How to work with separate personal and business views

How to work with separate personal and business views
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How to work with separate personal and business views

The visual separation between personal and business notes in Evernote Business accounts 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 personal notes unexpectedly appearing in a business 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.

Tips for working effectively in two separate views

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

#1 Create a ‘work inbox’ notebook

Evernote comes with a default notebook for your personal notes. It’s a good idea to designate a different notebook to serve as an inbox for your business notes. You can sort through and organize these later.

To create a catch-all notebook for business notes:

  1. In business view, create a new notebook
  2. Give it a name, like ‘Work Inbox’

Learn more about organizing notebooks

#2 Categorize notes as either ‘personal’ or ‘business’ 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 a personal or business notebook.

Learn more about the difference between personal and business notebooks

How to decide if it’s personal or business

Ask yourself:

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

Ways to save directly to a notebook

  • From Evernote - Switch to the appropriate view before adding new notes or file attachments to a note.
  • From Web Clipper - Select the appropriate personal or business notebook you want to save clips to.
  • From Scannable - Use the share extension to save scans to a personal or business notebook.

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

#3 Adjust your workflows if necessary

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

For example, some people use personal notebooks as a place to work on drafts they’re not ready to share with others. Instead of working on drafts in your personal view, and then having to move them over, just create a new business notebook, mark it as ‘Private’ and call it ‘Drafts’. Once the draft is ready to share, simply move it into a shared business notebook.

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