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Evernote Tutorial
How to install
EVERNOTE for
Windows
Go to https://evernote.com/download/
1.Download and Install
Click the Evernote file in the lower left
corner of your browser window.
2. Run the installer
Follow the steps in the installer. It only takes
a minute.
Check the License Agreement box and
click Install
Check on the installation status bar.
Click the Finish button.
Click on the Evernote icon on your desktop or
Start menu bar.
Fill up the Email and password box
Click the Register button
Welcome page will open then click Get
Started button
Evernote Home screen will open.
Parts of the
EVERNOTE
Homescreen
Sidebar: Offers many ways to browse the
contents of your Evernote account.
Note List: Displays all of the notes in your Evernote account,
with the most recently updated notes shown first. This is
also where search results are displayed.
Note Editor: Where you view and edit the note currently
selected from the Note List. By default, your most recently
updated note will be displayed when you launch Evernote.
Search: Search your notes for keywords, locations,
tags and more. Evernote searches the titles and
contents of your notes, as well as text inside images
attached to notes.
New Note Button: Creates a new note in a specified
notebook. When clicked, a blank note will appear in
the Note Editor where it can be edited immediately.
Activity Stream Button: Click to view your Activity
Stream, which shows updates that have occurred in
your Shared Notes, Shared Notebooks and Joined
Notebooks.
Sync Button: Click to manually sync your Evernote account.
Evernote automatically syncs regularly, so using this button
is optional. Sync ensures that everything in your Evernote
account is available anytime and anywhere that you have
access to Evernote, including on your phone, tablet,
computer and on the Web.
Account Info Button: Click to add a new Evernote account,
sign out, or view information about your account, including
your current monthly usage, your Evernote email address
and more.
Create a note.
Add text, files, photos and more.
Click on the New Note down arrow task.
Choose which kind of Note you want to
use.
Click on New Note
Type on the Title of your Note
Adding Attachments to
your Note.
To add an attachment,just drag and drop
(photos, files, images and audio etc.) it into the body
of your note.
Right click on the Note Editor or body of
the Note and choose Attach Files.
Use any of the
following buttons
in the Note
Editor
Audio: Click choose to attach audio
using any compatible microphone.
File: Click choose to attach an
image or any file
Formatting text
 To format text in a note, use any of the formatting tools as you would in a
normal word processor:
1.Font Tools: Click to change the font, font
size and font styles.
2.Layout & Special Element Tools: Click to align
text or create bulleted and numbered lists, or to
insert special elements such as a checkbox, table or
horizontal rule.
Removing Text Formatting
 Sometimes you may prefer to paste text into a
note and remove all formatting on that text
(remove bold, italics, sizes, and other rich text).
Removing formatting is especially helpful when
copying and pasting text from a webpage with a
variety of fonts, layouts.
Ways to eliminate the formatting:
1. Paste as Plain Text: Instead of pasting into
the note as usual, select Edit > Paste as
Text. The pasted text will be inserted into
the note without any formatting whatsoever.
2. Simplify Formatting: Select Format >
Simplify Formatting to convert an entire
note into a default font size, font color, and
line spacing while retaining basic rich text
formatting (bold, italics, underline,
hyperlinks, and bullet points).
3. Remove formatting: Select Format >
Remove formatting to convert an entire note
into a plain fixed-width font and size with no
text formatting whatsoever.
Editing a Note
 To edit the contents of a note, click it in the
Note List to display its contents in the Note
Editor, then click anywhere in the body of the
note to make edits. You may also double-click
the note to open it in a separate window.
Deleting a Note
 To delete a note, simply click it in the Note
List to select it, then hit the Delete key on
your keyboard. The note will be moved to
your Trash Notebook.
Changing Note Details
 To edit information about a note, click the Note Info button at the top-
right of the Note Editor. You can change a note's location details, created and
updated dates, view Note History (Evernote Premium feature), and other
details.
How to Add Reminders & Alarms
1. Select a note from the Notes List and click the Reminder button in the top-
right corner of the Note Editor.
2. Click Done when the Reminder Added box
appears. Your new Reminder will appear in the
Reminders List where it can be sorted, ordered,
edited and more. Notes with Reminders appear in
the Notes List with a clock icon displayed next to
them.
Add an Alarm
 Click the Reminder icon and select Add Date to set up a deadline or due
date.
2 different ways to be notified when a
Reminder is due:
1. Notification Pop-ups: Alarms appear as pop-up
boxes on your device. You are given the option to
clear the alarm or open up and view the note.
 .
2. Email Notifications: You can opt to receive
an email on the day timed reminders are due
To manage Reminders preferences such as
configuring email reminders and time zones do the
following:
1. Select Tools > Options.
2. Select the Reminders tab.
3. Tick the Receive reminder emails checkbox.
Evernote tutorial
To view a list of Reminders: Open the Notes List,
then click the Reminder button. A number appears
at top of the list indicating the number of reminders
that have been created.
To mark a Reminder as completed: Click the
checkbox to the left of a Reminder to mark it as
completed.
To cancel a Reminder, change or remove the notification
date: Open the note in the notes editor, click
the Reminder icon in the top-right of the note itself, then
select the appropriate option: Clear Reminder, Change
Date, or Remove Date.
Browse Your Notes
 You may browse notes easily by note, notebook, tag, location, and more using
the Sidebar.
Notes
Note View Options
 The Note list can display your notes in three different views. To switch
between these, click the Note View Options button at the top-right of the
Notebook list, then select a desired view.
List: Displays a list of your notes that includes the
note title and other information about the note.
Snippet: Displays your notes as a list that includes excerpts
next to a thumbnail of an attached image. This was the
default Note List format in previous versions of Evernote.
Card: Displays your notes as cards that include
excerpts from the note above a thumbnail of an
attached image.
Notebooks
Notebook Views
Tags
To view all of the tags in your Evernote account,
click Tags in the Sidebar. The Tag List will be
displayed. Please note that if there are no
tagged notes in your Evernote account this
option will not be visible in the Sidebar. To view
all of the notes associated with a tag, double-
click the tag. The notes will be shown in the
Note List.
Atlas
Shortcuts
Activity Stream
 The Activity Stream lists all of the activity that has taken place in any Shared
Notes or Shared Notebooks that you have shared, as well as Joined Notebooks
that others have shared with you. The Activity Stream includes information
about what notes others have created or updated and when.
Organize Your Notes
 Notebooks
Notebooks are the most common way of organizing
notes in Evernote, and are commonly used to
separate notes by category, location or purpose. For
example, you might create one notebook called
'Work Notes' and one called 'Personal Notes' to keep
these types of notes separate and easier to find.
 All Evernote accounts have one default notebook
that is automatically created when the account is
created.
 Shared Notebooks can also be used to selectively
allow others to see and edit the contents of your
notebooks.
Creating a New Notebook
1. In the Sidebar, click Notebooks. The Notebook List will be
displayed.
2. Click the + New Notebook button. A new notebook will
appear in the Notebook list.
3. Enter a name for your new notebook and press
the return key. You can add notes to your new notebook
immediately.
Adding Notes to a Notebook
1. In the Sidebar, click Notes. The Note List will be
displayed.
2. Click the note you want to move. The note will
be displayed in the Note Editor.
3. Click the Notebook selector drop-down in the
upper-left corner of the Note Editor. A list of all
your notebooks will be displayed.
4. Click the notebook that you want to move the
note to. Evernote will automatically save and sync
the change.
Renaming a Notebook
 To rename an existing notebook, select it in the
Notebook List, then right-click on the notebook
name and select 'Rename Notebook'.
Deleting a Notebook
1. Click the Notebooks icon in the Sidebar.
2. Control-click or right-click the notebook you want
to delete in the Notebook List. A menu will be
displayed.
3. Click Delete Notebook... A confirmation box will
be displayed.
4. Click Delete. The notebook will be deleted and
any notes in it will be moved to the Trash Notebook.
Creating a Notebook Stack
1. Click the Notebooks icon in the Sidebar.
2. Drag and drop one notebook on to another
notebook. A new Notebook Stack containing both
notebooks will be created automatically.
3. Drag and drop any other notebooks you want to
include on to the new Notebook Stack.
Adding a Notebook to a Notebook
Stack
Adding a notebook to a Notebook Stack is
easy. Just drag and drop the notebook on
to the Notebook Stack you want to add it
to.
Deleting a Notebook Stack
1. In the Sidebar, click Notebooks.
2. Control-click or right-click the Notebook Stack
you want to delete. A menu will be displayed.
3. Click Delete Stack... A confirmation box
will be displayed.
4. Click Delete.
Adding a Shortcut
1. To add a shortcut, just drag and drop a
note or notebook to anywhere on the
Sidebar. You can create up to 250
shortcuts.
2. To create multiple shortcuts at the same
time, hold the Shift key, then click multiple
items from your Evernote account to select
them and drag them to anywhere on the
Sidebar.
Deleting a Shortcut
 To delete a shortcut, click and drag it to
anywhere outside the Sidebar.
Tagging a Note
1. Open a new or existing note.
2. Click the Click to add tag... field.
3. Begin typing the tag you want to add. A list of
suggested tags will appear.
4. Click the tag you want to add.
5. Hit the Return key. The tag will be highlighted in
blue.
Creating a New Tag
From the Tag List:
1. In the Sidebar, click Tags.
2. Click the + New Tag Button in the upper-left
corner of the Tag List. A new tag will appear in
the Tag List.
3. Enter the name for the new tag.
From the Note Editor:
1. Open a new or existing note.
2. In the Note Editor, click the Click to add tag... field.
3. Type a name for the new tag.
4. Hit the Return key. The new tag will be highlighted in
blue.
Deleting a Tag
1. Tag.... A confirmation dialog will be displayed.
2. Click Delete. In the Sidebar, click Tags.
3. Control-click or right-click the tag you want to
delete. An options menu will be displayed.
4. Click Delete
Search Your Notes
 Everything in Evernote is searchable, including
the contents of notes, tags and attachments.
Evernote even searches for typed and
handwritten text inside attached images.
 TypeAhead Search makes finding the exact notes
you're looking for easier than ever. Just start typing in
the Search notes field, and a drop-down will display
search suggestions based on the contents of your
Evernote account, including:
 Keywords and phrases
 Notebooks
 Tags
 Recent searches
How to share your work.
 To invite others to view or edit a note:
1. Select a note from the note list.
2. Tap the Share button at the top of the note editor
3. Set the permission level to 'Can edit and invite', 'Can
edit', or 'Can view'.
4. Make sure there's at least one recipient, type a message,
then click or tap Send.
To share a notebook and invite others to
add or edit content using Work Chat:
1. Open your list of notebooks and find the notebook
you want to share.
2. Select the notebook and click Share.
3. Select one or more recipients, select
an existing chat group, or enter at least one
email address.
4. Set the permission level to 'Can edit
and invite' or 'Can edit', add an optional
note, then tap Send.
Present or project your notes
When in a group meeting/setting,
use presentation mode to share a
full-width version of your notes on
your desktop or laptop computer,
or secondary monitor.
1. Open the note you want to present.
2. Click on the projection screen with a play
button on it
Auto-detection when people
view or edit a note:
 If someone else is editing a note you've shared
with them, you can see a profile photo of others
who are working on it. Evernote also prevents
multiple people from editing the same note.
What happens when multiple
users edit the same note?
 Evernote detects when multiple users are editing
or updating a note at the same time. Once a user
clicks inside a note and starts editing, other users
can only view the note, but are prevented from
editing it.
Note: This feature is currently available on
Evernote for Windows; Evernote for Mac; Android;
iPhone, iPad, and iPod Touch; and the Web
Notification that someone else
is editing a note (Windows)
 A notification appears near the top of the note to
let users know when a note is being edited by
someone else. Once this notification disappears,
the note is no longer locked and is available for
others to edit.
Edit anyway
Note: This feature is currently available on
Evernote for Windows and Evernote for Mac
 If the option is available, and you choose to select
Edit anyway," Evernote creates a duplicate note
with any edits made. This duplicate note is
automatically saved to a notebook named
Conflicting Changes... along with a unique
timestamp. Users are responsible for determining
which changes they would like to keep or discard.

More Related Content

Evernote tutorial

  • 4. 1.Download and Install Click the Evernote file in the lower left corner of your browser window.
  • 5. 2. Run the installer Follow the steps in the installer. It only takes a minute.
  • 6. Check the License Agreement box and click Install
  • 7. Check on the installation status bar.
  • 9. Click on the Evernote icon on your desktop or Start menu bar.
  • 10. Fill up the Email and password box
  • 12. Welcome page will open then click Get Started button
  • 13. Evernote Home screen will open.
  • 15. Sidebar: Offers many ways to browse the contents of your Evernote account.
  • 16. Note List: Displays all of the notes in your Evernote account, with the most recently updated notes shown first. This is also where search results are displayed.
  • 17. Note Editor: Where you view and edit the note currently selected from the Note List. By default, your most recently updated note will be displayed when you launch Evernote.
  • 18. Search: Search your notes for keywords, locations, tags and more. Evernote searches the titles and contents of your notes, as well as text inside images attached to notes.
  • 19. New Note Button: Creates a new note in a specified notebook. When clicked, a blank note will appear in the Note Editor where it can be edited immediately.
  • 20. Activity Stream Button: Click to view your Activity Stream, which shows updates that have occurred in your Shared Notes, Shared Notebooks and Joined Notebooks.
  • 21. Sync Button: Click to manually sync your Evernote account. Evernote automatically syncs regularly, so using this button is optional. Sync ensures that everything in your Evernote account is available anytime and anywhere that you have access to Evernote, including on your phone, tablet, computer and on the Web.
  • 22. Account Info Button: Click to add a new Evernote account, sign out, or view information about your account, including your current monthly usage, your Evernote email address and more.
  • 23. Create a note. Add text, files, photos and more.
  • 24. Click on the New Note down arrow task.
  • 25. Choose which kind of Note you want to use.
  • 26. Click on New Note
  • 27. Type on the Title of your Note
  • 29. To add an attachment,just drag and drop (photos, files, images and audio etc.) it into the body of your note.
  • 30. Right click on the Note Editor or body of the Note and choose Attach Files.
  • 31. Use any of the following buttons in the Note Editor
  • 32. Audio: Click choose to attach audio using any compatible microphone.
  • 33. File: Click choose to attach an image or any file
  • 34. Formatting text To format text in a note, use any of the formatting tools as you would in a normal word processor:
  • 35. 1.Font Tools: Click to change the font, font size and font styles.
  • 36. 2.Layout & Special Element Tools: Click to align text or create bulleted and numbered lists, or to insert special elements such as a checkbox, table or horizontal rule.
  • 37. Removing Text Formatting Sometimes you may prefer to paste text into a note and remove all formatting on that text (remove bold, italics, sizes, and other rich text). Removing formatting is especially helpful when copying and pasting text from a webpage with a variety of fonts, layouts.
  • 38. Ways to eliminate the formatting: 1. Paste as Plain Text: Instead of pasting into the note as usual, select Edit > Paste as Text. The pasted text will be inserted into the note without any formatting whatsoever.
  • 39. 2. Simplify Formatting: Select Format > Simplify Formatting to convert an entire note into a default font size, font color, and line spacing while retaining basic rich text formatting (bold, italics, underline, hyperlinks, and bullet points).
  • 40. 3. Remove formatting: Select Format > Remove formatting to convert an entire note into a plain fixed-width font and size with no text formatting whatsoever.
  • 41. Editing a Note To edit the contents of a note, click it in the Note List to display its contents in the Note Editor, then click anywhere in the body of the note to make edits. You may also double-click the note to open it in a separate window.
  • 42. Deleting a Note To delete a note, simply click it in the Note List to select it, then hit the Delete key on your keyboard. The note will be moved to your Trash Notebook.
  • 43. Changing Note Details To edit information about a note, click the Note Info button at the top- right of the Note Editor. You can change a note's location details, created and updated dates, view Note History (Evernote Premium feature), and other details.
  • 44. How to Add Reminders & Alarms 1. Select a note from the Notes List and click the Reminder button in the top- right corner of the Note Editor.
  • 45. 2. Click Done when the Reminder Added box appears. Your new Reminder will appear in the Reminders List where it can be sorted, ordered, edited and more. Notes with Reminders appear in the Notes List with a clock icon displayed next to them.
  • 46. Add an Alarm Click the Reminder icon and select Add Date to set up a deadline or due date.
  • 47. 2 different ways to be notified when a Reminder is due: 1. Notification Pop-ups: Alarms appear as pop-up boxes on your device. You are given the option to clear the alarm or open up and view the note. .
  • 48. 2. Email Notifications: You can opt to receive an email on the day timed reminders are due
  • 49. To manage Reminders preferences such as configuring email reminders and time zones do the following: 1. Select Tools > Options. 2. Select the Reminders tab. 3. Tick the Receive reminder emails checkbox.
  • 51. To view a list of Reminders: Open the Notes List, then click the Reminder button. A number appears at top of the list indicating the number of reminders that have been created.
  • 52. To mark a Reminder as completed: Click the checkbox to the left of a Reminder to mark it as completed.
  • 53. To cancel a Reminder, change or remove the notification date: Open the note in the notes editor, click the Reminder icon in the top-right of the note itself, then select the appropriate option: Clear Reminder, Change Date, or Remove Date.
  • 54. Browse Your Notes You may browse notes easily by note, notebook, tag, location, and more using the Sidebar.
  • 55. Notes
  • 56. Note View Options The Note list can display your notes in three different views. To switch between these, click the Note View Options button at the top-right of the Notebook list, then select a desired view.
  • 57. List: Displays a list of your notes that includes the note title and other information about the note.
  • 58. Snippet: Displays your notes as a list that includes excerpts next to a thumbnail of an attached image. This was the default Note List format in previous versions of Evernote.
  • 59. Card: Displays your notes as cards that include excerpts from the note above a thumbnail of an attached image.
  • 62. Tags To view all of the tags in your Evernote account, click Tags in the Sidebar. The Tag List will be displayed. Please note that if there are no tagged notes in your Evernote account this option will not be visible in the Sidebar. To view all of the notes associated with a tag, double- click the tag. The notes will be shown in the Note List.
  • 63. Atlas
  • 65. Activity Stream The Activity Stream lists all of the activity that has taken place in any Shared Notes or Shared Notebooks that you have shared, as well as Joined Notebooks that others have shared with you. The Activity Stream includes information about what notes others have created or updated and when.
  • 66. Organize Your Notes Notebooks Notebooks are the most common way of organizing notes in Evernote, and are commonly used to separate notes by category, location or purpose. For example, you might create one notebook called 'Work Notes' and one called 'Personal Notes' to keep these types of notes separate and easier to find.
  • 67. All Evernote accounts have one default notebook that is automatically created when the account is created.
  • 68. Shared Notebooks can also be used to selectively allow others to see and edit the contents of your notebooks.
  • 69. Creating a New Notebook 1. In the Sidebar, click Notebooks. The Notebook List will be displayed. 2. Click the + New Notebook button. A new notebook will appear in the Notebook list. 3. Enter a name for your new notebook and press the return key. You can add notes to your new notebook immediately.
  • 70. Adding Notes to a Notebook 1. In the Sidebar, click Notes. The Note List will be displayed. 2. Click the note you want to move. The note will be displayed in the Note Editor.
  • 71. 3. Click the Notebook selector drop-down in the upper-left corner of the Note Editor. A list of all your notebooks will be displayed. 4. Click the notebook that you want to move the note to. Evernote will automatically save and sync the change.
  • 72. Renaming a Notebook To rename an existing notebook, select it in the Notebook List, then right-click on the notebook name and select 'Rename Notebook'.
  • 73. Deleting a Notebook 1. Click the Notebooks icon in the Sidebar. 2. Control-click or right-click the notebook you want to delete in the Notebook List. A menu will be displayed.
  • 74. 3. Click Delete Notebook... A confirmation box will be displayed. 4. Click Delete. The notebook will be deleted and any notes in it will be moved to the Trash Notebook.
  • 75. Creating a Notebook Stack 1. Click the Notebooks icon in the Sidebar. 2. Drag and drop one notebook on to another notebook. A new Notebook Stack containing both notebooks will be created automatically. 3. Drag and drop any other notebooks you want to include on to the new Notebook Stack.
  • 76. Adding a Notebook to a Notebook Stack Adding a notebook to a Notebook Stack is easy. Just drag and drop the notebook on to the Notebook Stack you want to add it to.
  • 77. Deleting a Notebook Stack 1. In the Sidebar, click Notebooks. 2. Control-click or right-click the Notebook Stack you want to delete. A menu will be displayed.
  • 78. 3. Click Delete Stack... A confirmation box will be displayed. 4. Click Delete.
  • 79. Adding a Shortcut 1. To add a shortcut, just drag and drop a note or notebook to anywhere on the Sidebar. You can create up to 250 shortcuts.
  • 80. 2. To create multiple shortcuts at the same time, hold the Shift key, then click multiple items from your Evernote account to select them and drag them to anywhere on the Sidebar.
  • 81. Deleting a Shortcut To delete a shortcut, click and drag it to anywhere outside the Sidebar.
  • 82. Tagging a Note 1. Open a new or existing note. 2. Click the Click to add tag... field.
  • 83. 3. Begin typing the tag you want to add. A list of suggested tags will appear. 4. Click the tag you want to add. 5. Hit the Return key. The tag will be highlighted in blue.
  • 84. Creating a New Tag From the Tag List: 1. In the Sidebar, click Tags. 2. Click the + New Tag Button in the upper-left corner of the Tag List. A new tag will appear in the Tag List. 3. Enter the name for the new tag.
  • 85. From the Note Editor: 1. Open a new or existing note. 2. In the Note Editor, click the Click to add tag... field. 3. Type a name for the new tag. 4. Hit the Return key. The new tag will be highlighted in blue.
  • 86. Deleting a Tag 1. Tag.... A confirmation dialog will be displayed. 2. Click Delete. In the Sidebar, click Tags. 3. Control-click or right-click the tag you want to delete. An options menu will be displayed. 4. Click Delete
  • 87. Search Your Notes Everything in Evernote is searchable, including the contents of notes, tags and attachments. Evernote even searches for typed and handwritten text inside attached images.
  • 88. TypeAhead Search makes finding the exact notes you're looking for easier than ever. Just start typing in the Search notes field, and a drop-down will display search suggestions based on the contents of your Evernote account, including: Keywords and phrases Notebooks Tags Recent searches
  • 89. How to share your work. To invite others to view or edit a note: 1. Select a note from the note list. 2. Tap the Share button at the top of the note editor 3. Set the permission level to 'Can edit and invite', 'Can edit', or 'Can view'. 4. Make sure there's at least one recipient, type a message, then click or tap Send.
  • 90. To share a notebook and invite others to add or edit content using Work Chat: 1. Open your list of notebooks and find the notebook you want to share. 2. Select the notebook and click Share.
  • 91. 3. Select one or more recipients, select an existing chat group, or enter at least one email address. 4. Set the permission level to 'Can edit and invite' or 'Can edit', add an optional note, then tap Send.
  • 92. Present or project your notes When in a group meeting/setting, use presentation mode to share a full-width version of your notes on your desktop or laptop computer, or secondary monitor.
  • 93. 1. Open the note you want to present. 2. Click on the projection screen with a play button on it
  • 95. If someone else is editing a note you've shared with them, you can see a profile photo of others who are working on it. Evernote also prevents multiple people from editing the same note.
  • 96. What happens when multiple users edit the same note?
  • 97. Evernote detects when multiple users are editing or updating a note at the same time. Once a user clicks inside a note and starts editing, other users can only view the note, but are prevented from editing it. Note: This feature is currently available on Evernote for Windows; Evernote for Mac; Android; iPhone, iPad, and iPod Touch; and the Web
  • 98. Notification that someone else is editing a note (Windows)
  • 99. A notification appears near the top of the note to let users know when a note is being edited by someone else. Once this notification disappears, the note is no longer locked and is available for others to edit. Edit anyway Note: This feature is currently available on Evernote for Windows and Evernote for Mac
  • 100. If the option is available, and you choose to select Edit anyway," Evernote creates a duplicate note with any edits made. This duplicate note is automatically saved to a notebook named Conflicting Changes... along with a unique timestamp. Users are responsible for determining which changes they would like to keep or discard.