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Evernote: How to organize and find your project files

Evernote is a well-known application. And a good part of its users uses it only as a note’s application. However, Evernote offers endless possibilities of organization, to make your life more productive. So, check out in this article how to organize and find your project files in the email with ease and practicality.

Evernote Web Clipper: Gmail Extensions 

Evernote Web Clipper

Evernote Web Clipper is an online tool that makes it possible to cut out web pages, capture photos, texts, graphics, drawings or any other element of the website, without having to save it entirely. In addition, it also allows you to save emails to free up space and organize your inbox.

With this extension from Google it’s possible to archive and organize files in Evernote very quickly, making your routine easier.

To capture a story or a specific page you have two ways:

  1. Right-click on the Evernote Web Clipper icon and choose the option that best meets your need. That way, when choosing the option, Evernote will automatically create a new note with the information you saved.
  2. The other way is to go to the extensions bar, click on the tool icon, and then fill in the information in the box that will appear for you. And the same happens, when saving the information, Evernote will automatically create a new one with the content

Saving emails to notes 

Now that I know the application that will help me organize my emails and files, how do I save an important email?

First you need to install the extension on your browser (Chrome, Firefox). It’s very simple, just go to your browser’s virtual store and search for the “Evernote Web Clipper” extension.

Then, you will click on “Add to Chrome”, then on “Add extension”.

Soon, you will be ready to use the features of Evernote Web Clipper. And to keep your whole routine organized, we brought you some tips that you can check in the next topic.

How to organize and find your project files with Evernote

how to organize and find files projects

The Evernote app is a tool that was created in 2004 in California and allows you to centralize notes in a single place using various resources.

Evernote already offers numerous possibilities for organization, and the browser extension further increases the usefulness of this tool, improving the user experience and allowing the user to save what he needs and whatever is useful to facilitate his work.

If you work with different projects daily. Or if you need to use e-mail to send proposals, contracts and files and when you need to find something specific you have difficulties, then these two tools are ideal for you.

Categorize emails

One of Evernote’s features is the ability to create notebooks with notes and tags to categorize your files using keywords.

With that in mind, check out some tips below to help you organize your projects files.

Create notebooks for each project: if you work with more than one project simultaneously, it’s a good idea to create a notebook for each of them with their respective names to make it easy to find later. Evernote allows you to create up to 250 notebooks in the Basic plan, that is, the free plan.

Add notes to notebooks considering the subject. For example, in “Project A” notebook, add a note for contractual matters, a note for financial matters, one for commercial and so on. Evernote, in the free plan, allows you to add up to one hundred thousand notes of 25 MB each.

Use the tags to your advantage and categorize the different emails by tags. For example, when adding a new note to the notebook with a proposal email, include the following tags: Project A, proposal email, customer name.

But, why should I include the customer’s name? Simple, Evernote is also ideal for adding customer information. You can create a simple CRM system with Evernote. By including the customer’s name in the search all information about him will appear there quickly.

In the Basic plan, Evernote allows you to save up to one hundred thousand tags, and up to one hundred labels for each note.

Read more: Evernote: Organize your Paper Notes Effectively 

Use the search tool

With all emails saved and categorized, it’s easier to find what you need and when you need it.

Did any potential customer call after a while wanting to reevaluate the proposal to close the purchase? Search for the name of this customer in the Evernote search tool and find the proposal previously sent to the customer’s email within seconds.

In addition to saving time and energy, the chances of closing the sale will be greater, after all, you will have all the information about the customer at hand, facilitating good communication.

What about learning these tips in a practical and fast way? Watch the video below that we prepared for you on how to organize and find project files with Evernote.

Do you want to learn the essentials components to set a productivity routine using Google Calendar, Evernote, and Calendly? Click here to know our course.

Finally, what did you think about this content? Leave your opinion in the comments and share this material with your friends and another entrepreneur.

And take the opportunity to follow incredible videos of Organize na Pratica on YouTube.

Reference material     

  1. YouTube – Personal and Business Productivity     
  2. Set a productivity routine –  Google Calendar + Evernote + Calendly   
  3. Organize na Pratica – Courses 
  4. Sign up for free on Evernote – Click here.

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