4 Hidden Features of Evernote to Keep Your Business Organized

4 Hidden Features of Evernote to Keep Your Business Organized

It’s no secret that Evernote is a leading tool for organizing your thoughts and documents online. After all, it’s helped over 200 million users save reminders, ideas, and documents. With over 5 billion notes created in the past ten years, it took 70 days for the platform to transfer all the data to Google’s Cloud in 2017.

People use Evernote for many different reasons, whether its as a simple reminder tool or a complete content management system. Since its founding in 2007, Evernote has continuously evolved with the digital age, adding plenty of features along the way, like the web clipper.

But the basis of Evernote has never changed: it ensures people can save ideas, deadlines, and articles they want to read later in an organized, digital format.

These four lesser-known features of Evernote are sure to help keep your mind from feeling chaotic and your business from being disorganized.

1. Context

As you’re writing your notes, there will be times where you need some inspiration from external sources. Evernote’s Context feature can provide this by searching for related content. Without the need to even click a button.

Evernote Context Feature

It works through AI by identifying keywords within your notes and searching through related content from reliable sites.

In Evernote’s own words, it offers the following benefits:

  • Notes from your own account: As you type, Evernote searches through your existing notes or notes a coworker has shared with you, and surfaces anything related to what you’re currently working on.
  • People from your network: If you include the name of a person in a note, and you’re connected to them on LinkedIn, Context brings up their LinkedIn profile.
  • Articles from trusted news sources: Evernote provides you with relevant content for free from trusted news sources such as The Wall Street Journal.

As you can see, it’s a highly intelligent tool that automatically carries out research on your own notes and those of the team. Context can be an invaluable asset as you seek to improve the quality of your work and discover related content.

2. Templates

From time to time, it can be difficult to know where to start with a blank note. For example, you could be looking to create a meeting reminder or a project plan, but you’re not sure what you should include.

Fortunately, Evernote teamed up with Simplify Days in 2017 to create a number of business templates to help you get started.

Evernote Templates for Business

The templates include:

  • Meeting notes: As pictured above, this template covers all the details you need to set up a meeting. Complete with drop-down menus, it makes the entire process far more efficient and allow other participants to know what to expect.
  • Employee goals: Setting clear objectives for your employees need to strike a balance between company and individual goals. Having a template handy will ensure consistency across the board, while allowing for flexibility.
  • Business cards: This is the template you use to quickly type in new contacts. These could be leads, potential customers, or a key influencer within your niche. Once saved, you can simply use Evernote’s search function to quickly bring their details back up.

These are just three of the several template options, which also include marketing plans, monthly calendars, and project budget plans. They are designed to give you a solid foundation to work from and can easily be customized to suit your specific business needs.

3. Forward Emails to Evernote

In today’s fast-paced world, the way we communicate is constantly evolving. Facebook and Instagram are the leading social channels, while Slack is an emerging force in the workplace. Yet, for many, email still reigns supreme.

This is backed up by a recent survey suggesting 94% of respondents prefer to hear from businesses via email.

As a result, it’s likely you will receive important and valuable information in your inbox. Evernote’s email forwarding feature enables you to easily and quickly aggregate all this information in one accessible platform. Once there, you will be able to take full advantage of Evernote’s capabilities — like using Context to search through your emails to find related content and other ideas.

4. Turn Your Notes Into a Blog Post

If you’re an active user of Evernote, then you’ll have plenty of content on the platform. Since it’s where you store your best ideas and plans, it’s likely other people will want to read it too. Sharing your notes with a blog is a great way of doing this.

You can do this without having to copy and paste your notes to another third-party site. Postach.io is a blogging platform for Evernote users. Once set up, you can turn your ideas into finished blog posts by simply tagging them “published” in your notebook.

Evernote Integration with Postachio

Postach.io integrates with Evernote to offer users fully customizable blogs. As well as having a number of unique themes, you can code your own if you understand HTML. It also works with additional services created by technology heavyweights, including Google Analytics.

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