Altruologist

You can check out this video on YouTube that provides a comprehensive process to migrate. Good luck. My business subscribes to MS 365 as well, but I use Evernote and offer the same choice to my employees. https://www.youtube.com/watch?v=YvDwyRHggT0

Does Evernote Teams provide an email address for users to send emails to Evernote as per the Personal and Professional Plans? If not, is there a way to email into Evernote Personal and Professional and move the note to the Teams version? I have looked and this transfer does not appear to be possible.

Thanks for any help, ideas or workarounds. 

Thanks for your response gazumped. I very much appreciate it. 

Unable to clip a .pdf created in Microsoft 365 online using print process that converts a .docx file to .pdf prior to printing. 

Microsoft Edge:  Version 116.0.1938.81 (Official build) (64-bit)

Evernote: 10.61.5-win-ddl-public (20230831054637)
Editor: v176.8.0
Service: v1.72.10

On 6/23/2023 at 8:48 PM, DrFrankBuck said:

Thanks to @agsteele for providing the link to a very helpful article. Quoting from the article along with my thoughts:

Define your why.

As you sit down to think about what you want to accomplish in the next 12 weeks, you’ll want to first get clear about the why that’s driving those efforts. Ask yourself: Why are these projects/goals important? How will they help my team?

From there, write two different statements: One should be aspirational and should speak to how you want your life to look from a big-picture perspective. The other should be short-term, speaking to key goals you want to accomplish within the next 1-3 years. This will serve as your foundation as you move forward and provides meaningful context on what you’re ultimately working towards.

To me, this sounds like a note where you would articulate your "why." Maybe make it a pinned note widget on Evernote Home so that you see it every day.

Establish goals for each of the 12 weeks.

12 week is the same as three months, so you’re essentially asking yourself: What do I need to accomplish in this short time frame? Remember to set SMART goals so that you’re not setting yourself up for failure.

“Whether it’s 12 weeks or a quarter, the magic is in these short term sprints that help you stay focused and that keep you from procrastinating or forgetting about things.” -Genki Hagata, Web Developer at HugeInc

My thinking is you would create a note for each 12-week period. Name them Quarter 1, 2023; Quarter 2, 2023, etc. or something like that. Make a bulleted list of the goals or articulate each goal in a paragraph and provide as much detail as needed. Depending on the size of the goals, a variation would be to have a notebook for each quarter and each notebook would have a note for each note goal.  

Build a plan of action.

To start making progress toward your 12-week goals, you’ll need an actionable series of steps that’ll help you get to the finish line. Assign realistic due dates to each task and consider the potential roadblocks ahead of time so you can anticipate them and proactively plan for those as well.

“I’ve found that using quarters as my main time horizon is the perfect balance between the extremes of daily/weekly planning and the annual review.” –Roxine Kee, freelance marketer

For each goal, think through the to-dos and put them in the correct notes as tasks. Be sure to word them clearly enough so they are easy to do with as little referencing back to the note as possible. For example, if the task is an email to send, include the email address in the task rather than having to refer than having to use the link to refer back to the note. You want as little friction as possible. In particular, think through actions that will need to repeat and create them as such.

Review often.

A key component to the 12 week year is frequent review of progress so you can accurately assess how things are going. Schedule a block of time (no more than 30 minutes) into your weekly calendar to look back at what’s been accomplished and what’s still left to do.

“I love the aspect of ‘halting production’ and getting up in the helicopter to review whether we’re still moving in the right direction. We use the same methodology with our clients, and it works so well.” -Andrew Lolk, Founder of Savvy Revenue

Create a weekly repeating task to review the goals. Perhaps, create a weekly repeating task for each individual goal with a link to the note that expands on the goal. As you review, update what tasks have perhaps been completed but not marked off, what remaining tasks and no longer relevant and delete them, and what new tasks are emerging and add them. Of course, the biggest thing is you have to get in there and to the stuff (always the toughest part 🥸).

Thanks to all of you for your contributions. I really appreciate your thoughts. Frank, I am grateful for your input on structuring this process. I am looking forward to building this out in Evernote. This model really proves how flexible Evernote is. 

I am interested in implementing the 'The 12 Week Year' in Evernote, (book by Brian P. Moran). I would appreciate learning from another's experience if there is a user who has done this either successfully or not. Thanks.

Strange silence on all fronts. As a business and personal user, I am getting a bit wary.  I noticed Ian Small is now former CEO of Evernote and that is not unexpected. There is a big difference when you sell or acquire a business when part or most of the workforce is remote or hybrid. There is a loss of both the subtle and obvious clues as to what is going on in people's minds with regards to their engagement with the firm. I am hoping that Bending Spoons is on top of this and Evernote is losing talent. The lack of communications and announcements on both companies' websites is, to me, not evidence of good execution. Of course, there is the blog post by Luca Ferrari, however that really does not communicate much at all.  The Evernote YouTube channel has gone largely silent at a time when it should be contributing to the confidence levels of prospects and customers.  I do not wish to be a 'downer' about the whole thing, and I still have hope that a better future lies ahead, however the clumsy execution of this acquisition makes me wonder. 

I know it is early days, but I am surprised at how little (if any) communication is coming from Evernote after the announcement of the acquisition. As far as I can see, there has been no further comms from the CEO, Ian Small or from the CEO of Bending Spoons.  At this point there is not so much a need for specifics, but some explanation of the synergy between the companies, future vision etc. would be a good investment to placate concerns amongst the Evernote user community and lessen the uncertainty for individuals and businesses considering adopting Evernote in preference to other competitors. 

Work Chat could be a very useful tool for businesses using Evernote Teams. Evernote does not seem to promote this feature, but when showing Evernote to another business owner yesterday they focused in on Work Chat. For some reason, Work Chat does not work as well as it once did and that is unfortunate. To attract businesses to sign up for Teams as opposed to the other options in the market, offering solid collaboration features is essential. Most business owners/leaders prefer to gain most use from the least number of software apps they use and pay for.  Presentation mode is another collaboration feature that was removed apparently due to lack of use, however if more people in businesses were aware of this feature I think the decision would have been different.

All going well, you should see the Add tag option at the bottom left of your note. There is also an icon with the image of a tag and a + symbol.

Can I create Notebook stacks within a Space?  If so, what platform supports this, Windows, Mac, Web? I was working on a Mac today and could not see a way to do this. 

Yes, I do have a business account. I also have a personal premium account. In the personal account I can add Evernote in the web interface by creating an email and clicking on the dropdown menu- bottom of message (three dots). You will see Evernote listed there and you then execute a sign in to your Evernote account. I have included a link to the MS instructions, however in my Outlook the drop down is on the bottom of the message and the interface is a bit different. I am not sure how well this cascades to your desktop. 

Evernote for Outlook

I have a MS Office 365 account and Outlook v16.23 in my Mac. The 'Save to Evernote' icon appears on my toolbar and works for every email account I have operating there; MS O365 Exchange, iCloud and a standard IMAP account. I loaded the 'Send to Evernote' feature in my O363 online 'dashboard' where you can select apps. When I first installed, it took some time to appear on my desktop version of Outlook. After a restart it was there and has worked well ever since.