Get organized and productive with the leading note-taking app. Download Evernote for Windows, Mac, iOS, or Android and create your free account. Evernote uses cookies to enable the Evernote service and to improve your experience with us. Overview Evernote helps you capture and manage ideas, projects, memories, and to-do lists in a single place. Write notes, attach documents. Microsoft To-Do is a cloud-based task management application which integrates with Office 365.

If you’ve been looking for a tool to help manage your digital life, you’ve probably come across Evernote. This note-taking app has been around since 2004. Since then, it has become one of the most popular productivity tools on the market.

Evernote is pretty straightforward to use. But the app doesn’t always do a great job of demonstrating how to use its most useful features. That’s why we’ve put together this Evernote tutorial for beginners. We’ve covered many of the most commonly used features, as well as some hints and tips to get even more out of Evernote.

First, let’s get Evernote installed.

How to Install Evernote

Installing Evernote on mobile or desktop is simple.

To install Evernote’s desktop client, first visit Evernote’s download page. The download should begin automatically. If it doesn’t, click the link to download the installer. You’ll need to agree to the License Agreement to continue.

If you’re on a Mac, simply drag the Evernote app icon from the disk image to your Applications folder. If you’re using Windows, double-click the Evernote executable and follow the prompts.

Installing Evernote on mobile is even easier. Simply navigate to the Evernote app in either the Google Play Store or the Apple App Store, depending on the kind of device you’re using. Then, allow your device to install the app. If you’re a Windows Phone user, grab Evernote from the Microsoft Store.

Once you’ve installed the app, you’ll need an Evernote account before you can start using it. This is necessary because Evernote can sync across multiple devices and operating systems. Saved items are synced to your Evernote account, not your device.

Once you’ve installed Evernote and created your account, you’re ready to go. You can also log into the Evernote web app in your browser now, too.

How to Install the Evernote Web Clipper

While you’re getting set up, it’s worth installing the Evernote Web Clipper. This handy browser extension allows you to “clip” almost any item you find online: blog posts, videos, social media posts, even entire web pages, and sync them with your primary Evernote account.

If you’re a Google Chrome user, navigate to the Evernote Web Clipper page in the Chrome Web Store. Then, simply click “Add to Chrome” to install the extension:

The process is very similar for Mozilla Firefox. First, head to the Evernote Web Clipper page in the Firefox Add-Ons library. Then click “Add to Firefox” to install the extension:

Fortunately, using the Evernote Web Clipper is almost as easy as installing it.

Once you’ve installed the Web Clipper in either Chrome or Firefox, you’ll notice an elephant icon in the space to the right of your browser’s address bar. When you want to clip something, click on that elephant icon to open the Web Clipper.

Before the Web Clipper can save anything, you need to tell it what it should clip. The Web Clipper defaults to the “Article” setting. As you can see in the screenshot below, you can select other clipping options, depending on how much of the source material you want to save.

For example, the “Simplified articles” option clips all the text on a page but doesn’t preserve the page’s formatting or typefaces. The “Full page” option clips the entire page, including images and ads. You can also save pages as bookmarks or take a screenshot.

You can also create new Notebooks directly from within the Web Clipper. This handy feature means you don’t have to log into the web app or launch the Evernote app to create a new Notebook, then go back to the Clipper to save the item—you can do it all at the same time. It’s also possible to add tags and comments to clipped items as you clip them, which helps keep things organized.

Now that you’ve installed Evernote and the Web Clipper, let’s dive in and see what Evernote can do.

Creating Your First Note in Evernote

As a note-taking app, Evernote’s primary function is to help you take notes quickly. To do this, Evernote relies on an organizational system based on real-world, pen-and-paper notebooks. Notes are stored inside Notebooks, and Notebooks can be organized into Notebook Stacks.

There are a few different ways of taking notes in Evernote. To create a new Note on desktop, simply click the “New Note” button in the upper-left of the screen. You can also use familiar keyboard shortcut to create new Notes. Use ⌘ + “n” to create new Notes on OS X, and Ctrl + “n” to create new Notes on Windows. You can also use ⌘ + Shift + “n” (or Ctrl + Shift + “n” on Windows) to quickly create new Notebooks.

One of the biggest drawbacks with Evernote’s note-taking functionality is that Evernote doesn’t categorize or name new Notes automatically. As you can see in the screenshot above, I created three new Notes using Evernote’s keyboard shortcuts—but Evernote doesn’t know what to do with them. It just leaves them as Untitled Notes and doesn’t categorize them at all. This can get out of hand quickly, so bear this in mind if you’re a prolific note-taker.

Fortunately, creating new notes is a lot more intuitive on mobile. Simply open the Evernote app and click the central green “+” button to create a new Note:

Once you click the green “+” icon to create a new Note, you’ll be presented with a familiar composition interface. You can choose from one of Evernote’s Templates or simply start typing. Note that if you want to use Evernote’s Templates on desktop, your system will open the Template Gallery in a separate browser window.

If you minimize the virtual keyboard, you’ll notice a series of icons running along the bottom of the app’s UI. These are Evernote’s advanced note-taking tools.

The camera icon does exactly what you’d expect it to do. Tapping this icon gives Evernote access to your mobile device’s camera, allowing you to take pictures and save them as Notes. Need to preserve a schematic diagram your colleague sketched out on a whiteboard? Create a new Note, take a picture, then save it.

Similarly, the microphone icon to the right of the camera icon allows Evernote to access your device’s microphone. Doing so means that you can save audio files as Notes. This can be a great time-saver for instances when you’ve got a great idea but don’t have time to write it down.

Next up is the handwriting icon. This function allows you to create handwritten notes directly within Evernote, annotate images, and more. Simply choose your input mode, select a brush size and color, then start writing. There can be a little variance in line weight, depending on the angle of your stroke, but it’s generally pretty accurate.

Finally, the paper-clip icon allows you to attach files to Notes and Notebooks. This is a really handy feature for organizing documents associated with specific Notes in one place. For example, you could create a new Note reminding yourself to check in with a company’s accounting department about the status of an invoice. You could then attach a copy of your company’s most recent invoice so you have everything you need when you’re ready to follow up on that task later.

Organizing Notes and Notebooks in Evernote

Now that you’ve created your first few notes in Evernote, it’s time to start organizing them.

On desktop, you can drag and drop notes directly into a Notebook by clicking and dragging on the note you want to move. This approach feels a little clunky, but it gets the job done. If the Notebook or Stack you’re moving a Note into is collapsed, it will expand after hovering over it for a second or so. To expand or collapse Notebooks and Notebook Stacks manually, simply click the caret to the left of the Notebook or Stack you want to expand or collapse.

For whatever reason, Evernote doesn’t always adhere to conventions from other software programs. For example, you can share Notes and manage Note permissions from the right-click contextual menu, but not rename them. This can be frustrating, but it’s not the end of the world.

Organizing Notes and Notebooks in Evernote can be very flexible. It all depends on how intricate your personal organizational system is.

On desktop, you can rearrange and sort Notebooks by a wide range of criteria. You can sort by Date Updated, Date Created, Title, Size, and Source URL. Each of these options has various sub-options. If you choose to sort Notebooks by Title, for example, you can then tell Evernote whether it should arrange the Notebooks in alphabetical or reverse alphabetical order. This flexibility can be really helpful if you have lots of Notebooks.

To change how your Notebooks are displayed, click the View button to the right of the organizational options. This brings up a contextual menu, from which you can choose several different views:

Finally, the ellipsis icon gives you the option to rename, move, or delete Notebooks.

How to Search in Evernote

Once you’ve been using Evernote for a while, it probably won’t be long before you need to find something you saved weeks or even months ago. Fortunately, Evernote’s search functionality is very powerful.

On desktop, you can start searching for something by typing in the search field in the upper-right. You can search all of your Notes or within specific Notebooks. You can also add a number of search modifiers, such as Tag, Date Created, and Date Modified.

On mobile, tap the magnifying-glass icon to the left of the New Note button to access Evernote’s search function. Start typing in the search field and Evernote will return results that include that search term. Evernote will return results from individual Notes first, then Notebooks, then Notebook Stacks.

If you’re using Evernote’s desktop app on a Mac, you can also take advantage of Evernote’s descriptive search feature. This allows you to describe what you’re looking for to Evernote, rather than use specific keywords. For example, you could enter “notes from Sweden” to search for all Notes created during your trip to Sweden. Similarly, you could search for “Notes with PDFs” to surface all saved Notes with PDF attachments.

Remember Everything

Evernote is a remarkably powerful tool that can handle a surprising range of tasks. It’s far from perfect, but it’s a great introduction to note-taking apps. As one of the oldest note-taking tools on the market, Evernote is also fully integrated with many other popular productivity tools, such as Google Drive, Gmail, Outlook, Salesforce, and Slack. This makes Evernote even easier to use as part of your existing workflow.

Hopefully, this tutorial has given you an idea of what’s possible with Evernote. Whether you’re looking for a tool to help organize a major research project or a digital alternative to pen-and-paper notebooks, Evernote is a solid organizational tool with some cool features. It’s far from the only tool of its kind, but it’s a solid starting point for newcomers to digital note-taking.

The internet is full of apps that promise to harness technology to improve your productivity. Some of these products are pretty good, but many turn out to be gimmicky, expensive, or complicated to set up or use. That’s why so many of these apps become fly-by-night fads.

But one productivity app that is definitely not a fad is Evernote. Introduced in 2000, it began as a simple note-taking and web clipping tool, but has developed into robust software that supports image capture, voice notes, and handwriting recognition. These notes can be geotagged, emailed, labeled, and synced across a range of devices. The basic version of Evernote remains free, but the paid version of Evernote Pro integrates with other popular tools like Google Drive, Slack, and Microsoft Outlook and Teams.

So…should you be using Evernote? Read on to learn more about how this app works, how to use Evernote effectively, and discover handy tips and tricks that will turn you into an expert in no time.

What Is Evernote?

Evernote is primarily a note-taking app. Notes can be organized using searchable tags you apply to notes, but the best way to organize notes is through virtual notebooks. Each notebook contains a collection of notes that are related. For instance, a student might have one notebook for all of his notes on biology and another notebook for math. Someone else might decide to have one notebook for minutes from a work committee and another notebook for the kids’ school reminders. However a user decides to set up their notebooks, they can have up to 250 notebooks and 100,000 individual notes.

Evernote Extension For Microsoft Edge

One nice feature of Evernote is that users can format notes in different ways. The Evernote composing screen is similar to MS Word and the default style for notes is long chunks of text. But formatting tools along the top of Evernote allow you to change your note to a to-do list, bulleted or numbered lists, or a chart. You can also incorporate images, voice notes, or information from integrated apps directly into your note. The app also incorporates a robust search tool so that notes can be located quickly even if you have lots of notebooks and lots of individual notes. If you understand these basics, learning how to use Evernote’s more advanced features will be a breeze.

How To Use Evernote Effectively

If you’re new to Evernote, it can seem overwhelming. A general rule I find with technology is the more it can do, the more complicated it is to learn. Thankfully, Evernote will feel familiar to anyone who has used a word processing application like MS Word or Google Docs because it works very similarly. But just in case you need a little help getting started, here are a few suggestions to get you off on the right foot.

• Download the desktop version. You can use Evernote on mobile devices, however, the desktop version gives you the most power when it comes to organizing your notes, especially if you’re a heavy note-taker with hundreds of notes and notebooks to organize. You can download Evernote for free on either Windows or Mac and it will sync with your mobile devices so you can carry your notes everywhere.
• Organize using themed notebooks. I mentioned before that the best way to organize notes is in notebooks, but it’s worth mentioning again. Tags can definitely be helpful when searching for notes on your PC or Mac, but tags do not integrate the same way across all devices, so if you create a bunch of loose notes and plan to use tags to keep them sorted, you might find this is only effective part of the time.
• Use your default notebook as an inbox. When you create your first note in Evernote, it will be stored in a default notebook. Some time management experts say that using this default notebook as a to-do list is a great way to make sure everything gets done in a timely fashion. The way this works is similar to how some people use their email inbox as a to-do list; create a note and once you have fully dealt with all the tasks related to that note, then you can move it to a different notebook for long-term storage.
• Use consistent naming conventions. This is a great tip that comes from Stacey Harmon on the Keep Productive channel on YouTube. According to Harmon, if you follow patterns for naming your notes and notebooks, then finding them later will be easy regardless of whether you simply scroll through your notes or you rely on Evernote’s search feature. A good naming convention should include a keyword or phrase that will quickly identify the note’s topic and relevance. If the note is part of a series, you might use the same title for each note and add a number or letter to indicate the sequence of the notes. (For example, you might have a naming convention like “Technology Committee – Security Training for Employees #2” or “Shakespeare Lecture: Macbeth – B.”) This way, when you search you will quickly bring up all of these related notes at once.
• Merge related notes. Say you’ve worked on a project at work for three months, taking notes on the project the whole time. By the end of the project, you might have dozens of short bits of information stored as individual notes. A good way to store these notes might be to merge them into one note instead of keeping them separate. To do this, hold down Ctrl and select each note you want to merge. A menu will open at the bottom of your screen. Select “Merge” and your notes will be combined into one document with each note labeled within that document. This way you can skim to quickly find the note you want without having to open each individual note. One caveat: merging notes cannot be undone, so before you do this, make sure you want the notes combined.
• Gather notes from outside Evernote. The Evernote Corporation actually makes multiple apps that work seamlessly with their primary product, Evernote. These include features that let you “grab and send” content to Evernote, where you can treat this content as a note itself or integrate it into your other notes.
  • Web Clipper is a browser plugin that allows you to save webpages, articles, and PDFs into Evernote. You can also highlight and save portions of what you see on your screen, such as short text quotes. When this information enters Evernote, it will automatically have a URL to the page attached so you can always return to the source.
  • Scannable is an iOS app that allows you to digitize paper by taking a picture of it. You simply photograph the paper and label the image as a photo, document, color document, post-it, or business card. Then you can organize the image just like any other note, including applying labels and assigning it to notebooks. Best of all, handwritten notes become searchable text once incorporated into Evernote.
  • If you’re an Android user, you can use the camera tool within Evernote to get most of the same features that Scannable offers. This is a great feature for people who like taking notes by hand, but may want a backup copy or a way to take their notes with them even if they leave their favorite paper notebook behind.
• Connect Evernote to Pocket. Back in February, we wrote about how much we love Pocket. If you’re a fan as well, then you might be interested in connecting your Pocket account to Evernote. Doing this will allow you to automatically sync your Pocket articles to Evernote, or just save Pocket items that you star or archive. This enables you to use Evernote’s powerful search functions to keep up with your favorite Pocket articles more effectively.
• Use the Evernote YouTube Channel. This is a great way to learn how to use more advanced Evernote features, find out what changes are happening with the app, and get a sneak peek at the paid features so you can decide what level of use you need to get the most from the app. You can find the Evernote YouTube Channel here.

Advanced Tips For Heavy Evernote Users

Even if you’re pretty comfortable using Evernote, it’s likely the app can still surprise you with some of its more advanced features. The Evernote Corporation is constantly adding to their flagship software to keep it relevant, exciting, and useful. So read on to learn how to make the most of your Evernote account.

• Keyboard shortcuts are a great way to speed up your note-taking during meetings or lectures. Evernote has an extensive list of keyboard shortcuts, or you can create your own.
• Note links work like hyperlinks, except that they link from one note to another. This is great if you want to create a single note as a reference point for lots of information, such as one note with links to each intranet system you use at work or a meeting agenda with links to specific notes that need to be covered during the meeting. It’s also a great way to keep research straight. To create a hyperlink between two notes, right-click on the note you want to link to. Choose “Copy Internal Link.” Then go to the note where you want to embed the link and select “paste.” Evernote will paste the title of the note you are linking to with an embedded hyperlink leading to that note.
• A table of contents can be a really useful way to organize multiple related notes. This is similar to merging notes, except that instead of deleting those notes and replacing them with one new, combined document, a table contents will create a new document with individual links to each separate note. This new document can be handy for sharing with coworkers who may need to be able to reference your notes quickly. For instance, as Scott Friesen points out, a table of contents could be useful for inclusion in a meeting agenda, with each item in the table of contents linking to relevant data, visuals, or other useful information.
• Anchor notes are the brainchild of Scott Dotto (who actually teaches a course on using Evernote, just in case you’re interested). Think of an anchor note as a quick reference guide. Like a table of contents, an anchor note links to other notes, working as a useful starting point for finding the note you need. Dotto gives an example of using an anchor note to record information about your house that is important but hard to remember, such as the size filter used in your air return. You can create a note for your air filter, including a picture of the filter brand you use, a link to Amazon or Lowes or wherever you can order replacement filters, and the measurements for the filter. This note can then be included in an anchor note about your house, which might include similar notes about the type of bulbs used in different rooms, information about water filters in your refrigerator or sink, and so on. The advantage here is that the anchor note saves you from having to go physically track down information or electronically search through Evernote to find important information all over again every time you need that information.
• Advanced search features are one thing heavy users continually say sets Evernote apart from competitors. The basic search in Evernote is pretty good, so it’s not surprising that many users never go beyond that, but the longer you use Evernote and the more notes and notebooks that pile up in your account, the less efficient the basic search becomes. That’s why being able to access the advanced search is so handy. At first glance, the advanced search may look a little like coding with its reliance on colons and lack of spaces between words, but Evernote makes the advanced search operators available online so that any user can copy and paste it into Evernote and start search their notes based on criteria such as keywords in title, notes stored in a specific notebook, date created, date updated, and so on.

One Powerful Tool Among Many

Evernote is certainly not the only note-taking tool on the market, but it’s one of the most popular because of its depth, completeness, and widespread integration. The fact that its free version offers so many options and operates on a truly free (not freemium) model, as well as its longevity, give the app a lot of credibility with users, too.

If you find this post on Evernote helpful, or you’re interested in other ways to boost your productivity, then be sure to come back to the TracSoft blog, where we’ll be discussing productivity tools all month long.

Are you suddenly working from home and struggling to stay productive? Are you having trouble staying connected to work when you’re not physically there? Then check out our blog post “Working From Home: Tips For Productivity And Communication” for ways to increase your productivity and make working from home work for you.

Do I Need Evernote On Windows 10

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