From the archive: I wrote this in 2014. Evernote has changed a lot since, so some steps and screenshots may look different today. For current tips, get my newsletter free every Monday.
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In my role as an Evernote Certified Expert, I find the topic of proper Evernote settings and configuration, both the least sexy, and the most undiscussed subject in getting users to understand the power of Evernote. But, it is an essential topic that leads to Evernote efficiency and it really is the missing piece in most people's Evernote learning curve. When you have Evernote properly configured on your computer, you suddenly find Evernote magical.
Evernote settings and configuration is a topic I cover with every single private consulting client I work with, and something all Evernote users can learn from. I recorded the video below to demonstrate my methodology and teach others how the settings of the desktop client can impact your Evernote productivity. The response to the live presentation was enthusiastic and resulted in unsolicited reviews like this:
“A great Chef will lay out everything before they begin cooking and the same holds true with organizing your paperless life with Evernote. Following this process will reduce beginner (and intermediate) frustrations when utilizing such a feature rich program as Evernote.”
When you have Evernote properly configured, it makes all the difference in your ability to maximize Evernote for your daily productivity. It also give you the proper foundation to actually execute the tips and tricks that the myriad of quality Evernote educators post and sets the stage for you to gain Evernote power-user status.
In this hour long video (worth watching every minute of!), I cover the following:
How to properly set up the Evernote desktop application for the Mac client (lessons can also be applied to the PC client) including:
Preferences settings
Account settings
View settings
Confirming your Evernote version
Default notebook configuration
A tour of the key Evernote Mac client interface items [many which are often overlooked by new users!]
What the different Evernote settings mean and WHY you should choose one over the other
How to properly configure Evernote's Web Clipper
Proper Skitch configuration and essential user skills
Accessing note meta-data
Essential Evernote skills training such as changing the view sort order, image resizing, changing the note title, and more.
Watch the replay below and leave any questions you have in the comments. All links to the resources I mentioned in the video are included as well:
Links mentioned in the video:
Recorded Evernote Skills & Workflow Training: Untethered with Evernote Training Playlist
Harmon Enterprises Facebook Page
Stacey Harmon is an Evernote Certified Expert [ECC], an Evernote Ambassador [one of 60 individuals worldwide selected by Evernote to share their expertise and passion for Evernote with its 100M+ user community], 2013 and 2014 Evernote Conference speaker, and author of Untethered with Evernote: Tips and Workflows for Independent Entrepreneurs, now also available in Evernote's Market.
Learn Evernote from Stacey inside the Academy.