Organizing Solutions

Evernote's Privacy Policy in 2017: What's Changing & What's Not

On December 9th, Evernote announced some changes to its Privacy Policy that would take effect on January 23rd, 2017 that would include the possibility of Evernote employees reading people's notes to check on whether or not their added machine learning capabilities were functioning properly. The original email sent to customers and clarified in both Evernote discussion forum posts and FAQ pages indicated that customers would be able to opt-out of the new automated technologies

OLWH: Gift-Giving Management + FREE Template!

Why the Client Called A frequent client, who just learned to use Evernote for managing her life, called me to help her manage her gift-giving plan. Yes, she is organized, right? Because she was so excited after learning the basics of Evernote, she wanted to create some templates to use to help her keep track of her gift giving for family who lived out of state and her friends. Challenges The client has a very large extended family on the East Coast, with kids and grandkids in

5 Ways to Get Organized for National Novel Writing Month

It's nearly November. On the first of the month, thousands, if not tens of thousands of people worldwide will try and churn out a novel --an entire novel!-- in just 30 days. Any time you tackle a big project, whether it's cleaning your house or writing a book, it's usually best to go into it as prepared as possible. When it comes to writing... the rules are a little different. Decide if You'll Plot or if You'll Pants There's something to be said for spontaneity. Many times wh

OLWH: Leveraging Evernote in a Law Office

Why the Client Called A new client wanted help getting her law firm to become more paperless. She had heard about Evernote, but she wasn’t sure it was really the right tool to meet her goals. She had also tried all kinds of technology to manage her company’s information, like most of us have at some point or another: Google Drive, Dropbox, Salesforce, Trello, Asana and more. Would Evernote do the trick? Challenges The biggest challenge was that the attorney worked part-time i

I Thought Evernote was Free - Which Version Should I Use?

I don’t work for Evernote, but I have drunk the Kool-Aid. There is no hiding my enthusiasm for how much Evernote has helped me stay sane. After some changes in their pricing and product offering earlier this year (See “Pricing and Plan Changes at Evernote: What Happened?”) I still get the infamous question: " Which Evernote is right for me?" Here is a run-down on the features of the two most popular (in my mind) versions of Evernote. Read through the list and hopefully this w

Top 10 Favorite Evernote Keyboard Shortcuts

I really must be some kind of tech snob. I thought everyone knew about keyboard shortcuts - and used them religiously. I mean really, there are people out there who use the pull-down menus to cut, copy or paste? Well, yes, as it turns out. There are many people who haven’t experienced the simple joy of keeping your hands on the keyboard (instead of wasting time slogging through system menus.) This summer in my Evernote training, I ran into a handful of people who didn’t kno

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