Who am I Linda Davis Blogger sister politician

Who am I? Linda Davis Blogger, sister, politician, mother, golfer, wife, real estate broker, wannabe photographer, weather weenie, a pretty doggone good cook, a technology speaker and educator who loves social media and Evernote. www. Simply. Ledyard. com Linda. CDavis on Facebook @Linda. Davis on Twitter

Why I will never teach Evernote It looks entirely different depending on the platform Users organize it differently Evernote users are generally at very different levels Constant changes to the platform

http: //www. cyberprofessionals. org/Affiliates

“The problem with real estate agents when it comes to technology, is that we have a tendency to make everything so doggone confusing. ” --- LD

Goal of this presentation • To make you feel good about using Evernote because you want to not because you think you should. • To help you organize Evernote keeping in mind that everyone’s brain is wired differently. • To try to simplify Evernote so it isn’t quite so scary. • To offer ideas of how Evernote might work for YOU.

What Evernote is not!

I use Dropbox for Files

And Dropbox Paper for Some Collaboration

I use Realty Juggler as my CRM.

I use Google Drive for Forms and some Collaboration.

Dropbox is for files. Drop. Box is your hard drive in the cloud. I use Google Drive for Forms and some Collaboration. I use Dropbox Paper for some Collaboration. I use Evernote for Everything Else

What is Evernote? My digital workspace. My desk in the cloud. The tool that enables me to work from wherever I am. Stacey Harmon

Evernote is for more than taking notes.

Planning an Event

Create Check. Lists

Project Organizer

The Home Notebook • • Room Size Dimensions Paint and Stain Colors Window sizes Appliance Model Numbers Online Manuals HVAC sizes Lightbulbs Benjamin Moore Cedar Grove

Meeting Organizer

Travel Notebook – Email Confirmations

Find your Evernote email address Tools > Account Info Anything you email into Evernote will show up in your default notebook unless you indicate with @Notebook in the subject line. You can also tag the note with #tag.

Holiday/Gift Lists

Technology Equipment Notebook • Printer cartridge numbers • Model numbers of printers, scanners etc. • Camera details Medical Records Notebook

I am Awesome Notebook A place for awards, recognitions and even Thank you notes!

Create Forms

Create a Templates Notebook Save as a Template Note Copy to desired notebook Carolyn Nelson North Carolina

Client Resource Center in Evernote

Create a Client Resource Center

Create a Client Resource Center • • • Utility info Local newspapers Taking care of a septic tank What is Radon? What do water tests indicate? Current school calendar Moving check lists What feedback means? Directions to closings Here’s what happens next emails.

Create Wish Lists

Yes, Even Recipes

Take Out Menus (and favorite orders)

Record the Wisdom of White Boards and Slides

Trade show goodies

And more…. . • DIY projects (home improvements) • Family history • Use your Evernote address to sign on to Newsletters • Books you want to read • Product research • Insurance Notebook • Warranties

And more…. . • Incubate ideas for blog/social media posts, client letters, email newsletters • Bucket lists • Broker/Owners – Agent notebooks • New home construction documentation • Photo’s of child’s art • Journaling • Trade Shows

Getting Started

Beginner Review • Create an account (You now can use the web version of Evernote) • Download the Evernote application to your computer • Add the app to your mobile devices • Add the web clipper • Find your Evernote email address (Save as an email contact) • Decide how you are going organize Evernote

The Evernote web clipper evernote. com/webclipper Otherwise known as “the greatest thing since sliced bread”.

Find your Evernote email address Tools > Account Info Anything you email into Evernote will show up in your default notebook unless you indicate with @Notebook in the subject line. You can also tag the note with #tag.

Evernote Organization Strategy

Stack – Nested Notebooks To create a stack: Drag and drop one notebook on to another. This will create a stack called “Notebook Stack” which you will need to rename. Notebooks Notes (Only reside in notebooks) Warning: Your brain may be wired differently. This organization method may not work for you.

Evernote Notebooks Stacks Notes

Using Tags • Some people use only one or two notebooks and organize mostly with tags. • Notes may have multiple tags • Upper or lower case doesn’t change the tag • A tag could be a day, a month or a year • A tag could be a family member name • General to specific Book is the same as book, but not the same as books.

Notes

Audio Recordings

What you can do with a note

Set a reminder

Sharing Notes from Evernote

Sharing Notes from Evernote Customized Tool Bar

Notebooks Hold Notes. That is all. You start with one default notebook. Notebooks can be local or synchronized. You can have up to 250 Notebooks.

Notebook Properties Sharing will allow you to create a public link

Notebook Style Tags can be colored too!

Tools > Customize toolbar

Create Shortcuts for your most used notes and notebooks

Create a Table of Contents

Choose the notes you want included in your list by (Command + click) with Mac and (Control + click) with Windows.

Auto import folders from your PC into Evernote Create a folder in “my documents” on your PC I called mine Evernote Import Folder In Evernote, select Tools > import folders Click Add and search for your new folder. Select the folder you want to import to.