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I’m relatively conservative in what I do with it I don’t, for example, take full advantage of its tagging and search capabilities. But regardless, Evernote is cloud storage and that carries some risk.Īll that said, I think Evernote can be a really handy business tool. You can encrypt selected portions of text notes, and Premium users can encrypt whole files before uploading. But if you work with sensitive data, it may not be wise-or even permissible-to save it in the cloud. While you can designate specific data to be stored locally only, the real benefit of Evernote is its cloud storage. Some users find these data-export limitations a deal breaker, while others are able to live with them just fine.
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If you try to copy and paste rich-text notes from Evernote into a Mac word processor, the formatting won’t necessarily survive the trip.
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You can’t do that with PDF files, though the best workaround for those is to use OS X’s built-in print-to-PDF functionality. You can drag JPG and PNG files from the Evernote app to your Mac desktop. Though it’s easy to get data into Evernote, it’s not so easy to get it back out. But for simple projects, they could be a helpful tool. These sharing tools aren’t anything fancy they don’t track changes or maintain file-audit trails. This is particularly useful if you work with other Evernote users. Specifically, you can choose to share a notebook with specific people or the entire Internet. One other business-friendly feature: Evernote offers some basic collaboration and sharing tools. In addition to setting up folders for specific projects, you could also create them for individual clients, for sales leads, or for almost anything else that calls for collecting information in a variety of formats. And while I’m traveling I can take pictures of receipts, business cards, and other paper detritus I want to save using the Evernote iPhone app ( ) that all goes in the trip folder, too.īecause it can handle so many different kinds of data and organize notes by folders, Evernote is a great tool for organizing projects or business trips. Having all of that information in one project folder makes it easy to access as I trudge my way through a travel day.īecause I have an Evernote Premium account ($5 per month or $45 per year), I can download local copies of those project folders to my iPad and iPhone and so have access to them even when I don’t have an Internet connection.
In it I keep a note with my itinerary, PDF images of my boarding pass and airport shuttle tickets, maps of the places I’ll be (as images), and a rich-text file containing notes I’ve taken beforehand. And you can access your Evernote data online using most standard Web browsers.Īnother thing I like to do with Evernote is to organize data by project.įor example, every time I travel for work I set up an Evernote project specifically for that trip.
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Once all those different bits of data are on the Evernote servers, they’re synced to my other Evernote-capable devices, which include my iMac, iPad, and the Windows PC at my office there are also Evernote clients for Android, Blackberry, Windows Phone 7, and WebOS. Thanks to its browser plug-ins, Evernote is also great for clipping content from the Web again, those clippings get synced. The same goes for images, PDFs, audio notes, and pictures from mobile devices (or my Mac’s iSight camera): I can import them into Evernote, and they’ll all be synced to the cloud. (It also retains a local copy on my MacBook.) As I type them, the Evernote app syncs them with the Evernote servers. When I do, I can use the Evernote Mac client on my laptop to create rich-text notes. My data, everywhereĭespite my general preference for plain text, there are times when I need documents with formatting. Here are some of the ways I’ve incorporated it into my workflow. But you may not have considered how useful and versatile Evernote can be for business use. If you are familiar with Evernote ( ), you know that it’s an app and Web service that lets you save and organize notes, PDFs, images, and all kinds of other random bits of data.