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.
Use Evernote to:
Write new content—from short lists to lengthy research, and access them on any device
Collect valuable information—web articles, handwritten notes, and photos to keep all the details in one place
Find everything—for your work quickly with Evernote's powerful search
Present your work—from any synced desktop or laptop computer for better collaboration in meetings
Create a new note in 3 steps:
Create a new note
From the home screen, tap the new note button (new note with a plus sign) from the list of 'Create' new note options.
Enter some text
To enter text, tap anywhere in the text area of a note and start typing.
Rename your note
Give your new note a name so it's easier to find later. Your note is saved to the default notebook that came with your account.
Get Evernote on all your 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.
Download/install on desktop computers and mobile devices
Download the Evernote Web Clipper on your desktop computer
Use the Web Clipper to save research, emails, news, and anything other digital content from the web or emails into Evernote. Once you've clipped something from the web, Web Clipper will suggest other related notes in Evernote.
Take a quick tour of the home screen and find out how to navigate the app.
The home screen
The Evernote home screen is the first screen you'll see once you've launched Evernote for Windows Touch. Swipe left and right with your finger to scroll through the entire screen.
From the home screen, you can:
- Create new notes
- Access shortcuts
- Browse through your Evernote notes, notebooks, and tags
You can access the home screen from any notes, notebooks, or tags list screen. Simply, swipe down from the top edge of the screen to open the Navigation bar, then tap Home.
Windows Touch navigation
Three main navigational components:
1. Navigation bar
- Access: Swipe down from the top edge, or up from the bottom edge of the screen, to access application-specific navigational shortcuts.
- Options: Tap buttons to display the 'Home' screen, the 'Shortcuts' screen, the 'All Notes' list, the 'Notebooks' list, or the the 'Tags' list.
- Availability: The Navigation bar is available whenever the notes, notebook, or tags list screens are open.
2. App bar
- Access: Swipe up from the bottom edge of the screen to access context-sensitive actions.
- Options: Tap actions relevant to the screen displayed. Tap formatting options when editing a note, for example. Tap 'Sync' to manually sync your Evernote account from the 'Home' screen.
- Availability: The App bar is always available in Evernote and displays different options depending on which screen you're on.
3. Charm bar
- Access: Swipe left from the right edge of the screen to access standard Windows Touch actions.
- Options: Tap shortcuts to search for content on your device, share Evernote notes, and view your Evernote account settings.
- Availability: The Charm bar is available from any screen.
Time to create some notes!
With Evernote, you can capture just about anything, including text, images, files, audio, and Web Clips as a note. All notes are searchable, making them easy to find when you need them. Evernote even searches for typed and handwritten text inside attached images.
Create new notes
From the 'Create' section on the home screen 'Create', tap one of the following buttons to quickly create a new note:
New note: Tap the new note button (note paper with a plus sign) to create a new, blank note for you to add text, images, audio recordings, or any other file(s) you'd like to attach to it.
Photo(s): Tap the camera button to snap a photo with your device camera and save it as a new note.
Attached files(s): Tap the paperclip, and select a document, image, or audio file to attach to a new note.
Once created, your note will automatically be saved to Evernote and synced across all your devices.
To edit the contents of a note, tap anywhere in the body of a note, then add and edit text, and change the way it looks.
Change the format and layout
To change the text size, color, style, or layout, select some text, then tap the appropriate tool on the formatting toolbar. From this toolbar, you can also tap the paperclip to attach images or files to a note, or tap the microphone to add audio recordings.
Any edits you make are automatically saved to your Evernote account on the next sync. If the Windows Touch on-screen keyboard is displayed, you'll need to hide it once you're finished editing.
Create reminders or shortcuts to a note
To set an alarm to notify you about a note with time-sensitive information, tap +Add Reminder from the side menu on an opened note to set a date and time to be alerted.
To create a shortcut to an opened note, tap Add Shortcut from the side menu. Once added, they'll appear on the home screen.
Save content from other apps into Evernote
Some Windows Touch applications make it easy to for you to save content to Evernote so that as you're browsing the web, viewing images, or exploring other applications, you can save content instantly to Evernote as a note.
To save the URL of website from Internet Explorer:
Tap to launch Internet Explorer from the Start screen
Browse to a web page
Swipe open the Charm bar and select Share
Select Evernote to save the URL of the web page in a new note
To save a map image and location:
Tap to launch the Map application from the Start screen
Browse to a map location
Swipe open the Charm bar and tap Share
To delete a currently opened note:
Open the note, swipe open the App bar, and tap Delete. When prompted, tap Delete to confirm note deletion. The note will be moved to your ‘Trash’ notebook in Evernote.
To delete a note from the notes list:
- Swipe to open the Navigation bar, and tap All Notes to display the notes list.
- Tap and tug on the note you want to delete to select it.
- Tap Delete, located in the lower-left corner of the screen. When prompted to confirm deletion, tap Delete. The note will be deleted and moved to the ‘Trash’ notebook in Evernote.
Let's take a look at the different ways Evernote lets you browse your content.
There are three different ways to browse your Evernote content—notes list view, notebooks list view, and tags list view.
To browse through all your notes, swipe to open the Navigation bar and tap All Notes.
The notes list will be displayed. Swipe left and right to scroll through your notes.
Tap on a note to view it. Attachments in Evernote for Windows Touch are conveniently displayed on a separate panel on the screen. Drag the screen divider to convert the screen back to the single-pane view.
To browse through all your notebooks, swipe to open the Navigation bar and tap Notebooks.
Each notebook displays a name, the number of notes it contains, and an optional people icon to indicate when it's a shared notebook. Tap a notebook to view all the notes in it.
The notebooks list displays all your notebooks, your notebooks (personal notebooks), and those that belong to your company or team account (business notebooks).
This list consists of:
- Personal notebooks that are private to you and that you've shared with others
- Business notebooks private to you and the the company account admin and those you've shared with other colleagues who belong to the company account.
Different types of notebooks:
Personal notebooks: Notebooks that belong to your Evernote account and appear as a gray colored box.
Business notebooks: Notebooks that belong to your company’s Evernote account and appear in an aqua blue colored box. These include business notebooks you’ve created or that others in your company have shared with you, or have published to (made accessible to everyone who belongs to) your company’s Evernote account.
Shared notebooks: Personal or business notebooks either you have shared or that others have shared with you, and are marked a small 'shared notebook' icon (depicting a group of three individuals) and the shared notebook owner's Evernote username. If you happen to be the owner of a shared notebook, only the shared notebook icon is displayed, and not your username.
Notebook stacks: Look similar to other personal notebooks, but appear above a list of notebooks that are positioned slightly to the right when the stack is expanded. Stacks can be used to organize both personal and business notebooks, but can’t be shared with others. Tap the expand and collapse to switch between the two notebook list views.
To browse all your Evernote tags as a list, swipe to open the Navigation bar and tap Tags.
Select a tag, by touching and tugging it downwards, to view all the notes associated with that tag.
Touch and tug downwards on multiple tags to display all the notes associated with those selected tags.
One of the quickest ways to view your notes is to create shortcuts. One tap takes you to a specified note, notebook, or all the notes related to a specified tag.
To view all the shortcuts you've created, swipe to open the Navigation bar and tap Shortcut or find them on your home screen.
Organize your notes with notebooks and tags so they're easier to find later.
The key to organizing your notes is to use notebooks and tags. Use the method, or a combination of two, that best fits the way you work.
Organize with notebooks
Notebooks are the most common way of organizing notes in Evernote, and are often used to sort 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 come with one default notebook that is automatically created when the account is created.
Create a new notebook
To create a new notebook, do the following:
Swipe to open the Navigation bar, and tap Notebooks. The notebook list will be displayed.
Tap New Notebook in the lower-right corner of the screen.
Enter a name for your new notebook and tap Create. You can add notes to your new notebook immediately.
Move notes to another notebook
By default, all new notes will be saved to your Evernote account's default notebook. Move notes to different notebooks and organize them in a way that works best for you.
To move notes to another notebook, do the following:
- Navigate to the note you want to move, then tap to open it. The note will displayed in the note editor.
- Tap the name of the current notebook at the top of the left sidebar. A list of all the notebooks in your Evernote account will be displayed.
- Tap the notebook you want to move the note to. Evernote will automatically save and sync the change.
Delete a notebook
Please note that when a notebook is deleted, all the notes it contains will be moved to the 'Trash' notebook.
To delete a notebook, do the following:
- Swipe to open the Navigation bar, and tap Notebooks. The notebook list will be displayed.
- Tap and tug on the notebook you want to delete to select it.
- Tap the Edit, located in the lower-left corner of the screen
- Tap Delete.
- Tap Delete when prompted, to confirm notebook deletion. The notebook will be deleted and any notes in it will be moved to the ‘Trash’ notebook in Evernote.
Organize with tags
Tags are an optional way to associate keywords to notes and improve searchability. One or more tags can be added when a note is created or at a later time. Common uses for tags include associating notes with categories, memories or locations.
To view all of the tags used in your Evernote account, open the Navigation bar and tap the Tags to open the Tags list.
Add tags to a note
To add a tag to a note, do the following:
- Navigate to the note you want to tag, then tap to open it, or create a new note.
- Tap the list of currently associated tags located at the bottom of the left sidebar. If no tags are currently associated with the note, tap Tap to Add Tags. A list of all the tags in your Evernote account will be displayed.
- Tap the tag(s) you want to add to the note. Evernote will automatically save and sync the change. You may also enter the name of a new tag to create it.
Create a new tag
To create a new tag, do the following:
- Swipe to open the Navigation bar, and tap Tags. The Tags list will be displayed
- Tap Create Tag and enter a keyword to use as a tag.
- Tap Create to save the the new tag to the tags list.
Check out how Evernote's powerful search makes it easy to find your notes.
Find what you need
Everything in Evernote is searchable, including the contents of notes, tags and attachments. Evernote even searches for typed and handwritten text inside attached images.
To find notes in your Evernote account, do the following:
- From the home screen (or any of the notes, notebooks, or tags list screens) simply enter keywords, tags, locations into the search field at the top-right corner of the screen.
- Tap the Search key on your on-screen keyboard. Your search results will be displayed in the note list.
Share your work with others.
Share your work
Evernote is more than your workspace, it's a collaboration tool. Share meeting notes or a notebook with design ideas or meeting notes with the rest of your team. For shared notebooks, you can determine varying access and edit levels.
To share a note, do the following:
- Open the note you’d like to share.
- Swipe to open the Windows Touch Charm bar.
- Tap Share to display the Windows Touch 'Share' Menu options.
- You will see a list of all installed Windows Touch applications that Evernote can send notes to. Select Mail (or another other application) to email the note to a recipient.
Share your notebooks (and the notes they contain) with anyone, whether they use Evernote or not.
With Evernote for Windows Touch you can view your shared notebooks, as well as your joined notebooks (that other Evernote users have shared with you). Shared notebooks will display the shared notebook icon in the notebook list. Joined notebooks will also display the shared notebook icon and the Evernote username of the shared notebook's owner.
To share or manage sharing for any notebooks you own, or are authorized to share:
Open the Navigation bar, and tap Notebooks. The notebook list will be displayed.
Tap and tug on the notebook to select it.
Tap Edit, located in the lower-left corner of the screen.
Tap Manage Sharing.
Never shared: If this is a personal notebook you’ve never shared, you’ll have the option of sharing it with others, or publishing it as a public link for others to view it.
Already shared: If this notebook has already been shared, you can invite additional people to view your notebook. You can also change permission levels for each person you’ve shared the notebook with, and (if it’s a business notebook you own), you can tap Publish to share a business notebook with everyone who is part of your company’s (or team’s) Evernote account.
- Tap Done.
Now that you've had an overview of the basics, take a look at the 'Tips and Resources' for more ideas.
Tips and resources
Create shortcuts to notes and notebooks
To create a shortcut that can be accessed from the Home screen to any note, notebook, set of notes associated with a particular tag:
- Go to the notes, notebooks, or tags list view.
- Tap and tug on a note, notebook, or tag to select it.
- Tap Edit, located in the lower-left corner of the screen.
- Tap Add Shortcut.
Manage your account settings
To access your account information, tap your account name at the top of the screen to slide out the 'Account Info' panel.
From the Account Info panel, you can:
- View your account username
- View your account level
- Manage billing
- Check your current upload usage
- Choose whether or not to show upgrade options on the Home screen (Hub Page)
- Sign out of your account
Check out these additional resources to make the most of Evernote:
Search for answers to your questions, or contact the support team.
Read or join other users' discussion about using Evernote.
Get inspiration from user stories and product announcements on Evernote's blog.