |
using the web version of Evernote, if you
want your notes to be synchronized on all
| | 03:20 |
devices you can adjust the
synchronization.
| | 03:23 |
Every 30 minutes is what I'm seeing here,
but there are options to manually
| | 03:27 |
synchronize, so it's up to you to click
the synchronized button...
| | 03:30 |
Or you can go as low as five minutes or as
high as every hour if you wanted to.
| | 03:37 |
I'm going to go with every 30 minutes.
Notice also you're going to be synching up
| | 03:42 |
shortcuts, so if you have shortcuts to
notes and so on, they will be synched up too...
| | 03:47 |
Down below you'll see shared notebooks
that are linked to your account.
| | 03:51 |
we'll talk about sharing notebooks a
little later on, for now you shouldn't see
| | 03:55 |
anything if you're brand-new to Evernote
like me.
| | 03:58 |
Also, if you're synchronizing notes, and
you have many notebooks and many notes, it
| | 04:02 |
could take a few seconds, could even take
more than a few seconds.
| | 04:06 |
If you try to quit Evernote while you're
synchronizing, you'll see a warning that
| | 04:10 |
you shouldn't do that, you shouldn't quit
until the sync it's finished and that's
| | 04:14 |
because this checkmark is on by default.
Let's go to clipping.
| | 04:18 |
Clipping you'll see it has a number of
options.
| | 04:20 |
After you clip something say we're in a
webpage and we see something we want to
| | 04:25 |
send to Evernote, we can clip it.
Well the clip will be brought to the front.
| | 04:30 |
Something's going to happen on our doc,
you're going to see a bouncing icon and
| | 04:33 |
you'll hear a sound as well.
You can turn any of these off if you want to.
| | 04:38 |
By default, we're going to view newly
clipped PDF's inline.
| | 04:42 |
That means it'll be inline with the rest
of our note.
| | 04:46 |
Down below the Evernote web clipper, again
something we're going to talk about a
| | 04:50 |
little bit later on.
If you don't have it already you can
| | 04:53 |
download it from here.
You don't have to do it from here, but you can.
| | 04:58 |
We'll talk about the web clipper a little
bit later.
| | 05:02 |
Shortcut keys can be changed from here.
Notice creating a quick note, a new note window.
| | 05:08 |
They all have their own shortcuts.
You can click the x's next to any of these
| | 05:12 |
if there's a conflict for example with
another application, and change it to
| | 05:16 |
something that you would prefer to use as
a keyboard shortcut.
| | 05:20 |
And lastly is formatting.
This is formatting for the notes you create.
| | 05:23 |
If you're creating notes with text, you
can see default font and size.
| | 05:28 |
Clicking the select button allows you to
change that if you want it changed to
| | 05:31 |
something different.
Same thing for plain text.
| | 05:35 |
Plain text is similar to what you would
see in a text editing application versus a
| | 05:41 |
word processor.
Also you can adjust the date format by
| | 05:44 |
clicking this drop down.
You can choose the date format that you prefer.
| | 05:49 |
And lastly, down below you can simplify
formatting of pasted content.
| | 05:55 |
So it removes all kinds of formatting, but
will keep hyperlinks, images, and other
| | 06:00 |
content if you click this check box.
It you're using Cmd+V to paste that's kind
| | 06:04 |
of important.
Alright just close up your preferences
| | 06:07 |
when you're done, and that's how you
customize.
| | 06:10 |
The way your Evernote app on your Mac
looks and behaves.
| | 06:14 |
| | Collapse this transcript |
| Installing Evernote on a mobile device| 00:00 |
Getting Evernote on your computer is the
first step.
| | 00:03 |
Yes, you'll be able to capture anything,
start creating your own notebooks, and
| | 00:07 |
notes on your computer, but what if you're
not at your computer?
| | 00:10 |
Maybe you're on the road, and you use a
tablet, or even a smartphone.
| | 00:14 |
In those cases, you'll want to get
Evernote installed on those mobile
| | 00:17 |
devices, and that's what we're going to
talk about right now.
| | 00:20 |
We'll start here on our computer, and if
you still have the Getting Started message
| | 00:24 |
you received when you first signed up for
Evernote, you'll notice as we scroll down
| | 00:28 |
the message, there is a section on
installing and using Evernote everywhere.
| | 00:33 |
Notice a link to get Evernote on your
computer, phone, and tablet.
| | 00:37 |
We'll click that link which is going to
launch your default browser and take you
| | 00:40 |
to the Evernote page.
From here, you'll see Get Evernote for Mac
| | 00:44 |
because we're on our Mac computer.
If you hover over that drop down though,
| | 00:47 |
you'll see that we can get it for a number
of mobile devices down the left hand side here.
| | 00:52 |
Including Apple devices like iPads,
iPhones, and iPod touches, there's Android
| | 00:56 |
and Windows options here even Blackberry.
Let's say in our scenario, we want to have
| | 01:01 |
Evernote on our iPad which we take we with
us everywhere, or even on our iPhone.
| | 01:05 |
Well we could click that link which is
going to take us to iTunes here on the
| | 01:10 |
Mac, that's what we use, and take us to
the Evernote section in the iTunes store.
| | 01:15 |
Notice the apps selected You may need to
sing in first.
| | 01:19 |
If you're prompted to do so just enter
your information and you'll arrive at this page.
| | 01:25 |
Now, you'll see the free option here, but
we're on our computer.
| | 01:28 |
Keep that in mind.
If we really want to get Evernote
| | 01:31 |
installed on our iPhone or our iPad and
you'll notice this app will work on both,
| | 01:37 |
we really should be on the device where we
want Evernote to appear...
| | 01:41 |
So let's say we're working with an iPad.
That's what we'll do, we'll use our iPad
| | 01:46 |
to locate the Evernote webpage, and
download it from there.
| | 01:50 |
When we tap the Get Evernote button from
our mobile device, Evernote knows what
| | 01:54 |
version to install, so, you're on the
iPad, we're taken to the App Store, ready
| | 01:58 |
to install install Evernote, so let's do
that.
| | 02:01 |
You might see the free button here you can
tap that and then tap install and then it
| | 02:06 |
will just take a few minutes to install
the ever note app on your mobile device.
| | 02:10 |
Once the installation is complete we can
tap the open button from here in the app
| | 02:15 |
store or hit your home button on your
mobile device.
| | 02:20 |
And find the icon for the Evernote app is
readily available on you home screen.
| | 02:25 |
We're now ready to start using it on our
mobile device and syncing it up with our
| | 02:29 |
other devices.
| | 02:30 |
| | Collapse this transcript |
| Evernote add-ins| 00:00 |
While Evernote is great all on its own,
there are some apps that go very well with Evernote..
| | 00:04 |
So let's take a look at some of them now
and you can decide if you think any of
| | 00:08 |
them are right for you.
Every new Evernote account gets this one
| | 00:12 |
note in your default notebook titled
Getting Started.
| | 00:15 |
And if you look at this note over here on
the right hand side and scroll towards the
| | 00:19 |
bottom, you'll find other products that
work great together with Evernote, which
| | 00:24 |
we already have.
We're going to start with Evernote Hello.
| | 00:27 |
If you're anything like me, you struggle
with remembering names and contact info.
| | 00:32 |
So if you interact with a lot of new
faces, this can be a real hassle.
| | 00:35 |
Well, luckily, if you have a smart phone,
like an iPhone or a Android phone, even an
| | 00:40 |
iPod Touch, Evernote Hello can save the
day.
| | 00:43 |
It's powered by Evernote's cloud-based
sync service and it makes it easy to
| | 00:48 |
remember who, what, when, where, how and
even why you met someone.
| | 00:53 |
Tucking all of this information neatly
away and organized in a sleek timeline.
| | 00:57 |
Now, Hello accesses a user's existing
built-in contacts and address book but
| | 01:02 |
optionally also pulls data from LinkedIn
or Facebook making it ideal for both
| | 01:07 |
business and personal use.
In the latest version of Hello, you have
| | 01:12 |
the ability to scan business cards and
instantly convert them to Hello contacts.
| | 01:17 |
Now, it is a premium feature but it works
beautifully with traditional business
| | 01:21 |
cards requiring some manual data entry
with a card having a darker background.
| | 01:26 |
Another cool feature allows two Hello
users to pair their iPhones using Audio
| | 01:31 |
Tones to instantly exchange profiles.
Next, we have Evernote Food.
| | 01:37 |
If you're into collecting recipes,
Evernote does a great job all by itself,
| | 01:41 |
but Evernote Food takes it to another
level.
| | 01:43 |
Evernote Food 2.0 automatically finds any
recipes you've saved in your Evernote
| | 01:49 |
notebooks, helps you find new ones on the
web, discover great restaurants in your
| | 01:53 |
area and organize all of that information
into one simple app.
| | 01:58 |
It'll work on your Apple iPad iPhone iPod
touch as well as Android devices.
| | 02:04 |
Next, we have Skitch.
Skitch is a simple yet powerful
| | 02:08 |
collaboration tool for annotating images
and it's available for Windows, Mac, iPad,
| | 02:13 |
iPhone, iPod Touch, and Android devices.
With Skitch you can quickly capture,
| | 02:19 |
annotate, modify and share all kinds of
images and sync them to your Evernote
| | 02:23 |
account so they're available to view,
share and edit anywhere you have Skitch.
| | 02:28 |
Next, is Evernote Clearly.
It's a browser extension for Google Chrome
| | 02:34 |
and Firefox with more browsers lined up
for the future.
| | 02:37 |
With Clearly, when you arrive at an
article or a blog post that has a lot of
| | 02:42 |
embedded ads, or appears on a page that is
overly busy, you click the little desk
| | 02:48 |
lamp icon to activate it.
Upon doing so, you'll notice the clutter
| | 02:52 |
completely disappear and you'll be left
with only the text you are interested in.
| | 02:57 |
It's also totally customizable, so you can
make every web page appear just the way
| | 03:02 |
you'd like.
The best part is, it links to your
| | 03:05 |
Evernote account for easy archiving,
allowing you to read it anywhere, anytime.
| | 03:11 |
Here's Evernote Peek, it's a cool add-in
for the iPad, and its ideal for students
| | 03:16 |
or anyone really who takes notes and would
like to use those notes to test themselves.
| | 03:21 |
By using your iPad smart cover, or a
virtual cover in Evernote, you can review
| | 03:26 |
note questions with the answers covered up
until you need to peek at them.
| | 03:30 |
And, lastly we have Penultimate.
If you prefer to write rather than type,
| | 03:36 |
penultimate is an easy to use handwriting
app for iPad.
| | 03:39 |
That combines a natural experience of pen
and paper, but with the flexibility and
| | 03:44 |
synching of Evernote.
There's still no need for paper, but you
| | 03:48 |
can keep the handwriting and remember
everything with Evernote.
| | 03:53 |
So there's a good look at some of the most
popular add ins or apps that work well
| | 03:57 |
with Evernote.
If you think you'd like to try any of
| | 03:59 |
them, just follow the links from your
computer or device to install them, and
| | 04:03 |
give 'em a try.
| | 04:04 |
| | Collapse this transcript |
|
|
2. Working with NotebooksCreating a new notebook| 00:00 |
If you've been following along with me,
you know understand what Evernote's all about.
| | 00:04 |
Storing anything and everything so you
have quick and easy access to it from
| | 00:07 |
virtually anywhere at any time.
Well, when we start storing things like
| | 00:12 |
text notes, audio clips, clippings from a
web page, for example, where are we
| | 00:17 |
storing those things?
We're storing them in Notebooks.
| | 00:20 |
When you create your Evernote account,
you're given one default notebook.
| | 00:25 |
Here in Snippet view, with Notes selected,
if we click the drop-down at the top,
| | 00:29 |
you'll see that one default notebook and
it goes by your username, mine, DRriversMac8.
| | 00:33 |
If I select that, I'll only be viewing the
notes in that notebook and it appears at
| | 00:40 |
the very top of my Snippet list.
Well you can have many, many notebooks,
| | 00:44 |
depending how you like to stay organized,
some people like several notebooks, by
| | 00:48 |
topic, project, and so on.
Others prefer fewer notebooks, to make it
| | 00:53 |
a little bit easier to find things.
That's totally up to you.
| | 00:56 |
I'm going to show you some ways to create
new notebooks, beginning with the file menu.
| | 01:01 |
Let's go up to File and down to New
notebook and you'll notice two options in
| | 01:05 |
this popup menu.
There it is synchronize notebook Shift
| | 01:09 |
Command N the keyboard shortcut or a local
notebook.
| | 01:12 |
A synchronized notebook is the notebook
you want to create if you're going to be
| | 01:16 |
sharing or if you want to be able to
access the content from other devices like
| | 01:20 |
mobile devices or the web version of
Evernote.
| | 01:24 |
A local notebook is private and its stored
locally and no one's going to be able to
| | 01:28 |
share it, it's all just for you.
Well by default when we create new
| | 01:33 |
notebooks using other options this is what
we're creating here a synchronized
| | 01:37 |
notebook so let's do that now.
Notice the name of the notebook, you're
| | 01:42 |
switched over to the Notebooks view.
You might be looking at List view like me
| | 01:45 |
or you can switch to Grid view if you
like.
| | 01:48 |
If we go back to List view, notice that we
need to go back to creating that new notebook.
| | 01:52 |
So let's do that but this time let's go to
the button New notebook.
| | 01:57 |
Again the default is a synchronized
notebook.
| | 01:59 |
We didn't have the option by using the
button to select it but that is the default.
| | 02:04 |
I'll show you in a moment how we can check
it out.
| | 02:07 |
Let's change the name, though, that
appears here by default using your own credentials.
| | 02:11 |
I'm going to type in one that I like to
create, called Inbox.
| | 02:15 |
When you press enter, you now have a new
notebook, and 0 notes.
| | 02:20 |
When you hover over this, whether you're
in this list view or let's switch to grid view.
| | 02:28 |
And hover over your inbox notebook.
Those are the little icons that appear for
| | 02:32 |
sharing and fgor accessing you settings.
Let's go to the Setting icons, this little cog.
| | 02:38 |
There's the name, inbox I like to make
this my default notebook.
| | 02:43 |
Click the check box.
You can only have one default notebook,
| | 02:46 |
and your original notebook is your default
until you choose another one.
| | 02:49 |
By choosing an inbox notebook as your
default notebook, anything you send to
| | 02:56 |
Evernote, whether it's via email, or web
clippings, for example, they'll go to your inbox.
| | 03:03 |
I like the naming Inbox for a notebook.
It's easy to remember where things go to
| | 03:07 |
when I send them to Evernote.
And you can follow along with me if you like.
| | 03:11 |
You don't have to create an inbox
notebook, but I'm going to do that, and
| | 03:15 |
I'm going to make it my default.
Notice it is a synchronized notebook.
| | 03:18 |
We cannot change the notebook type.
We can change the default at any time, but
| | 03:23 |
we can't change the type of notebook once
it's created.
| | 03:27 |
So, let's click Save, and it becomes our
default notebook, now.
| | 03:32 |
Let's switch to our List view.
There we go.
| | 03:35 |
And now we know that when we send things
to Evernote, they're going to go to this
| | 03:40 |
Inbox notebook.
Okay, great.
| | 03:43 |
Let's create another new notebook.
I like to right click anywhere in an open
| | 03:47 |
space here in Notebook view.
You'll notice another option to create New notebook.
| | 03:52 |
Let's do that.
Another type of notebook I like to create
| | 03:56 |
and you may agree or disagree Is one that
I can share with everyone.
| | 04:01 |
In other words, make it a public notebook,
and anything I put into that notebook,
| | 04:05 |
people will be able to access.
It's a great way to share things temporarily.
| | 04:08 |
When you're no longer willing to share
those items,you just simply remove them
| | 04:12 |
from this notebook.
So I'm going to call this one Temp, a
| | 04:15 |
temporary notebook, and press Return.
So if we now hover over this one and go to
| | 04:19 |
the Settings, you'll see indeed it is a
synchronized notebook, which is has to be
| | 04:23 |
if we plan on sharing, and we will talk
about sharing in detail later on.
| | 04:27 |
But for now we know it's ready to be
shared with everyone and we can
| | 04:32 |
temporarily place items in this notebook
to share.
| | 04:35 |
All right, let's click Cancel.
We're not going to change anything there.
| | 04:39 |
Another option is to create notebooks
based on any projects you might be working on.
| | 04:45 |
Let's say we're working on a new project
for the upcoming user conference, 2013.
| | 04:49 |
Everything related to that project can go
into this notebook.
| | 04:52 |
It makes it nice and easy to find things
related to our project.
| | 04:56 |
And it's also a notebook that we might
want to share with others to collaborate
| | 05:00 |
on this project,so let's go up to the new
notebook button this time and call this
| | 05:06 |
one user conference 2013 and press return.
Now you know by default, this is a
| | 05:15 |
synchronize notebook, we can check the
settings, Sure enough it's synchronized,
| | 05:19 |
and there's our name.
We'll click Cancel.
| | 05:22 |
Let's go back to our notes view now.
And from here, at the very top of our
| | 05:27 |
snippet list, you can click the drop down,
and see the various notebooks.
| | 05:32 |
There they are, listed in alphabetical
order, and we can switch to any notebook
| | 05:36 |
at any time to see the contents.
Notice all of these new notebooks are
| | 05:40 |
empty, the only one with anything in it Is
our original notebook that was created
| | 05:46 |
when we signed up for Evernote.
So that's how we create various types of notebooks.
| | 05:50 |
Of course there are certain settings
you'll want to consider with your notebooks.
| | 05:54 |
We'll talk about those next.
| | 05:55 |
| | Collapse this transcript |
| Managing notebooks| 00:00 |
Over time as you continue to use Evernote,
the number of notebooks you have showing
| | 00:05 |
up in your notebooks view will obviously
increase.
| | 00:08 |
Let's switch to notebooks now.
Here in list view, we'll see a list of our
| | 00:12 |
current notebooks.
Not too many, but we're just getting started.
| | 00:16 |
We'll see the default notebook that was
created when we started up Evernote and
| | 00:20 |
created our Evernote account.
You'll see the other notebooks that we've
| | 00:24 |
created so far.
And at the bottom of the list, trash,
| | 00:27 |
which is not really a notebook but it does
appear on this list.
| | 00:31 |
Let's talk about making some adjustments
to our notebooks, beginning with renaming.
| | 00:35 |
This original notebook, which is based on
username, could be more descriptive if we
| | 00:41 |
used a different name, so let's do that.
The easiest way is to simply right click
| | 00:46 |
the notebook and from this popup menu
select rename notebook.
| | 00:51 |
That highlights the contents and we can
simply type right over it.
| | 00:55 |
I'm just going to type in David's
notebook.
| | 01:00 |
And press return, there's the new name.
Now there are a number of other things we
| | 01:04 |
can do by right clicking a notebook.
For example, if we go down to user
| | 01:08 |
conference 2013.
Eventually, once this conference has come
| | 01:12 |
and gone, we'll no longer need this
notebook.
| | 01:15 |
Right clicking it, you'll see an option to
delete the notebook.
| | 01:18 |
Anytime you delete a notebook you see this
warning, and it's a good warning, because
| | 01:22 |
any notes that appear in the notebook are
not actually deleted with the notebook itself.
| | 01:27 |
They're moved to the trash.
So you'll be able to go get them and place
| | 01:30 |
them in other notebooks if you wanted to.
You can't undo this, though, so let's
| | 01:35 |
click Cancel.
We're not quite done with this notebook,
| | 01:38 |
but if we were, we'd simply hit Delete and
that notebook would no longer appear on
| | 01:42 |
our list.
Click Cancel, and keep it for now.
| | 01:46 |
Other things we can do, let's right click
the Inbox and go down to Notebook Settings.
| | 01:52 |
These are the notebook settings we saw
when we first created, notice that it's
| | 01:55 |
the default notebook, it's a synchronized
notebook.
| | 01:58 |
The only thing we can do here is change
the name of our notebooks, so it's another
| | 02:02 |
way to rename a notebook.
Just type in something else.
| | 02:05 |
I'm going to keep Inbox, let's click
Cancel.
| | 02:09 |
Another thing we can do to stay better
organized, once this list of notebooks
| | 02:13 |
begins to grow, is to create stacks, a
hierarchy.
| | 02:17 |
So for example we might want to keep all
of our personal notebooks together in a
| | 02:21 |
stack called personal.
And all of our work-related Notebooks in a
| | 02:26 |
Business Stack, for example.
Let's do that.
| | 02:28 |
David's Notebook belongs in the personal.
I'm going to right click this, and notice
| | 02:32 |
we can Add to Stack from here.
There it is.
| | 02:35 |
And the only option that appears off to
the right on this little popup menu is New Stack.
| | 02:41 |
We don't have any Stacks so the only
option is to create a new one here on the fly.
| | 02:45 |
When we click this the new stack is
created.
| | 02:49 |
You can see David's notebook is indented.
And the name of the stack by default is
| | 02:53 |
simply notebook stack.
We're going to rename that of course, so
| | 02:57 |
let's Right Click it and choose Rename
Stack.
| | 03:00 |
Let's call this one Personal, and press
Enter.
| | 03:05 |
Now we have a personal stack.
All we need is a business stack to put the
| | 03:09 |
business-related notebooks into.
And, we're going to start with our user
| | 03:13 |
conference 2013.
We'll right click it.
| | 03:16 |
Now, when we go to add to stack, notice
the options.
| | 03:18 |
Personal's there, and new stack is also an
option.
| | 03:23 |
So we can move it to an existing stack or
create a new one on the fly.
| | 03:26 |
We' need a new stack, so I'll select it.
Again we're going to Right Click the
| | 03:30 |
notebook stack and rename it to Business.
When you press Return notice the list is
| | 03:39 |
getting smaller now because we have a
couple of stacks.
| | 03:43 |
As we create new notebooks we can add them
to the stacks to keep things organized.
| | 03:47 |
When we want to focus on business related
items we double click the stack to expand it.
| | 03:53 |
We can double click it again to collapse
it or you can Right click and choose
| | 03:56 |
Expand stack, Right click and Collapse.
There you go.
| | 04:01 |
Same thing for personal.
Double clicking, and we can have them both
| | 04:04 |
expanded at the same time.
But to really stay organized and focused,
| | 04:09 |
we probably expand one at the time.
And you can have several stacks.
| | 04:12 |
I'm going to collapse both of them.
That's a nice neat list.
| | 04:17 |
So, those are some of things you can do
with existing notebooks to help you stay
| | 04:20 |
better organized and to help you
understand what it is you're looking at.
| | 04:24 |
Renaming, deleting and adding to stacks
will help you in the long run.
| | 04:29 |
| | Collapse this transcript |
| Backing up and sharing notebook content| 00:00 |
Over time, as you continue working with
Evernote, you'll be creating new
| | 00:03 |
notebooks, you'll be storing notes in
those notebooks, they'll begin to
| | 00:07 |
accumulate, and you might be concerned
about the content.
| | 00:09 |
What happens if you were to lose any of
that?
| | 00:12 |
Well, it's not likely to happen.
But if you are concerned, there's a way to
| | 00:15 |
back up your notebook notes.
And then restore them when you need them.
| | 00:19 |
It's by exporting, and importing.
Using export and import we can also share
| | 00:24 |
contents with others.
Let's talk about that now.
| | 00:27 |
All we need is a notebook that has at
least one note.
| | 00:30 |
If you are following along with me, we
created a personal stack which we can
| | 00:33 |
double-click to expand.
And in there you'll find your own notebook
| | 00:37 |
that has one note in it.
That's the default node that we receive
| | 00:41 |
when we create our Evernote account.
If you haven't been following along with
| | 00:44 |
me, just find any notebook that has at
least one note in it.
| | 00:47 |
With it selected, just right click and
you'll notice at the bottom of this pop-up
| | 00:51 |
menu Export Notes from David's Notebook.
You'll also find this on the File menu.
| | 00:56 |
When we select this, now we get to give it
a name.
| | 00:59 |
The default name is My Notes, I'm going to
rename this, so it's a little more descriptive.
| | 01:03 |
I'm going to call it David's Notes.
We can choose where we're going to export
| | 01:09 |
this file to.
I'm using the desktop, but you can click
| | 01:12 |
this drop down to choose another place.
And then the format As you can see, it's
| | 01:17 |
defaulting to this XML format for Evernote
call dot ENEX.
| | 01:22 |
Put the drop down if want to choose HTML
instead for viewing in a web browser.
| | 01:27 |
I'm going to go with the dot ENEX format,
that way if I do lose content I can import
| | 01:32 |
this file right into my Evernote account.
In fact, I can share this file with other
| | 01:36 |
people and they can import it into their
Evernote account.
| | 01:40 |
If we're using tags, we can include those
to be exported as well.
| | 01:44 |
Now, we haven't gotten into tags yet, so
let's leave it unchecked, and click Save.
| | 01:49 |
There we go, exported and its complete to
my desktop.
| | 01:54 |
That's where it is, and if I need it, I
can import it if I was to lose my content,
| | 01:59 |
for example.
Also, if someone was sharing a .enex file
| | 02:02 |
with me, I can import that.
How do we do that?
| | 02:07 |
Well, we actually go to the File menu.
Let's click File, and Import Notes this time.
| | 02:13 |
Again, we get to browse to the location.
There's David's note if I wanted bring
| | 02:18 |
those back in.
But I still have those notes.
| | 02:21 |
In the exercise files you'll find one
called David's Notebook.
| | 02:25 |
Give that a click.
It's a .enex file.
| | 02:29 |
And it doesn't use tags, so don't worry
about importing tags at this point.
| | 02:33 |
We'll just click Open.
I want you to see what happens here.
| | 02:37 |
You'll see a note indicating the archive
import was successful.
| | 02:40 |
You'll see the size of the imported notes.
You'll also see your quota and what's
| | 02:46 |
remaining, and then down below you have
the option now if you'd like to place
| | 02:52 |
these notes into a synchronized notebook.
By default, they're going into a new notebook.
| | 02:56 |
You can see the name of it over here.
Import David's Notebook.
| | 03:01 |
And we can leave them there to local
notebook, and then simply manually move
| | 03:05 |
the notes around if we wanted to, or we
could click Yes right now to move them
| | 03:10 |
into a synchronized notebook.
Let's choose No, so we can pick and choose
| | 03:13 |
where the notes are going to go.
Choose no, and there we go.
| | 03:17 |
We're now looking at that new notebook
that was created called Import.
| | 03:21 |
David's notebook.
It has the getting started message, which
| | 03:24 |
we already have.
We don't need that.
| | 03:26 |
Let's right-click it and choose Delete.
And we have a couple of other ones here, a
| | 03:32 |
Home Reno and a Playoff Schedule.
These are personal notes.
| | 03:35 |
I think we need to put those into our
personal notebook.
| | 03:39 |
So, let's click the first one if you need
to, Home Reno.
| | 03:42 |
Hold down Shift and click the second one.
They're both selected now and over here on
| | 03:46 |
the right, we have the ability to move
them to the notebook of our choosing.
| | 03:50 |
Click the Move to Notebook drop down.
Under Personal we'll move them into your
| | 03:55 |
own notebook.
I'm going to choose David's Notebook here.
| | 03:59 |
And they're moved.
Notice that this new notebook that was
| | 04:01 |
created when I imported is empty.
So, if we go over to notebooks here on the
| | 04:06 |
left, I can now right-click, import
David's notebook, I don't need that
| | 04:10 |
anymore, and delete it.
I'll need to click Delete to confirm.
| | 04:14 |
And if I go to David's notebook now, and
if I want to view all the notes in this
| | 04:19 |
particular notebook, I can click View All
Notes in my personal stack.
| | 04:23 |
There they are.
So that's how we export to backup and
| | 04:28 |
import to restore files, or to bring in
files that someone shared with us.
| | 04:33 |
| | Collapse this transcript |
|
|
3. Working with NotesCreating a text note| 00:00 |
As you well know by now,Evernote's all
about storing anything and everything.
| | 00:04 |
Well the most popular type of note you're
going to create in your Evernote notebooks
| | 00:08 |
is probably the text note.
And that's where we're going to begin,
| | 00:11 |
creating a new note.
Now, what I'd like to do is switch to the
| | 00:14 |
notebook where I want that note to go.
You can do this or you can choose from the
| | 00:19 |
drop-down button a notebook where you'd
like it to go.
| | 00:22 |
Notice we have our current notebook, we
also have our default notebook and any
| | 00:26 |
recent notebooks you visited.
You can also go to the file menu from
| | 00:31 |
here, choose new note, it'll go to the
notebook you're looking at.
| | 00:35 |
If you use the keyboard shortcut Cmd+N,
same thing.
| | 00:38 |
And they're different types of notes you
can create, like a Facetime camera note,
| | 00:41 |
audio notes as well, and they will go to
the notebook you're looking at.
| | 00:46 |
So let's switch notebooks first.
We'll go up to the drop-down here in the
| | 00:49 |
snippet list and switch to our User
Conference 2013 notebook.
| | 00:53 |
We don't have any notes in there yet.
Now, if we were to use the keyboard
| | 00:57 |
shortcut Cmd+N, we'd create a new note in
this notebook.
| | 01:01 |
Also, you'll see that is the default
button up here on the toolbar ow and if we
| | 01:04 |
want to choose a different notebook we
could.
| | 01:07 |
And from the File menu choosing New Note
will do the same thing, creating new note
| | 01:11 |
in our User Conference 2013 notebook.
So however you want to do it, go ahead and
| | 01:16 |
click, and you'll have your first untitled
note waiting for a title, you'll see in
| | 01:22 |
the snippet view, today.
And that date will always appear under the
| | 01:26 |
title of your note, which we haven't given
yet, and a reminder of the notebook where
| | 01:30 |
it's going.
So let's type in a title, Get Productive -
| | 01:35 |
Things To Remember.
Right, that's just the title, and when we
| | 01:40 |
click down below this will be the content.
Look what's happening in our snippet list,
| | 01:44 |
the title now appears.
Alright, down below we'll type in some things.
| | 01:49 |
For example, prioritize items.
You'll notice that's starting to show up
| | 01:58 |
here but there's no save button for saving
your notes.
| | 02:00 |
They're saved on the fly.
When you hit Return you can continue typing.
| | 02:04 |
I'm going to type in a few things like
leave at a specific time plan phone calls
| | 02:10 |
you can type in whatever you want as you
type in this content notice it begins to
| | 02:15 |
appear here in the snippet list as well.
Now, of course there's a number of things
| | 02:19 |
we can do with this text note there's a
formatting toolbar for changing the font size.
| | 02:25 |
And some of the attributes we'll get into
all of that as we move through the various
| | 02:29 |
movies in this chapter.
For now though, you have your first new
| | 02:34 |
note a text note the most popular type of
note you're going to create here in Evernote.
| | 02:39 |
| | Collapse this transcript |
| Editing and formatting text notes| 00:00 |
As you continue to work with text notes
here in Evernote there will be times when
| | 00:04 |
you want certain items to stand out.
You want your notes to be attractive,
| | 00:07 |
especially if you're going to be sharing
them.
| | 00:09 |
Well, in that case, there are a number of
formatting options we need to explore.
| | 00:12 |
We'll do that as we continue to work with
our latest note that we've just created in
| | 00:16 |
a previous movie.
The Get Productive - Things to Remember
| | 00:19 |
note, and if you didn't follow along with
me in the previous movie, not to worry.
| | 00:23 |
You can select any text note you have or
simply create this note before you begin.
| | 00:29 |
To, first of all, format any text that
needs formatting, it needs to be selected.
| | 00:34 |
Let's select everything here in our note
from the first item, prioritize items, all
| | 00:38 |
the way down to the end.
With everything selected, we can start
| | 00:41 |
formatting now, and conveniently, across
the top of our note is the Formatting toolbar.
| | 00:46 |
You'll see the default font.
You can click this dropdown to select from
| | 00:51 |
other fonts that might be installed.
I'm going to go down to Verdana, and you
| | 00:56 |
can see that looks a little bit different.
It now appears on my toolbar.
| | 00:59 |
I might like to bump this size up a little
bit, too.
| | 01:02 |
We can try 14.
We could try 18.
| | 01:05 |
That might be too big, so let's go back to
14 and select it.
| | 01:12 |
Next, we can adjust things like the text
color.
| | 01:15 |
The color button when we click it gives us
a selection of colors from our colors dialog.
| | 01:21 |
Now, if you're familiar with this dialog
on the Mac there are number of different
| | 01:25 |
ways to select colors, we can go to the
color wheel, we can go to the sliders, we
| | 01:28 |
can go to the swatches where we started.
There's also crayons over here if we
| | 01:33 |
wanted to choose from those colors.
So, lot's of different options.
| | 01:37 |
I'm going to go back to the swatches here
and go for this blue color.
| | 01:40 |
And you can see what's happening here.
My font size and color have all been
| | 01:47 |
changed and I can close up the Colors
dialog.
| | 01:51 |
Other things we can do, we can bold,
italicize, and underline our content, we
| | 01:56 |
can also change the alignment.
With everything still selected, notice
| | 02:00 |
that Left Align is the default.
Everything's lined up on the left-hand margin.
| | 02:03 |
If we wanted to center items we could.
We could Right Align as well.
| | 02:08 |
In this case, Left Align makes sense.
And we can also turn on Bullets and Numbering.
| | 02:13 |
The next two buttons are for Bullets.
Let's apply bullets, very cool.
| | 02:17 |
Let's try numbering, if the orders
important, numbering might be a good idea.
| | 02:23 |
And the nice thing about automatic
numbering is if we take something away the
| | 02:27 |
numbering is automatically, we don't have
to adjust those numbers.
| | 02:30 |
For example, if we take out plan phone
calls by clicking and dragging over it and
| | 02:35 |
hitting Delete on our keyboard, notice the
numbering has been adjusted automatically
| | 02:40 |
for us.
If we want to undo that we can go to the
| | 02:43 |
Edit menu and undo, Cmd+Z is the keyboard
shortcut, like in any other app.
| | 02:48 |
Let's choose Undo typing, brings it back,
and again the numbering has been adjusted.
| | 02:53 |
I'm going to go back to this, select
everything and go to bullets, I prefer
| | 02:57 |
bullets, right?
We can also add checkboxes, tables, how
| | 03:01 |
about a separator?
Let's just click after the last item, we
| | 03:04 |
can hit return and turn bullets off.
We no longer need them.
| | 03:08 |
It's only turned off for that line and add
a separator.
| | 03:12 |
There we go.
Now, we could continue with something else
| | 03:15 |
under the get productive things to
remember note.
| | 03:18 |
We can add Audio.
We could also, if we wanted to, take a
| | 03:21 |
snapshot if you have a camera attached,
Attach things.
| | 03:24 |
We'll get into all of that later on, but
for now, you have a good idea how to
| | 03:28 |
format your text to make it stand out when
you need to.
| | 03:31 |
| | Collapse this transcript |
| Turning a text note into a checklist| 00:00 |
One cool thing you can do with a text note
here in Evernote is create a checklist.
| | 00:05 |
And that's not just a list of items with a
little box next to them, but with a
| | 00:09 |
working checkbox that you can check off
when you complete those items.
| | 00:13 |
That's what we're going to explore right
now.
| | 00:15 |
We'll do so with a new note.
So we'll make sure that we're looking at
| | 00:18 |
our User Conference 2013 notebook from the
dropdown.
| | 00:22 |
Make sure it's selected, and now, we'll go
up to the button where it says New Note in
| | 00:26 |
User Conference 2013 and give it a click.
We have a new untitled note.
| | 00:31 |
Let's type in Things to Do.
All right, you can press Enter or Return
| | 00:35 |
on your keyboard That locks in the title.
It now appears in the snippet list.
| | 00:39 |
We're ready to start typing our list of
things to do..
| | 00:42 |
When creating a check list you can turn
the check boxes on first or after.
| | 00:47 |
It really doesn't matter.
Let's go up to our Formatting toolbar and
| | 00:50 |
click the Checkbox button.
Notice it's an Insert To Do item and that
| | 00:56 |
creates the box.
All we need to do now is type in the thing
| | 00:59 |
that needs to be done, so let's type in
something like contact venue to arrange seating.
| | 01:08 |
These are all things that need to be done
with regard to the user conference coming
| | 01:11 |
up this year.
When you press enter or return on your
| | 01:14 |
keyboard notice a new checkbox appears by
default, just like, we would see with a
| | 01:20 |
bulletin or numbered list.
Let's type in something like arrange
| | 01:25 |
catering and we'll press Return.
And lastly, organize speakers.
| | 01:31 |
Okay, there it is now this is a working
checklist meaning, I can go to these items
| | 01:36 |
and when I've arranged catering for
example click the checkbox, it gets a checkmark.
| | 01:41 |
That's an easy way for me to see and
remember which ones I've done and which
| | 01:45 |
ones still need to be done.
And then of course we can deselect them by
| | 01:48 |
clicking the check box.
So it's not just an image of a square,
| | 01:51 |
it's an actual working check list that
you're creating here, in Evernote.
| | 01:56 |
Now, that's from scratch, you can also
apply checklists to existing content.
| | 02:00 |
Let's go to the note we created a couple
of movies ago, the Get Productive - Things
| | 02:04 |
To Remember note, and it's a bulleted list
right now.
| | 02:07 |
If we wanted to change any of these into a
check list item, just click in front of
| | 02:12 |
it, and click the Insert To Do check-box,
there it is.
| | 02:17 |
Now we could do it one at a time, you can
hit your backspace key or your delete key
| | 02:22 |
at the top, and that takes it out.
We can highlight all of these and turn it
| | 02:27 |
all into a checklist.
Notice the bullets are still there, but
| | 02:31 |
while we have everything selected, we can
turn the bullets off if we wanted to so
| | 02:35 |
it's just a checklist now.
When we deselect by clicking down below,
| | 02:40 |
we had a checklist with working check
boxes.
| | 02:44 |
That's all there is to creating checklists
either from scratch or with existing
| | 02:48 |
content here in Evernote.
| | 02:50 |
| | Collapse this transcript |
| Pasting PDF content to a note| 00:00 |
If you've been following along with me in
this chapter you now know how to create a
| | 00:04 |
simple text note, even format it.
Add some cool features like Bullets,
| | 00:08 |
Numbers, and Checklists.
But what if you already have the content
| | 00:11 |
somewhere else in another document and you
need to get it into Evernote.
| | 00:15 |
Well, it's a simple matter of copying and
pasting.
| | 00:19 |
We're going to work with a PDF file,
though.
| | 00:21 |
Typically there a little trickier then
most files but look what happens here on
| | 00:25 |
the Mac side when we open up this file
called Hotel Information dot PDF from your
| | 00:29 |
exercise files.
It'll open up by default in the Preview
| | 00:33 |
app and all we need to do now is select
the content that we want to bring into Evernote.
| | 00:38 |
Let's click and drag from the beginning of
Reservation Summary.
| | 00:42 |
And we'll scroll all the way down to the
last line here on the first page.
| | 00:47 |
And copy that.
We'll go up to the Edit menu, and choose Copy.
| | 00:51 |
Now, we'll switch over to Evernote and
create a brand new note.
| | 00:55 |
We can do that in the User Conference 2013
notebook, if you've been following along,
| | 00:59 |
but really it doesn't matter what notebook
you're in.
| | 01:01 |
If you want to follow along, click the New
Note button up at the top and the title is
| | 01:07 |
going to be Hotel Information, so we'll
type that in.
| | 01:10 |
Now, down below, we don't need to type
anything because we already have that
| | 01:12 |
content and we've copied it, remember,
from a PDF file.
| | 01:17 |
So, let's paste it now by going to the
Edit menu and choosing Paste, Cmd+V is
| | 01:22 |
your keyboard shortcut, you could
right-click and paste as well.
| | 01:25 |
Notice there's another option to just
paste it as plain text.
| | 01:28 |
So, we wouldn't see any formatting, we
wouldn't get the image.
| | 01:31 |
When we choose Paste, though, look what
happens.
| | 01:34 |
It looks pretty good.
The formatting's not perfect, but we do
| | 01:38 |
see certain formatting.
We do get our image, and then down below
| | 01:43 |
you can see the rest of our text.
What's cool though is we took it from a
| | 01:47 |
PDF file.
And here on the Mac side as compared to
| | 01:51 |
other platforms, like Windows for example,
we now have a note we can edit.
| | 01:55 |
So, for example, if we wanted to take out
the extra line here, we could click and
| | 01:59 |
press Delete on the keyboard.
Same thing here.
| | 02:02 |
We could leave a space after details and
hit Delete a couple times to reformat this.
| | 02:08 |
Something we can't do with a PDF document
in other platforms where you simply have
| | 02:12 |
an image of your file.
If you need to get the images that are
| | 02:16 |
contained within the PDF, for example.
And any formatting.
| | 02:19 |
So, I like it here on the Mac side.
We can take stuff out, reformat this to
| | 02:24 |
suit our needs.
But we're able to get all that information
| | 02:27 |
from the PDF file or any other document
for that matter, using Copy and Paste.
| | 02:32 |
| | Collapse this transcript |
| Adding screenshots to a note| 00:00 |
On occasion, you might be working in
another app, maybe viewing a document, for
| | 00:04 |
example, and you see content you'd like to
send to Evernote.
| | 00:08 |
You don't even have to be running Evernote
to do this, and we're going to work with
| | 00:12 |
this file called TravelPoster.pdf, another
PDF file that will open up in Preview.
| | 00:17 |
Now, let's say we're not even running
Evernote although its running in the background.
| | 00:21 |
It doesn't matter.
When you go up to the top right corner on
| | 00:24 |
the Menu bar, no matter what app your
running, you'll find that Elephant icon
| | 00:27 |
that we talked about in an earlier movie.
Well, using this, we can then choose what
| | 00:33 |
we would like to capture and send it to
Evernote, let's click the icon.
| | 00:38 |
You'll notice first of all, some
instructions here, you can type or drag
| | 00:41 |
files into this area if you wanted to
create a new note from that.
| | 00:45 |
Or, there are some icons across the top.
The first one is to click Fullscreen, so
| | 00:50 |
everything you see onscreen would be
stored and sent to Evernote.
| | 00:54 |
The next option allows you to click a
rectangle or a window.
| | 00:57 |
And then, if we wanted to, we could also
start or stop recording audio that would
| | 01:02 |
go into a note.
But I'm going to go to this middle one
| | 01:04 |
here to click a rectangle, give it a
click, and now you have cross-hairs for a mouse.
| | 01:09 |
Let's go into our poster now, and we'll
start in the top left corner.
| | 01:13 |
We'll click and drag across and down to
get all the way down to the end of From
| | 01:18 |
Desert to Sea.
And when you do that, notice a thumbnail
| | 01:22 |
representation of what you've captured
shows up in this balloon.
| | 01:25 |
And all we need to do to get it into an
Evernote notebook is to click save to
| | 01:29 |
Evernote just like that.
And as I mentioned, we may not even be
| | 01:33 |
running Evernote at this point.
But when we launch Evernote, we can switch
| | 01:36 |
over to it now.
If you go to your default notebook, that's
| | 01:40 |
where you'll find it.
Click notebooks, find your default notebook.
| | 01:44 |
If you were like me and created one called
Inbox, that's where it's going to be.
| | 01:49 |
So, we'll double-click that, sure enough
there's an untitled quick note there.
| | 01:53 |
We can click in the title area and type
something different, such as Travel Poster
| | 02:00 |
Info, and take out untitled quick note.
Press Enter or Return to lock that in, and
| | 02:06 |
now we have our new note.
But it's in our default notebook.
| | 02:09 |
It doesn't belong there.
Let's go to the Snippet view here,
| | 02:12 |
right-click and you can go down to Move to
Notebook and Choose a Notebook where it belongs.
| | 02:17 |
User Conference 2013, for example.
That moves it there.
| | 02:23 |
Now, we could switch notebooks from the
drop down.
| | 02:25 |
Let's go to User Conference 2013.
There it is at the top Travel Poster Info.
| | 02:30 |
And that's all.
Thanks to this little icon in the top
| | 02:33 |
right hand corner that allows you to
capture things when you see them and send
| | 02:36 |
them directly to Evernote.
| | 02:38 |
| | Collapse this transcript |
| Clipping web content to a note| 00:00 |
Have you ever been browsing the web, and
you've come across information you wish
| | 00:03 |
you could keep?
Well, of course you can, now that you have
| | 00:06 |
Evernote, and a place to keep it, your
Evernote notebooks.
| | 00:10 |
To do that here on the Mac, we need to use
the Web Clipper, which is an extension
| | 00:15 |
that we add on to Safari.
Where do we find that?
| | 00:18 |
Well, from evernote.com, let's go to
products, and Evernote.
| | 00:22 |
Now, from this change we now we can get
Evernote for the Mac, but next to it is a
| | 00:27 |
button to get the web clipper.
And the web clipper is better than simply
| | 00:31 |
doing what we did in the previous movie
and capturing a part of our screen.
| | 00:35 |
The web clipper is going to find things
like articles that go on past what we can
| | 00:39 |
see on our screen, for example.
So, here's where you need to go if you're
| | 00:43 |
going to be following along with me.
Get the Web Clipper.
| | 00:45 |
Go to your downloads and install it.
And once you do you're going to see this
| | 00:49 |
little button appear on your toolbar in
Safari.
| | 00:52 |
That's our Web Clipper.
So, now all we have to do is browse the
| | 00:56 |
web and use that button when we want.
Let's go to Blogs, and select Evernote Blog.
| | 01:02 |
From here, we'll scroll down through the
various topics until we see one that is of
| | 01:06 |
interest to us.
How about this one Evernote food.
| | 01:10 |
That takes us to the Evernote blog for
Evernote food and you'll notice that we
| | 01:13 |
have an article here that we can scroll
through, but there's a lot of extraneous
| | 01:17 |
information on the screen that we would
not want to capture.
| | 01:20 |
For example, the options we see across the
top and this pane down the right-hand side.
| | 01:26 |
So, when we go to this button,for the Web
Clipper, give it a click.
| | 01:30 |
You're going to see some options.
First of all, you'll see the site we're
| | 01:33 |
looking at for Evernote food, next you get
to choose the Notebook where this is going
| | 01:38 |
to go.
So if you'll click your drop down, you can
| | 01:40 |
choose any of your Notebooks.
I think David's Notebook it's a good place
| | 01:43 |
for it to go.
We could add tags, which will help us in
| | 01:47 |
finding information later on.
We'll be talking about tags in an upcoming movie.
| | 01:52 |
Same thing for comments.
But for now, look at the button down in
| | 01:55 |
the bottom right-hand corner.
Save article is the default.
| | 01:58 |
Click the drop down though, and if you've
already selected content, you could save
| | 02:02 |
just the selection.
Or save the whole page.
| | 02:05 |
If you select save full page, you'll
notice the highlighting, the yellow border
| | 02:09 |
goes around the entire page.
We don't want all that stuff, so when we
| | 02:13 |
click the drop down, the other option is
to save the URL only.
| | 02:17 |
But if information changes or the URL dies
over time, we won't keep the information
| | 02:23 |
we want, so let's go back to Save Article.
Now, it's just the content we want.
| | 02:28 |
With that selected, we click Save Article.
Notice in the top right corner, a message
| | 02:33 |
indicating that it's clipping and it's
syncing.
| | 02:37 |
And now down below, you'll see some
related notes that we might be interested in.
| | 02:41 |
We could go to other clips from the blog.
Or you can simply close this up if you're
| | 02:46 |
done and switch over to Evernote.
Let's do that.
| | 02:51 |
Now, here on Evernote, we just need to go
to the appropriate notebook to find what
| | 02:55 |
was clipped.
You may need to sync as well, if a sync
| | 02:58 |
hasn't happened recently.
There it is under David's Notebook, the
| | 03:02 |
Evernote blog.
Notice what appears here when we click it.
| | 03:05 |
It's not the whole webpage.
It's just the graphic and the article down
| | 03:10 |
below, even the stuff we couldn't see on
screen.
| | 03:14 |
I like the web clipper it's a definite
option that you'll want to consider.
| | 03:17 |
An extension to Safari that makes it easy
to capture anything you see on the web,
| | 03:22 |
and send it over to Evernote.
| | 03:24 |
| | Collapse this transcript |
| Creating a multimedia note| 00:01 |
One of the biggest advantages to using an
application like Evernote over your
| | 00:05 |
old-fashioned paper notebook, is the
ability to store various types of content
| | 00:10 |
in an Evernote notebook, not just plain
old text notes.
| | 00:13 |
For example, if you come across something
that you want to capture, you can take a photo.
| | 00:17 |
You can create audio as well, and take
pictures of entire documents or pages.
| | 00:22 |
We're going to look at working with media
now, beginning on a mobile device.
| | 00:26 |
I'm on an iPad.
So, the first thing you need to do is get
| | 00:29 |
into Evernote where you'll have access to
all of your notebooks.
| | 00:32 |
And over here on the left hand side,
you'll notice you also have some icons for
| | 00:36 |
creating a new note, for taking a
snapshot, as well as taking a picture of
| | 00:40 |
an entire page.
So, in our scenario, let's say we've come
| | 00:44 |
across something that we want to capture.
Maybe its a business card or, in our case,
| | 00:48 |
the mock-up of a business card being
provided by a potential caterer for our
| | 00:52 |
User Conference 2013.
This would be a business card we might
| | 00:55 |
hand out to all of our attendees.
So, we want to store it in our notebook.
| | 00:59 |
All we do is go to the camera icon, give
it a tap.
| | 01:02 |
Now, we'll line it up with our document.
In this case, our mock-up of the business card.
| | 01:06 |
And when everything looks good, go over to
the right side, and we'll give it a tap.
| | 01:11 |
When we tap the camera icon, a snapshot is
not only taken, but automatically stored
| | 01:15 |
in our default notebook.
Now, we could continue snapping additional
| | 01:19 |
photos here on the right hand side.
We could choose not to save the photos
| | 01:23 |
we've taken by clicking the close button,
in the bottom left-hand corner or accept
| | 01:27 |
everything that we've action captured.
In this case, you can see one item by
| | 01:31 |
clicking or tapping the check mark.
Now, this takes us back to our notebooks.
| | 01:35 |
You'll see recent notes in the top left.
You'll also see All Notes down below.
| | 01:39 |
And if we're to go to a specific notebook,
such as our Inbox, that's where we'll see
| | 01:44 |
that business card that we just captured
in our default.
| | 01:47 |
That's my default and that's why I see it
there.
| | 01:50 |
At any time we can tap the Elephant icon
to go back to that original view.
| | 01:54 |
Now that it's in there, we can start
working with it.
| | 01:57 |
We can move it to the appropriate folder,
for example.
| | 01:59 |
We could also add text to it and audio.
Let's switch over to the computer to work
| | 02:05 |
with some additional media.
Now, whether you're working on a Mac or a
| | 02:08 |
Windows PC, when you return to your
computer and go to your default Notebook,
| | 02:13 |
mine is my inbox, that's where I'll find
that snapshot I just took with my mobile device.
| | 02:18 |
If you don't see it there, you may be
waiting for a sync to happen.
| | 02:21 |
But you can click the Sync button at any
time to synchronize your notes and then
| | 02:25 |
you'll see it there.
Now, once it's in there, there are things
| | 02:27 |
we can do with it.
For example, we can change the title.
| | 02:30 |
By default, it gets the name snapshot and
you'll see some additional information
| | 02:34 |
about where the snapshot was taken.
Yours will be different than mine, but we
| | 02:38 |
can click and drag over it and just simply
change the title.
| | 02:40 |
Let's type in, Caterer Karen Leslie.
There we go.
| | 02:46 |
Now, down below, we can make changes to
the image itself as well.
| | 02:49 |
For example, if we click the image, you
should see this line down the left-hand side.
| | 02:54 |
That means we're ready to start adding
things.
| | 02:56 |
If we wanted to add text, a little note,
for example, to go with this, we could.
| | 03:00 |
If we want to make a change to the image
itself, for example, rotate it maybe 90
| | 03:04 |
degrees counterclockwise.
We can do that by right-clicking and
| | 03:09 |
choosing Rotate Counter Clockwise.
Each time we do this, it's another 90 degrees.
| | 03:14 |
So, give it a click.
It doesn't only rotate it, but it also
| | 03:17 |
squeezes it in so it fits nicely on the
screen and you can read the contents of
| | 03:21 |
the business card.
Very nice.
| | 03:23 |
All right, let's say we wanted to add some
other media to this.
| | 03:26 |
Maybe some audio, perhaps.
Yes, we can do that as well.
| | 03:29 |
Let's just click again, anywhere on the
note, and what we want to see is this line
| | 03:33 |
down the left hand side.
That way we know we're going to be adding
| | 03:36 |
the audio above the note or before this
business card mock-up, as opposed to down
| | 03:42 |
below where we can't see it.
Now, as we go to the Tool bar, you'll
| | 03:45 |
notice we have a lot of formatting options
for any text we might add.
| | 03:48 |
But over here on the right-hand side we
also have a paperclip icon for attaching things.
| | 03:52 |
And there it is, a microphone icon for
recording audio.
| | 03:56 |
If you have a microphone attached to your
computer or built into it, you can start
| | 04:00 |
recording audio in any note in any
notebook.
| | 04:04 |
So, if we wanted attach some audio to this
business card mock-up, we could do that.
| | 04:08 |
Let's just give it a click and you'll see
a new bar appears down below.
| | 04:12 |
The next thing we'll want to do is adjust
the levels.
| | 04:14 |
If the levels are too high, the volume's
too high, it's going to sound distorted.
| | 04:18 |
We don't want to see too much yellow over
here.
| | 04:19 |
We definitely don't want to see any red.
So, you can drag that to the left to drop
| | 04:23 |
it down a bit.
There is a timer that will time our
| | 04:26 |
recording, and when we're ready we just
click the Record button.
| | 04:29 |
At any time, we can Cancel this.
Let's record some audio.
| | 04:35 |
This is a mock-up of a business card from
Karen Leslie of the French Cafe.
| | 04:40 |
We might want to hand these out to our
attendees at the User Conference 2013.
| | 04:45 |
When we hit the Save button, you'll notice
that we now have audio showing up at the
| | 04:48 |
very top of our note just in front of our
business card because we clicked there first.
| | 04:53 |
Now, at any time, we can come back and
play this audio by hitting the Play button here.
| | 04:56 |
Notice, you'll see the size you'll also
see that its in wav format.
| | 05:00 |
And it's now part of this note, let's just
hit the Play button to play it back.
| | 05:05 |
>> This is a mock-up of a business card
from Karen Leslie at the.
| | 05:09 |
>> We can hit pause at any time, and we
can cancel recording and hit the close
| | 05:13 |
button for this to close up the playback
at any time.
| | 05:17 |
So, those are some examples of the media
which you can add to your notes in an
| | 05:21 |
Evernote notebook.
Something you could never do with the old
| | 05:24 |
fashioned paper notebook.
| | 05:25 |
| | Collapse this transcript |
| Merging multiple notes| 00:00 |
Over time as you continue adding content
to your notebooks, creating new notes and
| | 00:04 |
so on.
The number of notes will begin to grow,
| | 00:07 |
maybe even start to feel a little bit
unruly.
| | 00:10 |
If that's the case, you might consider
doing what we're about to do next, and
| | 00:14 |
that is to merge related notes together
into one.
| | 00:17 |
It'll cut down on the total number of
notes, but keep all of your content.
| | 00:22 |
Let's talk about doing that with our User
Conference notebook, if you've been
| | 00:25 |
following along.
If you haven't been following along, don't
| | 00:27 |
worry about it.
You can find any notebook with more than
| | 00:31 |
one note.
Let's say we wanted to take our Travel
| | 00:33 |
Poster note, and everything down to the
last note and merge it into one.
| | 00:38 |
You would hold down your Shift key, click
the last one.
| | 00:40 |
And notice what happens, they remain
selected, all of them, all four in my case.
| | 00:45 |
And then, over here on the right-hand
side, I can Merge them.
| | 00:49 |
Then, I realize, oh, this one doesn't
belong.
| | 00:51 |
Use your Cmd key to select individual
notes to either select them or deselect them.
| | 00:57 |
In our case, we really just want these
two.
| | 01:00 |
So, let's go back to Travel Poster.
Click once.
| | 01:03 |
You lose the other selections.
Hold down Shift and click Hotel Information.
| | 01:07 |
They belong together.
It's travel information, and we can cut
| | 01:10 |
down on the total number of notes by
merging them.
| | 01:13 |
And we'll do that by clicking the Merge
button over here on the right.
| | 01:17 |
Now, the first note was the travel poster,
so it becomes the title of our new note,
| | 01:22 |
which is merged information.
There's our hotel down below and our
| | 01:26 |
travel poster at the top.
Really, what this is is merged travel
| | 01:30 |
info, so I'm going to double-click Poster
and delete it.
| | 01:34 |
I'm going to move to the beginning of
Travel and type in Merged.
| | 01:37 |
There we go, press Return and that's my
new note.
| | 01:40 |
So, I'm cutting down on the total number
of notes but I haven't lost any of my information.
| | 01:46 |
What if you wanted to go back?
You made a mistake, you merged the wrong ones.
| | 01:50 |
Well, if you go to the Edit menu, you'll
notice Undo is not available, Cmd+Z won't
| | 01:55 |
work either.
But what really happened when you merged
| | 01:58 |
those notes together is the two original
notes.
| | 02:00 |
They were sent to the trash and a new note
was created from the two.
| | 02:04 |
So, if we went up to the top of our
snippet list, clicked the drop-down and
| | 02:07 |
select Trash.
You'll notice those two original notes are
| | 02:11 |
still there, and if you wanted to you
could restore them.
| | 02:15 |
Just right-click.
Either Travel Poster or Hotel Information.
| | 02:19 |
And from that pop-up menu you can restore
the selected notes.
| | 02:22 |
If you wanted them both, you shift and
click the second one, and over here on the
| | 02:27 |
right hand side, we can restore the
selected notes.
| | 02:30 |
They'll go back to their original
notebooks.
| | 02:33 |
But I think we're better off if we switch
back to our User Conference 2013 notebook
| | 02:37 |
to have two of those merged together into
one to cut down on the total number of notes.
| | 02:42 |
Keeping in mind we still have all of our
information in our notebook.
| | 02:46 |
| | Collapse this transcript |
| Creating a note from an email| 00:00 |
If you've ever received information in an
email that you wanted to keep, again,
| | 00:04 |
because you have an EverNote account, you
have a place to keep your Evernote notebooks.
| | 00:09 |
All you need to do with email messages is
forward them to your Evernote email
| | 00:13 |
address, that's right.
Anyone who signs up with Evernote gets
| | 00:16 |
their own unique Evernote email address.
Wondering what it is?
| | 00:20 |
Well, here in the Mac, we just click the
Evernote menu and go down to Account Info
| | 00:26 |
and select it.
You'll see your unique email address that
| | 00:30 |
was assigned to you when you signed up for
Evernote and a button to add it to the
| | 00:34 |
address book.
Since the email address itself might be
| | 00:36 |
difficult to remember.
I like adding it to the address book.
| | 00:40 |
And then, I can simply forward it easily
to this address without having to remember
| | 00:45 |
the full address.
Another option is to select it,
| | 00:49 |
right-click and Copy it, and then paste it
into an email program you might be using.
| | 00:55 |
I'm going to close this up.
All right, let's switch to our email
| | 00:58 |
program now.
And we'll find an email message that we
| | 01:02 |
might want to send to Evernote.
Here's a piece of information about my
| | 01:06 |
trip to LAX for the User Conference.
It's okay, that's something I need to keep.
| | 01:09 |
It would be good to store it with my other
related notes in the User Conference 2013 notebook.
| | 01:15 |
All I'm going to do is forward this.
So, find your Forward button.
| | 01:20 |
And use that address.
Now, if you're using your Mac email, then
| | 01:24 |
you have the address book if you've added
it to your address book.
| | 01:26 |
If not, you can paste what you copied a
moment ago.
| | 01:31 |
And then, down below, if you wanted to you
could adjust the message.
| | 01:33 |
I don't need all of this header content,
I'm going to take it out.
| | 01:37 |
That's all I need down below.
And I'm ready to send it off.
| | 01:42 |
Now, that gets sent, guess where?
To your default notebook, whatever
| | 01:46 |
notebook you've assigned as your default.
So, we'll switch back to Evernote now, and
| | 01:52 |
from here, we'll go to our default
notebook.
| | 01:55 |
Mine is called Inbox.
If we don't see it we may need to manually
| | 02:00 |
sync things up.
If a sync hasn't happened recently this is
| | 02:04 |
going to show us everything that's been
uploaded, including the email message we forwarded.
| | 02:09 |
There it is.
Beautiful.
| | 02:11 |
I'm going to right-click this because it
belongs in a different notebook.
| | 02:15 |
From this pop up menu, I can go to Move to
Notebook and choose User Conference 2013.
| | 02:20 |
As easy as that.
We'll click the drop-down and switch to
| | 02:24 |
the User Conference 2013 notebook.
And there it is at the top.
| | 02:28 |
Beautiful.
That's all.
| | 02:30 |
Thanks to a unique email address that's
assigned to you when you signed up for Evernote.
| | 02:35 |
Making it easy to forward email messages
you want to keep.
| | 02:39 |
| | Collapse this transcript |
|
|
4. Tagging, Searching, and Filtering ContentSorting notes| 00:00 |
As you continue to use EverNote over time,
the number of notes will begin to pile up,
| | 00:04 |
might even seem unmanagable at times, but
there are ways to organize your notes,
| | 00:09 |
including sorting.
And depending on your view there are
| | 00:12 |
different sort options.
We're going to begin here by looking at
| | 00:16 |
All Notes, so let's click All Notes at the
very top.
| | 00:20 |
And doing this means, we're going to see
all of the snippets in this snippet view
| | 00:23 |
for any note in any notebook.
That's quite a few notes here to look at.
| | 00:29 |
If we want to change the order of what
we're seeing, we can go up here to the top
| | 00:33 |
right-hand corner of this snippet pane for
our view options.
| | 00:37 |
Give that a click and then go down to Sort
By.
| | 00:40 |
Notice that 'Date Updated' is the default.
Not only are you seeing them sorted by
| | 00:45 |
date, but the most recent ones appear at
the top of the list to the least recent at
| | 00:49 |
the bottom.
If you want to change that by title, for
| | 00:52 |
example, you can select Title, you can go
back to the drop-down and change the order
| | 00:58 |
as well.
It'd be alphabetical order instead of reverse.
| | 01:03 |
Now, you're going to see them grouped here
alphabetically, and you'll see a little heading.
| | 01:07 |
For there's the Cs, the Es, the Fs, and so
on.
| | 01:10 |
So that's one way to stay organized and
find what you're looking for.
| | 01:15 |
Could be a little bit easier.
We could also change the view.
| | 01:18 |
Lets go back here to our view options.
Give it a click.
| | 01:22 |
And go to List view.
Now, from here it's very easy to sort
| | 01:27 |
things because we have headers across the
top of each column.
| | 01:31 |
We want to see them sorted by the date
they were updated, we can click that.
| | 01:35 |
Click it again to reverse the order.
Maybe by size so you can find the largest
| | 01:40 |
ones, and remove them to create some
space.
| | 01:43 |
We'll be talking about tags very shortly.
You could sort them by tags, and over here
| | 01:49 |
by the date they were created.
Clicking again reverses the order.
| | 01:54 |
Personally, I prefer to go to the snippet
view, so I'm going to click the View menu
| | 01:59 |
this time, to select Snippet View.
And I'm going to change my sort order by
| | 02:04 |
clicking the View Options, going down to
sort by, and making sure that date created
| | 02:09 |
with Newest to Oldest is checked off.
That's the default, but just so you know,
| | 02:14 |
there are a number of different sort
options when working with different notes
| | 02:18 |
in different views to help you stay
organized.
| | 02:21 |
| | Collapse this transcript |
| Creating new tags for a note| 00:00 |
So far we've been adding content to notes
and various notebooks.
| | 00:03 |
And as you can imagine over time, your
Evernote notebooks will become stuffed
| | 00:07 |
with all kinds of content.
So it's time now to talk about Tagging.
| | 00:11 |
And the purpose of tagging anything in
life is to add descriptive words or
| | 00:15 |
phrases that will help us to search for a
group of items later on.
| | 00:19 |
Evernote tagging is no different.
And making it a regular habit can save you
| | 00:23 |
tons of time down the road, when you need
to retrieve some of that content.
| | 00:28 |
Lets move to one of our notes.
I'm go to the Business Card here for our
| | 00:31 |
Caterer, Karen Leslie.
The first type of tag you should think
| | 00:35 |
about is the general subject tag.
The subject of a note is a great example
| | 00:40 |
of good tag material.
If we create a note out of a person's
| | 00:44 |
business card, obviously we're talking
about business cards and this should be
| | 00:48 |
our first tag.
To create a tag in a note we just simply
| | 00:51 |
go up to the very top of the note itself
next to the name of the notebook where it
| | 00:56 |
says Click to Add Tags.
Click there, your cursor's flashing, you
| | 00:59 |
can type in your tag.
Let's type in Business Card.
| | 01:03 |
Now I'm going to keep it without plural,
Business Card.
| | 01:07 |
And that means going forward for any other
business cards I capture, I should use
| | 01:11 |
this same tag, Business Card, and keep it
consistent.
| | 01:15 |
When you press Return on your keyboard
it's locked in.
| | 01:18 |
And something else just happened over here
on the left-hand side.
| | 01:20 |
Tags now appears, and if we want to switch
over to Tags we can click this to view all
| | 01:26 |
of our tags, there they are.
We can even create new tags here that
| | 01:29 |
aren't attached to any node and attach
them later.
| | 01:33 |
But for now, let's get back to our notes,
and a good habit to get into is, as you
| | 01:37 |
create your notes, to tag them on the fly.
Another type of tag deals with specific subjects.
| | 01:43 |
To continue with our business card example
here, we'd also tag it with the business
| | 01:48 |
name, since that's what the note contains.
So let's go back up to, next to our
| | 01:52 |
Business Card tag, when we click there the
cursor slashing, we can add another tag.
| | 01:57 |
How about French Cafe or The French Cafe,
and Enter.
| | 02:03 |
Now we have two tags, both of them
assigned to a single note.
| | 02:08 |
On to another type of tag and that's
Source.
| | 02:11 |
If we grab this business card from Karen
Leslie, the CEO, we should probably tag it
| | 02:17 |
with her name.
If we grabbed it from some other contact,
| | 02:20 |
maybe we would tag it with their name.
So, up here at the top I'm going to type
| | 02:24 |
in the name of our contact here, Karen
Leslie, and press Return.
| | 02:30 |
There's our third tag.
Now sometimes particular note might be
| | 02:35 |
related to a project and you want to tag
it, with the project name.
| | 02:39 |
Say our User Conference 2013, for example.
And we can consider giving it a tag
| | 02:44 |
related to the project when it applies.
Of course, many notes won't be part of a
| | 02:49 |
project, so this could be admitted in some
cases.
| | 02:52 |
But this is going to be our caterer at the
User Conference 2013.
| | 02:55 |
I'm going to add another tag here, User
Conference 2013.
| | 03:02 |
There we go, press Return and it's locked
in.
| | 03:05 |
Now when we go over to Tags and select it
on the left-hand side of our screen,
| | 03:10 |
you'll see all of our tags there.
We can also create new tags as I mentioned
| | 03:14 |
earlier by clicking the New Tag button.
Let's do that, click New Tag, there it is.
| | 03:19 |
It's titled New Tag.
And let's just type something in, like
| | 03:22 |
Test, and press Return.
Now, Test appears differently.
| | 03:26 |
You can see it's selected and it's got a 0
next to it, indicating it's not actually
| | 03:30 |
part of any note.
We can right-click a tag, as well.
| | 03:34 |
When you right-click the tag itself, from
the popup menu you'll have some options
| | 03:39 |
such as.
Let's try that again, deleting the tag,
| | 03:44 |
renaming it, adding it to shortcuts up
here in the top left hand corner.
| | 03:49 |
By doing that, it's easy then to drag it
to a particular note.
| | 03:53 |
We can also change the way we're sorting.
Let's choose Delete tag and click Delete
| | 03:58 |
to confirm that we meant to do that.
It's gone from our list.
| | 04:01 |
Right, we'll go back to our Notes now and
let's go up here to our View menu, and
| | 04:06 |
switch it to List View.
Alright, so down below we see the selected
| | 04:13 |
note now, and the tags are still visible
here.
| | 04:16 |
If we go to another note, for example, if
we go to our Itinerary for our Trip to
| | 04:22 |
LAX, you can choose any note you like.
You can click to add tags here and again
| | 04:27 |
you want to be consistent.
So if you typed in User Conference 2013
| | 04:31 |
before, you'd do the same thing here.
Notice as you start typing, it appears as
| | 04:37 |
an option that you can select.
Just press Return and its locked in just
| | 04:42 |
like that.
So it is faster, once you have the tag to
| | 04:46 |
start adding them to other notes.
So what's the point of having all of these tags?
| | 04:53 |
Well filtering and finding content, and
that's what we're going to explore next.
| | 04:58 |
| | Collapse this transcript |
| Filtering notes with tags| 00:00 |
If you're going to get into the habit of
tagging your notes here in Evernote.
| | 00:05 |
Down the road you will save yourself a lot
of time when you want to filter down to
| | 00:09 |
specific or related notes.
And that's what we're going to talk about now.
| | 00:13 |
Let's start by going over two tags here on
the left hand side, if you're not already there.
| | 00:17 |
Let's say one that we use a lot is our
User Conference 2013 tag.
| | 00:21 |
Often we want to be able to see the notes
related, or tagged with that particular tag.
| | 00:26 |
We can go up here to the right-click, Show
3 Notes, and that's exactly what we're
| | 00:30 |
going to see.
Notice up here at the top, the blue tag appears.
| | 00:35 |
And if we click the X next to it, we'll
clear the tag.
| | 00:37 |
We're back to looking at All Notes, by
default.
| | 00:41 |
Let's go over here to Tags again, and
let's drag this one up into the Shortcuts
| | 00:46 |
area here in the top left-hand corner.
It now appears as one of our Shortcuts.
| | 00:50 |
That's going to come in handy if we go
back to Notes, for example.
| | 00:55 |
And we want to look at all our User
Conference related notes.
| | 00:59 |
All we have to do is come over here to our
Shortcut, click once on user conference
| | 01:03 |
2013 and there they are.
So if there's certain tags you're going to
| | 01:07 |
be using on a regular basis, you want to
see all of your business cards for example.
| | 01:11 |
You can close up the tag at the top, click
the Tag icon and chose Business Card.
| | 01:15 |
There's only one so far, but if that's one
you're going to use often you would put it
| | 01:19 |
up there with your short cuts as well.
Click Tags, find business card, drag it up
| | 01:25 |
into Shortcuts, and it's easily accessible
now, going forward.
| | 01:28 |
Alright, let's go back to Notes.
We'll clear that tag at the very top.
| | 01:33 |
And we're back to looking at All Notes.
Let's switch back to User Conference 2013
| | 01:38 |
to continue from here.
| | 01:40 |
| | Collapse this transcript |
| Finding text in notes| 00:00 |
It's time now to explore the real power
and beauty of Evernote.
| | 00:03 |
And that's its built in search
functionality.
| | 00:06 |
Over time as you accumulate many, many
notebooks with many, many notes inside
| | 00:10 |
them, finding the exact content you're
looking for quickly and easily is important.
| | 00:14 |
And Evernote's up to the task.
We're going to check it out now.
| | 00:17 |
You can begin by selecting a specific
notebook.
| | 00:20 |
By doing so, you'll by default be able to
search through that notebook, or you'll
| | 00:26 |
also be able to search through all notes
no matter what notebook they're in.
| | 00:29 |
Let's choose User Conference 2013.
Next, we'll go up to the Search Notes
| | 00:34 |
field and click there.
One thing you're going to notice is Recent Searches.
| | 00:39 |
You'll also see two options, the notebook
you selected and Everything.
| | 00:43 |
So, you can be looking for contents in
every single note in any notebook or the
| | 00:49 |
notebook you're looking at, in our case,
User Conference 2013.
| | 00:52 |
So, we'll leave everything selected.
And let's say we're looking for baggage information.
| | 00:57 |
We know we're on a trip and we want to
find out about our baggage.
| | 01:01 |
We type that in, and you can see what's
happening over here.
| | 01:03 |
Only one note found, there's the snippet.
If I switch to User Conference 2013, same result.
| | 01:10 |
It happens to be in that particular
notebook.
| | 01:13 |
And then, down below you'll see the word
baggage highlighted throughout this document.
| | 01:19 |
You'll also see suggestions.
Well, this is what I was looking for,
| | 01:23 |
checked baggage, give that a click and
that becomes my new search.
| | 01:28 |
And then, down below, you're going to see
checked baggage is highlighted.
| | 01:31 |
That's exactly the information I was
looking for.
| | 01:33 |
So we can clear this by clicking the x in
the top right corner, next to what we're
| | 01:37 |
searching for.
And then, just click down below in our
| | 01:40 |
document to get all the information we
were looking for, quickly and easily.
| | 01:44 |
And we can also search within a particular
note.
| | 01:48 |
This allows us to search up here at the
very top through all of our notes and
| | 01:52 |
various notebooks.
But if we want to search for content in a
| | 01:55 |
single note, we use the old shortcut
Cmd+F, if you wanted to.
| | 01:58 |
Or, you can go up to the Edit menu > Find
> Find Within Note, Cmd+F.
| | 02:06 |
This opens up a new field at the top of
the note now.
| | 02:09 |
So, if we're looking for information let's
say on LAX.
| | 02:12 |
You could type in LAX you'll notice
there's three matches.
| | 02:16 |
The first one is visible, it's
highlighted, but we can use these little
| | 02:19 |
arrows to move through the others, there's
the next one.
| | 02:23 |
And there's the next one.
And when we done, that's exactly what we click.
| | 02:28 |
The button labeled Done.
Just like that.
| | 02:32 |
All right now, what if we're looking for
content that's not actually text?
| | 02:36 |
It might be hidden inside an image.
Let's go up here to the Search Notes field again.
| | 02:41 |
We're going to switch to everything now.
And what we're going to look for is a
| | 02:45 |
person's name.
We'll type in Karen with a capital K.
| | 02:49 |
When we do that, look what's happening
over here.
| | 02:51 |
There's only one note found and just
below, you can see it highlighted inside a
| | 02:56 |
JPEG image.
This is a snapshot of the business card.
| | 03:00 |
And the word Karen is really not text that
we can edit, it's text that's kind of
| | 03:06 |
inside a snapshot.
So, OCR, or Optical Character Recognition,
| | 03:12 |
kicks in, allowing us to find text inside
images.
| | 03:16 |
All right, let's clear that by clicking
the x.
| | 03:19 |
And we'll go back to our User Conference
2013 notebook.
| | 03:23 |
So, as you can see, over time, as you
begin to accumulate many, many notebooks
| | 03:27 |
with many, many notes, its going to be
quick and easy for you to find what you're
| | 03:31 |
looking for thanks to this built in search
functionality.
| | 03:34 |
| | Collapse this transcript |
| Using advanced search options| 00:00 |
If you enjoy the search functionality here
in Evernote for the Mac, there's some
| | 00:05 |
added functionality you might be
interested in as well.
| | 00:08 |
And we're going to take a look at it now.
Let's go up to the Search Notes field, and
| | 00:11 |
we'll just click there.
Make sure everything is selected.
| | 00:15 |
And now, whatever we type, we know, we're
going to be searching through any note in
| | 00:18 |
any notebook.
So, let's type in the word for example, food.
| | 00:23 |
Okay.
So, notice there are a number of notes
| | 00:26 |
listed here.
But we can add additional search options
| | 00:30 |
by clicking this drop-down at the bottom
of our list of suggestions.
| | 00:34 |
First of all, we can go to a specific
Notebook or use Tags, Contents, Source.
| | 00:42 |
How about Created?
Let's select Created and see what happens.
| | 00:46 |
Now, we have some options, we have some
modifiers, before or since.
| | 00:50 |
Let's say we're looking for anything
created since yesterday.
| | 00:53 |
We choose since, and then we go to the
operators and choose yesterday.
| | 00:58 |
And click Add to add that to our search.
And now we're looking for food created
| | 01:04 |
since yesterday.
And when we press Enter, that's the search
| | 01:08 |
we're using.
And notice that we're down to three notes now.
| | 01:11 |
Also, the first one, with the word food
highlighted throughout.
| | 01:15 |
All right, let's clear that by clicking
the x in the right-hand corner, and try
| | 01:19 |
another one.
This time we won't type in any text.
| | 01:23 |
We'll just go right to the Add Search
Option button and go down to Source.
| | 01:29 |
How about email to Evernote?
Any Emails, Web pages, anything from a
| | 01:35 |
Mobile app or a Desktop.
I'm going to go up to Web page and select it.
| | 01:41 |
We'll click Add.
It gets added.
| | 01:44 |
And you'll notice there's only two notes
here that has contents that came from a
| | 01:47 |
web page.
Interesting.
| | 01:50 |
All right.
We'll clear that.
| | 01:51 |
And if you want to experiment with some of
the other options, just go to the Add
| | 01:55 |
Search Option button that appears when you
click inside the Search Notes field.
| | 01:59 |
| | Collapse this transcript |
|
|
5. Sharing NotesSharing individual notes| 00:00 |
One of the nice features of Evernote for
Mac is the ability to share content with
| | 00:05 |
other people.
We're going to focus on sharing individual
| | 00:09 |
notes in this movie.
And we're going to look at a variety of
| | 00:11 |
methods for sharing those notes.
So, the first step is to select the note
| | 00:15 |
you want to share.
I'm going to go with the Get Productive
| | 00:18 |
Things to Remember note.
Next, we go up to the top right corner of
| | 00:22 |
our screen where you'll find the arrow
representing the Share button.
| | 00:25 |
Give it a click and you'll see some
different options.
| | 00:29 |
You can post this content to your
Facebook, Twitter, or LinkedIn accounts.
| | 00:33 |
You could email this note to someone or
you could create a share URL by choosing
| | 00:38 |
Copy Share URL to the Clipboard.
You'll be able to then paste that URL in
| | 00:43 |
an email message, for example, that people
would be able to click.
| | 00:46 |
It'll launch their browser and display
your note in their browser window.
| | 00:50 |
It'll do that forever until you stop
sharing.
| | 00:53 |
And notice down below, you'll have options
when you do this, to stop sharing, or open
| | 00:58 |
the URL in your own browser.
Let's start with emailing a note, very
| | 01:02 |
popular option.
This opens up a little mail window.
| | 01:05 |
You can use the address book to find
people.
| | 01:07 |
I'm going to just type in
drivers@lynda.com.
| | 01:09 |
There's the title, the same as the title
of my note.
| | 01:16 |
I could CC myself on this if I wanted to.
And down below, I could add some
| | 01:20 |
additional comments if I wanted to.
This is from my Evernote notebook.
| | 01:30 |
When we click send, off the message goes
to the email addresses you added to that field.
| | 01:35 |
You can click OK to close that up.
All right, I'm going to switch over to my
| | 01:39 |
email to see there is a message from
driversmac8, Get Productive Things to Remember.
| | 01:44 |
Give it a click, this is from my Evernote
notebook.
| | 01:46 |
Down below, I can see those items just as
I saw them in my actual note in Evernote.
| | 01:52 |
All right, we'll switch back now.
Next, we'll take a look at another option.
| | 01:57 |
Click the drop-down, and if you have a
Facebook, Twitter, or LinkedIn account,
| | 02:00 |
you can choose one of those.
I'm going to go with LinkedIn.
| | 02:05 |
This takes me to my web browser and opens
up a page.
| | 02:08 |
If you're already logged into this
account, which I am, you're not prompted
| | 02:12 |
for your user name and password.
That's why I go directly to this.
| | 02:16 |
There is the title of my note.
It's going to be posted automatically to
| | 02:20 |
my updates, right on my main page.
I could add additional comments here, I
| | 02:24 |
could include a tweet if I have a Twitter
account, visible to, it can be anyone,
| | 02:30 |
only my connections.
I'm going to choose anyone, and there are
| | 02:33 |
also check boxes for posting it to
specific groups or individuals.
| | 02:37 |
I think I'll click Share.
Now, it's been shared.
| | 02:42 |
And if I wanted to, I can view the link or
simply close this window and go to my
| | 02:48 |
LinkedIn account to see the content in my
updates.
| | 02:51 |
I'm going to click View Link, though.
It opens up a new tab here where I can see
| | 02:55 |
what that looks like if someone was to use
the link.
| | 02:58 |
Very cool.
Close that up, and we'll switch back to Evernote.
| | 03:04 |
So, when we go back to this there are a
few other options, including hosting to
| | 03:08 |
those other accounts, as well as creating
that URL that you could send to people.
| | 03:13 |
But once you do that notice that there are
two new options at the bottom.
| | 03:17 |
We can open that URL again in our browser
by selecting this.
| | 03:21 |
Or we could simply stop sharing.
That URL that you copied and shared with
| | 03:26 |
other people when you chose stop sharing,
becomes a dead link.
| | 03:30 |
They'll still have that message, that
link, but when they go to click it, they
| | 03:35 |
won't go anywhere.
So, it's only public for as long as you
| | 03:38 |
want it to be.
So, as you can see, when it comes to
| | 03:41 |
individual notes here in Evernote, there
are a number of different ways to share
| | 03:44 |
your content with others.
| | 03:46 |
| | Collapse this transcript |
| Sharing notebooks via the Evernote website| 00:00 |
In the previous movie, we saw how easily
we can share individual notes with other
| | 00:04 |
people, but we can also share an entire
notebook with people.
| | 00:08 |
There's a couple of different options
we're going to explore now.
| | 00:11 |
First though, let's select the notebook we
want to share.
| | 00:14 |
I'm going with this one in my personal
stack called David's Notebook.
| | 00:18 |
Next, we'll go up to the share button that
appears next to the name of our notebook,
| | 00:22 |
here on the snippet list, that's the
quickest way.
| | 00:25 |
Give it a click and you will see two
options for sharing this notebook.
| | 00:29 |
We can Invited Individuals, so only a
select group of people will be able to
| | 00:33 |
access this, or we can Create a Public
Link, and then share that link with people.
| | 00:38 |
Keeping in mind that anyone will be able
to access the link, it really is public
| | 00:42 |
until we stop sharing.
Let's go with Invite Individuals.
| | 00:45 |
We'll give it a click.
That way we can type in email addresses of
| | 00:48 |
the people we want to invite.
Separate those e-mail addresses with commas.
| | 00:52 |
I'm going to add one dummy address here
drivers@lynda.com.
| | 00:56 |
There we go.
You can hit your Tab key if you want, or
| | 01:00 |
simply move your mouse down to the
drop-down that you see under Individuals
| | 01:05 |
who joined can, can what?
View notes as the default.
| | 01:09 |
You might also want to let them view notes
and any activity, so they see when it's
| | 01:13 |
shared, when it's not shared, etc.
Let's go with notes and activity.
| | 01:19 |
Now down below, we can allow the notebook
preview as well.
| | 01:22 |
Which means people won't need to log into
Evernote to view the contents of our notebook.
| | 01:27 |
I'm going to click that checked box.
We can add a message.
| | 01:30 |
I'm going to say something like, this
notebook will be available until the end
| | 01:42 |
of the month for viewing.
There we go.
| | 01:46 |
And when we click Invite, any address we
added to the e-mail address section,
| | 01:51 |
messages are sent to those individuals.
At any time, this is now a shared notebook.
| | 01:55 |
We could e-mail those users with
additional information.
| | 01:59 |
It could send a reminder that they have
access to it.
| | 02:02 |
We could also add additional individuals
to the list.
| | 02:06 |
And we could still Create a Public Link if
we wanted to.
| | 02:09 |
Clicking Dismiss down at the bottom,
simply dismisses this screen, but our
| | 02:14 |
notebook is shared.
And if we were to log in to our e-mail
| | 02:17 |
there's driversmac8, who sent an
invitation to join this Evernote Notebook
| | 02:23 |
called David's Notebook.
I click it.
| | 02:25 |
And then down below, I can open the shared
notebook.
| | 02:28 |
Now, keeping in mind that when I click
this, I'll have the option to join the notebook.
| | 02:35 |
Which means I'll use my Evernote account
to look at the notebook, just like I would
| | 02:39 |
with my own notebooks that I created.
Or, because the option was selected, when
| | 02:44 |
this notebook was shared, down below we
can view the notebook.
| | 02:47 |
Clicking View Notebook means reviewing it
in our web browser.
| | 02:51 |
So, I don't even need an Evernote account
to be able to see the contents of the notebook.
| | 02:55 |
I could still join the notebook, if I did
get an Evernote account.
| | 02:59 |
But for now, I can go through the various
notes, reading the contents of those
| | 03:03 |
notes, just like the person who created
the notebook and those notes there in.
| | 03:09 |
All right, let's switch back now to
Evernote.
| | 03:13 |
And as I mentioned, at any time we could
stop sharing this notebook.
| | 03:16 |
When we go to the Share button, we can see
that indeed, we have people who are being
| | 03:22 |
able to view our notes and activities in
this notebook.
| | 03:25 |
But there's a next, next to the name of
every individual we've invited, in this
| | 03:29 |
case only one.
Clicking the x, brings up this message
| | 03:33 |
were about to remove a user from the
notebook.
| | 03:36 |
And are we sure that we want to stop
sharing the notebook?.
| | 03:39 |
When we click remove, because there is no
one else were sharing with, it's no longer
| | 03:43 |
shared, and people will not be able to
view the contents.
| | 03:46 |
So we can click dismiss, knowing that
we've shared out notebook temporarily with
| | 03:52 |
people we wanted to, and it wasn't all
that difficult here in Evernote for Mac.
| | 03:57 |
| | Collapse this transcript |
| Protecting content with encryption| 00:00 |
If you do plan on sharing individual notes
or entire notebooks, for that matter, with
| | 00:04 |
other people.
You might have contents that you'd like to
| | 00:08 |
keep hidden.
For example, you might have a spreadsheet
| | 00:11 |
with important information.
Some of that could be confidential.
| | 00:14 |
Well, you can hide information people
should not be seeing by encrypting it.
| | 00:18 |
That's what we're going to do right now.
I'm going to work with this note called my
| | 00:21 |
Itinerary for Trip to LAX.
And I do want to share my trip
| | 00:25 |
information, maybe not my confirmation
code.
| | 00:28 |
So in that case, to encrypt something, to
hide it from people we're sharing this
| | 00:32 |
with, all we have to do is Click and Drag
over the contents we want to encrypt.
| | 00:37 |
Now here in the Mac version we could go to
the Edit menu where you will find, Encrypt
| | 00:41 |
Selected Text, Shift+Cmd+X is the keyboard
shortcut.
| | 00:44 |
Or if you prefer right-clicking,
right-click your selected content, and
| | 00:49 |
choose Encrypt Selected Text from there.
Now you'll be prompted for an encryption passphrase.
| | 00:55 |
No this is not a password it can be a
whole phrase that you type in to reveal
| | 01:00 |
the hidden content.
When you type something in you don't see
| | 01:03 |
what you're typing, so go ahead and try
something if you're following along.
| | 01:07 |
You'll need to re-enter that down below
and notice that Evernote does not store a
| | 01:14 |
copy of your passphrase.
So you might want to write it down somewhere.
| | 01:17 |
If you forget it, you won't be able to
recover the encrypted content.
| | 01:22 |
So you might consider giving yourself a
hint.
| | 01:26 |
And another option is to remember the
passphrase until you quit Evernote.
| | 01:30 |
That way you won't be prompted for your
passphrase every time you change notes and
| | 01:34 |
come back and need to reveal that content.
Only when you exit Evernote and come back
| | 01:38 |
will you be prompted for it.
I'm going to leave it unchecked for now
| | 01:41 |
and click OK.
Alright, when we click anywhere in the
| | 01:45 |
note you can see there's some hidden
content here.
| | 01:48 |
And to get at that, we can click the
drop-down, to show the encrypted text, or
| | 01:54 |
decrypt text permanently from here as
well.
| | 01:56 |
Let's show the encrypted text.
It seems simple.
| | 01:59 |
Oh, but we're prompted for that
passphrase.
| | 02:04 |
Notice the Hint appears down below, once
we type it in and click OK, there it is,
| | 02:09 |
it's revealed.
Now we go to another note, and we come
| | 02:12 |
back to the itinerary, it's hidden again,
encrypted.
| | 02:16 |
And I can click the drop-down, to show
that text, and type in the passphrase
| | 02:22 |
again, every single time.
Now if I chose to click that check box to
| | 02:26 |
remember my passphrase, I'd just have to
click here and it will be revealed when I
| | 02:30 |
click Show Encrypted Text.
All right, let's go down to something
| | 02:34 |
else, maybe the flight number here.
And some of this other information should
| | 02:39 |
be encrypted, we'll select it,
right-click, and choose Encrypt Selected Text.
| | 02:43 |
Look what happens now.
We can create another passphrase, a new passphrase.
| | 02:48 |
And it's not recommended that you use
multiple different passphrases.
| | 02:52 |
It becomes very difficult to remember.
So you might want to use the exact same
| | 02:56 |
one here.
And again you'll have to reenter it and
| | 03:03 |
you can add a Hint as well.
I'm going to click OK.
| | 03:07 |
Now its hidden and if I've used the same
passphrase, its going to be easy to
| | 03:10 |
remember when I go to this drop-down.
To let's say decrypt it permanently, that
| | 03:16 |
means it will no longer be encrypted but I
will need the pass phrase to do that.
| | 03:22 |
Click OK, and there it is.
Now when I leave the note and come back
| | 03:28 |
notice it's no longer hidden, because I've
decrypted it permanently.
| | 03:33 |
Same thing here when we click the
drop-down.
| | 03:35 |
Decrypt text, I'll be prompted for the
pass phrase.
| | 03:39 |
Press Return or click the OK button.
And now it's no longer hidden and it will
| | 03:45 |
not be hidden if I go to another note and
come back.
| | 03:47 |
Because I decrypted it permanently.
So, that's how you hide contents, pieces
| | 03:53 |
of notes, for example, that you don't want
people seeing when you're sharing notes or
| | 03:58 |
entire notebooks.
| | 03:59 |
| | Collapse this transcript |
| Setting note reminders| 00:00 |
You know, the folks at Evernote are
continually striving to improve Evernote.
| | 00:04 |
That's why in June of 2013, there was an
important update including a new feature
| | 00:08 |
called Reminders.
We're going to take a look at it now.
| | 00:13 |
So, if you haven't already updated
Evernote, you need to go to your Apple
| | 00:15 |
icon here in the top left corner.
Go to the app store.
| | 00:19 |
You'll see that update available.
Click the update button, and once it
| | 00:22 |
appears as installed, you can then
relaunch Evernote and you'll see something different.
| | 00:26 |
It's up here in the top right-hand corner,
this alarm clock icon.
| | 00:30 |
That's where we go to set reminders.
Now, working with shared notes, like we
| | 00:35 |
are right now, this can be very useful.
Anyone who has access to the notebook or
| | 00:40 |
shared notes, will also have those
reminders.
| | 00:42 |
So, if you're working in a group,
collaborating on a project, it's good to
| | 00:46 |
know everybody's going to be informed,
thanks to these new reminders.
| | 00:49 |
Let's take a look at them now.
By going to a note, we'll go to any note
| | 00:53 |
in our user conference notebook, like
things to do, for example.
| | 00:58 |
Now, if we have things that need to get
done, that's great.
| | 01:01 |
But isn't it even greater if we could
remind ourselves of a due date, and have a
| | 01:05 |
reminder sent to us even by e-mail, that
would be good.
| | 01:09 |
Well, to set the reminder, we simply go up
to the alarm clock icon and give it a click.
| | 01:14 |
Now that sets it.
Something happened up here in the top of
| | 01:17 |
your snippet list or if you're looking at
a side list for example.
| | 01:21 |
Reminders appears at the top, and there's
this little arrow allowing us to expand
| | 01:25 |
and collapse those reminders.
This is where it comes in very handy,
| | 01:30 |
especially with shared notes.
Because anyone who has access to the
| | 01:32 |
notebook, this is the first thing people
see at the very top.
| | 01:35 |
It's attached to the notebook and you'll
see a reminders based on the name of the
| | 01:40 |
note, where the reminder was set.
Now, of course, there's more we can do, by
| | 01:44 |
going to the icon that has drop down, we
could set a date.
| | 01:48 |
That was an option that appeared the
moment we set it.
| | 01:51 |
We can also click at any time to add that
date.
| | 01:54 |
And there are some presets like setting it
up for tomorrow.
| | 01:57 |
If this all needs to be done by tomorrow,
we click the preset tomorrow button.
| | 02:01 |
Boom, there it is.
It shows up at the very top, also over
| | 02:04 |
here on our reminders list.
But let's go back to the alarm clock icon
| | 02:09 |
and change the date this time.
Let's say this needs to be done by the
| | 02:13 |
last work week in the month.
We can select the date, even specify the time.
| | 02:18 |
The default time, 8 AM, click the 8 and
maybe change it to 4 PM.
| | 02:23 |
We'll click the am and type in a P.
And we've now changed the due date for
| | 02:28 |
this particular item.
So it appears at the top.
| | 02:31 |
As you hover over that, you can click Done
when it's completed.
| | 02:34 |
Or if you wanted to, you could come over
here to the list, click the check mark
| | 02:37 |
that appears kind of faded in the
background here on the left hand column.
| | 02:41 |
When you click that it's then marked as
complete.
| | 02:44 |
So, you won't get a reminder.
It's crossed off.
| | 02:46 |
It's also crossed off up here at the top.
Click that checkmark again though, if you
| | 02:50 |
haven't really completed the list.
It's now a reminder that we'll pop up a
| | 02:55 |
little message in our activity here, on
that particular date and time.
| | 02:59 |
Wouldn't it be nice though if we got an
email the morning of?
| | 03:03 |
Just to remind us that we have until the
end of the day to get these done.
| | 03:06 |
Well, that's an option you can turn on by
going up to the Evernote menu, going down
| | 03:11 |
to Preferences, select that, and go to
this new option now that appears for reminders.
| | 03:16 |
There's a check box for receiving reminder
e-mails, and notice they are sent the
| | 03:21 |
morning of those days when notes are due.
And we'll close this up.
| | 03:25 |
All right, so we'll get an email reminder,
we'll also get an in app reminder that
| | 03:30 |
appears under our activity.
Let's test that out.
| | 03:33 |
Let's go to another one.
I'll go to the business card for our caterer.
| | 03:36 |
Maybe I need to call this person later
today, so I'm going to set a reminder, I'm
| | 03:41 |
going to add a date, even though the date
is today.
| | 03:45 |
So whatever date you're working with, if
you're following along, you can select today.
| | 03:49 |
We are going to change the time though.
I'm going to change it and I have the
| | 03:52 |
clock appearing up here, so I can set this
up to happen very quickly.
| | 03:57 |
So we can see what the reminder looks
like, I'll type in 29.
| | 04:01 |
And that should be PM, and click off to
the edge here to set that.
| | 04:06 |
So notice now, I have a couple of
reminders showing up here on my list.
| | 04:10 |
And anyone who has access to this shared
notebook will also see that up there.
| | 04:14 |
Something just happened here in my
activity.
| | 04:16 |
There it is.
I click that little icon to see that I
| | 04:19 |
have a couple of reminders.
Now, I had set this up earlier, so I'd see
| | 04:23 |
that original reminder, there it is again.
And I can go directly to that note by
| | 04:28 |
clicking the reminder itself.
Same thing here on my reminder lists.
| | 04:32 |
I want to go back to the Things to do.
I can click it here, takes you to that
| | 04:35 |
note on my list.
Finally, I've concluded all of these, I
| | 04:39 |
can mark this as complete.
And it's now crossed off on my list.
| | 04:44 |
Notice this little settings button here
that we can click, next to reminders.
| | 04:48 |
If you don't need to see any of that were
recently completed.
| | 04:51 |
Especially, if you have a long list of
reminders, these can take up space.
| | 04:54 |
We can hide them by clicking show recently
completed reminders, that check mark will
| | 04:59 |
be removed from that, and they are hidden.
So, notice that there's one hidden, and
| | 05:03 |
any time, I can change that back, by going
back to the settings or click View All to
| | 05:07 |
see them all.
And when I'm not busy with reminders, I
| | 05:11 |
can collapse this.
Still at the top, notice I have one for
| | 05:14 |
today, two in total.
So, I'll always see that information.
| | 05:17 |
And if you're sharing note in notebooks,
it's especially useful when collaborating
| | 05:21 |
on projects.
It's the first thing people see when they
| | 05:24 |
come in here.
And if they're responsible for any tasks
| | 05:27 |
that need to be completed, that's the
first thing they'll see at the very top of
| | 05:30 |
the list.
So, that's the reminders feature here in
| | 05:33 |
Evernote on the Mac, as well as on your
mobile device, under iOS, as well as the
| | 05:39 |
web version of the Mac.
Once you've set up reminders in one area,
| | 05:43 |
remember syncing up your notes and
notebooks means, you have access to those
| | 05:47 |
reminders through any venue.
Whether you're on the web, on your iPhone,
| | 05:52 |
or here on your computer.
| | 05:53 |
| | Collapse this transcript |
|
|
GoodbyeNext steps| 00:00 |
Congratulations, you've reached the end of
Up and Running with Evernote for Mac.
| | 00:03 |
You shoud now be feeling more comfortable
with this powerful note taking program and
| | 00:08 |
ready to start creating your own notebooks
and filling them up with anything and
| | 00:11 |
everything under the sun.
If you don't already have an Evernote
| | 00:15 |
account, this would be your firdt next
step.
| | 00:18 |
It's free so why not at least try it?
Once you had your account you can start
| | 00:22 |
downloading the Evernote app to all your
computers and mobile devices so you'll
| | 00:26 |
always have your notebooks at your
fingertips no matter when or where you are.
| | 00:31 |
This is David Rivers saying thank you for
watching, and I hope to see you again soon
| | 00:34 |
in another title from lynda.com.
| | 00:37 |
| | Collapse this transcript |
|
|
