Evernote how-to

My mom asked me how to use Evernote and I was going to write an email but I thought I would just write a post in case anyone else might find it helpful.

My mom was not born in the computer era. I have been very impressed at how she has picked it up. We call her a “hip grandma” because she uses email, surfs the internet, does Twitter and even has an iPod.

But things like installing software and using online tools are a bit new to her, so this post is a basic introduction to how to install Evernote.

It came about because she loves to collect articles. She teaches a lot and uses information, examples and clippings in her talks. She used to print them out and file them all, but her printer broke. So my sister and I suggested she use her computer. Evernote is one of the ways to do this… there are many others!

Reasons why using Evernote is better than printing out all the articles:

  • You save trees.
  • You don’t need a printer.
  • You save toner.
  • You can store a ton of stuff on your computer and not use any physical space.
  • You can index and search quickly.
  • It’s also faster. One click of a button and it sends it to Evernote to save. This is especially great for lazy people like me.
  • And, if my mom had a data mobile phone, I would even tell her that you can look at your files there. But she doesn’t. So I didn’t.
  • But best of all — no papers to file and no clutter! Hooray!

Since my mom has a PC, these are PC instructions.

  1. Go to evernote.com.
  2. Click “Download now” button.
  3. A window pops up asking if you want to save it. Click “Save File.”
  4. The file downloads to your computer. After it’s done, double click the “evernote.exe” file in your computer (It will have numbers after the name.)
  5. A window will ask you if you are sure. Yes, you are. You are totally sure. Click ok with confidence.
  6. Another window will ask if you want to run this file. Click “Run.”
  7. Click “accept” to accept the terms.
  8. At this point if you are using a netbook like I am, the software gets installed and there is enough time to go take a good afternoon nap, wash your car, or move a house. I’m hoping this is because our netbook is slow, not because this is how long Evernote takes to set up on a PC. It definitely didn’t take this long on my Mac. Tum de dum dum… twiddle my thumbs…
  9. Finally! Done! A window called “Welcome to Evernote Installation” appears. Click “Next.”
  10. Click “I accept the terms in the License Agreement” and “Next.”
  11. Now it asks where you want to install the program. If you want to change to another place on your computer, you can do that there. Otherwise, just leave it. Decide whether you want Evernote for everyone who uses the computer or just you. Then click “Next.”
  12. It wants a data folder. The one it suggests is just fine so I click “Next.”
  13. Then click “Install.”
  14. And time to go take another nap. Oh wait.  This time it’s a lot faster. I didn’t even have time to get out of my chair.
  15. Click “Finish.”And you’re done!

To start using Evernote, click on “Start” in bottom left corner of your computer screen > All programs > Evernote > Evernote (the application).

Evernote opens up and it’s ready to use. At this point you can start collecting information to store. You’ll have to set it up though. Click “Get a free Evernote account now.” This lets everything get uploaded online so you can access it from any computer.

To make it easy to clip articles from the web, go back to evernote.com and on the right corner click on “Web Clipper.” Click on the line that says “Install Firefox extension.” If you are using another browser, it will name whatever browser you are using (Internet Explorer, Safari, etc.). Click “Add to Firefox” and follow the directions.

Now when you come across a web article, all you have to do is click the little Evernote button in your toolbar and it will automatically open Evernote and save it for you! You can also make folders and organize your clippings, or put “tags” (topics the article covers) so you can search for it later.

The free version does limit how many articles you can clip per month, but I have yet to hit the limit. Heavy users would probably find the $5 per month charge quite reasonable, though.

It’s a great tool — and no, I don’t get commission or anything. I just like the product and am all for making people’s lives easier and saving them time!

And now it’s time for me to go take that afternoon nap…

A Yee

Angela Yee is a professional designer (graphic design, stage design, interior design — angelayeedesign.com) and teaches leadership skills at strategysketchnotes.com.

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