Get All Your Information into Evernote
Natasha Vorompiova
Lessons
Introduction to Course
05:20 2Structure Evernote for Your Business
12:56 3Get All Your Information into Evernote
19:55 4Master Evernote Search
08:38 5Use Evernote to Dominate Your To-Do List
17:59 6Automate Your Workflow with Evernote
25:16 7Evernote as a CRM Solution
20:12 8Organize Your Client Relationships with Evernote
19:17Lesson Info
Get All Your Information into Evernote
Now let's look at how you can get your information into ever note and the reason that I suggest that you have kind of direct most of your business related information into every note because it's best to have this single home storage place where old your business related information goes to you don't want to waste time looking for information because for me sometimes I if if I don't properly put something where it needs to be I can search for something longer than I actually use a document afterwards so it's important that as you add information into ever note you make sure that there is like logic and intention behind how you do it and this system that you create for yourself you can actually trust so the ways that you oh the way that you can start is that a first look at the ways you receive information or where you currently store you water out business related documents and the kira I listed a few examples for you like email inbox download folder off your computer regular mail onli...
ne research just ideas do you store information in any other places I use dropbox great dropbox and google dogs yeah fantastic I use a pocket and I make hand trade nodes okay terrific. So yeah so whenever you start looking at how you can get your information into every note see where that information is currently stored and once you have that initial list, then you can 00:02:00.75 --> 00:02:04. make sure that you create those kind of like pathways 00:02:04.15 --> 00:02:06. for that information to be directed into you are ever 00:02:06.94 --> 00:02:10. note and there and there is a number of ways that 00:02:10.3 --> 00:02:14. you can do it and if you don't feel very comfortable 00:02:14.07 --> 00:02:17. with technology if you're new to ever note start with 00:02:17.45 --> 00:02:20. something very basic you don't really have to go with 00:02:20.46 --> 00:02:23. like automated uh processes or something that just 00:02:23.92 --> 00:02:28. like runs by itself from the get go they start with 00:02:28.55 --> 00:02:31. something very simple but don't shy away from like 00:02:31.98 --> 00:02:36. starting make sure that you find the way of simple 00:02:36.27 --> 00:02:39. way off getting your information into ever note so 00:02:39.85 --> 00:02:44. if you for example I received emails and some off 00:02:44.45 --> 00:02:50. those emails he wants you safe can't you are you want 00:02:50.25 --> 00:02:52. to use ever note as your main business management 00:02:52.73 --> 00:02:57. have how the simplest way off adding that information 00:02:57.6 --> 00:03:01. from the email would be to simply copy paste the body 00:03:01.12 --> 00:03:04. off the email, copy the body of the email and paste 00:03:04.62 --> 00:03:06. it into the note itself 00:03:07.47 --> 00:03:10. that would be the basic way off adding information 00:03:10.38 --> 00:03:15. into evernote and if you have ever known premium and 00:03:15.75 --> 00:03:18. if you feel comfortable with technology you can automate 00:03:18.68 --> 00:03:23. that process and uh forward you are emails into ever 00:03:23.89 --> 00:03:27. note by simply sending them to you are ever note email 00:03:27.98 --> 00:03:31. address and you will be able to find that email in 00:03:31.08 --> 00:03:34. ur evernote settings and you just have to put that 00:03:34.54 --> 00:03:39. email into the two field and you will receive that 00:03:39.03 --> 00:03:43. email in ever notes in the notebook that you've specified 00:03:43.34 --> 00:03:47. so that is what advanced way of doing that sometimes 00:03:48.07 --> 00:03:51. we see interesting post on social media and that can 00:03:51.3 --> 00:03:54. be a question that can become a piece ofthe content 00:03:54.24 --> 00:03:58. or that can be like somebody rating about about us 00:03:58.79 --> 00:04:01. and nick weakened we want to save it as a testimonial a simple way off adding that into every note would be to grab a screen shot and just either added as an attachment or basted again in the body over the note or if you feel comfortable with technology you can use something like I've ttt or zap here tio automate the process and how I've treated sea and severe work is once a certain even takes place it triggers another event so I have t c stands for eve this than that, eh? So for example if you oh manager facebook group and you want to make sure that every time somebody posed the question there it's sent in into your ever know so that you keep track of the questions that your group is asking you can't sit up I have two city recipe like that's that's how I did it because it and automatically sent those posts into evernote another way off adding information into ever note is out I'm adding photos and what you can do uh you can use one of fewer either phone were it can be ipad as well. Teo actually adds photos into your ever note. So, for example, if you I attended an event and you came back with just a handful of business cards, and you want to make sure that you keep in touch with that person instead ofthe just keeping us business card somewhere in forgetting about them or giving them to your assistant and asking them to put that information into whatever database you use, you simply can't take a picture off that business card with fewer I've had. And you, you need soon open your ever known create in you note, and you can see right there in the upper right corner widdle image off the camera. So if you time that image, you will see this screen will open up. That will allow you to take a picture. You take the picture, save it. Yeah, okay. And now if I go back into my evernote it will take but a couple of seconds for that note to pop up in my evernote and before we actually move away from my ipad huh let me give you another example of how you can use ever know to add some information to it so whenever you are on the goal or whenever you need to record somebody's conversation it can be your conversation with your clients you can easily record voice messages with ur uh ipad so again you will open in you note and in the same right upper corner you see little microphone you have to hit that microphone and you can see that line moving which indicates that right now oh my my presentation is being recorded and whenever you are done and this can actually take quite a bit of time I have a client who starts her skype calls with her clients opens note and starts recording her calls with her clients in this way so she has recordings of her cools and she doesn't need to worry about ex skyping funky or something it's all being done you never note and saved you never know so once you're done it done save it and now if we go back into my evernote you will see that those same note will pop up in you never knowed as well still with me go back tio my notebooks and look for me I choose for old notes like that, to go into my inbox. So this is the note. Now, it may just close it so that we can cede better. So this is the note that's, uh, we created by taking a picture off the business card. So you can how add any notes to this picture, you can add proper tag. For example. It can be an event that you attended, where it might be, that you need to follow up with that person. And ultimately, the great thing is that that information now is saved in ur evernote. And here is the note with the audio file, and that is a simple, simple and before file. If you play that back and no sorry. And you can see that lie moving which indicates that right now oh my my presentation is being recorded and whenever you are done and this can actually take quite a bit of time yes so we will not wait that long you get the idea this is how you can record your own voice messages or conversation with say your prospect or something so it's depending on how where you receive information right now you can always find the way to get that information into ever note so we looked at yeah I don't does a really great examples for getting new information to ever note um if you were trying to start ever note I've been in business for four years my company's trade show boot camp and I would I pull is the best to start and go forward with adding information or is there ah good reason to try to pull information that you've been using for years into ever note so is one main archives well I would start wherever you are right now and see what type of information you need ongoing we right now for your business because maybe some of the information that you have you don't really need and some pieces of information that you do need you can be adding into ever note just gradually you mentioned that the use of save a lot of documents in joe books and what ever note allows is just you copy paste those links into say body off the note we're a reference it in like certain context and that well that he will not be physically moving those documents but by simply referencing those links you will be creating like those connections to documents that can be saved somewhere else like from from the previous years off oh, thank you running your business but you recommend people start fresh now move forward, create a system and then at some point carrying your old documents is again yeah that you do have one archive system exactly. Okay. Yeah, thank you. No so there is there are so many different ways to get information into every note and every note itself allows you to help allows certain shortcuts teo do that huh even faster. So right now we are on the ever note site and if you scroll all the way down you can uh find different products that ever notice has created so great too is skitch and it allows you to take snapshots or fewer screen and afterwards annotate those notes so you can see that there are so many different ways off how you can add information into ever note and actually ever note itself provides us with a number ofthe tools that makes us it makes it so much easier for us to get information into evernote. If you go cancer, they ever know a website and scroll all the way down. You will see the link to different evernote products hence let me share with you a few off my favorite at one of them is a sketch and sketch allows you to take a screenshot off you are off whatever page that you are looking at and then make your annotations and I will show you no better think how that will look like but it's it's really great way off not only capturing information but also making your notes on that those documents as well and as a really fantastic toe is ever note web clipper and the goddess's taps with the brilliant because it allows you to grab individual articles entire web pages just your else and we talked before about saving information into pocket so if one of the reasons you do that is to just be able to go back to the articles you can ask easy easily do it by grabbing the same articles using evernote web clipper sending them into ever note but may be creating some kind of reminder for yourself well you want to go back to those articles review them and will decide what will be next step may be creating content may be just that was part of research may be it because he wanted to share some of the articles and social media but again ever know it can be that place for you where you no that the tools that you feed those individual articles another really great too is penultimate and that is it's cool that you would use if you like taking handwritten notes so whenever you install it you can make you can still make those notes by hand on your ipad and then they will be sent directly into ever note so if either of these products and you can see that there are more is if either of these events products oh it seems valuable to you you can simply downloaded from here and follow a couple off prompts that ever note will a couple off things that ever note will ask you to do and then you will have them already into in your uh in your no you will create individual shortcuts so that you can start using them right away so for example with the web clipper how this this is the eiken that will appear once you install it and when you click on it you will see this may new pop up that will allow you to choose between whether you want to clip article whether you want to quit the entire page or just bookmark this page so if I say sleep article and safe this will be sent into my ever note will look at it in just a second uh and now let me show you skitch as well so if you want you this is I was playing with skitch but if you want teo I had taken a snapshot off your screen. You will come right here. Do a screen stop then ever note will ask you. Okay, which page would that be, say, this is the page that we want to take an image off. And now here on the left hand side, you will have all these options that you can do it. What, what you can do with this document, you can draw attention to something by just pointing, this arrow added, or you can make the note for for yourself or for like somebody you are, you are sending this to. If there is any confidential information, you can simply oh, black it out like that. So whoever you are sharing this with will not see, um, this part and once you please safe, how this will be sound into ur evernote and how it may should go back into my ever know to show you how it's going to look like. So as you can see, this is the at screenshot that way to normally no, huh? Maybe that wasn't it. So so this is the screenshot that we two with, uh, our no using skitch, like, as you can see here and let's, find how the page that way, let's, let's do. It may be once again, so let's, go back, tio, evernote, and clip this page. We just I think I just did not do it correctly, because there was no article that's way. That note became blank. So if we say full page and it's safe. And and that got saved into my mold. Actually, that's what it said. I think so to my go, let me just search word. You can see that. This is the note that was just created. Uh, that was the page that's. Wait clipped with with the clippers. So, as you can see, there is a myriad of different ways that you can get information into ever note. And if we go back to the presentation for a sec. So these are the tools that we talked about. Web clipper, skitch announcement. Go to the ever notes. I see what product it would be useful to. You downloaded and start playing with it. You will see that them that's. Ah, lots of fun. S o what I want to leave you with is that make sure that before you start creating these individual kind of pathways for you to send information into ever note, you know, what are those places where you currently save information or where you received information? And once you have that list, you can commit to the process of getting that information into ever note. So if you are on the go, make sure that you have ever note on your oh, either a phone or I pad that something that you can use to immediately either job and note or create a voice message for yourself. If you get ideas in the shower, maybe it's best to invest in. Ah, um, aqua notes and then the moment you get out of the shower, you put them in. So you are ever note against? See what? What would work for you were usually save information and it kind of gets stuck there and make sure that you re routed into evernote.
Class Materials
Ratings and Reviews
Katrin
I had already started to organize my business activities via Evernote, that’s when I found out about this class with Natasha. Attending her class brought a whole new level to my efforts. Natasha and this class made me realize the power of systems and how I can grow my business with implementing them into my everyday life. Evernote seems to be the perfect hub for me right now where I can centralize all info, with still lots of room for expansion. And I can do that via desktop and mobile devises that synchronize seamlessly. Natasha and Evernote rock!!!
user-651608
Before this class, I have been using many tools for managing my business. I saw Natasha in Tara's class, she was impressive. After working out through this course, with all examples and ideas how to manage my time my way, I have everything in my Evernote. I have connected to other tools and it is a real time saver, and money maker. Natasha's Systematic Success helped me to go even further.
Student Work
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