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The Clarity Journal

Tactics, Tools, and Truth for Creative Entrepreneurs

5 Ways to Use Evernote in Your Creative Business

In spite of how I may seem, I’m a life-long technology late adopter, and I’m very skeptical of new apps, systems, and software. While general stubbornness is definitely a factor, I also have a perception that new technology simply won’t deliver the benefits that it promises. Even worse, I fear it will overcomplicate my life in the process.

In light of this general attitude, it took my husband multiple attempts before he finally convinced me to start using Evernote more than five years ago. Evernote is an app that helps you easily capture and organize your notes, and there is no app or tool that I rely on more heavily both for my business and my personal life. 

I know that adopting new technology can seem intimidating, and even unnecessary and overly complicated. However, in this case, the benefits far outweigh the costs. Here are five ways that you can use Evernote in your creative business. 

1. Store and Retrieve Notes

The most obvious use of Evernote is for creating, storing, and easily retrieving notes. You can type your notes directly into the app on desktop or mobile.

I’m working on a new resource, a pricing guide for creatives. I’m creating the outline and the first draft directly in an Evernote before uploading it to  Canva.

I’m working on a new resource, a pricing guide for creatives. I’m creating the outline and the first draft directly in an Evernote before uploading it to Canva.

You can also use Scannable, an app created by Evernote, to scan hand-written notes and upload them as a PDF. For example, I regularly write hand-written notes in my notebook. If the notes are worth saving long-term, I always upload them into Evernote.

This is what the note looks like after my scan is uploaded to Evernote via Scannable.

This is what the note looks like after my scan is uploaded to Evernote via Scannable.

Storage is only part of the beauty of Evernote; you can also easily retrieve your notes using its robust search function. Evernote’s search not only searches tags and text, but it also searches within PDFs and images, including handwriting. So, when you upload a scan or photo of your handwritten text from a post-it, whiteboard, or notebook, you will be able to search for it when you need it later.

This image shows the power of Evernote’s search. I searched for “podcasts,” and it pulled up notes that had the word “podcasts” typed directly into the note, but it also pulled up this PDF resource by searching for text within the PDF itself.

This image shows the power of Evernote’s search. I searched for “podcasts,” and it pulled up notes that had the word “podcasts” typed directly into the note, but it also pulled up this PDF resource by searching for text within the PDF itself.

2. Save Articles

Evernote allows you to easily save articles, blog posts, and other web-based resources. I use the Web Clipper extension for Google Chrome to clip and save articles that I want to come back to later. The functionality works a little bit like pinning something to a Pinterest board, but instead of being saved to your board it goes into your Evernote account. The powerful search tool helps me find them when I need them.

You can see the Web Clipper extension next to my Amazon and Pinterest extensions in the top right hand corner of the browser.

You can see the Web Clipper extension next to my Amazon and Pinterest extensions in the top right hand corner of the browser.

When I click the web clipper, it pulls up a screen asking me what format I would like to use to save the article, which folder it should go into, and whether I would like to add any tags.

When I click the web clipper, it pulls up a screen asking me what format I would like to use to save the article, which folder it should go into, and whether I would like to add any tags.

Here is what the article looks like once I have saved it to my Evernote.

Here is what the article looks like once I have saved it to my Evernote.

3. Organize Receipts

I use Evernote to store and organize all of my business receipts. Scannable works great to scan and store printed receipts. 

However, the frustrating thing about keeping receipts in 2019 is that so many are delivered via email. Thankfully, Evernote has an email functionality that allows you to email receipts (or anything else you might want to save) directly into Evernote. Simply forward the email you want to save to an email address that is unique to your account. You can find your unique email address in your account settings.

You can look in your account settings to find the unique email address that you can use to send emails into your Evernote account.

You can look in your account settings to find the unique email address that you can use to send emails into your Evernote account.

4. Capture Ideas

Creativity is both a blessing and a curse to productivity. I don’t know about you, but I tend to get a ton of ideas when I’m away from my desk and also when I’m supposed to be working on something else. 

Evernote works extremely well for capturing ideas on-the-go. For example, I have a “Content Ideas” note that has a list of ideas for the blog, email, and Instagram. Because Evernote syncs across all of my devices, I can record my ideas when I’m sitting at my desk or when I’m at the gym. I also have notes for Books to Read, gift ideas, and other ideas that come to me on-the-fly.

5. Create Templates & Checklists

You can use Evernote to create checklists and templates for processes that you repeat over and over within your business. For instance, I’ve transcribed my Weekly Review Checklist into an Evernote template. 

This is my Weekly Review Checklist that I have created in Evernote. You can see that I have it saved in my “shortcuts” section in order to make it easy to find when I do my Weekly Review on Sunday nights.

This is my Weekly Review Checklist that I have created in Evernote. You can see that I have it saved in my “shortcuts” section in order to make it easy to find when I do my Weekly Review on Sunday nights.

I’ve also created templates for my monthly content planning. My planning for Instagram, e-mail, and the blog each has a separate note. When content planning time comes around, I just create a new set of documents from these templates and start filling them out.

What Do You Think?

I’ve shown you five ways that I use Evernote to stay organized as I run my business. Which one of these do you want to try first?


 
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