How to work with separate individual and team accounts

How to work with separate individual and team accounts
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How to work with separate individual and team accounts

The separation between individual and team accounts in an Evernote Teams account provides you with two contexts to work in.

This separation helps businesses and teams by:

  • Allowing users stay more focused on one context at a time, while making it easy to switch between the two.
  • Decreasing the chance of individual notes unexpectedly appearing in a team notebook or during a team presentation.
  • Giving teams access to all business-related notes you and others have created, even if someone leaves the team.

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Tips for working effectively in two separate accounts

For some, this may require adjustments to the way you and your teams work in Evernote. Here are a couple of tips:

Think of notes as either ‘individual’ or ‘team’ from the start

Get in the habit of putting content where it belongs, so you can quickly get to what you need when you need it. Before you take notes, scan documents, clip web pages, forward emails, or add file attachments, decide whether or not it belongs in an individual account or team account.

How to decide if it’s individual or team content

Ask yourself:

  • Who ‘owns’ the content and assets? Me or the team?
  • Who needs long-term access to the content or assets? Me or the team?
  • Will my team members need access to this information if I were to leave the team account?

Ways to save directly to a notebook

  • From Evernote - Switch to the appropriate account before adding new notes or file attachments to a note.
  • From Web Clipper - Select the appropriate individual or team account you want to save clips to.
  • From Scannable - Use the share extension to save scans to an individual or team account.

In order to save time, move multiple notes at once between notebooks by using Evernote on a desktop computer. Learn more

Adjust your workflows if necessary

Having to switch between accounts may mean you need to adjust the way you’re used to working in Evernote.

Whether you’re aware of it or not, your teams have probably adopted a particular way of working in Evernote. If you already have workflows in place, this would be a good time to review them, see if any adjustments need to be made, and document them.

Learn more about how your team can stay organized in Evernote

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