1 Week 2: Getting Started with Evernote Part 1: Brainstorm Using

Week 2: Getting started with Evernote

Part 1: Brainstorm using Popplet, pen and paper or text2mindmap for notebook titles Part 2: Create your notebooks Part 3: Creating a notebook stack Part 4: Creating a note

So, it’s time to get started with Evernote. This means downloading all the possible versions of Evernote if you haven’t already done so:

Checklist: Have you signed up for the Evernote account? ❏ Have you downloaded Evernote for your smartphone (iOS - iPhone, Android, WIndows) ❏ Have you downloaded Evernote for your tablet (iOS, Android) ❏ Have you downloaded Evernote for your desktop computer i.e. Mac, Windows, Surface Pro?

Part 1: Brainstorming with Popplet, Text2Mindmap or with pen and paper Now, is the time to brainstorm your notebook titles. I have often found that it is easier to just brainstorm these titles first and then you will find it easier to file your notes.

I love using free brainstorming tools such as http://www.text2mindmap.com , http://popplet.com or even http://bubbl.us.

Always start with your main topic in the middle of the mindmap and try work out from there.

Popplet is great for adding images to your brainstorm. Just open up popplet and start with your first bubble. You will need to sign up for an account with Popplet first though. Watch the video on how to use Popplet:

Text2mindmap doesn’t require a sign-in, just click OK, when you open the link http://www.text2mindmap.com. On the left hand side, delete the text. If you are on a mobile device, just ‘select all or highlight’ and then delete.

Text 2 Mindmap works by each section being indented one space. It’s much easier to use this one on desktop, however it will work on mobile devices. (Watch the video here on how to use Text2Mindmap)

Checklist for Text2Mindmap: Start with your first heading Tab in once for the next heading Tab in twice for the next sub-heading

Tip: Try and put them into categories if you can. Try a ‘Speed Think’ for 2 mins and get YOUR NOTEBOOK titles down without thinking about it. ❏ Title 1: ❏ Title 2: ❏ Title 3: ❏ Title 4: ❏ Title 5: ❏ Title 6: ❏ Title 7: ❏ Title 8: ❏ Title 9: ❏ Title 10:

Professional/Business Ideas for Notebooks: ❏ Tax Time (Give specific year period) ❏ Client names ❏ CPD (Professional Development/Training) ❏ Marketing ❏ Specific Projects ❏ Social Media

Personal Ideas for Notebooks: ❏ Warranties ❏ ICE (In Case of Emergency Documents) - Birth Certificates, Marriage Certificates ❏ Tax Time ❏ Budgeting ❏ Groceries (do your shopping list in Evernote) ❏ Household Expenses ❏ Family Holidays ❏ Renovations ❏ Recipes (but break it down into food groups i.e. chicken, beef, sweet, baking)

Part 2: Create your notebooks Different versions of Evernote, have different ways of creating notebooks. Now, you have brainstormed all these notebooks, you are going to add these titles in one by one.

Tip: Do you want to keep a notebook private and not on the web, or it’s too big? You can create a local folder which will not be synchronized. So instead of uploading a file to the default “Synchronized Notebook” folder, you can put it in the “Local Notebook” and it will not be shown via Evernote Web service.

Show Image:

For those using the desktop version of Evernote (MAC): Use the shortcut: +Shift+N New Notebook

Windows Use the shortcut: Ctrl+Shift+N New Notebook (See Image below)

Evernote Web: (Just sign in with your Evernote username and password at http://www.evernote.com

iOS

Android Tip: Hold Android phones in Landscape mode in order to create the notebooks (especially on Android phones).

Part 3: Why create a notebook stack? ❏ A notebook stack is simply a COLLECTION of notebooks grouped together in the same category i.e tax time (all different years), clients (all your clients with their own notebooks). ❏ To keep your notebooks organised (folder-sub-folder structure) ❏ Easier to find and file notebooks. ❏ Easier to brainstorm all your notebooks first (and then STACK them)

Checklist: ❏ Have you created all your notebooks (the titles you brainstormed?) ❏ If you have a desktop version (Windows/Mac) of Evernote, it is EASIER to create a notebook STACK on this version, rather than mobile.

Mac: ❏ Go to the sidebar where your notebooks are listed. ❏ Select Notebooks (section) and then drag one notebook on top of another to create a stack).

Windows: See Above instructions for Mac. Evernote Web: ❏ Go to sidebar where notebooks are listed. ❏ Hover with your mouse or finger over the notebook you would like to stack. ❏ A dropdown arrow will appear and choose ‘Add to Stack’ from this menu.

7 iOS: ❏ Tap on Notebooks ❏ Tap on ‘Edit’ ❏ Tap on ‘i’ for further information. ❏ Add to stack or create new stack. ❏ Tap ‘Done’ and repeat the process for your other notebooks.

Android: ❏ Select ‘notebooks from your main Evernote app screen. ❏ Tap the ‘dropdown’ arrow box next to each Notebook (see image) ❏ Options include: Move to Stack, Move to a new stack (or remove if currently in a ‘stack’)

Part 4: Creating a note within Evernote Checklist: ❏ Have you created your notebooks? ❏ Have you created the relevant notebook stacks first?

Essential Components of an Evernote Note: ❏ File it in the correct notebook ❏ Add a tag (keyword) see image below. ❏ Give it appropriate title even include YY-MM-DD Description of Note ❏ Use bullet points/checkboxes where needed. ❏ Add to shortcuts (if used frequently or urgent).

Why Tag your notes Checklist:

I suggest having an ‘x’ or _ after your ‘tags’ to help you filter your search terms within Evernote.

❏ By tagging your notes, you are separating ‘words’ from dedicated ‘keywords’. ❏ When searching for a note, it will separate the words out (remember Evernote can search for text within Images) and any words within your Evernote notes.

Mac: +N New Note (Shortcut) ❏ Click ‘+ New Note and select correct notebook’ (see image below) ❏ Add ‘tags’ or keywords to help you find your notes (see box above). ❏ Add Title

Windows: Ctrl + N New Note (Shortcut) ❏ Click ‘+ New Note and select correct notebook’ ❏ Add ‘tags’ or keywords to help you find your notes (see box above). ❏ Add Title iOS: Here is the menu below.

Image above is iPhone Evernote screen. iPad has more options.

For iOS notes: Select ‘Notebook first’, then ‘tag’ your notes and then write in the title. This ensures that your notes, don’t just end up in the default notebook!

❏ Choose ‘Text’ for a typed note. ❏ Add in correct notebook, tags and title. ❏ Tap in the white space under the notebook to start typing. ❏ If you want to record ‘Voice to Text’ tap the microphone button next to the space bar. It will record your voice and convert to text.

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Android: ❏ Tap the page icon on Evernote home screen.

11 AA1Q. QQ ❏ Select notebook from ‘Three dots menu”, add tags ❏ Add title in. ❏ Choose either ‘Handwriting’ or ‘typed notes’ to enter information.