How to run your business in Evernote

09.10.2012

In Evernote terms, every page you create is its own Note. Notes are most useful when organized into various Notebooks, essentially a folder full of notes. Setting up notebooks tends to be easier on a computer than in a mobile app, so it's a good idea to configure your notebooks ahead of time on a PC, even if you leave them empty to start. A group of notebooks is a Stack. Just drag one notebook to another to automatically create a stack. (Right-click to rename it.)

For example, if you used Evernote to keep an archive of payroll, each paycheck would be a note, each employee would be a notebook, and various classes of employees (full-time, part-time, contractor) might be a stack.

Add content

When you create a note, you can give it multiple Tags, by clicking the "Click to add tag" button in Windows or the Info button (an i in a circle) in the mobile app. Tags are especially useful when you're embedding nontext content, since everything in Evernote is searchable. They're most useful when you have common but more general terms that you might want to search across all of your notebooks: "2012 taxes," "personal," or "urgent," for example. Adding content from within the mobile app may be less intuitive than it should be to new users. To create a note on the go, navigate to the notebook you want to work in, then click the oversized plus-sign (+) button at the bottom of the screen.

Speaking of adding content, one of Evernote's major features is that you can add all types of content to the archive, not just text. The program supports PDFs, images, audio recordings, sketches (with the Skitch plug-in), webpages (with the Web Clipper browser plug-in), and more. Evernote has a rich plug-in ecosystem, which you can explore on the Evernote homepage if you want to delve even further into special types of content.