Master Evernote: All About Notebooks

Evernote is a cloud based application for powerful organization, productivity, and collaboration. It combines a core feature set of notes, notebooks, and tags to create workflows, systems, and processes for your work. The Evernote Notebook is the feature in this post.

MMaster the Evernote Notebook

Here, I will share with you how to set up a notebook and some other tips about using notebooks in Evernote. Are you ready to start? Let’s go!

But first, if you don’t currently have an Evernote account you should definitely sign up for one here.

What is an Evernote Notebook?

An Evernote Notebook is simply a collection of notes with a common topic. Notebooks can collect receipts, travel plans, work notes, personal notes, project notebooks, etc. Notebooks are private only, shared with others, or with members of your company. What is an Evernote Note? Read this post here.

How do I create an Evernote Notebook?

Creating an Evernote notebook is easy in all devices, Mac, PC, mobile. In the Mac application simply navigate to your Notebook on your sidebar, and click the New Notebook button. Alternatively, you can use the keyboard command, Shift + Command + N.

Evernote Notebooks - Create New Notebook

Next, Evernote asks you to decide if the notebook will be private, shared, or available to everyone. What’s the difference?

  • Private – The notebook will be available to only you on your account. In Evernote Business, if you create a new Business Notebook, the notebook will show up in search results in your company.
  • Shared – The notebook you create can be shared with other people.  You’ll enter the email addresses of the people you want to share the notebook with. In Evernote Business, you can share with coworkers.
  • Available to Everyone – This type of notebook is for Evernote Business Users. In Evernote Business, you can share the notebook with everyone in the company, or specific employees. Additionally, you can create a mix of permissions for your employees. For example, you can share a Human Resources notebook with everyone in the company so they have access to the Employee Handbook, but only HR employees can edit the notebook.

Types of Notebooks in Evernote

Master Evernote: All About Notebooks

Private Notebook in Evernote

Master Evernote: All About Notebooks

Shared Notebook

Master Evernote: All About the Notebook

Shared Business Notebook

What notebooks should I start out with?

While I can’t tell you exactly what notebooks to create, I can help you with a few core notebooks to start out with. They are:

  1. A Default Notebook – Typically called !Inbox 
  2. Various Business Notebooks for Projects, Reports, Assets for your Company, etc.

How do I create the “Default Notebook”?

One of the first things I do when explaining Evernote to my community is to create a “Default Notebook”. When you create a new note in Evernote, it will automatically be stored in the Default notebook. That way, you can always find the notes you created in Evernote, and then move them to other notebooks when you need to.

First, create your default notebook. I recommend calling it “!Inbox”. That way it’s always up at the top easily accessible.

Second, navigate to Preferences, and General. In that window set the default notebook to the one you just created.

Now, whenever you create a new note, you’ll know where your notes begin.

What other notebooks should I create?

It all depends on your work or how you want to stay organized. Let’s say you want to take the leap towards a paperless office and you get a Fujitsu Scansnap IX500. You’ll want to follow their wizard on installation to create the notebooks where you store business cards, receipts, and documents.

Conclusion

Evernote is a great application to stay organized, productive, and efficient in your work and even your personal life. Using Evernote’s Notebook feature, you can organize your notes into common themes and share those notes with others within your company or other people.  Create a default notebook and other standard notebooks.

Question: How do you organize your Evernote into Notebooks? Do you share notebooks? Tell us how you use Evernote below. You can leave a comment by clicking here.

Please note: I reserve the right to delete comments that are offensive or off-topic.