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Stacey Harmon

Evernote Expert
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Everything posted by Stacey Harmon

  1. Thanks for championing the non-dated reminder for pinned notes idea @VincentC! I agree with many in this thread...it's really just a workaround and having a way to officially pin notes to the top of a notebook list AND control the order of them would be super functional for those of us who rely on notebooks for project management. Legacy Evernote handled this need more elegantly than v10 does in 3 key ways (adding them here in hopes that the product team looks at these comments): Non-dated reminder appeared pinned at the top of the note list which was slightly more efficient than needing to tab over to the Reminders tab as you must do in v10 (seeing them in one list vs having to click over to a new tab is less clicks) If you had multiple non-dated reminder notes, you could drag/drop the order of them and it would hold even if you changed the sort on the notebook. In v10, the notes with reminders re-sort to reflect the current sort order of the notebook. (I used to purposely order my non-dated reminders because they served a priority function for me that was independent of the current note sort in the notebook (which, related request – note sort order should also be a setting that is remembered on a notebook by notebook basis when you "save current view"). Clicking on a stack would show you all the pinned / reminder notes that are in the notebooks of that stack (super helpful in several business workflows that I taught for years). v10 doesn't show you the reminders tab for the notes that live in the stack notebooks. Why it doesn't, I don't know...seems like it should. People complain all the time about not being able to have notebooks nested in notebook. A key organizational feature that helps with this constraint is the ability to see those "pinned" reminder notes in the notebook AND stack. So, why they are not letting us creatively use this feature by hiding it from stack view...I don't know. Other issue: Non-Dated reminder is a terrible name for what we are really using this feature for. A pin or staple (?) is a much better description of what we're trying to accomplish. This creates some name confusion with the Pinned Note Home widget (maybe that could be "Featured Note Widget")? They are different functions and I think the name should reflect what they are used for. Evernote Teams offers pinned notes in Spaces (a concept that doesn't appear in the individual plans). So, Evernote knows there is a use case for this and they've created a solution for it in Teams accounts. I vote for them to bring the idea of a pinned note (for a notebook) to the individual plans in a well though out way. It doesn't have to be by introducing spaces, but creating a clear way for us to have pinned notes would be powerful. Having featured notes in a notebook is a key concept that supports Evernote being used as a project manager. Users want to be able to somehow "feature" notes of priority inside a notebook (not just on home or in shortcuts, which both offer options). My 2 cents....
  2. Myself and several of my clients experience this issue when trying to copy text and images from an Evernote note into email. I recently reported it and got back that this is something that are working on. I certainly hope we see a resolution soon.
  3. I'm experiencing this too – error message, and spinning circle for images on merged notes. Mac v10.58.3. Have submitted my activity log for troubleshooting purposes by support team.
  4. @Federico Simionato The note load lag time that I was experiencing this week (even on RTE converted notes) has been alleviated today using the v10.58.3 client! Tasks are also performing better – the buttons to save after updating, and the ability to complete a task appear to work. However, I think I am still experiencing completed recurring tasks reappearing on the date I just closed them out on. I will watch for this more closely and create a support ticket with logs if needed. Progress though...especially on performance.
  5. I just updated to the 10.57.6 client that is now available. The sync message persists on Mac – had it appear 2x within 30 minutes. Each time it lasted 2 minutes or less. That's better than this morning when it was lasting 15 minutes or more (in 10.57.5). Reporting here in case 10.57.6 was supposed to clear this up.
  6. Reporting that this is happening to me today/now. I've had this message on the note I'm working on for the last 15 minutes. Edit: After posting this, I clicked to another note, then back to this note. The message disappeared. So, maybe it reconnected but didn't remove the message???
  7. I'm experiencing this too..on Mac desktop. Not sure if it is problematic on my phone too as I rarely update/access tasks there. But Tasks performance (and functionality) has been really problematic the past few days (and today).
  8. I 100% agree with this....don't change the modified date if the note moves notebooks. This represents a change in behavior from what it used to be (even in v10...although it appears that it changed a while ago and I'm just now noticing). Moving the notebook should not change the date, for exactly the use case that @BoDerrickposted.
  9. @sBhamI've been thinking a lot about this issue lately, and, although this isn't the exact solution you are seeking (being able to tag tasks), I'm wondering if we had the ability to: Save a task search (like we can save a note search...we have lots of filters for tasks currently, but we have to run them manually every single time we want to see them)) Add a "filtered task widget" (like the filtered notes widget, but for tasks) to Home that displayed saved task searches, or whatever group of filtered tasks we defined. I would want multiple instances of this widget. if this would allow you to use a naming convention in your tasks (like @Boot17suggests) and quickly/effortlessly pull or view that group of associated tasks. I feel like if we had both of these task options, there is SO much that could be done with tasks simply using naming conventions (vs tags).
  10. You're correct @Sandeelynne3 – there is no automatic way to sort or organize multiple tasks in a note (including the default task note). You need to manually control the order through workflow design and consistent habits (such as @AmethystProductivityhas done). That's the solution given how the tool works now. To your point, however, I see lots of customers struggle with tasks that are on the default task note as the volume of tasks gets large, and as items get completed (which means active get co-mingled with completed tasks). I think this is represents an opportunity for improvement in the app and tasks feature. We discussed this and brainstormed some ideas and use case issues around this during today's ECE office hours call – you might find the replay interesting!
  11. @gazumpedThanks for your response. In further forum research, it seems to me that no one clearly understands what this preference does! I also can't get it to behave differently in my tests with the option selected, or not. Good to know I'm not the only one. Will update here if I find a good web-page to test or get further clarification on this feature. Seems best to just merge clipped notes in Evernote after clipping anyhow...especially with the enhanced merge functionality of v10.
  12. I'm trying to better understand this option too. I've read your comments @gazumpedbut still not clear on what this setting is saying. Is it referring to those websites that make you click through to a 2nd page, or a 3rd page, to continue reading? Or, something else? I guess I'm not clear what type of web page would be multi-page. (I use Chrome if that matters). Ideally, does anyone have a link to a webpage that this clipper setting would apply to so I can test it for myself? I can't seem to find a page that triggers this. Thanks in advance for any further clarification.
  13. Hoping the option to set the view preference on PDF returns to v10 soon. Definitely miss this option.
  14. As feedback to Evernote on this topic, it feels inconsistent that (as of v10.26.5) the way search currently works is that if you have a notebook selected, your search filters to that notebook (unless you click 'everything'), but this doesn't work if you have a stack selected in your notebook list. Seems logical to allow the user to select a stack and have the search be restricted to the stack (still with the option to click 'everything' to search everywhere). It would be a nice improvement to allow for stack search by: 1) clicking on a stack to initiate a filtered search and 2) having stack be a filter option along the lines of the "Located In: <notebook> filter option vs. having to type the search syntax. I'm guessing the 2nd option presents some challenges as not all users use stacks, but the 1st option seems intuitive and consistent with the way search is working now. Hope this is considered as a feature improvement.
  15. When you go to assign a task (or share a note), the interface sometimes pre-populates email addresses that are somewhere in my system. But, I don't know what that source is. Does anyone know where Evernote is getting the addresses from that it pre-populates? Is there a way to edit that list? It doesn't act like it is tied exclusively to other Evernote user account...it seems customize to my contacts, but also it doesn't reflect all the contacts I'd expect if this is true. I can't figure out where it is pulling from and would like to understand this.
  16. Good reminder that there is a key command to switch to all notes. And, we 100% agree this should be a user preference!
  17. The recent change that defaults a search to the selected notebook vs "everywhere" seems to be a major functionality shift from how the product has worked. And, it is very frustrating for those of us who are engrained in the way it has always been (defaulting to "Everywhere" with the option to click the notebook as a filter). I understand this is one of those choices where not all users will be happy – but, if it is going to remain this way (my vote is that the default is reversed however...see screenshot below), I want the ability to flip to "Everywhere" using the keyboard. There is no way that I can find to tab to the Everywhere option, for example. I have to click on the "Everywhere" button to search everywhere (or navigate to the Notes or Notebooks button). For users who purposely put in the effort to create naming conventions for notes, notebooks, and stacks, and take the time to be fluent in search, this constraint/default is limiting and frustrating. It feels like this default caters to the less savvy Evernote user. I would like consideration to be make for the power-user so that it is more efficient for us to find across all our notes. I MUCH preferred the interface/functionality when this was the option (in fact I jumped for joy when you implemented this). But, this is no longer the default and it impacts me (and many members of my community) every single time we use Evernote.
  18. I have a workflow where a couple times a year, I move a lot of notes from one notebook to another (about 700 notes, twice per year). The notes get captured in one notebook, and then once they've been renamed, they get moved to another notebook to join up with other notes that have gone through the same process. I'm aware there is a 50 note limit and there are requests to have this increased. Regardless of if that changes, I cannot drop Legacy Evernote until the performance of moving notes is dramatically improved. I timed the process. To select and move 50 notes in v10.24, it took 3 minutes and 48 seconds. And during that time, I could not use Evernote as I had to wait for it to finish moving the notes. If I had repeated that process to relocate the notes in that notebook (close to 800), it would have taken a full hour. I moved over to Legacy Evernote. It took me less than 1 minute to select all, move the notes, and let it sync in the background. And, while it was syncing, I had the ability to work in other parts of Evernote. I understand that the syncing process is totally different in v10, and that I may never have the ability to work in Evernote while the system is moving notes around, but, it is a huge problem to have to manage a 1 hour process of moving notes 50 at a time...especially when this workflow can be done in 1 minute over in Legacy. I considered as a workaround in v10 exporting the notes as a enex file, then importing them. But, I still would have been limited to the 50 note count, and would have had to wait while it deleted all the notes that I exported. Ultimately, I decided it wasn't an effective work around. Legacy is far superior in this regard. I look forward to immense improvements in this over time and please do not drop Legacy until it is within an acceptable range of note movement. For reference, I'm on a Mac, running Big Sur 11.6, with 910 Mbps of bandwidth, using desktop v10.24. In my experience the more notes a user has, the stickier a user they are. But, with this 50 note cap and lag in moving notes around the system, it makes it very difficult to design workflows that allow for the large aggregation, and movement, of notes.
  19. Good tip, thanks. It does work better for filter and tag searches. Not so much for text searches (which is basically all I do from the search box). I will patiently wait for this feature to stabilize
  20. Confirming here that doesn't work for me either. I'm concluding it is a bug and didn't report it. Viewing this release as more as a preview of what is to come with a patch/next release as very few things work for me as announced in the release notes. For example, the new suggested filters feature – I can see a brief flicker on screen of the suggested filters, but they don't stay/stick. It's a very buggy release. Except, the copy/paste of images functionality works so, I'm happy!
  21. Both my customers and myself are having issues getting the phone number recognition feature that was released in 10.22 to work as we expect. We're not sure if it is user error, or a bug. Here is what we're experiencing. On Mac desktop, when I type a number in the editor formatted as a phone number, either: xxx-xxx-xxxx (xxx) xxx-xxxx It isn't converting it to a phone number link. It works more reliably on mobile, though not 100% in my experience. I've had users on Windows report the same issue to me. It doesn't work on desktop, but it works on mobile. Is this a known bug, or is there some user training that can be provided to get the feature to work?
  22. I often store screenshots in Evernote. And, I hate how v10 forces me to work with those images if I want to use them in other places (I have to download it then upload it to the other app). I want the ability to copy an image to the clipboard so I can paste it in other apps (it works in Legacy!). I definitely want to be able to paste images in my email client, but ideally, I want to be able to paste them in any app. The current need to download/save the image to my computer then upload it to the app is VERY cumbersome. And, it doesn't honor the OS system preferences I have set up in my Mac (I have all items save to my Downloads folder...but the download of the image from Evernote doesn't honor that...it defaults to on my desktop and I forget to change it before hitting save – annoying!). This would be a huge workflow improvement to v10. Hope to see it soon.
  23. It would be super functional if, when assigning a custom title to a scratch pad, that scratch pad title was included in the note title that is created when I convert the scratchpad content to a note. So, for example, I've renamed one of my scratch pads "Business Capture": When I convert it to a note, I'd like to see the title as "Business Capture – <date, time>" or "Business Capture Scratch Pad – <date, time>" vs just "Scratch Pad – <date, time>" like it is now: Adding this contextual information automatically to the note title would make the multiple scratch pad widgets option for Professional and Teams accounts so much more functional (and slick) for me!
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