Struggling to keep track of all your ideas, documents, photos, files and other work info? As your business grows, this can quickly become a problem.
One solution we rely on at Business Blueprint to create, organise and store a range of information and files is Evernote. This simple software keeps everything stored in the cloud so you can access it on any device. It has a lot of exclusive features which make it one of the top choices for keeping track of documents and collaborating across your team.
How it works
Sign up for Evernote and instead of creating files and uploading them to your computer, you can save them in your cloud-based account. Every document and every change will be saved and stored automatically so you will never lose track, even if your laptop gets lost or your phone gets dropped in water.
Fans of Evernote rave about how easy it is to search for and find past documents. They appreciate the almost limitless storage and accessibility of the platform.
Helpful ways to use Evernote
Evernote lets you create notebooks to cover any topic. For example, you may have a Marketing notebook and one for Sales, Forecasting, Ideas and Research. Once you have created a notebook, you can access it any time to reference notes you have saved or add more.
Once you have created a note within a notebook, you can add links to websites, images and audio recordings. There is also a feature which allows you to turn a to-do list into a checklist so you can keep track of your 90 day plan.
Evernote for business lets you create and share notes in real time, so your team is always up to date. It integrates with Slack, Google Docs, Outlook, Microsoft Teams and Outlook to create even smoother workflows. You can even record voice notes for your colleagues if you aren’t in a position to type.
Evernote’s great look on mobile also makes it handy. Where file-sharing software like Google Docs can feel a little clunky on a smartphone, this platform has a great interface for a small screen.
Here are some more ways to use Evernote:
- Grab and store screenshots
- Collaborate on files
- Create team handbooks
- Track project progress
- Record daily meetings
- Share reference material
- Store company policy documents
- Share instructions and procedures
- Send documents to clients
- Integrate with Microsoft Outlook or Google Drive
- Upload handwritten notes
- Create templates to speed up productivity
- Add tags to be better organised
This software has over 220 million users around the world. They rely on it to keep track of their studies, to stay on top of their family schedule and, of course, to organise their business.
Here are a few suggestions from the Evernote blog on how to make the most of the software:
- Copy a Google Drive link into a note and watch it turn into an elegant little box that tells you exactly what it represents. No more guessing what’s at the other end of the link.
- Say you see a poster advertising a show you want to catch. You could write down the details on a napkin. Or, you could snap a picture with Evernote. Add a reminder to the note so you don’t forget to call for tickets. The Evernote camera works like a portable scanner, only better. When you save a photo containing text in Evernote, you can find it later by searching for any word in the image.
- If you have a Mac, iPhone, or iPad then you’re already friends with Siri, Apple’s helpful and sometimes sarcastic personal assistant. Did you know Siri can take notes for you, too? Just tell Siri what you want to remember in Evernote, and speak your command. Create a note, add to an existing one, or use your voice to search for what you need from within your notes. You can use Evernote with Apple Watch too.
Want to know more about the tech tools that can save you time and revolutionise your business? Book your ticket to 52 Ways, coming soon to a city near you.