How marketers can get organised with Evernote

I could wax lyrical about how much I love Evernote. Its tagline, “Your Life’s Work: For everything you’ll do, Evernote is the workspace to get it done,” is a big call. But having used the app for about two years, I cannot imagine not having Evernote in my life.

I use Evernote to manage everything from my taxes and finances, studies, recipes, shopping lists, check lists, fitness programs, holidays, work trips, and all sorts of snippets.

How marketers can get organised with Evernote

Evernote fanatics often refer to it as their digital brain, because it helps them to remember everything. I can definitely relate! So how can marketers get organised with Evernote?

Setting up Evernote

Evernote logo

First, let’s define some of the key Evernote terms. Evernote works with notes (like pieces of paper), notebooks (like files) and tags (you can tag each note with multiple tags).

There are many schools of thought about how to organise these elements to tailor Evernote to the way you work, but my recommendation is to set up an account, start saving content to it, and experiment with your set up. I’ve revamped my set up a couple of times as I become more familiar with the tool and its limits.

Use the Evernote Web Clipper

Evernote Web Clipper is a simple, free extension for your web browser that makes it quick and easy to store, annotate, and share just about anything you find on the web, including selected text, articles, and even entire webpages.

This is one of the ways I quickly clip articles that I want to read or reference later – I’ll discuss this in more detail later in the post, but I definitely recommend setting this up on your computers at work and home, and all of your devices.

The latest version of Evernote, Evernote 7.5+, comes installed with extensions so you can easily share web pages and other supported app content from Android and iOS devices. From any browser on your device which comes with sharing options, simply access your sharing settings and select Evernote as sharing destination.

I upgraded my iPhones (work and personal) this weekend, and am already to starting to enjoy clipping webpages and articles directly from the browser on my phone to my Evernote account.

Storage limits in Evernote

One of the other important things to note about Evernote (and another reason I love it so much), is that within notes and notebooks, I can save content in all manner of formats, including text, articles, web pages, photos, videos, PDF files, spreadsheets, scanned documents, sound files, and pretty much anything else within the limits of my Premium Account.

According to Evernote, the current upload limits are:

  • Free: Upload up to 60 MB of data each month, with unlimited storage
  • Premium: Upload up to 4 GB of data each month, with unlimited storage
  • Evernote Business: Each individual can upload up to 4 GB of personal notes each month.

The Free account was fine when I first started using Evernote and seeing how it could work for me, but once I fully embraced it as the place to save everything, I upgraded to the Premium account. I have never hit the monthly storage limits of the Premium account and I easily save 15-20 pieces of content to my Evernote account every day.

Access your information from anywhere and any device

Being a cloud-based application, Evernote stores my information securely and lets me access it from anywhere and any device I happen to be working on. I currently access the Evernote app on my iMac and Windows laptop at home, a Windows laptop at work, my iPad, and both my personal and work iPhones. The information syncs seamlessly across all devices in a matter of seconds.

Now that we’ve covered a few of the basics, let’s look at some ways in which marketers can get organised with Evernote.

Organise projects and/or campaigns

I set up a notebook for each of my main projects, and this gives me a space to capture ideas, links, details of discussions with colleagues and associated resources etc. While I don’t share these notebooks with colleagues, I have read case studies about whole teams using Evernote to collaborate on projects.

Evernote screen shot

Save interesting articles for future reference

As I mentioned in my post about Feedly, I read hundreds of blog posts a week. Evernote gives me a central place to store and categorise them for future reference, rather than having a bunch of bookmarked pages open in my browser.

When I do my daily scans of newspapers and news feeds and I want to keep an interesting article, I simply use Evernote’s Web Clipper tool to clip the article or screen shot, and send it to my Evernote app. Similarly, if I receive an interesting article in an email newsletter, I can forward that email to my private Evernote email address, and it pops straight into the app. So quick, so easy!

I probably need to better use tags to categorise each article I clip, given that an article may be about both content marketing and SEO. I currently save them in specific notebooks related to each main topic. You can see a bit of my notebook structure below.

Keep track of future potential ideas

I also use Evernote to store ideas for projects or ideas that I may not activate now, but want to keep on file for some time in the future. It saves me from plastering my walls and computer with thousands of Post It notes.

Keep track of meeting agendas

Keeping agendas and minutes in Evernote is really handy, as I can seamlessly move from using the app on my desktop to using it on my iPad in meetings. More and more, I’m saving information in Evernote as opposed to my notebook, as I find it is faster to search and access electronically.

Create checklists

Checklists are really easy to create in Evernote, and while I wouldn’t recommend it as a full blown task management tool, it lets me create checklists that are easy to access wherever I am – so for events, announcements or other activities that require a particular process to be followed, checklists are great. One of my favourite checklists is a “packing” list for work trips – it ensures I don’t forget the obvious things like my phone charger!

Evernote is a hugely flexible tool, and truly an important part of my daily workflow. As I mentioned, I add, on average, some 15-20 pieces of content to the app each day, and I reference information in the app at least a couple of times a day.

Other resources about Evernote

Below are some resources that I have found incredibly useful in my quest to master Evernote:

I believe Evernote is a great tool to help marketers stay organised. There are plenty more ways that it can improve your productivity. If you already use Evernote, please share in the comments below how it helps you.