![]() Email correspondence goes into the notebook.This will allow you to “clip” the page, or an article on the page, and save it to your project or client notebook. Install the Evernote Web Clipper extension into your browser. For documentation and or photos, add it to the note as an attachment.ĭepending on how you work, you may find that you’re looking at web pages and that you want to save them for reference. As you work with the project or client, update notes or add new notes.Share the notebook with collaborators and/or clients.Anything on the Internet is only as secure as your password, so be sure to use strong passwords and to update them regularly. For each new project or client, create a new notebook.Ī note of caution: Keep in mind that Evernote is a cloud application.Here’s how to use Evernote for organization: If your business involves working with clients, and you’d like a new way to manage those clients, you can use Evernote to keep your client information in one place and to write yourself memos, checklists, and reminders about that client. If you’re working with projects, you can use Evernote to organize, share, and collaborate on your projects. You can keep almost anything organized with Evernote – by keeping related items in one place. Whether you’re someone who likes to keep digital information organized or whether you’re someone that is organizationally challenged, then Evernote may be the tool for you. It’s a note-taking application, you can use it to create to-do lists, you can use it to organize files into notebooks, you can use it to scan documents and make them searchable, you can use it to “clip” and save web pages, etc. It’s hard to tell you what it is in one sentence.
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