About this lesson
Work Chat allows you to chat with others—either individuals or groups. You can also share individual Notes and entire Notebooks using Work Chat.
Exercise files
Download this lesson’s related exercise files.
Work Chat.docx22.8 KB Work Chat - Solution.docx
52.9 KB
Quick reference
Topic
Work Chat.
When to use
Work Chat allows you to chat with others—either individuals or groups. You can also share individual Notes and entire Notebooks using Work Chat.
Instructions
You can access Work Chat area by clicking the Work Chat button in the left bottom corner of the Sidebar.
The middle pane displays the list of your chats—with individual Evernote users or groups. At the very top you’ll see a + New Chat icon to start a new chat. Right next to it is a search bar that allows you to search for contacts or messages.
The right hand side of the screen displays messages of the selected chats. At the very top of this area you’ll see the name(s) of the people you are chatting with. If you click on the little arrow next to their names, you’ll see an option to start a group chat. The person(s) you are already chatting with will be automatically be added as participants of the new group chat.
Once you start exchanging Notes with someone, in the upper right hand corner of the screen you will see a little icon with the number of the Notes you’ve exchanged. Clicking on the icon will open a drop down menu with the titles of those Notes with live links to each one of them.
As mentioned, you can also start a chat by clicking + New Chat icon directly in the Work Chat area or the same icon on the Toolbar (if you dragged that icon onto your Toolbar).
A new chat window will also open every time to share a Note or Notebook.
If you are not sure if the person you want to send a Work Chat to uses Evernote or not OR you don’t know the email address that person uses to log into their Evernote, you can still send them a Work Chat. Start the Work Chat as you normally would and enter the email address of that person you have for them. Once you’ve done that, the person you sent a Work Chat to will receive an email notifying them about the chat from you. They will then have an option to log into their Evernote to read the chat (if they have an account with Evernote) or sign up for a free Evernote account, if they don’t.
- 00:04 In this lesson, we are going to talk about the Work Chat.
- 00:08 Work Chat is Evernote's collaboration tool.
- 00:12 To go to your Work Chat area, hit Work Chat at the bottom of your sidebar.
- 00:17 In the middle, you will see the list of people you've exchanged messages with.
- 00:22 And whenever you select a specific thread, if you click on the last message with that
- 00:27 person or those people, on the right hand side, you will see the thread itself.
- 00:34 You can chat with a single person or several people at once.
- 00:38 All you need to do is specify whom you want to be chatting with.
- 00:43 And you can do that in this window that will appear
- 00:47 every time you start a new chat.
- 00:49 Here, you will enter the name or
- 00:51 email address of the person you want to chat with.
- 00:55 The email address should be the email address that person is using to log into
- 01:01 their Evernote, but it has to be an Evernote user.
- 01:05 You cannot use work chat with somebody who does not have an Evernote account.
- 01:11 A shortcut to start a group chat is from here,
- 01:15 at the very top of the screen where you will see a thread with somebody.
- 01:21 Click on the arrow button and you can start a new group chat from here as well.
- 01:28 You will see that, whenever you start speaking with somebody, using work chat.
- 01:35 Right here in the corner,
- 01:37 you will see the list of attachments that you've exchanged with the chatter.
- 01:43 And if you click this little button, you will see all the messages, that have
- 01:49 those attachments or notes that you've shared with each other another way.
- 01:55 To start a new chat, you can now come to work chat area and
- 02:01 start a new chat directly from here.
- 02:03 You can start a new chat if you hit the New Chat button on your toolbar.
- 02:08 If you remember, you'll need to add that button to your toolbar.
- 02:12 And to do that, you go to view, customize toolbar and
- 02:16 you'll need to drag this icon into your toolbar.
- 02:20 And then, every time you share a note or a notebook,
- 02:24 the work chat button will appear.
- 02:28 So this is the screen that you will use to share an item with somebody.
- 02:35 You'll hit share.
- 02:37 The moment that you enter the email address and add a message, and
- 02:41 the other person will receive that chat right away.
- 02:47 Chats are searchable, so you can search for
- 02:50 either specific people that you've chatted with or specific keywords,
- 02:55 and for that you will need to start typing your keyword right here.
- 03:00 Even before you're finishing the phrase, Evernote will start
- 03:05 prompting relevant chats to you right here in the middle pane.
- 03:09 So happy chatting.
Lesson notes are only available for subscribers.