Tips for organizing notes, notebooks, and tags. Although Evernote makes it easy to search for content, it's a good idea to establish a consistent way to organize and name notes, notebooks, and tags to make it even easier for you and others find what they need. Evernote Business supports office productivity by collecting, organizing & sharing information across teams. Learn more about our business software solutions! With Evernote Business, you can collect and share all your team's work in one place so you can organize, focus, and achieve more, together.
- Although Evernote makes it easy to search for content, it's a good idea to establish a consistent way to organize and name notes, notebooks, and tags to make it even easier for you and others find what they need. More about how to organize notes into notebooks. More about how to organize notes with tags.
- Schiphol Magazine is the official magazine of Amsterdam Airport Schiphol. Each month, 100,000 free copies are distributed throughout the airports terminal complex.
- 00:50 into Evernote or what information already exists in your Evernote and; 00:54 think about how you can group individual notebooks and; 01:00 the highest ranking categories will become names of the stacks, and; 01:05 each stack will contain notebooks that are grouped by certain characteristic. 01:11 So, whenever you can determine that you.
Use these step-by-step instructions to organize notes in Evernote notebooks.
Recently Donna watched one of my Evernote for genealogy webinars. She wrote in afterward to give the webinar a thumbs-up and ask this question about how to organize notes in Evernote notebooks:
“I…have been happily using Evernote for a while now so I already have lots of notes, notebooks and stacks. Got web clipper, made my Genealogy and Personal notebooks, added tags you suggested, and discovered Evernote Clearly is no longer available. But you’re right, I’ve lost some of the notes in the myriad. What is the best way to begin putting notes into the new Genealogy & Personal notebooks? Is there another video on that? Thanks for being there for us, Lisa, All our stuff can become overwhelming if it can’t be organized.”
I’m so glad that Donna found the video helpful!
The thing about getting organized is that sometimes it can gobble up all your research time. So one approach I often recommend is just to move Evernote notes as you use them. That way you can keep researching, while getting more organized each day. As you create new notes you’ll be putting them directly where they belong, and as you use existing notes, you can tidy them up as you go.
If you feel more comfortable getting everything moved in one fell swoop, that’s good too. One way to save time is with a simple trick: decide what you have more of (Genealogy or Personal) and then move ALL your notes into that notebook. So if you have more Genealogy notes, all your notes will be in that notebook. Now you only have less than 1/2 of your notes that need to be moved to Personal.
You can move the rest to the other notebook by selecting multiple notes at once. Here’s a step-by-step breakdown:
1. Click the Genealogy notebook in the left column.
2. In the center column are all of your notes. Click the first note in your list to be moved.
3. Hold down the Control key on your keyboard.
4. Now click to select each additional note you want to move to the Personal notebook. (Use the wheel on your mouse to scroll down as you need to.) Your notes will be collecting in the right-hand window pane, and a dialog box will appear.
5. In that dialog box, click the Move to Notebook button and click to select the desired notebook from your list (ex. Personal).
6. For good measure, click the Sync button to manually synchronize all of your notes.
I heard back from Donna with this comment:
“Thank you Lisa! Within a matter of minutes I was able to move my notes and notebooks into the two stacks. Now that Personal and Genealogy are separated, I’ll follow your suggestion to tidy up the notes as I go and add all my tags (which I hadn’t realized the importance of before the video). Ahhhh! It feels so good to have it clearly organized! You rock, Lisa!”
This website is packed with resources for using Evernote for genealogy! Click here to find free tips and videos to get started. To REALLY make Evernote work for your family history, become a Genealogy Gems Premium website member. Members have a full year’s access to my Ultimate Evernote Education for Genealogists instructional video series with their membership.
Pleexy creates tasks in your To Do from notes and to-do items in your Evernote and Evernote Business notes. Pleexy can group all the to-dos from one note under parent tasks, synchronize due dates, and automatically complete to-dos when you complete tasks in your To Do.
After you connect Evernote as a source service, you can customize your Evernote and To Do integration exactly the way you want. First, navigate to the page where you can change settings:
From the Pleexy dashboard, inside the Evernote card, click Details.
Click Edit settings.
On this page, you can customize the connection's name. You can also adjust the settings for Source, Destination, Tasks, and Actions. Let’s walk through your options for each.
Source settings
Source settings let you configure how Pleexy searches for notes and to-dos in Evernote. You have two options: Select notes with tag and from notebooks or Select notes by Evernote's advanced search condition.
Select notes with tag and from notebooks allows you to filter notes by tags, notebooks, and last update.
Tags: Enter the tags Pleexy should use. Pleexy will create tasks from all Evernote notes with the tags you specify.Note: You can enter as many tags as you need, but start each tag with # (for example, #project) and separate tags with one space (for example, #project #july).
Notebooks: Click the drop-down menu to select which Evernote notebooks Pleexy should search for to-dos. If you don’t select specific notebooks, Pleexy will search all notebooks.
Last update: If you want Pleexy to ignore Evernote notes that you consider out-of-date, no problem! For example, if you enter ‘60,’ Pleexy will ignore Evernote notes that haven’t been updated in the last 60 days.
Pleexy combines your settings for these three filters. For example, if you enter the tags #chore and #favor, select the notebooks Family and Neighbors, and enter 30 days, Pleexy will search for notes that meet all three requirements:
Tagged with #chore or #favor
+ Located in notebook Family or Neighbors
+ Updated less than 30 days ago
Select notes by Evernote's advanced search condition is for expert Evernote users who use Evernote’s advanced search syntax. You can use the advanced search syntax you have set up in Evernote to tailor which notes Pleexy creates as tasks in your To Do.
In the Source section, you can also choose to synchronize your to-dos or your notes only. If you select Notes only, Pleexy will create tasks for each matching note in your To Do.
If you choose to synchronize your to-dos, you can also decide whether to group your to-dos. In this case, Pleexy will group all to-dos from one note under a single parent task in your task manager. Specify how parent tasks will be named.
*Note: At this time, creating subtasks is not possible via Microsoft To Do's API. We will implement this feature as soon as the API allows it.
Destination settings
Destination settings define how Pleexy creates tasks in your To Do. You have two destination options:
Create all tasks in one project: Create tasks from all Evernote notes in the same To Do project. Click the drop-down menu to select the To Do project to use.Note: If you want Pleexy to create tasks in a new To Do project, log in to your To Do and create the new project there. Back in your Pleexy settings, in the project drop-down menu, click Refresh to update the list of projects.
Use an individual project for each notebook: Create tasks from each Evernote notebook in a different To Do project. Click the drop-down menu to select the root To Do project to use. Pleexy will create individual projects within the root project you select for the tasks from each Evernote notebook.Note: If a project with the same name already exists in the root project you select, Pleexy will use it instead of creating a new project. This way, Pleexy can combine tasks from different source services in the same project. For example, Pleexy will create tasks from a “Development” notebook in Evernote and a “Development” board in Trello in a single root project.
Task settings
In the Task settings, you can specify how Pleexy creates, names, and synchronizes tasks and task attributes.
Under Task title template, use macros to customize how Pleexy names your tasks. For Evernote integrations, three elements are available for task names: {notebook}, {note}, and {todo}.
As you change your task title template, Pleexy shows how your changes will look in a live example under the template field. You can combine the macro elements however you want, as long as you get the formatting correct. Here are some ideas:
{todo} from {notebook}: {note}
{notebook} - {note}: {todo}
Note: If you manually edit a task title in To Do, Pleexy won’t update or change your edited title.
If you chose to synchronize and group your to-dos in the Source settings, you can use the {notebook} and {note} elements to create a macro for naming parent tasks under Parent task title template. Pleexy will list all todos for each notebook and note under a single parent task. For example:
Evernote Group Notebooks Reviews
{notebook}: {note}
To-do
To-do
To-do
You can also toggle-on the Synchronize labels for todos option. If you select this option, Pleexy will add tags from your notes to the task labels.
Finally, you can specify how Pleexy should synchronize labels between your notes in Evernote and your tasks in To Do:
Update To Do labels when you change Evernote labels
Update both To Do labels and Evernote labels when you make a change in either service
Update Evernote labels when you change To Do labels
Do not synchronize: Pleexy will not synchronize labels when you change them in either Evernote or To Do
Action settings
Export All Evernote Notebooks
Actions settings let you control what Pleexy will do when you change, complete, or delete tasks in Evernote or To Do — both sides of the integration!
First, tell Pleexy what should happen in To Do when you delete a to-do in Evernote. Click the drop-down to select one option:
Delete corresponding task: Pleexy will delete the corresponding task in To Do
Do not touch task: Pleexy will leave the corresponding task in To Do
Second, specify what should happen in To Do when you complete a to-do in Evernote. Click the drop-down menu to select one option:
Complete corresponding task: Pleexy will mark the corresponding task as complete in To Do
Do not touch task: Pleexy will not mark the corresponding task as complete in To Do
Third, tell Pleexy what should happen in Evernote when you complete a task in To Do. Click the drop-down menu to select one option:
Complete todo: Pleexy will mark the corresponding to-do as complete in Evernote
Do not touch todo: Pleexy will not mark the corresponding to-do as complete in Evernote
Evernote Group Notebooks Online
Now you know all about your options for integrating Evernote with your To Do! Don’t forget to scroll down and click Save changes when you’re finished customizing.