Getting Started with Evernote for:

Evernote – for your life's work

Evernote is the modern workspace that enables you to be your most productive. Whether you’re a freelance designer collecting sources of inspiration or are a part of a team of professionals who want to work together more efficiently, Evernote helps you achieve your goals.

iMac and Macbook Pro with sample notes

 

Use Evernote to:

 

  • Write iconTake notes
    Write it down – from short lists to lengthy research notes

  • Collect iconCollect everything
    Save content from multiple sources all in one place – web articles, handwritten notes, and photos

  • Find iconFind what you need
    Search all your saved notes – quickly access the info you need for your work

  • Present iconShare your work
    Share what you're working on – collaborate better with others

Create, edit, and share notes in 3 steps:

Step 1Create a new note

 

Step 1: Create a note

To create a new text note:

  1. Select 'Notes' from the side menu.
  2. Select the + New Note in {default notebook name} button.
  3. Title your note so it's easier to find later.
  4. Click anywhere inside the note until the cursor appears and start typing.

Note: To create other types of notes, such as audio recordings, photos, or other attachments, select the appropriate option from the note editing toolbar.

Step 2Organize with notebooks

 

Step 2: Organize with notebooks

Once you've created a note, it's saved to the default notebook that came with your account if no other has been selected.

 

To move a note into another notebook:

  1. From any opened note, select Note > Move To Notebook... from the Evernote menubar, then enter or select a notebook from the list
  2. Tap Move

Step 3Share a note in Work Chat

 

Step 3: Share notes

To share an individual note in Work Chat:

  1. Tap the Share button from any opened note.
  2. Set the permission level to 'Can edit and invite', 'Can edit', or 'Can view'.
  3. Make sure there's at least one recipient, type a message, then select Send.

Get Evernote on all your devices

Sync across all devices

Once you've logged in to Evernote on all your devices, using the same username and password, you can create and view notes from any device or web browser.

 

Get Evernote

Download EvernoteDownload/install on desktop computers and mobile devices

Download Web ClipperDownload the Evernote Web Clipper on any desktop computer

 

Use the Web Clipper to save research, emails, news, and anything other digital content from the web or emails from your desktop computer into Evernote. Once you've clipped something from the web, Web Clipper will suggest other related notes in Evernote.

Next

Learn how to use Evernote to take notes, collect everything, find what you need, and share with others.

Take notes

The best way to start using Evernote is by using it to take notes. A note is just what it sounds like – any piece of information you want to save for later.

MacBook Pro with a sample note

Many ways to take notes

Use Evernote to create text notes, audio notes, and snap photos of anything you want to remember. Some ideas to get you started:

  • Create audio notesType or record audio notes from any meeting.
  • Create checklistsCreate a checklist with tasks you need to accomplish.
  • Add tableInsert a simple table to organize project tasks, roles, and other details.
  • Create annotationAnnotate photos and PDFs for quick communication with teams working remotely in field offices or building sites.

 

1. Create notes

 

Select Notebook from the side menu

 

a. Select a notebook

To create a new note inside a specific notebook, select a notebook from the side navigation menu.

 

Create a new note

 

b. Create a new note

Select the '+ New Note in {notebook name}' button to create a new note that will be saved to the selected notebook

 

Add a note title

 

c. Add a note title

Name the note so it's easier to find later. Type in some text.

 

2. Edit notes

You can edit notes that you've created yourself or that others have shared with you (and have granted you 'Can edit' (or 'Can edit and invite') permissions to).

 

Edit text

 

To edit text, open the note you want to edit, click anywhere inside the note and start editing. Evernote syncs your note to the web periodically, but you can also select the circle with two arrows to manually sync your notes at anytime.

 

Delete notes

 

Delete a note

 

To delete a note, select Note > Delete Note from the Evernote menu (or tap the trash bin at the top of the note). The note is moved to your 'Trash' notebook.

More about the 'Trash' notebook

Edit styles and layouts

 

Use the text formatting and layout tools to change the way the note looks:

  1. Text style tools: Bold, italicize, and underscore text
  2. Highlighting tool: Highlight the selected text
  3. List tools: Create checklists, bulleted lists, and numbered lists
  4. Layout tools: Insert a line divider, realign text, and insert a table

Note: Select File > Undo or File > Redo from the Evernote menu to move backwards and forward through a list of most recent formatting changes.

 

Mac formatting tools hero image

 

Add line dividers

 

Add line dividers

 

Use line dividers to organize your content into smaller sections. Presentation mode lets you automatically convert these lines into screen breaks so you can display your content a little at a time.

 

Add tables

 

Add tables

 

Group related content into categories and display as tables. Tables with hidden (white colored) borders are also useful for displaying content in columns.

Ways to customize tables:

  • Resize table columns
  • Change the text style, alignment, and color
  • Change the background colors for individual rows
  • Insert images and links to attached files, such as PDFs and audio recordings

More tips

To get more out of Evernote, explore the following tips:

  • Checklists: Use checklists to manage tasks.
    More about checklists
  • Create Reminders to manage tasks: Use Reminders to keep track of notes that contain time-sensitive information, and receive alerts for upcoming tasks and events.
    More about using Reminders
  • Annotate your notes: Clarify and solicit feedback by annotating an entire note, an individual image, or a PDF. Use lines, shapes, arrows to comment, clarify, and collaborate.
    More about Annotation

Next

Collect different types of content into notes.

Collect everything

Use Evernote to capture many different types of content all in one note, including web content; images, documents, and PDFs; emails; and related content from partnering digital content providers.

MacBook Pro with a sample note

You can save pretty much any type of content in a note. Here are some ideas to get you started:

 

Capture screenshots with the clipper

Capture screenshots directly into Evernote

Use the Evernote clipper (elephant in the Evernote menu bar) to capture multiple screenshots of digital content directly into your Evernote account. Add notes and comments alongside your screen captures.

 

Forward emails to Evernote

Save emails to Evernote

Forward emails from any email application into your Evernote account using an email address specifically generated for you to save emails to Evernote.

 

Add photos captured from camera

Add pictures and files to any note

  • Add photos captured from cameraSnap photos of a whiteboard or Post-it® Notes from a brainstorm session.
    Scan legal documents, receipts, and handwritten pages.
  • Add photos from galleryAdd pictures from your device photo gallery.
  • Add attachmentsAttach Microsoft Office documents or PDF files

 

 

Add note links

Add links to notes or external docs

Link to other websites or other notes you've created or that have been shared with you. Note links are useful for those who have permission to view or edit the linked note.

More about note links creating a 'table of contents' note

Organize with notebooks

Organize your notes so they'll be easier to find later. You can organize notes however you want to – by project, product, department, client, or quarter, for example.

By default, your notes are all saved to the default notebook named after your account name. To change the notebook you want to save to, tap the notebook button located beneath the title of the note you're editing.

 

Create a new notebook

 

Create a new notebook

 

To create a new notebook:

  1. Select 'Notebooks' from the sidebar.
  2. Select the '+ New Note in {notebook name}' button at the top of the screen. People with Business accounts can choose either ‘Personal Notebook’ or ‘Business Notebook.’
  3. Give your new notebook a title so you can easily find it later.
  4. Tap OK.

 

Rename a notebook

 

Rename a notebook

 

Select 'Notebooks' from the side menu, and hover over the notebook you'd like to rename until you see an image of the settings gear. Select the image of the gear and rename the notebook

Note: The default notebook is where you can keep all your notes until you have time to reorganize them. Many find it useful to rename it 'Inbox' or 'To file', or whatever makes the most sense to you.

 

Move a note to a notebook

 

Move a note

 

To move a note to another notebook, select Note > Move To Notebook...

 

Copy a note to a notebook

 

Copy a note

 

To copy a note to another notebook, select Note > Copy To Notebook...

 

Create duplicate note

 

Duplicate a note

 

Select Note > Copy To Notebook..., then select the current notebook listed at the top

 

More about how to create notes and notebooks

More tips on how to organize notebooks

Organize with tags

Tags can make it easier to find notes and are useful for notes that could belong to multiple notebooks. Create tags for each project phase, each task owner, or each approval phase in a review process, for example.

 

Organize with tags

 

To add note tags:

  1. From any opened note, type a name in the 'click to add tags' field near the top of the note. You can also select from a list of existing tags.
  2. Press the Return key.

More about how to use tags to organize notes

More tips

Explore the following tips for other ways to save content into Evernote:

  • Forward emails directly into Evernote: Forward digital receipts, travel reservations, or weekly electronic newsletters directly to your Evernote account.
    More about sending emails into Evernote
  • Scan business cards: Use the ScanSnap Evernote Edition scanner to capture photos of business cards, extract and save contact details from the card into Evernote, and match with LinkedIn profiles. This scanner also scans and automatically saves receipts and other documents into designated notebooks.
    More about the ScanSnap Evernote Edition scanner
  • Evernote Clipper: Save multiple screenshots of anything on your screen along with additional text into one note.
    More about the Evernote quick note clipper
  • Clip web pages: Save sections and entire pages clipped from the web from any desktop computer. Once saved, contents can be annotated, edited, and shared with others.
    More about the Web Clipper
  • Organize related notebooks into Stacks: Stacks are a great way to organize related groups of notebooks. They are only visible to you and cannot be shared.
    More about notebook Stacks
  • Find content related to what you're working on (Premium feature): Enable the Context feature to surface relevant information from your own account or your team's (Evernote Business) account. Enable Expertise Discovery and find others in your company who may know more about the content your working on.
    More about collecting related content

Next

Now that you've created some notes, you'll want to be able to easily find notes when you need them.

Find what you need

Find notes hero shot

 

All notes in Evernote are searchable, making them easy to find when you need them. Evernote can even search for typed and handwritten text inside attached images and PDFs.

What can I search for?

 

Search for the following in my notes and notebooks:

  • Keywords or tags
  • Contact information from scanned business cards
  • Pieces of paper with handwritten or typed text
  • Text in attached documents and PDFs

 

Search for the following in my chats:

  • Keywords
  • Contact names

How to search notes, notebooks, and chats

 

  • Search for notes: Type your search terms in the 'Search notes' box located near the top of the screen. By default, Evernote searches the notebook currently open. To search your entire account, select the 'Everything' button below the search field.
  • Search for notebooks: Select 'Notebooks' from the side menu and enter your search terms in the 'Find a notebook' field located above your notebook list.
  • Search for chats: Slide the navigation drawer out, select Work Chat, and type in keywords or contacts in the 'Search' field.
  • Search for notebooks in your company's account (Evernote Business only): Select 'Notebooks' from the side menu, then select 'All Business Notebooks' button near the bottom of the notebook list. Type in search terms in the search box (where the 'My Business' tag is displayed).

Other ways to find notes quickly

 

Mac search options

  • Descriptive Search: With Descriptive Search, you can use words you would normally use such as "notes with PDF files tagged 'approved'".

  • Search suggestions: The search feature in Evernote automatically lists recent searches, saved searches, and suggest tags and notebooks as you are typing based on the terms you enter in the search field.

  • Search options: To narrow down the scope of your search, filter by notebook, creation or update date, or the geographical location where the note was created.

 

More about searching notes and notebooks

More about filtering notes by location

 

More tips

More ways to find what you are looking for in Evernote:

  • Saved searches: Save search terms and filters you use frequently as Shortcuts for quick access.
    More about saved searches
  • Shortcuts: Create and save links to notes, notebooks, and frequently searched tags or terms.
    More about creating Shortcuts for quick access to notes
  • Advanced searches: Use special search terms for more detailed searches. Frequently used combinations of these search terms can be saved and reused.
    More about advanced search syntax
  • Manual syncing: Syncing manually is helpful when you want immediate access to content created on a different device, such as your desktop computer. To sync your Evernote account at any time by tapping the Sync button on the side navigation menu.
  • Document & PDF Search (Premium feature): Evernote Premium and Evernote Business subscribers may also search for typed and handwritten text inside scanned PDF documents (Microsoft Office, and iWork); Spreadsheets (Microsoft Office, and iWork);and Presentations (Microsoft Office, and iWork).
  • Find content related to what you're working on (Premium feature): Enable the Context feature to surface relevant information from your own account or your team's (Evernote Business) account. Enable Expertise Discovery and find others in your company who may know more about the content your working on.
    More about collecting related content

Next

Learn how to share and collaborate with others on what you're working on.

Share your work

Share notes and request feedback

Share notes and collaborate using Work Chat

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.

More about using Work Chat to share notes

More about auto-detection of people viewing or editing a note

Share notebooks and collaborate with others

Share notebooks in Work Chat

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 a notebook and click the Work Chat button.
  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.

More about sharing notebooks using Work Chat

Present or project your notes

Present notes on desktop clients

When you're in a group setting or at a meeting, you can use presentation mode to share a full-width version of your notes on your desktop or laptop computer, or secondary monitor.

Just open the note you want to present, and click on the projection screen with a play button on it. Notes you're working on at the moment can now be easily viewed by everyone at your meeting.

More about using presentation mode to present notes

More tips

More ways to make the most out of sharing and presenting notes in Evernote:

  • 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.
    More about auto-detection of people viewing or editing a note
  • Divide your note into multiple screens: Display as little or as much as you want on the screen at a time. As you are working on your note, add divider lines between sections. Use the 'Convert Line Dividers' in the Layout Editor to convert any divider lines into screen breaks.
    More about using presentation mode to present notes
  • Subscribe to notebook update notifications: Anyone you've shared a notebook with can subscribe to notifications or email alerts whenever a new reminder is created in that notebook.
    More about subscribing to notifications of notebook updates

 

Next

See all the tips from this guide in one place.

Tips and resources

Here is a list of all the tips highlighted in this guide of ways you can get more out of Evernote:

 

Write iconTake notes

  • Checklists: Use checklists to manage tasks.
    More about checklists
  •  

  • Create Reminders to manage tasks: Use Reminders to keep track of notes that contain time-sensitive information, and receive alerts for upcoming tasks and events.
    More about creating reminders to manage tasks
  •  

  • Annotate your notes: Clarify and solicit feedback by annotating an entire note, an individual image, or a PDF. Use lines, shapes, arrows to comment, clarify, and collaborate.
    More about Annotation

Collect iconCollect everything

  • Forward emails into Evernote: Forward digital receipts, travel reservations, or weekly electronic newsletters directly to your Evernote account.
    More about sending emails into Evernote
  •  

  • Scan business cards: Use the ScanSnap Evernote Edition scanner to capture photos of business cards, extract and save contact details from the card into Evernote, and match with LinkedIn profiles. This scanner also scans and automatically saves receipts and other documents into designated notebooks.
    More about the ScanSnap Evernote Edition scanner
  •  

  • Evernote Clipper: Save multiple screenshots of anything on your screen along with additional text into one note.
    More about the Evernote quick note clipper
  •  

  • Clip web pages: Save sections and entire pages clipped from the web from any desktop computer. Once saved, contents can be annotated, edited, and shared with others.
    More about the Web Clipper
  •  

  • Organize related notebooks into Stacks: Stacks are a great way to organize related groups of notebooks. They are only visible to you and cannot be shared.
    More about notebook Stacks
  •  

  • Find content related to what you're working on (Premium and Business only): Enable the Context feature to surface relevant information from your own account or your team's (Evernote Business) account. Enable Expertise Discovery and find others in your company who may know more about the content your working on.
    More about collecting related content

 

Find iconFind what you need

  • Saved searches: Save search terms and filters you use frequently as Shortcuts for quick access.
    More about saved searches
  •  

  • Shortcuts: Create and save links to notes, notebooks, and frequently searched tags or terms.
    More about creating Shortcuts for quick access to notes
  •  

  • Advanced searches: Use special search terms for more detailed searches. Frequently used combinations of these search terms can be saved and reused.
    More about advanced search syntax
  •  

  • Manual syncing: Syncing manually is helpful when you want immediate access to content created on a different device, such as your desktop computer. To sync your Evernote account at any time by tapping the Sync button on the side navigation menu.
  •  

  • Document & PDF Search (Premium feature): Evernote Premium and Evernote Business subscribers may also search for typed and handwritten text inside scanned PDF documents (Microsoft Office, and iWork; Spreadsheets (Microsoft Office, and iWork);and Presentations (Microsoft Office, and iWork).
  •  

 

Present iconShare your work