These Evernote pro tips will help you to become an Evernote power user on all platforms. Learn how to clip, save, organize and retrieve your information in Evernote.
Evernote is a fantastically handy tool. I use it for storing all kinds of useful information. Texts, web clippings, PDF files, pictures, and scans. With more than 200 million users and a host of continuously expanding applications and integrations, Evernote has a solid standing. Below, I have gathered my 19 best Evernote pro tips.
1. Go Premium
A lot of the features described below require Evernote Premium. Your first step towards calling yourself an Evernote pro should be to upgrade. Trust me: If you are going to use Evernote as your information repository, the price tag of $69.99 a year is worth every penny.
Sign up for Evernote Premium *
2. Install the Evernote Web Clipper
This is a very useful extension. It lets you clip content from a web page directly into Evernote. The Evernote Web Clipper is available for Crome, FireFox, Internet Explorer, and Safari browsers. A nice feature is that if you search in Bing, Google, or Yahoo, the Evernote Web Clipper will show results from your Evernote together with the ordinary search results.
Bonus tip: Sometimes, I find it very useful to use the Simplified Article feature in the Web Clipper to be able to read long texts without the interruption from ads and other unrelated content.
3. Learn how to organize your Notes and Notebooks
Information has no value unless you can find it when you need it.
Read How to organize Evernote – My secrets revealed.
4. Add Notes and Notebooks to the Shortcuts menu
Adding notes and notebooks to the shortcut menu makes it easier to find the stuff that you frequently access.
5. Integrate Outlook and Evernote
If you have Microsoft Outlook installed on your computer, you should install the Outlook Add-in. This makes it super easy to save information from emails.
For Outlook 2010-2016, see https://help.evernote.com/hc/en-us/articles/209005837-How-to-use-the-Microsoft-Outlook-Clipper-add-in-to-save-emails-to-Evernote.
For Outlook 365, see https://help.evernote.com/hc/en-us/articles/209005997-How-to-use-Evernote-for-Outlook.
6. Get the Moleskine Evernote notebook
The Moleskine Evernote notebook has special paper that optimizes the image. With the Evernote mobile app, you can scan and store your notes automatically into Evernote.
If you want to go all the way, go for the Moleskine Smart Writing Set. This set comes with a pen that syncs your handwriting to digital notes in real-time.
There is even a third option if you want to convert your handwriting to digital notes. Get a Livescribe pen. This works for more than just Evernote. Read my blog post Livescribe 3 smartpen – Handwriting goes digital.
7. Drag & drop files into Evernote
You can save PDF files and pictures in Evernote just by dragging them and dropping them into Evernote.
If you drag a folder, Evernote will save this as a zip file.
8. Install Evernote for Windows or Evernote for Mack
The Evernote desktop applications not only give you more functionality, but they also enable you to work with Evernote offline.
Another useful side effect of installing Evernote is that you have the possibility to make a personal backup of your Evernote files. See https://evernote.com/download/
9. Email to Evernote
With Evernote Plus or Premium, you can email directly into Evernote using your Evernote email address. To find this address, go to Account Settings.
Format: Email Subject: [Title of note] ![optional date for reminder] @[notebook] #[tag]
Example: Email Subject: 5th-Year Celebration !2017/06/24 @events #anniversary.
This will save the text from the email in a not titled “5th-Year Celebration” with a reminder 24. June 2017. The note will be saved in the notebook “Events” with the tag “anniversary.”
10. Save your emails on-the-go
Talking about email, Newton is my choice for email when I’m out and about. Newton lets you save an email as a note in Evernote with only a few gestures. See https://newtonhq.com/.
11. Merge Notes
One of the functions that are exclusive to the Evernote desktop applications and apps is the possibility to merge notes.
12. Share Notes and Notebooks
You can share both notes and notebooks, with or without editing rights. You can share by email from Evernote, or create public URL’s to be used anywhere.
13. Create a table of contents for large Notebooks
Using note links, you can create a table of content as the first note in a large notebook. See https://help.evernote.com/hc/en-us/articles/208313588-How-to-use-note-links-to-connect-between-notes.
14. Go mobile
Evernote is available for both Android and iOS. With Evernote Plus or Premium, you can sync between devices and even save notebooks offline. This is very handy in combination with the Evernote Web Clipper. I use this to save long articles from the web for later reading on my commute to work.
15. Automate Evernote with IFTTT
How about automatically saving your email newsletters to Evernote so that you can read them when you have time? The possibilities are almost endless.
16. Link between Notes
You can easily place a link to a note inside another note in Evernote. This makes it easy to keep track of meeting minutes or last year’s annual review.
17. Create Stacks of Notebooks
Stacks is a handy way to group related notebooks together. On desktop versions of Evernote, you can drag and drop to create a stack.
18. Use Presentation Mode
For informal presentations, Presentation Mode is the perfect way to show your notes to others. See https://help.evernote.com/hc/en-us/articles/208314488
19. Learn Evernote’s advanced search syntax
Evernote has a really powerful search function. The below video is a good introduction.
Bonus Evernote pro tip: Check out the all new Evernote and Google Drive
This is a new feature that will let you add elements from Google Drive directly in a note in Evernote. See more here: https://evernote.com/google-drive.
If you have any additional Evernote pro tips, I would like to hear from you in the comment section. Thanks!
Disclosure: Links marked with * are affiliate links. This means that if you buy a product using this link, I may get a small commission. I would never recommend a product without trying it and liking it myself.