Getting Started With Evernote Productivity Recipe
Getting Started with Evernote is a starter recipe for helping you start to have a better understanding of this powerful program.
Evernote is everywhere these days. Evernote isn’t just being used by people who are super productive. Everyday people use it to help organize their lives.  As an Evernote Certified Consultant, I actually help people learn how to implement Evernote into their every day life so they can save time, improve systems and decrease overwhelm. When I share this with people, it isn’t uncommon for me to hear “Oh, I downloaded that but haven’t opened it since.” This productivity recipe will help you get started with the basics of setting up your Evernote account.

Getting Started With Evernote Productivity Recipe

Ingredients For Getting Started with Evernote

  • 1 Subscription to Evernote (any level)
  • 1 or more specific uses for Evernote (Check out this list for some ideas).

Preparation (15 minutes)

  1. Download and install Evernote on your desktop. The desktop version has a great deal more functionality than the web-based version.
  2. Install Evernote app on your mobile devices. *Optional
  3. Install Web Clipper for your specific browser. *Optional

Cooking (Cook Time: 30 minutes)

The key to cooking this recipe is understanding the basic structure of Evernote. Think of Evernote as a giant file cabinet or bookshelf full of notebooks.


Notebooks are the basic foundation of the Evernote system. Most people, when they begin using Evernote, are tempted to create many notebooks. Don’t do this. Start with just two, Action Pending and Cabinet. Think of this as your inbox and storage.
  1. To create a new notebook, click on File and New Notebook.
  2. Name your notebook.


Now that you have a notebook, you will be creating notes. Notes are like the pages within a notebook. A note can only sit within one notebook. This is why it is not recommended to create a large quantity of notebooks.
  1. To create a new note, click on File and New Note.
  2. Select what type of note you want to create. Generally a basic note is fine.
  3. Name your note.
  4. Select which notebook this note should be in.
  5. Add content to your note.
  6. Add tags to your note.


Tags are where the true power of Evernote happens. Notes can have multiple Tags and Tags can belong to mutiple notes. Tags make searching for notes quick and easy. When you first start using Evernote, you will be tempted to create a lot of tags but you can search Evernote for any text within a note so there’s no need to create duplicate Tags for things that are already contained within the note. Think of Tags like categories you would like to search. For example, if you are using Evernote to store cooking recipes, you might create Tags for Dinner, Beef, Crock pot, 5 Star, etc…
  1. To create a tag, click on File and New Tag.
  2. Name your Tag.
  3. You can also create a new Tag simply by typing in the Add tag… box on any note.
  4. Take some time to create a set of useful Tags based on the way you have decided to start using Evernote.

Yield: 1 Beginner Set Up for Evernote

Gourmet Tips:

Evernote has the ability to be super simple or incredibly complex. Getting started with Evernote should be about focusing on the basics and using it for only one or two key purposes as you get familiar with it. Once you start to find your way around and get comfortable, you can being to consider using Evernote in more complex ways.
We almost always find software complicated when we first start using it. Make a commitment to using Evernote for at least one month. If you still find you struggle to understand how it works and make sense of it, then you can say you tried.
One of the biggest challenges to productivity improvements is that it takes time to make time. A small investment to learn a new program or incorporate a new skill can reap significant time savings over the long run.
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