Thinking about how I can use Evernote more effectively


Every so often, I go on a tagging and filing spree. It took me a couple of hours, but I finally cleared the 700+ items that had piled up in my Evernote inbox. I was thinking about how to get even better at this because Timothy Kenny told me how he has a virtual assistant file the notes in his Microsoft OneNote notebooks.

Is my filing really worth it? Is it something I value enough to pay someone else to do? Could I explain what I wanted clearly enough so that other people could do it? Could I benefit from organization even if I’m not the one organizing things myself?

Before I dig into that, I should probably examine this question: What do I use Evernote for, and what could “better” look like?

Here’s a quick summary of the different reasons I use Evernote:

Type of note Description Organization Improvements
Sketchnotes Collection of my sketchnotes for easy searching Shared notebook, tagged by type Fine the way it is
Inspiration Interesting sketchnotes, images, and web designs Notebook, tagged by technique Tag and file when clipping, identify key areas of focus
Visual library Visual thesaurus / sketches of abstract and concrete stuff Notebook, titles updated, duplicates merged Improve workflow – delegate titling?
E-mail archives Keep important information no matter which e-mail inbox it’s from None at the moment; notebook and tags Tag and file when forwarding
People, conversations Quick notes from my mobile Notebook Add full names; consider Evernote Hello for mobile input?
Ideas and thoughts Quick notes from my mobile Notebook Should have weekly task to review and act on; separate from main Inbox?
Actions Quick notes from my mobile, when I’m away from Org Notebook Should have weekly task to review and act on / copy into my Org file
Cooking Recipes, usually with pictures Notebook, tagged by technique or dietary considerations Review periodically; update when cooked
Wishlist Resources to buy after more consideration None at the moment; tags, probably Tag and file when clipping
Reference books Books held by the Toronto Reference Library, to request next time I’m there Notebook, search Go to the library more often
Letters Scanned letters so that I can review correspondence Notebook, tagged by person Fine the way it is
PDFs Makes PDFs more searchable Inbox, occasionally tagged Use Web Clipper to specify tags and file in Notes right away
Blog posts / casual browsing Interesting things that might be useful someday, especially for related items Notebook Use Web Clipper to file in Notes right away
Other sketches Scanned sketchbook pages so that I can review Notebook Fine the way it is
Private notes Things that I might want to remember or write about someday, but not yet Notebook Have an outline?
Blog post ideas Inspiration, drafts, links, images, checklists Notebook, some tags Add links to outline?
Business and personal receipts Back up business and personal receipts; possibly be able to search through them Notebook; tags, or just use folders on my drive? Decide where to do the organization; have an assistant retitle before import?
Blog research? Clipped pages so they’ll show up in Google Search and related notes, and so that I can review them even if the source disappears (payoff > 2 years) No organization; search by keywords or sourceurl: Clip, but remove from inbox quickly

I have different types of clipping activities:

  • A. Researching a topic, which results in lots of clips related to a single topic. Usually in preparation for a blog post or as a way to answer a question.
  • B. Casual browsing and clipping based on blog posts, news items, or other things I come across; roughly topical (ex: skill development), although may be tagged and filed in different places
  • C. Saving reference material from email or websites, which should be filed
  • D. Adding notes on the go using my phone, which should be reviewed and acted on or filed when I get back to my computer
  • E. Automatically clipping things based on external input, using services like IFTTT to archive my blog posts.

There are several strategies I could use to manage my Evernote collection. I can choose different strategies based on the results that I want. Here are some possibilities:

  • A. Spend a few extra seconds tagging and filing things when I clip them. Advantage: I touch something once, so I don’t have to recall the context of an item.
  • B. Capture everything into an !Inbox, then file shortly after clipping. Advantages: I can select multiple entries and tag them give them the same tags, and copy all the note links in one go.
  • C. Capture everything into an !Inbox, then file weekly. This is my current strategy. This isn’t working out too well – things pile up.
  • D. Capture everything into an !Inbox, then teach someone to file.

I think strategy B will give me a good improvement in performance without me needing to bring in someone else.

One of the areas that I could generally improve in is integrating the notes into my outlines and plans. Instead of just collecting the information, maybe I can use Copy Note Link and then spend some time adding those links to my outline. Alternatively, I can copy the source URL right then and there, find where it fits into my outline, and paste the link. If org2blog respects comments, I could even use that as part of my workflow.

If I were to outsource more tasks in order to improve my effectiveness at learning, I think I’d gain more value from finding someone who can speed-read like I do, filtering through lots of cruft on the Internet to find high-quality resources. They could then clip those pages into Evernote for my review. That might be worth an experiment or two… Let’s find out how that works!

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