Having a notebook that can be accessed online is important to me. For this reason, I love Evernote. Bear in mind that I’m a die-hard OneNote fan. However, if you have all your notes in OneNote and need to access them online, it’s not quite as simple to access them as it would be with Evernote for one simple reason. The minute you put your notes in Evernote and sync them, they can be accessed online.
So, I’m beginning to rely more and more on Evernote. How do you use Evernote to organize your business life? Think notebooks, stacks, and tags and child tags.
Everything you store in Evernote is saved as a note. You simply add a title, create a new note, add the information you want saved, and it can be accessed on your desktop (if you’ve downloaded it to your computer) or online at Evernote.com.
The next step is just as simple. Tag the note with whatever keyword works for you. You will quickly see why tags are important as you begin creating notes. At some point, you need to know where a note is and searching for one note when you have hundreds of them can feel impossible.
Need to remove a tag or add another tag to several notes? In your note list view, hold down your control key, and click on all of the notes that you want to re-tag (you can only work within one group of tags). Thumbnails of each note will show, and beneath that, you can add or remove a tag, email, or merge.
Think of it as a sub-tag. Child tags are simple to create, and you’ll come to appreciate them. Let’s say that you have 5 clients that need the same type of notes: current work, past work, and additional notes about the client.
All you need to do is create the parent tag. Next, you’ll create a current work tag for each client. For example, you might use John – Current Work and Frank – Current work. The rest is simple, as you drag each child tag to the parent tag and you have a sub-tag created.
If you want to create another category beneath your child tag, drag the tag beneath the child tag.
I’m currently not using many stacks. However, I think it was best described by Evernote as “containers that hold notebooks.” Stacks are like file cabinets, while notebooks can be likened to the files within the cabinets, and tags are like the tabs that identify what is within the file.
Evernote has grown on me over time. As I mentioned, I was partial to OneNote. However, if you need to access your notes from another computer or move them, you have to upload them all to SkyDrive.
With Evernote, all you have to do is create the note, and select Sync from the toolbar at the top. I just tried it, and by the time I was online, the note was there.