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#ProdChat – 10-12-2016 – Evernote Tips and Tricks

#ProdChat – 10/12/2016 – TOPIC

On October 12, 2016, #ProdChat discussed the topic, Evernote Tips and Tricks. Evernote, the powerful note-taking software, has so many practical, productive uses, and there is much to learn about how to best use and get the most of this tool. Watch the slideshow to see what the productivity enthusiasts on #ProdChat had to say about “Evernote Tips and Tricks.” Enjoy!


  1. What do you use Evernote primarily for? Home, work, or both? How?
  2. What are your best tips/tricks about Evernote’s products: Skitch, Penultimate, Web Clipper and Scannable?
  3. What tips/tricks for scanning & annotating images/PDF files in Evernote?
  4. What are your favorite Evernote for Mac/Windows keyboard shortcuts?
  5. What are some great ways to capture thoughts and files into Evernote? Video, audio, handwriting?
  6. How do you organize Evernote (stacks, notebooks, note titling, and tags) for maximal productivity?
  7. What are some of the best tools that connect to Evernote?
  8. What are your best tips for managing tasks, projects, and reminders in Evernote?
  9. What are the best ways to share with Evernote?
  10. What are your best search tips and tricks for Evernote?

Raw transcript:

Unfortunately, some tweets were lost in the archiving process because of Twitter or Twitter API issues, sorry about that.

User Tweet Time
halduauthor Something’s not really got with twitter, I’m not getting any #ProdChat Thu Oct 13 00:06:05 +0000 2016
DrFrankBuck Welcome, Ben. #prodchat Thu Oct 13 00:07:07 +0000 2016
DrFrankBuck Frank Buck from Alabama. I write and speak on organization and time management. #prodchat Thu Oct 13 00:08:03 +0000 2016
macbikegeek @rsidneysmith @evernote great, thanks, looking forward to the discussion. #prodchat Thu Oct 13 00:08:34 +0000 2016
macbikegeek @rsidneysmith @evernote got a job working that had been failing on permissions after customer fixed the permissions! #prodchat Thu Oct 13 00:09:07 +0000 2016
DrFrankBuck Mine actually involves @evernote and having a way to journal completed tasks. #prodchat Thu Oct 13 00:09:09 +0000 2016
DrFrankBuck I now have an @IFTTT recipe that sends completed tasks in @toodledo to one note in @evernote #prodchat Thu Oct 13 00:10:16 +0000 2016
DrFrankBuck A1 I use @evernote for both personal and professional to hold reference information. #prodchat Thu Oct 13 00:11:25 +0000 2016
macbikegeek a1 home, work. Every piece of paper goes into @scansnap and then into @evernote. @taskclone to @trello for tasks #prodchat Thu Oct 13 00:11:52 +0000 2016
macbikegeek a1b @evernote is my primary reference store and archive #prodchat Thu Oct 13 00:12:33 +0000 2016
JKatzaman Joining #ProdChat belatedly from Maryland after having to reboot my laptop. Thu Oct 13 00:13:05 +0000 2016
DrFrankBuck Welcome, Jim. #prodchat Thu Oct 13 00:13:56 +0000 2016
JKatzaman @rsidneysmith I kept busy today, Ray. I might be spectating on Evernote to pick up tips. #ProdChat Thu Oct 13 00:16:11 +0000 2016
DrFrankBuck A1 After upgrading to Premium, I am making much better use. #prodchat Thu Oct 13 00:18:06 +0000 2016
macbikegeek a3 using @alfredapp to switch between simplex and duplex scans. Don’t do much annotation. @scansnap is the bomb! Love my iX500! #prodchat Thu Oct 13 00:21:47 +0000 2016
DrFrankBuck A3 For items from a book or one pagers, I usually use my phone’s camera inside @evernote #prodchat Thu Oct 13 00:21:58 +0000 2016
JKatzaman @rsidneysmith @DrFrankBuck The motivation is to get some kind of return on investment. #ProdChat Thu Oct 13 00:22:08 +0000 2016
macbikegeek a2 I use @evernote app on my phone to capture photos into EN all the time. #prodchat Thu Oct 13 00:22:35 +0000 2016
macbikegeek a2 I use @evernote app on my phone to capture photos into EN all the time. #prodchat Thu Oct 13 00:22:35 +0000 2016
prodchat Join #ProdChat, the weekly #productivity chat, now as we’re tweeting about #EvernoteTips! #evernotecommunity Thu Oct 13 00:23:44 +0000 2016
DrFrankBuck A3 I tend to keep things that arrive as paper in paper form if it’s for short-term need. #prodchat Thu Oct 13 00:25:28 +0000 2016
DrFrankBuck A4 Date/time stamp is my favorite @evernote shortcut. #prodchat Thu Oct 13 00:26:18 +0000 2016
macbikegeek a4 I use Ctrl+Cmd+M a lot to move to folders. I’d love a keyboard shortcut for move to the last place again. Also use Cmd+delete #prodchat Thu Oct 13 00:27:10 +0000 2016
DrFrankBuck A4 Control plus ; gives the date/time stamp. #prodchat Thu Oct 13 00:28:03 +0000 2016
prodbookgrp Join us for the next #productivity book club’s live discussion! #prodchat Thu Oct 13 00:29:00 +0000 2016
DrFrankBuck A4 @rsidneysmith I just learned a second way to do the date/time. Interesting #prodchat Thu Oct 13 00:31:12 +0000 2016
DrFrankBuck A5 I have an @evernote widget on the phone, so I tap creates a new note. Hitting the mic key lets me record voice to text. #prodchat Thu Oct 13 00:33:17 +0000 2016
macbikegeek a5 I actually do more capture with text. also I send a lot of emails to @evernote. just got @postbox 5 which has save to EN button #prodchat Thu Oct 13 00:33:22 +0000 2016
CurationSuite RT @prodchat: Join #ProdChat, the weekly #productivity chat, now as we’re tweeting about #EvernoteTips! #evernotecommunity… Thu Oct 13 00:33:23 +0000 2016
DrFrankBuck A5 One of my favorites is using the Windows sniping tool to grab a piece of something and paste into @evernote #prodchat Thu Oct 13 00:34:49 +0000 2016
macbikegeek @rsidneysmith @evernote @Postbox 5 is a huge leap forward – been on it about a week and about to plunk down some $ for the upgrade #prodchat Thu Oct 13 00:35:18 +0000 2016
macbikegeek a6 i went down the stacks and notebooks path for a while. Now down to inbox, archive, receipts folders and a lot of tagging. #prodchat Thu Oct 13 00:36:21 +0000 2016
DrFrankBuck A6 I rely heavily on notebooks and try to have the naming configuration parallel my OneDrive file structure. #prodchat Thu Oct 13 00:36:39 +0000 2016
DrFrankBuck A6 The stack called Current Projects houses all notebooks related to things that are in progress. #prodchat Thu Oct 13 00:38:05 +0000 2016
DrFrankBuck A6 I use tags primarily as dividers within a notebook. #prodchat Thu Oct 13 00:38:41 +0000 2016
DrFrankBuck . @rsidneysmith Amen to good note titling. In some ways lessens the need for tags. #prodchat Thu Oct 13 00:39:58 +0000 2016
macbikegeek @DrFrankBuck with @Trello I can link directly to the @evernote note from the card(s) in a project, so I don’t have to mimic … #prodchat Thu Oct 13 00:40:18 +0000 2016
prodchat RT @DrFrankBuck: . @rsidneysmith Amen to good note titling. In some ways lessens the need for tags. #prodchat Thu Oct 13 00:40:26 +0000 2016
macbikegeek @DrFrankBuck the structure, just do proper tagging to support searching later #prodchat Thu Oct 13 00:40:40 +0000 2016
DrFrankBuck A7 @TaskClone connects @evernote to @toodledo #prodchat Thu Oct 13 00:40:59 +0000 2016
macbikegeek a7 @taskclone, @trello, @ifttt, @zapier #prodchat Thu Oct 13 00:41:37 +0000 2016
DrFrankBuck A7 For example, meetings notes in @evernote may include to-do items. Putting a checkbox in front of that sends it to task list #prodchat Thu Oct 13 00:42:55 +0000 2016
prodchat RT @DrFrankBuck: A7 @TaskClone connects @evernote to @toodledo #prodchat Thu Oct 13 00:43:19 +0000 2016
DrFrankBuck A7 @IFTTT absolutely!! #prodchat Thu Oct 13 00:43:36 +0000 2016
DrFrankBuck @rsidneysmith So that’s without @TaskClone or @IFTTT? @rememberthemilk #prodchat Thu Oct 13 00:45:59 +0000 2016
macbikegeek a8 i manage all of that in @Trello even if there is a pointer back to @evernote note or card was from @taskclone #prodchat Thu Oct 13 00:47:09 +0000 2016
wcmckeedotcom A1: i use @ProjectJupyter for my notes. Evernote is not open/free, it’s restrictive, not run on my sys. #prodchat Thu Oct 13 00:48:15 +0000 2016
DrFrankBuck A8 I like the reminder feature. But, I find using a checkbox to make it create a task in @toodledo for the desired date is better #prodchat Thu Oct 13 00:48:51 +0000 2016
JKatzaman @rsidneysmith @evernote In so many words, if not a task manager, what is Evernote’s prime purpose #ProdChat Thu Oct 13 00:49:01 +0000 2016
DrFrankBuck @JKatzaman For me, @evernote is for keeping reference info. #prodchat Thu Oct 13 00:49:58 +0000 2016
wcmckeedotcom A2: @ProjectJupyter can be built upon, allow remote connect, runs in web browser #prodchat Thu Oct 13 00:50:12 +0000 2016
DrFrankBuck A9 I do a good bit of sharing note links through email even if there other person does not use @evernote #prodchat Thu Oct 13 00:51:15 +0000 2016
macbikegeek @wcmckeedotcom @ProjectJupyter looks really interesting but at first blink (not even a glance) aimed at different uses than EN #prodchat Thu Oct 13 00:51:18 +0000 2016
wcmckeedotcom A3: @ProjectJupyter able to embed media inside notebooks and manip #prodchat Thu Oct 13 00:52:05 +0000 2016
DrFrankBuck A9 My wife just started using @evernote so the first thing I did was share the notebooks for each of our 3 dogs. #prodchat Thu Oct 13 00:52:47 +0000 2016
DrFrankBuck A9 #prodchat Thu Oct 13 00:52:54 +0000 2016
macbikegeek @DrFrankBuck @evernote now all you have to do is get the dogs to use EN! ;-) #prodchat Thu Oct 13 00:53:37 +0000 2016
DrFrankBuck A9 That way she has all of record of vet visits, adoption info, etc. and can make additions #prodchat Thu Oct 13 00:53:54 +0000 2016
wcmckeedotcom A4: @ProjectJupyter really don’t use a lot – paste of text, create new cell below. #prodchat Thu Oct 13 00:54:11 +0000 2016
macbikegeek a9 I don’t share much with @evernote except emailing a note as an attachment. Works nicely with notes that have a PDF attached. #prodchat Thu Oct 13 00:54:33 +0000 2016
DrFrankBuck @macbikegeek That’s a great thought! I have though of creating an account for one of them to use as a demo. #prodchat Thu Oct 13 00:55:21 +0000 2016
DrFrankBuck A10 This is where I am working to get better. Search is so powerful. #prodchat Thu Oct 13 00:56:43 +0000 2016
macbikegeek a10 @evernote search box is excellent. Using @metasearch which is even faster and better. #prodchat Thu Oct 13 00:57:23 +0000 2016
briandordevic RT @macbikegeek: a10 @evernote search box is excellent. Using @metasearch which is even faster and better. #prodchat Thu Oct 13 00:57:54 +0000 2016
DrFrankBuck A10 One focus is saved searches. One example is a search that returns all new material added today. #prodchat Thu Oct 13 00:58:01 +0000 2016
macbikegeek @rsidneysmith @evernote thanks, Ray, all! Great chat. #prodchat Thu Oct 13 01:00:32 +0000 2016
DrFrankBuck I want to mention the guest post @rsidneysmith did on m blog. It’s on @evernote and walks through a day in his life #prodchat Thu Oct 13 01:01:14 +0000 2016
DrFrankBuck and click on Blog. It’s the newest one. #prodchat Thu Oct 13 01:02:00 +0000 2016

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