AT Newsletter Volume 30, January 2023

New Years and Notes

Happy New Year (alright, I know we are already a month into the new year)! Like many others I start my year with a list of new year's resolutions. One of those resolutions is writing a monthly article for our newsletter. I decided to have a bit of fun blending work, personal life and technology into each one of these articles. This month's topic, one of my favorites (just ask anyone on our team), is the power of Evernote.

Let me start by saying that any note application can be used. I personally like how Microsoft has continually improved OneNote over the past several years. However, as a faithful Evernote user for many years, I just can't make the switch. AT uses the Evernote business version to track, share and document many of the things we do. Evernote business works very similar to the personal version. However there are several key differences:

  • Notebooks and notes can be shared with the entire team (or select groups).
  • Access is managed by an administrator making it easy to remove or add access when necessary.

I've been using the personal version for a very long time. Here are a few of my favorite tips/idea that I use on a regular basis:

  • Utilize the browser web clippers. These clippers will take a web page and allow you to save it in any notebook. My favorite option is the "Simplified Article" which removes the "clutter" of a normal web page. I use it to capture recipes, travel recommendations or articles (usually to read at a later date).
  • Use the new "Task" feature to create a to-do item in any note. All tasks created on any notes are consolidated under a new "Tasks" view.
  • Organize your notebooks utilizing stacks. I have a !!Core Stack which is made up of notebooks that I used on a daily basis. The exclamation points sort this at the top of my stack list. I have several other stacks including Reference, Finances, Family and Household. Find what works for you.
  • The Outlook addon allows you to easily save emails as notes. I use this feature on a daily basis. In addition, each Evernote account has a unique email address that can be used to forward emails which will be turned into notes.
  • Use Internal Links to link notes to each other. Every trip I take (business or personal) I create an Evernote itinerary and then link related notes (receipts, reservations, other notes) to this master list to make it easy to manage my trip.

I could have listed a hundred other ways I use Evernote. Please drop me a note if you have any questions - I love to talk about Evernote!

Month one is in the books!