Join David Rivers for an in-depth discussion in this video Touring the Evernote interface, part of Up and Running with Evernote for Windows (2014).
If you've been following along with me so far, we've created our EverNote account. We have installed EverNote on our Windows PC. And when we click that Finish button at the end of the installation This is what we are left with an Evernote window on our screen waiting for us to sign in. You will also notice on your desktop a shortcut to Evernote is created automatically, so it's time to sign in now and get comfortable in our surroundings, we will explore the user interface here on the Windows pc we will also take a quick look at the user interface and what it looks like when logged in.
Through the web version. So we're going to use our e-mail or username that we used to create our account. Mine, drivers@lynda. Type in your password. And you'll notice there's a check box here to stay signed in. That's great if you're on your own computer, but if you're on a public computer for example, or a computer that you share with others, you may not want to leave that checked off. Meaning, when someone goes to launch Evernote on your computer They'll be logging into your account automatically. if you are still signed in.
Alright let's click sign in. Which will sign us into our account. But also open up our Evernote app. On our windows pc. The first thing I'd like to do is just maximise this. So that it's filling the entire screen. Will click the maximize button. And now we'll take a look at the user interface. There are some changes if you've been using EverNote and you just updated or upgraded to the latest the rendition, let's go quickly through this user interface, starting at the top where we see our title bar. Notice that it shows you what you're looking at, in this case, all notes and your account.
So you see that at the top. Next, we have the menu bar, standard menu bar with file, edit, view, etc. all the way across to help. And of course when we click those we see menus with related commands so clicking for example file would give us all the file related commands. So creating new notes and tags and notebooks, for example. Importing and exporting. We also see some options down here though for switching to a different account if you wanted to, adding other users. Here's where we go to sign out and exit Evernote as well.
So we'll just click off in the background here in an empty space to close up that menu. Next we have the toolbar where you'll actually find most of the commands you're going to use here in Evernote. You'll see the account you're logged in to with a drop down. Clicking that shows you those options we saw in the file menu for adding other users or signing out for example. You'll also find keyboard shortcuts here for some of these. Next we have buttons that will help us to navigate, so as we go through different notebooks and notes, we can go back and forth using these. Currently though, with a brand new account, and our first time launching Evernote, we have one single note that is being displayed over here on the right hand side.
A getting started or welcome note. Other buttons on the toolbar include a sync button. And a synchronization is going to happen on a regular basis by default, it is a setting that we're going to look at later on and adjust. But we can sync it any time manually to sync up our web version of Evernote with our PC version or our mobile version if we have it installed on. Some of our devices. Next is Activity. This one's going to light up and allow you access to view shared activity.
We'll be talking about sharing notes with other people. And when they access those notes and make changes to those notes, for example, that's activity you can track here using the Activity button. Here's a button we're going to use often to create new notes right there. So we don't need to go to the file menu to create a new note, we can do it from here. The new note button is what you see by default, there is a drop down note, you want to create different types of notes, like ink notes or audio notes. Even a webcam note if you have a webcam attached to your computer. There's the keyboard shortcuts for all of those, Ctrl+N the most popular one for creating a new note.
We're not going to select anything, so we'll just click on an empty space on the toolbar. All right, next we have our side bar down the left hand side. The side bar displays things like Announcements, Shortcuts, here's Notes for example, and Notebooks, so you can choose what it is you want to look at from the sidebar. If you want to look at your notes, you click Notes. If you want to look at your tags, you click Tags. We don't have any at this point. We can go back to Notes. How about announcements? Give that a click. There are a number of announcements here from Evernote. We'll go back to notes.
So just a way to change what you're looking at on screen. How you look at it can be determined as well. It's totally up to you. For example, if we go up to the view menu here, you'll see check marks next to the current views. So, for example, Snippet View is selected, and all that means is, we're looking at a snippet list so we see snippets of our notes. That means not just the title and when they were updated. But the beginning of the note appears in this snippet, as well. So when you have many, many notes listed here, you can see a little bit about each note before selecting it to view the entire note over here on the right-hand side.
So let's go back up to the View menu for a second and try something like List View. This allows you to see a list of your notes. You'll see when they were created, updated, the title, for example. You won't see any snippet information. But you will see the note down below for the note that's selected up here. We'll go back to View and change it to Card View. Some people like this view. We see it's kind of like a snippet, but it's a card representing the note that's selected and over here, the contents.of that note displayed in it's entirety. I'm going to go back to View because the most popular one is the default, and that is our Snippet View.
Other things from the View menu include as you can see on the left panel, what you want to see. If you don't care about Announcements, just select it because it has a check mark next to it, clicking it, deselects it. It no longer appears on our sidebar. Go back to View to turn it back on by selecting Left Panel And selecting it when it does not have a check mark. So all of these options, it's totally up to you what you see here. Notice premium down at the bottom, here's where we can go to upgrade to premium if we wanted to. Look what happens when we go to the View menu, down the Left Panel and Show Premium.
There we go. It's gone. Something you can't do in other versions of Evernote but here in the Windows PC it is something we can remove from our side bar. Go back there and just put it back in case it's something you're considering. You'll have easy access to it from here. Alright, we have our snippets, but at the top of our snippets, we also have a drop-down. Notice all notes is showing up here by default. If you want to be specific about the notebooks that you're looking at. For example, if you have one for personal, one for business, one for projects, you'll see a list of those notebooks and they will begin to accumulate as we move through the various chapters in this title.
You can select specific notebooks or choose All Notes to be able to see every note, in every notebook. Here's where we can go to add tags, and notice this little drop down here in the top right corner is a view button. We can change our view from here as well. Not just changing the view from List, to Snippet, to Card, but also how we want to sort our notes. We'll be getting into all of that later on as well. So let's just click in the background to close that up. And now with the note selected, our Getting Started, our welcome note from Evernote, you can see over here on the right hand side, this is where we do our work.
So you'll see the note itself. You can scroll up and down through the note to browse it and make changes to your notes from here. Notice the default notebook is called First Notebook here in the windows PC. Clicking the drop down is where you could go to change to other notebooks if you wanted to. But first notebook is the one we are looking at. Here is where we can go to Add Tags so we can do it from the snippet list or directly from here as well. There are some other things though that are interesting over here in the right-hand side when working with a note. If for example, you created a note that has a due date, you can set reminders now.
Clicking the reminder button will allow you to set due dates and alarms so you never forget about a note that has something due. There's also a share drop down, different ways to share your notes, as you click this you can see that it can be done by e-mail, Facebook, Twitter, Linked In and so on. We'll be talking about sharing notes later as well. Info, when you click that, it allows you to view information about the note itself So, notice that it belongs to a certain notebook. If there are any tags you'll see them here. Location. Interesting stuff.
If there's an author it will appear here. And lastly is the delete button. If you want to delete a note that you're looking at clicking delete up here is one way to remove the note. We're not going to do that. So we'll just click in the background on an empty space. All right. That's a quick look at the UI here in the Windows version of Evernote. And we'll get more comfortable as we move through the various chapters and movies in this title. Let's just minimize this now and go back to our browser. So, you can open up your browser and if you didn't close it and the last window you were looking at was Getting Started with Evernote or Getting Evernote Premium Really doesn't matter.
We're going to go to the Evernote home page, by clicking Evernote in the top left corner. And from here, notice you can sign in. Signing in allows you to access Evernote the other way. So you might not be at your computer, or you might not have your mobile device with you. Maybe you're at a library or at another location where they have public machines. You can log into your Evernote account anywhere as long as you're connected and have access via the web. The web user interface might work a little bit different so let's just log in over the web.
Again, we will use our user name and password that we used to log in to the app. When you click sign in and I highly recommend not using remember me for a week if you are on a public computer otherwise other people using computer will again be able to log in With your credentials, so let's click sign in. Notice that there is a message across the bottom of my screen. It all depends on your security settings, would you like to store your password for evernote.com. I'm going to say not for this site, if it's a public computer. And you can see the UI here is very similar to what we saw in our Windows app.
Over here on the left hand side, we don't see announcements but we see shortcuts and notebooks. There's all notes for example. There's our trash if we want to access it. Snippet list, and over here the selected note appears. The new note button looks a little bit different up here, there is a search field. But we do see options for tagging it, accessing notebooks here. We have Share Info and Tools up here. There's our reminders. Other options include, as you can see, an image gallery. There's the Delete button.
And there's one extra one here for opening the note in a separate or new window. We can also go Premium directly from here, and change accounts in the top right hand corner. Alright, I'm going to stay logged in. I'm just going to minimize that. And we'll go back to Evernote. So if you minimized it, you can go back and relaunch it. That's a quick intro to the user interface. To help us get a little more comfortable in our surroundings, it's time to move on to the next movie.
- What is Evernote?
- Creating a new notebook
- Creating and formatting text notes
- Adding screenshots to a note
- Creating a multimedia note
- Clipping web content to a note
- Merging notes
- Finding notes and content
- Tagging notes
- Sharing notes
- Protecting content with encryption