Master Evernote: The Ultimate Guide to Note-Taking, To-Do Lists, and More

Updated at: 19/06/2025

Unlock Evernote's full potential with this ultimate guide. Learn to conquer note-taking chaos, transform to-do lists into actionable plans, and streamline your workflow. From basic organization to advanced techniques like tagging and searching, we'll equip you with the skills to master Evernote and boost your productivity. Whether you're a beginner or a seasoned user, prepare to revolutionize your digital life.

Step-by-Step Instructions

  1. Creating a New Note

    • Click the plus button in the top left corner.
    • Enter the title of your note using the green font.
    • Type your notes below the title. Customize your notes using font options (font, color, size, bullet points, numbers) found above the title.
    Type your notes below the title. Customize your notes using font options (font, color, size, bullet points, numbers) found above the title. Type your notes below the title. Customize your notes using font options (font, color, size, bullet points, numbers) found above the title. Type your notes below the title. Customize your notes using font options (font, color, size, bullet points, numbers) found above the title.
    Creating a New Note

  2. Creating a To-Do List

    • Click the checklist box above the page title and type your tasks.
    Create a to-do list: Click the checklist box above the page title and type your tasks.
    Creating a To-Do List

  3. Setting Reminders

    • Type your note, then click the clock icon in the top left corner to choose a reminder date.
    Set reminders: Type your note, then click the clock icon in the top left corner to choose a reminder date.
    Setting Reminders

  4. Organizing Notes

    • Use the dropdown arrow above your note title to select or create different notebooks to categorize your notes by subject.
    Organize notes into notebooks: Use the dropdown arrow above your note title to select or create different notebooks to categorize your notes by subject.
    Organizing Notes

  5. Scanning Documents with Evernote Scannable

    • Download the free Evernote Scannable app, sign in with your Evernote account. Hold your phone steadily to scan documents, whiteboards, etc. Adjust the scan using the gray circle at the bottom of the app.
    Scan documents using Evernote Scannable: Download the free Evernote Scannable app, sign in with your Evernote account. Hold your phone steadily to scan documents, whiteboards, etc. Adjust the scan using the gray circle at the bottom of the app.
    Scanning Documents with Evernote Scannable
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Tips

  • Use the tab button to indent bullet points or numbers.
  • Evernote is accessible on computers and mobile devices.
  • Sync your Evernote account with Evernote Scannable for seamless document management.

Common Mistakes to Avoid

1. Overusing Tags and Notebooks Without a System

Reason: An inconsistent tagging and notebook structure makes searching and finding notes incredibly difficult, negating Evernote's organizational power.
Solution: Establish a clear, consistent tagging and notebook system from the start, regularly reviewing and refining it as needed.

2. Ignoring Evernote's Search Functionality

Reason: Many users rely solely on notebooks and tags, neglecting Evernote's powerful search capabilities which can locate information even across messy note organization.
Solution: Utilize Evernote's search function with relevant keywords and boolean operators to quickly find specific notes.

FAQs

Is Evernote free to use?
Evernote offers a free plan with limitations on storage and features. For unlimited storage and advanced features, a paid subscription is required. You can explore the free plan to see if it meets your needs before committing to a paid version.
How do I effectively organize my notes in Evernote?
Use a combination of notebooks, stacks (folders for notebooks), tags, and reminders. Create a clear notebook structure based on your projects or topics. Tags allow you to categorize notes across notebooks, while reminders ensure timely follow-up on important tasks. Experiment to find the system that best suits your workflow.