How to use Evernote by TheQP

How to Organize Life's To-Dos and
Eliminate Time MisManagement
A User-Friendly Guide created by Rose Co
© thequintessentialpro.wordpress.com
Let's
Get Things Done
Using

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This tutorial was created by The Quintessential Pro to guide the reader on
how to use this Powerful Automation Tool. The software presented in this
guide was Evernote 5.8.13, the current updated version at the time of
creation. For the sake of simplicity, please note that the author presented a
step by step guide using Evernote Desktop on a Windows 7 computer, as
the tutorial may look differently as when using the same on a Mac PC or
the app on a mobile device.
The purpose of this guide is to educate and provide information. Every
effort has been made to ensure that data are as complete and accurate as
possible. The author has nonetheless prepared this with the greatest of
care.

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Ready to begin
learning?

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First, let's define
a few terms...

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What is a Note?

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In Evernote jargon
a NOTE means
a To-Do
or
an Action Item

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It can be in the
form of
● an Email
● an Idea
● a Task

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What is a Tag?

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If you are new to
Evernote, a TAG is
a context
to differentiate Notes
from one another
based on their
content and priority

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It can mean
WHO
WHAT
WHERE
WHEN
a Note will best
be completed

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Now we can move
forward to setting
up Evernote on
your computer© thequintessentialpro.wordpress.com

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For both
Windows and Mac PCs
Go to the
Evernote website

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Download the
latest version of
the software

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It's totally
FREE!

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To Install the
Program, locate
the File from your
Downloads Folder

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Double-click on
the icon

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Click “Run”

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Continue until
the installation
process is
finished

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Next, install the
Evernote App onto
your Mobile Phone

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This allows for
easy access to
your Notes

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Wherever You Are

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And like the
rest of Evernote
downloads, it's
also completely
FREE!

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Once you have
installed the
application on all
your devices

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It's now time
to set up
your free
online account

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Locate then
double-click the
Evernote icon
on your Desktop

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Or locate then click
the Evernote icon
on the Startup menu

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This window shows

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Input your
Email Address
and
Password
then click

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1
2
3

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Congratulations!
You have successfully
created your free
account on Evernote.

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You may now begin
organizing your
To-do items

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To start, let's
sign in
to Evernote

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Enter your Email or Username
and Password
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2

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Click “Sign In”

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Home page appears

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Then proceed to
setting up your
Notebooks

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What are Notebooks?

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These are
named containers
that will hold
your Notes...

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...to separate
and
organize
your items...

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...and make
your Life
EASIER

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To create a Notebook
click this button
on the
sidebar menu

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Then click
this button
on the
Notebook Editor

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Or simply choose
New Notebook
from the File menu

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Make three
Notebooks and
title them as
follows

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● Cabinet
● Action Pending
● Completed

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Type in then create
1 2

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What is each
Notebook
for

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Cabinet
will hold items
for reference
that are
not To-Dos

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Like:
➢ price sheets
➢ car registration
➢ medical records
➢ scanned documents
➢ insurance cards

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Action Pending
will hold items
that need
To Be Done

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Like:
➢ review reports
➢ design a poster
➢ call client
➢ bake cupcakes
➢ jog 5 miles

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Completed
will hold items
that are
already
Done

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The next step is
to set up your
initial Tags

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To do this,
first create
a New Note

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To create a Note
click this icon
at the top center
of the
application window

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Or simply choose
New Note
from the File menu

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Name it as “SAMPLE”

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Click “Add tag” button

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And add
the following
tag names

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.What
.When
.Where
.Who
.Active Projects
.Inactive Projects
!Daily
1-Now
2-Next
3-Soon
4-Later
5-Someday
6-Waiting
@home
@work
@town
Read/Review

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Lastly, add the
names of persons
who you have
to-dos with

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Like:
● Family members
● Coworkers
● Friends
● Loved ones
● People you deal
with

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See the tags here?

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All the tags you
created will now
become permanent
in your tag list

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But you can always
add more
or
delete some
later

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Using this button
on the
sidebar menu

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To add a New Tag
click this button
on the
Tag Editor

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Or simply choose
New Tag
from the File menu

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To delete, just
right-click a tag
and choose
“Delete...”

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Now that you're
done with the main
set of tags

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The next step is
to organize and
group them...

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...under the
Headers to which
they belong

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What are
Header Tags?

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These are
main folders
denoted by
a .(period)
in front...

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...where related
tags can be
nested under

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Under each Header,
drag in
related tag

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Under the .What tag,
drag:
.Active Projects
.Inactive Projects
.Read/Review

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Under the .When tag,
drag: !Daily
1-Now
2-Next
3-Soon
4-Later
5-Someday
6-Waiting

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Under the .Who tag,
drag:
[Family member]
[Coworker]
[Friend]
[Loved one]
[Person you deal with]

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Under the .Where tag,
drag:
@home
@work
@town

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Each tag will now
appear “nested” or
“in the folder of”
its Header Tag

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Why the Nesting?

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First, to group
like contexts
together

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Every to-do item
has a sense of:
● What it is for
● When it needs to get
done
● Who will do it or
should know about it
● Where it might need
to be accomplished

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Second, to allow for
expanding and
collapsing the
contexts under
each Header Tag

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The next step is
to start adding
some To-dos

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Your First GOAL

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ZERO INBOX

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Why?

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Because many of
our to-dos can be
found in our
mixed-up and
confused
email inboxes...

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...exactly the
wrong place to
track action
items!

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YES?

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You can do this!

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Begin by running
through each
email and decide

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if it should be
● Processed now
● Deleted
● Archived
or
● Moved to Evernote

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Process all
unread emails first
(reply to or delete)

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Then move all
“emails for
archiving”
into a folder
and name it
OLD INBOX

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Next, send all
emails with
pending action
to your unique
Evernote address

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Located at
Account Info
under Tools

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All emails are now
copied to your
Action Pending
Notebook

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When done,
emails remain
in the inbox

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So drag them to the
OLD INBOX
archive folder
to reach back into
later when needed

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Voila!
Your email inbox
is now empty!

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Congratulations!
You are
almost there.

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Proceed now to
organizing
your To-dos

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Start assigning
appropriate tags
to each email
in your
Pending Action
Notebook

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How?

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You already know
how to add tags,
don't you?

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I just did teach
YOU

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And you scored
perfectly!

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For “sticky emails”
that do not need
an action

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Put them inside your
Cabinet Notebook

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Make this a habit:
C-PERR (See Per)
Collect
Process
Execute
Review
Repeat

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Collect to-dos and put
into Evernote
Process by adding the
contexts (tags)
Execute get it done!
Review “Is it time to
move the item up
in priority?”
Repeat weekly

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And lastly,
don't ever
forget to
SYNC

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So you can access
your Notes
on virtually
any computer,
web browser, or
smartphone

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For more tips,
check out:

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Thank You !

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How to use Evernote by TheQP

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