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About this lesson
Setting up notebooks in an orderly fashion to help keep organized with work and play.
Download this lesson’s related exercise files.Organizing Your Evernote Notebooks - Task.docx
204.1 KB Organizing Your Notebooks - Solution.docx
Organizing Your Evernote Notebooks
Historically, notebooks have been a great way to organize our notes, activities and more to keep us fresh and prepared for the day ahead. Whether it's meeting notes or even plans for new projects, these notebooks help keep us an overview. Keeping your notebooks organized can help reduce that workload for you in the future, so keeping Evernote notebooks prepared in this fashion will save huge amounts of time and effort and something that can be implemented across the board.
Evernote's notebooks will help you to add a layer of the structure into your routine and once mastered can save you hours of searching and lost time spent on getting things done. This organization system can be applied across the board to any storage site, planning or even physical notebook collection saving you lots of time and plenty of hours wasted re-organizing your set-up.
When to use
- Use when you get started with Evernote
- Use to structure a layout of notebooks to help scale your account
- Start by opening Evernote.
- Create your first notebook and title it
- Create notebooks for all your needs inside Evernote
- Once uploaded, utilize the notebook structure exercise to organize set-up
- Create stacks (instructions below)
- Add more notebooks to your stacks
- 4-stack set-up:
- Projects – for topics/projects that will last between 1 month – 12 months
- Areas – for topic/projects that will last between 12 months – 3 years
- Resources – for topic/projects that are static, reference materials
- Archives – for past projects/areas for future reference
Creating a Stack
- Stacks are a way to organize notebooks into folders
- Open Evernote for Windows/Mac/Web
- Right-click on a notebook
- Options will show "add to stacks"
- Your current or existing stacks will appear
- If none created, press "New Stack"
- From here you can create a title for your stack
- Alternatively, drag one notebook on top of another and then title your new stack
Hints & tips
- Make sure to title notebooks accordingly
- This notebook structure technique was derived from learnings of Tiago Forte
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