Jump to content

Search the Community

Showing results for tags 'organization'.



More search options

  • Search By Tags

    Type tags separated by commas.
  • Search By Author

Content Type


Calendars

There are no results to display.

There are no results to display.

Forums

  • General Discussion
    • Community Announcements
    • Evernote General Discussions
    • Evernote Integrations
    • Evernote Betas
    • Evernote API Discussion
  • FAQ's: Best Answers
    • FAQ's: Best Answers
  • Evernote Business
    • Evernote Business Technical Issues
    • Evernote Business Requests
  • Possible Bugs/Technical Issues
    • General Technical Issues
    • Evernote for Android Issues
    • Evernote for iOS Issues
    • Evernote for Mac Issues
    • Evernote for Windows Issues
    • Web Client Issues
    • Evernote Product Suite Issues
  • Product Feedback/Feature Requests
    • General Feature Requests
    • Evernote for Android Requests
    • Evernote for iOS Requests
    • Evernote for Mac Requests
    • Evernote Web Client Requests
    • Evernote for Windows Requests
    • Evernote Product Suite Requests
  • Foro de discusión de Evernote
    • Anuncios Comunitarios
    • Discusión General
    • Posibles Defectos/Problemas Técnicos
    • Solicitud de Funciones
  • International Forums
    • Japanese Discussions
    • Brazilian Portuguese Discussions
    • Korean Discussions
    • Traditional Chinese Discussions
  • Evernote Forum Archives
  • Web Clipper***

Blogs

There are no results to display.

There are no results to display.

Categories

There are no results to display.

There are no results to display.


Find results in...

Find results that contain...


Date Created

  • Start

    End


Last Updated

  • Start

    End


Filter by number of...

Joined

  • Start

    End


Group


Subscription

Found 157 results

  1. The Benefit of Using Tags Over the last year or so there has been a lot of discussion about the benefit of using Tags in Evernote. Some users have completely quit using Tags, claiming they see no benefit. While I have given a number of examples before, a real world example just occured with me, that I would like to share with all of you. The Earnings Report for CalAmp, symbol CAMP, came out today, so I wanted to see what I had researched previously and saved in Evernote. So, I just did a quick search of "intitle:camp", thinking that should be good. But, to my surprise, I had a number of false positives. The Search returned Notes about "Boot Camp", a Mac system software, as well as Notes about camping. But when I did a search using Tags, "tag:sym.camp", I got perfect results. I had decided long ago to tag all of my Notes about the stock "CAMP" with one from my Evernote Stock Symbol list, which is Tags that all begin with "SYM." So, all I have to do is click on the Tag filter, start typing "sym." and I'm presented with my "Stock Symbol list". As I further type, adding a "ca" then Evernote autocompletes my entry to "SYM.CAMP". I hit ENTER, and I'm DONE. I now have a very accurate Search results, very easy to search for, and very easy to apply tags to the appropriate Notes. Well, this was a long story to provide you with a real-world example that literally takes seconds to use, and avoid false positives!
  2. It would be very nice to show notebook next to the note's title (with the respective "View option"), for example as "My notebook | 30/03/2017 | 1 KB". What do you think about it?
  3. Ok, So I am new to evernote and I was searching around for ideas of how to structure my evernote. I wanted to share wihte other new people and receive comments / feedback of how others use. My goal for evernote is mainly to have a core location for my important files such as taxes and other files I store in google drive Examples of using organization in Evernote (Attached is a diagram of how I have my evernote notebacks and stacks set up example, organize by year. The bellow structure is - Stack -- notebook -- Tags _INBOX (Default Notebook) -- All emails and scanned files go here, tag as need then move to appropriate notebook _My-Files (notebook) -- All files with Tags go here if they don't go underneath financial management Notebook Stack -- (Stack) -- Collection of notebooks for taking notes IT Notes (Notebook) -- Random IT notes work related or home go here John Notebook (notebook) -- Where random notes about things will go Work Related (Stack) -- All work related Notebooks and files go here My Work Locations Wife Work Locations zFinancial Management -- Stack ( I start the stack with a "z" because I want the stack at the bottom of all the other stacks Taxes (notebook) -- W2, 1099, 1095, etc... actual tax documents saved in this notebook Expenses (notebook) -- everything below are tags - Anything with the below tag will likely be saved in Expenses Notebook YYYY --- Will tag with the year plus some of the below Receipts Utility bills Medical Receipt Loans Bank Statements Credit Cards Budget Checks Tax Deduction ** NOTE ** Because tags above exist underneath notebooks this is just an example of showing where files would moved if one of those tags are added to it TAGS <<-- What I have so far 2013 2014 2015 2016 2017 Airlines Wife Backup <<-- I tag attachments with one of these tags letting me know I have the actually attachment backed up online some where such as Gdrive G-Drive G-mail Dropbox ME (my name goes here) Confirmation Number House Items Electronics Invoice-Receipts House A Expenses House B Expenses Kids Johnny Jane June Ginger Organization Notes Photos Receipts Medical Receipt Resumes Taxes Tax Deduction Travel Houses << -- Past houses we have lived in House 1 House 2 House 3 Utility Bills Websites Naming Scheme << -- Still in work Generic YYYY-MM-DD-category-company Documents tied to a person YYYY-MM-DD-Person-File_purpose/category Receipts YYYY-MM-DD-Vendorpurchasedfrom-Item TAGS Search for Notes missing tags -tag:tagname <<< this will show you all files that DONT have that tag name I am about to integrate filethis.com into the above structure but I haven't yet
  4. I have some notebooks that I'm going to export because I no longer need them anymore. I'd like to be able to access them online. I have a VPS hosting account on GoDaddy. I know how to install WordPress on my directory but I don't know how HTML websites work for this case. Do you think that exporting some of my notebooks as HTML and upload it on one of my directories would let me see it online? I understand that i would need to create a domain/subdomain, and all that.
  5. Currently We can do the following only. binder notebook note I would like to do the following Binder Folder "NEW" Notebook Note There has been to many times where I need 1 more layer of organization. here is a good example. I use evernote for home and work. HOME House Kids Things to do ETC Work (binder) Client name (Folder) client site (Notebook) notes Overall I would like to go 1 more step to stay better organized
  6. Is there a workaround to getting a tag list? Is using SQL on a copy of the .exb file possible? I've noticed a number of posts on the forum about obtaining a tag list. They seem to dwell on 1) you cannot export or print a tag list in EN and/or 2) it would be a nice feature to have and will you please make it immediately or yesterday. It appears that none of these posts has yielded a definitive answer about a workaround. I have about 3,000 tags. That number is rapidly growing. I access EN two ways: EN for Windows and online in Chrome. I curate the tags in a hierarchy. I am aware that the prevailing consensus seems to be that tags are a superior way to organize one's EN content than notebooks, at least beyond some threshold volume of notes. But it has become tough to organize tags. My tags and their hierarchy are in continual flux as I add notes. I have about 35,000 notes. I continue to add tags and to delete and rearrange them. I am experimenting with the use of "special characters," ie., punctuation characters, to establish various categories. By "curation" I mean inspecting how the tags are organized (naming conventions and hierarchical arrangement) to be sure there is internal consistency. Part of the difficulty in doing so is that: a) there are so many; I can only see a small subset of them at a time; c) lacking an overview, I tend to have several curation and re-organization efforts going on concurrently and/or only partially implemented. d) these curation and re-organization efforts can be in conflict. The whole effort has become analogous to examining an entire landscape sequentially by examining parts of it through the narrow aperture of a drinking straw. But examining things sequentially can never replace simultaneous examination. I want to see all the tags. I need an overview, and to see their hierarchical organization at a glance. I am aware that there is no feature in EN to either print or export tags. Can I extract the tags using SQL? Doing so would not change the actual working file. I could use a copy of my .exb file (Windows platform), perhaps renaming it to a .db, and obtain from that renamed file a list of all of my tags. I recognize it is not good to go into the original backend database file with SQL tools. I would never touch that. It would be helpful to get even just a tag list, regardless of the hierarchical level of each tag. Getting the tags in their hierarchy would be good, though it's not strictly necessary. If you believe that it is infeasible to access the tags in a read-only manner via SQL, please let me know if you are aware of some other option. For example, alternately, is there some third-party software, perhaps analogous to VB for Office, or some macro-like utility of some kind, that would enable me to copy the tags successively, whether from within EN for Windows or EN in my browser, and paste them into MS Word? I am confident that it will be infinitely easier to manage them, once I have them in a word-processing document. I will be able to see the tags and their hierarchical position all at once rapidly, to grok relationships among them, disparities; similar, duplicative labels, etc. Changes to them in a Word doc can then be easily made in the original EN file. I would welcome any suggestions. That said, I do not imagine it would be helpful to question, why do you have so many tags? If you are thinking in those terms, please realize that you may be using EN for entirely different purposes and/or not have as much content. I have about 35,000 notes. Consider that the interrelationships among notes increase enormously as you add new topical areas. I want to track these with the tagging system. Nor do I imagine it would be helpful to ask, how can you use so many notes? Consider that, for the value that I wish to create, I do not need to use them all. Nor is it possible at the moment that I clip them to determine either exactly how I might use them or the likelihood that I will do so. Please realize that the process of capture with EN is often done intuitively, rather than with extensive planning aforethought. In that respect, EN is (or should be) not only a way of managing information. It is also (or should be) a way of managing how to allocate one's limited attention. Likewise, scrolling through a very lengthy tag list in EN for Windows does not support human cognitive strengths and inherent limitations.
  7. Hello, all! I just wanted to create this thread so that I can keep track of all the organizational changes I've made in Evernote. Hopefully, this will inspire others or have other people help in creating better techniques! Anyways, I'll begin. How Notebooks are Organized My mind works like a web like this. Everything is linked together. I created a whole bunch of stacks and added notebooks. Each notebook also has the name of the stack, dash, the topic of the notebook. It makes it easy for me to find what I need. ------------------------------------------------- Update Links: Tags Tags & Notes
  8. (first post!) Over the years, my children have made hundreds and hundreds of drawings for my wife and I. We always treasure them, but, have found it very difficult to keep track of them. Eventually, they pile up on the desk, get stuffed in a drawer, or lost and thrown away. Not anymore! I now scan them into Evernote for permanent keeping! As the day, or week comes to a close, I take any drawings my children have made, scan them into Evernote, tag them or file them into the appropriate folder, and then I can put it in a box, or even throw it away if I need to. When they're older, they'll thank me for it. I wish I could see drawings I made when I was young.
  9. I'm making this thread to work out my 'project' of building Evernote that is most efficient to me. Hoping this might be some help to other beginners who have run in to similar blockades of not able to organize your notes which hinders productivity. I've attached a screen of my current Evernote schema where I've setup a hierarchical tag structure that I worked through in a previous thread. Now this structure worked for while and I had high hopes for it but after a while i started finding it difficult on finding this that needed attention now. This caused me to revisit square one.
  10. Disclaimer: this idea only applies to Evernote for Mac, but I'm sure it can be easily duplicated across platforms. I'm a part-liberal arts student at UT, and I love discovering new words. For years, I've struggled with the best way to look up and remember words I come across in the various books and articles I read. Ever since I got a Mac a few years back, I have been using the dictionary app almost 24/7! I love how trustworthy, well-designed, and ad-free it is. With its Wikipedia integration, it's my one-stop shop for any definitions. Recently, I've come to incorporate Evernote as a great way of saving the words I come across. Here's what I do: 1. Look up a word in Dictionary App 2. Use icon in menu bar to "Clip Rectangle or Window to Evernote" 3. Select the definition 4. Add word as the title And, voilà! My very own Evernote Dictionary, beautifully organized and designed: What's even better is that even when you clip articles from the web, you can right-click on a word --> Look up in Dictionary right from your Evernote. Oh, the sweet smell of progress And as always, I'm open to suggestions. Are any of you all doing something similar? Have you found an even better way to clip/organize words?
  11. Is there a way I tag a note and have another tag automatically pinned to the note? For example, If I tag a note "German Shepherd" can I set evernote to automatically tag "canine" to the note? If A then B (of course, not necessarily If B then A). Thanks
  12. Hi, I'm picking up EverNote very quickly but have come unstuck in the end. The issue I have run into is the limitations of only being able to use ANY or AND logic but NOT a mix of the two (AND/OR). This is causing me problems such as being forced to use ANY logic which is pulling in unrelated notes from the ENTIRE database. An example of this occurring is when I search in all notebooks for: intitle:"_Glossary" any: tag:"fld-Information Science" tag:"fld-Statistics" tag:"fld-Programming" tag:"needs info" You can see that the intuitive goal is to see all my glossary notes that "need info" within the specified fields, however I will literally get every note in the ENTIRE evernote database tagged with all the "field names" or "needs info" tag. TLDR: I really require, in all-notebooks: ( intitle:this AND tag:that ) with tags x OR y OR z Does anyone have any advice, thoughts, workarounds? It's a shame because I designed my entire structure before recognizing the lack of search logic...woops!
  13. Here with yet more complicated workarounds. Last time I presented my authotkey script which I should really organize and update since some things have changed, but for now I "discovered" something way more important in my opinion. Now for the longest time I've really wished we had inline tagging workflowy style or at least the ability to more easily search for tags Calibre style (if you've never used calibre you can exclude a tag by clicking twice, three deselects) and link to tags. But alas we don't.... so like always... I looked for a workaround. Now I've know for a while you can use the _ as a character in search and this is the main workaround to inline tags. Nothing really knew there. I've thought of changing over to that system but I find it easy to miss and the underscore just does not say "tag" to my brain so I never truly tried it (I was so missing out). So I got around to brainstorming and I was interested in making fonts a while back so I knew I could make any letter be anything I wanted so I thought why not turn the _ into a #. This is probably the hardest part and you don't really need to do it if the _ doesn't bother you, but by doing so I realized just what I was missing out on. Skip the next paragraph/s for more on that if you're not interested in a font change. If you do know how to make a font (really you just need to know is enough about whatever font program you choose to copy/paste a character, export and install, nothing that complicated) and want to make a custom hashtag font it's pretty easy to make EN use it. Just changing the font in the prefs won't work for the whole UI. The trick is to go into Window's advanced theme settings to change the font throughout the computer. Of course now anywhere the default font is used you'll see a # instead of an underscore. I'm thinking of making it into the shape of a tag or a backwards # because now they're impossible to distinguish, not that I really need to, but I just might need to in windows explorer while changing file names and stuff like that.That's really the only minor inconvenience. But the visual problem can be solved if that bothers you like it did me. Oh and be sure to reboot otherwise EN won't register the change. Problem 2 whether you do the font change or not, I'm used to hitting shift 3 to get a pound symbol. So here came authotkey to the rescue again. ^3::Send, _ solved that perfectly. I set it with a #IfWinActive to evernote's ahk class so it wouldn't do it anywhere else and it works perfectly. So now I've got nice visually proper inline tagging, but even if you don't want to go out and do all that just switching to using an underscore opens up so many doors. Inline tagging of course, but even better it makes searching so so so much easier. Instead of a search looking like: all: tag:#included tag:"#included tag"-tag:#excluded which was just a pain to type out or the alternative which I used to do, selecting all the tags, going to the search explanation, copying, pasting then adding the dash to exclude certain tags, now I just type the following: #included "#included tag" -#excluded which autohotkey converts to _included "_included tag" -_excluded which with the font change reconverts again to looking like: #included "#included tag" -#excluded. Much much simpler and it can catch "inline tags" as well as regular tags. The only thing this doesn't work for unfortunately is for finding tags in scanned/handwritten documents. Also there's only really one type of tag. No other symbols work. But you could use multiple hashtags instead like ##tag. The number of underscores could indicate the level of importance or other stuff like that. Using a space also works. So # # could mean a to do (you would have to search for it with quotations though). Basically it allows even more creativity I think. Now the inline tags might sound kind of pointless to some people, after all isn't the beauty of it to be able to select tags from the sidebar. Well yes, but for some of us there's just some notes we'd only like to pop up when searching for the tag. Like it might only be mildly related, or it might be a single thing inside a note that is related to that tag. But regardless, I encourage you to try it just for tags just for the fact that it makes searching sooooo much simpler. Typing tag: over and over again and remembering the colon and the placement of the quotation marks was just too much. This way it makes way more sense. It's like a simple google search. I don't have to bother about selecting anything. I think if I trim my tags down enough I might just get rid of the sidebar altogether. I could also potentially get autohotkey to type notebook: when I need to single out a notebook in a search (is it just me or was there a time when if you were in a notebook and you went to search it only searched in that one? maybe I'm just dreaming, but I really wish it'd do that). Anyways hope someone finds some of this helpful and it shows just how useful such a feature could be.
  14. Hi Evernote Team and all dear fellow Users! Let me introduce the latest new Evernote feature: Workspaces! In a nutshell: There would be separate windows/tabs in which we could customise the layout of the Evernote window. The idea: When I work on my professional notes, I do not need any other, non-related stuff. Just like online, with the 'focus' mode, I think you called it. The main reason behind it is the shortcuts. I would need much more shortcuts to be visible on the top bar to be as effective as possible. I would need some selected group notebooks and tags for each workflow. I am not a program designer, I have no idea how this would be possible. Still, I had an idea and I wanted to share it. Please see the attachments to get a better idea.
  15. Need the ability to NEST notes and notebooks; started abandoning Everynote as a result. Been using Evernote for a few years. Now using it heavily and tags aren't cutting it and wastes more time trying to organize and manage tags and stacks. Please do not respond explaining the benefits of tags, keywords, search, stacks. Keep the benefits of tags, keywords, search, stacks ~ just not at the expense of the nested hierarchy. No links to related articles, tutorials, demos, blogs on how to use tags and how to organize. ---- Keep the tags, but please allow nesting. Notebook and stacks, tags...aren't getting the job done. One can say it is mindset, need to change the mindset and adjust to a new way of organization. Spent obscene amount of time over the last 2 years trying to use and adjust to tags; reading blogs, best practices, research etc..even looking for 3rd party add ons, iOS apps etc. The more content added, the more content that gets lost... the larger volume of data the harder it is to find... must rely on memory for search terms, tags etc. Nesting allows an easy way to browse and find content. Also, you can train a group of people to work within hierarchy, but not tags.
  16. First I have to admit to a LOT of collecting; different families, census documents, immigration documents, family photos, etc. They are organized by course taken, research documents, family materials. I am wondering if others have either done an organization and can suggest strategies and perhaps (crossed fingers) did this in Evernote. I tried in one other program but it only accepts image files and I need to have both text and images. Looking forward to hearing from others. Marianne Handler
  17. I want to use evernote to create an RPG world. In a real world there are objects. Objects have a number of characteristics that are made up of other objects. For instance a wizard is a person object, item is an item object, spells are spell objects and quests that he completes are a quest object. To organize all these different objects requires a logical file system. For the item object I would create an ITEM notbook. I would like to nest in that item notbook: ARMOR, CLOTHING, EQUIPMENT, WEAPONS, TREASURE and TOOLS. Then in the ARMOR notebook I would like to have the notebooks: LEATHER, STUDDED, SCALE, CHAIN and PLATE. By having this ability to organize in such a way, I would be able to store and find items, people, spells, quests, etc. easily. Is there a simple way to accomplish this or am i going to have to program this myself on my website and call it CLEVERNOTE? Thanks for all responses. Best Regards, Bryan
  18. Just got the beta of INBOX by gmail -- and IT. IS. AMAZING!!! I replaced Mailbox (iOS) with it. and replaced apple mail on my desktop with it. The video on youtube shows off the wrong features. Actually using the app for the PINNING (important emails) feature and for REMINDERS is a flawless experience and has kept me super organized. Anyhow, had to spread the news because downloaded it yesterday morning, and already obsessed w/ how much I like it here's a vid about the app
  19. I'm interested in cataloging all the books in my personal library (well over a thousand books) and keeping that list in Evernote somehow. What would be an easy way to get all those titles into Evernote? Is there a decent barcode scanner that would sync well with Evernote to make the job easier? How do you manage your personal library? Can you recommend a great app that might work with Kindle?
  20. Maybe this already exists in Evernote ..or maybe not; if not I'd like it to be a feature request. So the idea is that when I am working with things in Evernote there are certain types of information that I enter that get the same tags. For instance, manuals for products I am doing development with get organized in my Evernote account. Sometimes that kind of product gets repeated by the same manufacturer and so I'd like most of the tags to be the same except for 1 or 2. Well it would be nice if I could add the bulk of those tags to a group which I could then apply to my note and it would just drop most of those tags in without my having to type all of them in every time. We can think of it as a custom template or even a tag for the tags. Cheers
  21. I've had Evernote on my laptop ever since I bought it in August 2014 and so, finally, I thought I would try it out. So I started last week and am nearly through my first week and you might think therefore that I've not given it long enough but already I'm into problems. Evernote is easy to use but WHAT do I really want to organise and HOW do I want to organise it - because I do like to be organised and that was the initial attraction? Dithering about these fundamental issues means that I can't yet settle myself down to what notebooks , what tags, what stacks,what format for titles to make them consistently searchable (though I've created and trialled several of each of these features) - in short what STRUCTURE ? This is why I've joined the Forum and read with interest some of the ideas presented. I'm actually drafting this as a NOTE before pasting into the Forum. Calling the documents "notes" is quite catchy and gives Evernote its name but of course these multi-faceted documents (sound, images, attachments, emails, etc) need not be confined to something as small as a Post-It. I'm fascinated by the idea of having everything in one place (that's the real attraction - the promise that we can organise your entire life for you - or at least give you the tool) and in one App that can do it all for you and I do like the idea of synchronisation across all devices. Because I'm a retired Construction Planning Manager my "currency" has always been working with TIME - time management (critical path, gantt charts, etc). I'm finding that Evernote is not that clever with time - a bit basic; although in time I might come up with a few "workarounds" such as working with other apps and then importing the results into Evernote but that kind of defeats the object doesn't it? I'd love you to prove me wrong of course and show me something really clever that you've come up with. I would have thought that people would want to time manage as well as prioritise TASKS and PROJECTS and therefore need at least some good calendar features built into Evernote or, failing that, an ability within Evernote to receive, integrate and synchronise with some of the good Calendars you can find elsewhere (Google, Microsoft, etc). It would have been handy therefore if the Evernote developers had included a good diary/calendar within the software or had partnered with some good calendar app. developers into terms of compatibility.
  22. I'm an avid Evernote user. My whole life is in Evernote, both business and personal. I use it all day, every day, not only for storage and reference, but also as my to-do list(s). However, as my life has grown more complicated (multiple businesses, properties, etc.), I'm finding it harder and harder to come up with a good organizational system in EN, given the limited number of "tiers" (stacks, notebooks and notes). The more blogs I read and the more Youtube videos I watch, the more I realize that I'm not alone in this dilemma. 2 updates by EN could really help. One would be the ability to do "sub-stacks", which many people have requested. More importantly, would be the ability to tag entire Notebooks, not just individual notes. This way, the same notebook could be given multiple tags, and then viewed in various different groups, as opposed to being limited to a single "stack". This would solve a lot of the organizational issues I've been having.
  23. Hello. I'm not new to Evernote as I have used it on and off inconsistently, and partially, for maybe a year now. I have recently become more serious about using it as an organization tool for both work and personal areas of my life. Here is some information that might be pertinent: I own my own law practice-- it's small, just myself, a paralegal who is actually my husband , and a receptionist/legal assistant. We do have a pretty good number of clients, in addition to potential clients, past clients, etc. I need a system that helps me easily organize and pull up client files and documents, as well as one that I can share with the staff so they know how to help me organize. We've been using Dropbox and it's great for some things but I'm hoping that with Evernote I will have better access to my docs on the go (I do a lot of work from home, on the road, at court etc. I have been trying to become a pretty much paperless office). I have a premium account and I would not mind paying for my staff to have premium accounts if necessary. I have also been trying to learn/implement a GTD system on Evernote for both personal and work items, as well as using it to store personal stuff. So it gets hard for me to think about how to best use Evernote for both work and personal purposes, as the organization and methods seem kind of different. I use Evernote on the following devices (I rarely/never use the web version): - 2 desktop PCs, one at home and one at the office, that use Windows. - An ultrabook computer that uses Windows 7. - My iPhone. - My iPad (the hardest part for me seems to be implementing a system that works the best in iPad, as it seems to have the most limitations, and it's the only device I sometimes don't have Internet/phone access on and need to download documents to). I have experimented with both notebooks and tags and I feel like I always end up with way too many. It's a pain for me to decide what notebook something should go in, and to switch a note back and forth between notebooks (for example, from "Active Tasks" to "Completed Tasks"). The only thing I think I need notebooks for is to choose which documents to sync on my iPad before a court hearing or somewhere else where I may not have Internet access, or to share with people-- for instance, a client or colleague or my CPA. I've experimented with note links but it's frustrating because when I move a note from one notepad to the other, the link gets broken. (For instance, if I have all my pleadings for one client nicely linked in a case note, and that client gets moved from "Current Client" to "Closed Client," it's all broken up and I can no longer use it. I also find it frustrating to find documents by tags on my iPad. I seem to have too many tags and there is no way to structure them in a list format based on sub-tags on the iPad. So right now I feel more frustrated and overwhelmed with Evernote than productive, and I wonder if I am just too disorganized to use it well. I am definitely not a very organized person, although I'm trying to be! So, here is my current problem. I need a simplistic system that de-clutters everything as much as possible. I have read about GrumpyMonkey's system for titles, and I like it, but to be able to find, say, all pleadings filed in the John Smith case, I would have to add the word "pleading" and "John Smith" to every title. I've thought instead about using codes that I insert into the note after the document itself, and having a master code system that I refer to when I need to search. These would have to unique enough so that not every note referencing any kind of "pleading" would appear in a search, but only the exact pleadings I am trying to call up. For instance, client John Smith would be CLJS and any pleading would be PLD and any order (which is like a sub-set of a pleading... I may need to search for all Orders entered in the case), could be ORD. So if it's an Order I would insert CLJSPLDORD in the actual note portion of any document (within Evernote itself) and the only things that should come up when I search for that are all orders entered in the John Smith case. I don't know if I'd have basic tags or notebooks for client names or general broad categories like "Client work" in addition to this coding system, or if it would just be a free-for-all as long as I or my assistant remember to insert an appropriate code in every document we save to Evernote. (This way would allow me to search for all documents in the John Smith case by searching for CLJS, or all pleadings in his case, by searching for CLJSPLD. That's just an example I'm toying with, what do you guys think? Also, if I implement such a system, what do I do to clear out all my old notebooks and tags? How do I start with a clean slate but not lose the notes I have saved? Thank you for any help.
  24. Question about the notebook stacks feature. I wanted to see if there is any way to further nest notebooks, at least one more level or if Evernote will allow us to do it in future updates? I use Evernote for my personal and business life and want to be able to organize better because it can get a bit unorganized and easily too, even though I still use tags. If anyone has any tips or advice about how to do this or ways to better organize my Evernote account it would be greatly appreciated. Anything helps. Thank you.
  25. Hi everyone! I'm new to Evernote and I was wondering if there was a way to add additional information to items my notes that are lists without cluttering the look of the list. I know you can add as much as you like to a list including photos, links, and long form text, and that a more simplified version of what I am describing could be achieved by insetting bullet points under the primary list items with the additional information, pics, or links -- But I make a lot of lists and some of them are quite long and complex, so I was wondering if there is a collapsable version of this that would keep the list looking more streamlined and as a result easier to brows through and manage. I will give two short examples to further illustrate what I mean as I realize I may not be explaining it well. Say I have a very long list of movies I love, and with each movie I want to include a brief summary and my personal thoughts. I wouldn't really want to clutter it by having the descriptions and my thoughts (which could be lengthy) initially visible under each primary list item. Is there a way to have sub-notes (I don't quite know what to call it) which, by clicking on any given movie would expand out? Say I went on a vacation and made a list of all the cool places I went to and all the great restaurants I ate at. In this list I would want to include pictures for reference but if I included pictures under every item the list would look very bulky and become unwieldy. Is there a way to expand and contract the photos attached to specific list items so that they are not initially visible and the list can appear stream-lined?Thank you so much for your help and thoughts!
×
×
  • Create New...