Evernote & Beyond! Tools to Save Time and Make Your Life Easier

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Evernote & Beyond! Tools to Save Time & Make Your Life Easier Crystal Paradis | @laughtercrystal

description

Broad overview of some cool productivity tools. More info: http://www.laughtercrystal.com/2014/01/evernote-beyond-productivity-tools-to.html By Crystal Paradis vital. | vtldesign.com

Transcript of Evernote & Beyond! Tools to Save Time and Make Your Life Easier

Page 1: Evernote & Beyond! Tools to Save Time and Make Your Life Easier

Evernote & Beyond!

Tools to Save Time & Make Your Life Easier !

Crystal Paradis | @laughtercrystal

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PR & Media Relations, New Hampshire Film

Festival

Co-Organizer, TEDxPiscataquaRiver

2013 & 2014

Board member, Seacoast Social Media Presenter, Social Media Breakfast NH

Founder, #portsbkfstclub, weekly local tech / marketing meetup

Spreader of #PortsmouthLOVE

Crystal Paradis @laughtercrystal

Copywriter & Content Strategist,

vital.

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Please Participate!

Ask Questions!

Share / Post: #SWNevernote!

Answer Questions !

Share your challenges & successes

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Tools we’ll coverEvernote!

Dropbox!

Google Drive!

IFTTT!

Bitly!

Skitch!

Tweetdeck!

Mailbox

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So many tools!

So little time. Let’s go.

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*Question*

Have you ever emailed yourself a document? !

How about a website link or article?

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*Question*

Have you ever hunted through paper files for bills, account numbers, etc.?

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*Question*

Have you ever had to go through the “Forgot Password” process

more than once on the same website?

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What is Evernote?

Tool / App!

“External Brain”

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What does Evernote do?

Stores:!

Text notes!

Pictures / image files!

Audio files / MP3s (record on mobile app)!

Documents: PDFs, Word, Excel!

Web pages / articles

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What does Evernote do?

View by date, title, notebook, tag!

Reminders!

Attachments!

Checklists!

Mark-up (highlight / Skitch)!

Links (URLs or links to other Evernote notes)

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How can I use it?

On your computer(s)!

On your phone!

On your tablet!

Not your computer? Log in through website

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How can I use it?

Document storage (Dropbox / iCloud)!

Links / Articles / Bookmarks (Delicious, Pocket)!

Inspiration / Research (Pinterest / scrapbook)!

Archive of communications (Gmail / Outlook)!

To-do Lists (Siri / Wunderlist / pen & paper)!

Personal reference information (your brain / files)

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How do I add stuff?Type or paste directly into it on mobile, desktop, or web interface!

Email to your Evernote account email address (find under Account Info)!

Drag & drop files to desktop app!

Page Camera/Microphone in mobile app!

Browser extension (Web Clipper) or mobile apps (EverClip, Lightly)!

IFTTT recipes

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Best feature:

Search!

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Search

Lightning-fast, very robust search function !

Title!

Tag or notebook name!

Body text!

Text in images, PDFs, Word docs, Excel files, etc.!

Filenames of attachments

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How can I search?Notebooks!

Tags!

Keywords (very robust)!

Text in photos, PDFs, documents (great OCR)!

Location created!

Date created or modified

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How can I search?

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Sharing

Share whole notebooks!

Colleagues, assistant, family!

Share link to single note (“⌘” + “/“ to copy)!

Recipe, directions, reference info

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Document StorageLimitless cumulative storage space!

Monthly allowance is large (esp. if Premium)!

Never have to email yourself!!

Scan paper docs directly (Doxie/Eye-Fi)!

Document Camera (mobile)!

Business Card Camera (mobile — it autofills!)

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Run Your Business

Keep track of bills (reminders)!

Keep track of clients (tags)!

Clip / collect inspiration from the web!

Meeting notes, to-do lists!

Learn more: evernote.com/business

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Link / Article SaverCopy / Paste!

Web clipper (browser)!

EverClip (mobile)!

IFTTT / Pocket!

Forward emailed articles!

Available offline! (Premium feature)

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Inspiration BoardProject lists!

Inspirational photos!

Household projects!

Travel plans!

Design / decorating inspiration!

Blog post ideas / drafts!

Personal & Professional goals!

Shareable with friends / family / team (Premium feature)

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Archive of Communications

Meeting minutes!

Notes from calls!

Emails (forwarded to Evernote)!

Mail (scanned to Evernote / document camera)!

Confirmation numbers / order history!

Access, reference, and search easily

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To-do ListsDefault Inbox notebook (empty constantly)!

Mark Reminders / Due dates for all actionable items!

Ordered by notebook / project!

Link to / between notes for accessing complex projects (Table of Contents)!

Reminder IS the note you’re working on

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Personal Reference Information

Login usernames / passwords!

Account numbers!

Bills, pay stubs, reference documents!

Manuals (QR linked to item / equipment)!

Scan everything—Going paperless

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Is my information safe?

Export & archive your information for backup, as you would your laptop/desktop!

Read more in Evernote’s Terms & Conditions!

Very respected reputation for security & encryption!

Like emails or Dr./Patient privilege, can be subpoenaed

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Should I go Premium?

Larger monthly upload allowance (Cumulative always free)!

Larger single note allowance/attach larger files!

Share notebooks with others (accepting shared notebooks always free)!

See all note history/previous versions!

Search within PDFs (text in photos always free)!

Annotate PDFs with Skitch

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Fun Stuff

Extras & Examples

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Ditch Instruction Manuals

Scan instruction/operating manuals into Evernote!

Make QR code link to Evernote note!

Tape QR code to device (scanning will open note with manual!)!

How: http://bit.ly/QRmanuals

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Collaborate At Work

Invite team members to various notebooks!

Record audio messages from mobile & save to shared notebook w/ team members/assistants!

Easily clip articles/web content to share or archive for projects!

Related notes pulls up notes you may not know/remember that are relevant

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Decide What To EatSave photos of delicious food to inspire while at the grocery store!

Recipes with photos (web clipper)!

Categorize/tag: healthy, breakfast, quick meals, snacks, lunch, or new recipes!

List of restaurants to try/revisit (Evernote Food)!

Share individual recipes online or in emails

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Remember Where You Parked

Open new note & type “Parked” or small note & drop a pin.!

Upon returning, open that note & tap “Location” to lead yourself back to parking spot

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Create a public link with a press kit

Never email your bio/headshot again!

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SmartFiling: Emails to Reminders

Forward to Evernote address (save to address book for quick auto-complete forwarding)!

Simply sending will send to default inbox!

Sending with “!” at the end will add Reminder!

Smart Filing by subject line SRNT!

Subject !Reminder @Notebook #Tag (Should Really Note This)!

Example: Sign up for this !tomorrow @work #todo #events!

Reminder options: “!tomorrow”, “!monday”, “!YYYY/MM/DD”, or simply “!”

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Some Shortcuts⌘ + ‘ = Tags!

⌘ + J = Jump to notebook!

Shift + ⌘ + J = Jump to tag!

⌘ + [ = Back!

⌘ + i = View Note info!

⌘ + / = Copy share URL to clipboard

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More resources

Endless case studies, examples, tutorials at blog.evernote.com!

Evernote Paperless: jamierubin.net!

My tips & tricks: laughtercrystal.com

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Next!

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*Question*

Have you ever waited for your outbox to send a large file?

Wondered if a person received an email with a large attachment?

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Dropbox

Cloud storage!

Desktop / mobile / web

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Personal Storage

Auto-backup mobile photos !

*Beware space limit!

Access frequently-used files anywhere!

Headshots, bios, PDF of contacts, etc.

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Best feature:

Sharing!

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Easy sharingFree storage (up to 2GB)!

No more large attachments!

Send link to view or download a file or folder!

*Bonus: If the recipient is low on space, they can simply download!

Invite to join folder!

Pro/Business accounts with larger storage & number of users is available

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Privacy Levels

Personal storage!

Copy public link and send to anyone!

anyone with link can view/download!

Invite other dropbox users to folder(s)!

only their email address can access)

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Next!

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*Question*

Have you ever wondered which version of a document was the most current or correct?

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Google DriveCollaborate in real time! *Formerly “Google Docs”

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Google Drive

Free storage !

Connected to your Google account!

Upload images, files (.doc, .xls, .ppt, PDF, etc.)!

Create, edit, and save files (.doc, .xls, .ppt, PDF, etc.)

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Best feature:

Real-time sync!

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Real-time Sync

PRO: Say goodbye to versions!!

Those shared can edit / alter!

Everyone can be confident that they have the most recent version (attendee lists, etc.)!

CON: Say goodbye to versions!!

Those shared can edit / alter!

*History is still saved

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Privacy Levels

Private (only your Google account can access)!

Invite-only (only specific Google users or those with Google sign-in set up may view)!

Anyone with link (Email list where some may not have or know how to access Google sign-in)!

Public / searchable (Stuff you want to promote)

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Next!

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*Question*

Have you ever been busy?

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IFTTTIf This, Then That

Automate!

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Automate ALL the things!

Connect Channels!

Browse or create Recipes!

Add Trigger & Action!

Sit back & finally finish that book

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Channels

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Automate social media posts

Cross-channel posting

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Automate social media posts

Temperature rises > post about iced tea

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Automate notifications

Make a e-commerce sale > get a text

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Reminders for stellar networking

Meet a new person > Email to follow up next day

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Next!

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*Question*

Have you ever tried to type out a long URL on your phone?

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*Question*

Do you wonder if anyone is visiting the links you post?

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Save linksPaste into website!

Link is saved to Bitly!

One-touch copy for pasting into email, social media post, etc.

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Save linksBrowser extension

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Track clicksSee how many people clicked!

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Track clicksSee more stats & info

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Bonus!

There’s even Bitly for Feelings!

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Next!

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*Question*

If you need to mark up a photo or screenshot, what do you use?

!

A. Photoshop B. Word C. Other program D. I just describe with a long message

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Fast, intuitive annotation

Arrows!

Circles / Squares!

Marker / Highlighter!

Pixelate for privacy

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Where can I use Skitch?

Desktop!

Mobile!

iPad!

Nook!

Within Evernote

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Evernote + Skitch = Love

Link with Evernote!

All images save to Evernote!

Edit Evernote notes within Evernote w/ Markup

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How can I use Skitch?

Collaboration

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How can I use Skitch?

Feedback

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How can I use Skitch?

How-tos

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Next!

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*Question*

How many of you are on Twitter personally?

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*Question*

How many of you are on Twitter professionally?

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*Question*

How many of you actively USE more than one Twitter account?

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Quick view of “your” Twitter

Arrows!

Circles / Squares!

Marker / Highlighter!

Pixelate for privacy

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Monitor:Lists!

Hashtags!

Mentions!

Notifications!

Activity

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Best feature:

Multiple accounts!

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Best feature:

ALL of your accounts!

Personal & Biz!

No signing in & out!!

!

*Make sure you double-check which account before posting!

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Next!

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*Question*

Who has an iPhone? !

(4, 4S, 5, 5C, 5S)

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*Question*

How about an iPad?

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*Question*

Has this ever happened to you?

1. Check email!

2. Forget to add to a list / write down /mark “unread”!

3. Lose track / forget about it until 3am next Tuesday morning (or never!)

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Mailboxfor iPhone / iPad

Achieve #InboxZero

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Why do I need to achieve Inbox Zero?

What’s wrong with a perpetually full Inbox?

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Inbox ≠ To-Do List

Inboxes are not designed for task management!

Inboxes don’t allow you to sort or prioritize!

Inboxes don’t show a comprehensive view of all projects/tasks (ongoing projects, calls, meetings, verbal to-dos, etc.)

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Sure, But How?

So many emails coming in, how to keep track of it all?

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Best feature:

Gestures!

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Gestures!

Zip through inbox in seconds!

Left short / long swipes:!

Categorize / “Snooze” options!

Right short / long swipes:!

Archive / Delete

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Mailbox!

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Mailbox!

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Mailbox!

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Mailbox!

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These were just a few!

So many great tools!!

!

What are some of your favorites?

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Questions?Evernote!

Dropbox!

Google Drive!

IFTTT!

Bitly!

Skitch!

Tweetdeck!

Mailbox

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Thank you!

!

Crystal Paradis |@laughtercrystal!

vital. | vtldesign.com!