Evernote Page 1 of 11 Learning Services

A guide to using Evernote with Windows 7

Evernote is available as a website or mobile app. You can sign up for free at

www.evernote.com.

Figure 1: Evernote web application

Adding Notes

To add a note, click on the plus icon.

From the screen that follows you can:

Add a note title.

Choose the folder to save the note to.

Add tags to the note, to help you keep your notes organised.

Type the note text.

Drag and drop files onto the note from your computer.

Evernote Page 2 of 11 Learning Services

Figure 2: Sample note

Set a reminder

To set a reminder for your note, click on the alarm clock icon.

Then click on the Notify me button:

Figure 3: Setting a reminder

Next, set the date and time you want to be reminded:

Figure 4: Reminder settings

Evernote Page 3 of 11 Learning Services

The colour of the clock changes to green and the date of the reminder is displayed

beside it:

Remove or change the reminder

If you click on the clock icon again, you can clear the reminder, mark as done, or change the date/time:

Figure 5: Editing or removing a reminder

Add a shortcut

To add a shortcut, click on the star icon.

It will turn green, so you know you’ve added it to your shortcut menu.

You can access the shortcut menu on the homepage.

Figure 6: Shortcuts menu

Evernote Page 4 of 11 Learning Services

Note Info

To view information about the note, such as when it was created, click on the Note info icon.

You can also attach a URL to your note from here.

Note Links

Note links are a really handy way to share your notes across other applications, for instance, you could add a note link to a word document, another note, or a calendar entry, so you can access it quickly.

To make a note link, click on the More options icon then click on the copy notelink button:

Figure 7: Copy notelink

This copies the notelink to your clipboard. It will look something like this: https://www.evernote.com/shard/s552/nl/150677718/10cf9584-5b39-4619-a33f-7d1af2e2da69?title=A%20new%20note Now you can paste the link (CTRL + V) into any other source and link back to the note quickly, without having to go and search for it in Evernote.

Sharing a note

There is a share menu at the top right of the screen. If you click on the down arrow on this button, you will see a number of options for sharing the note:

Evernote Page 5 of 11 Learning Services

Figure 8: Sharing a note

Note: To share the note to your Facebook, Linkedin, or Twitter account you may have to allow popup windows to be displayed in your Web browser.

Delete Note

If you want to delete a note, click on the trash icon.

You will be asked to confirm that you want to delete the note.

Finally

When you are happy with your note click on the button.

Organising your Notes

There are two key ways to organise your notes in Evernote and you can devise your own strategy to suit your needs.

Notebooks

You can organise your notes into notebooks. These are like folders in Windows. It’s worth thinking about how you want to use Evernote and creating a strategy that will work for you. It’s easier to set notebooks up on a computer, rather than the mobile app, so it’s a good idea to set them up on a PC ahead of time. You can access your notebooks by clicking on the Notebooks icon.

Evernote Page 6 of 11 Learning Services

To create a new notebook, just click on the Create a notebook icon.

Notebook Stacks

Notebooks can be stacked. To create a stack, just drag one notebook to another. This is similar to the way you have parent folders and sub folders in Windows. For example, you could have a parent notebook called Studies and then a have a notebook for each of your modules within it:

Figure 9: Notebook stack

Tags

Another way to organise your notes is by using tags. A tag is basically a keyword, to give you an idea of what the content of the note is about. You can also search notes by tag, so it’s a great organisation feature. Like notebooks, it’s worth spending some time thinking about a useful strategy for using tags. You can also drag tags onto other tags to make tag hierarchies:

Evernote Page 7 of 11 Learning Services

Figure 10: A hierarchy of tags

Here are some ideas for naming tags: Task management: Add a priority label to notes (p1, p2, p3). Locations: #home #work #gym #Liverpool #EdgeHill Task Management: #Now, #Next, #Done To see how other people are using Evernote in their academic research, take a look at the shared notebook Evernote for Academics

Web Clipper

Web Clipper is an extension for your web browser that lets you capture content from web pages and save them in a note. After installing the extension you will see the Evernote elephant head icon in the top right hand corner of your browser:

If you see some content on a web page that you would like to clip, click on the elephant icon and you will see the following menu:

Evernote Page 8 of 11 Learning Services

Figure 11: Web clipper menu

Make your choice from the menu and click on the save button and the content will be saved as a note to Evernote. The options for clipping are:

Article If you select Article, Evernote Web Clipper will highlight the main content on the page:

Evernote Page 9 of 11 Learning Services

Figure 12: Clipping a full article

Simplified article When you choose Simplified Article, Web Clipper will strip out other areas of the web page and display the main article on the page:

Figure 13: Clipping a simplified article

Evernote Page 10 of 11 Learning Services

Full page If you select Full page the entire page will be saved. This is useful if you want access to all the page links from your note.

Bookmark Selecting Bookmark will save a link to the page:

Figure 14: Clipping a web page as a bookmark

Screenshot The Screenshot tool, lets you crop any fragment of the page and gives you some basic tools to annotate the content that you have selected:

Figure 15: Using the Web clipper screenshot tool

Evernote Page 11 of 11 Learning Services

Figure 16: The screenshot annotate palette