Organize with notebooks

Organize with notebooks

Organize with notebooks

Notebooks are collections of notes. Every note you create is saved to a notebook. By default, Evernote saves notes to the notebook that came with your new account. Create additional notebooks to organize your notes around the topics that matter to you and your team.

Organize with notebooks

Organize your notes so they'll be easier to find later. You can organize notes however you want to – by project, product, department, client, or quarter, for example.

By default, your notes are all saved to the default notebook named after your account name. To change the notebook you want to save to, tap the notebook button located beneath the title of the note you're editing.

 

Create a new notebook

  • Mac

    Create a new notebook

    1. Select Notebooks from the sidebar to view the notebook list
    2. Click +New Notebook from the top of the screen
  • Windows

    Create a new notebook

    1. Select Notebooks from the left panel to view the notebook list
    2. Click +New Notebook from the top of the screen
  • iPhone, iPad, and iPod touch

    Create a notebook

    1. Select the Notes tab
    2. Tap the notebook dropdown at the top of the screen
    3. Tap + New Notebook
  • Android

    Create a new notebook

    1. Slide the navigation menu out by swiping from left edge of the screen
    2. Tap Notebooks from the menu
    3. Tap the new notebook button (notebook with a plus sign)
  • Web

    Create a new notebook

    1. Click the Notebooks button (notebook) from the sidebar
    2. Click the new notebook button (notebook with a plus sign)

 

Ways to organize with notebooks

Evernote provides you with a notebook when you create a new account. Create additional notebooks to organize your notes around the topics that matter to you and your team.

Try organizing notebooks:

  • By project, product, department, or event.
  • By customer, company, or client.
  • By project phase or product development cycle (for example, 'Brainstorming', 'Design,' 'Development,' or 'Testing').
  • By weekly, monthly, quarterly, or yearly deadlines or objectives.

 

Ways teams can stay organized with notebooks

Different teams or departments will want to organize their business content in a way that works best for their projects, their goals, and their workflows.

Examples:

  • Creating a paperless office

    Eliminate paper clutter and save to notebooks to make information searchable and accessible anywhere:

    • Scan documents, receipts, invoices, or business cards into different notebooks
    • Save emails and project notes in separate project notebooks
    • Create notebooks to share graphical assets, meeting notes, project timelines with everyone in your company or on your team
  • Inspiring creative teams

    Collaborate with clients, share ideas and inspiration with your team, and centralize timeline:

    • Collect inspiration from the web with the Web Clipper that can be edited and saved into Evernote
    • Use visual callouts on plans, designs, and mockups to highlight and discuss ideas
    • Share project proposals, timelines, and specs with vendors and contractors outside your business

 

More ways to manage notebooks

Rename a notebook

The default notebook is where you can keep all your notes until you have time to reorganize them. Many find it useful to rename it 'Inbox' or 'To file', or whatever makes the most sense to you.

  • Mac

    1. Select Notebooks from the sidebar to view the notebook list
    2. Right-click the notebook you'd like to rename, then select Rename Notebook...
  • Windows

    1. Select Notebooks from the left panel to view the notebook list
    2. Right-click the notebook you'd like to rename, then select Rename Notebook
  • iPhone, iPad, and iPod touch

    1. Open the notebook you'd like to rename
    2. Tap the options button (three dots) to view more options
    3. Tap Notebook Settings
    4. Replace the notebook name and tap Done
  • Android

    1. Slide the navigation menu out by swiping from left edge of the screen
    2. Tap Notebooks from the menu
    3. Tap the options button (three dots) to view more options
    4. Tap Rename notebook
    5. Rename the notebook and tap OK
  • Web

    1. Click the Notebooks button (notebook) from the sidebar to view the notebook list
    2. Select the notebook you'd like to rename
    3. Select the info button (letter 'i') and rename the notebook

 

Move a note to another notebook

  • Mac

    1. Right-click the note from the note list
    2. Select Move to Notebook... and choose the notebook you'd like to move the note to
  • Windows

    1. Right-click the note from the note list
    2. Select Move to Notebook and choose the notebook you'd like to move the note to
  • iPhone, iPad, and iPod touch

    1. Tap the notebook name at the top of the note
    2. Select the notebook you'd like to move the note to
  • Android

    1. Tap the notebook name at the top of the note
    2. Select the notebook you'd like to move the note to
  • Web

    1. Click the notebook name at the top of the note
    2. Select the notebook you'd like to move the note to

 

Duplicate or copy a note

  • Mac

    1. Right-click the note from the note list
    2. Select Copy to Notebook... and choose the notebook you'd like to copy the note to
  • Windows

    1. Right-click the note from the note list
    2. Select Copy to Notebook and choose the notebook you'd like to copy the note to
  • iPhone, iPad, and iPod touch

    1. Open the note and tap the options button (three dots) to view more options.
    2. Tap Duplicate note. A copy of the note is created in the same notebook as the original.
  • Android

    1. From the note list, tap the options button (three dots) to view more options.
    2. Tap Select notes, then select the note(s) you want to duplicate.
    3. Tap the options button (three dots) again, then tap Duplicate. A copy of the note is created in the same notebook as the original.

 

Working with business and personal notebooks (Evernote Business)

With Evernote Business, you have the option of organizing your notes into separate business and personal notebooks.

Two types of notebooks

Business notebooks

For work-related notes such as project notes, customer information, audio notes, and meeting notes. The information in business notebooks stays with the business if you leave the company, but is private unless you share it.

 

 

Business notes remain with your company, and all the notes you create for work should be placed in business notebooks. Putting them in a business notebook doesn’t automatically mean everyone can see them. Business notebooks can only be viewed by you and your company's Evernote account admin until you decide to share them with others in the company.

Personal notebooks

For personal notes such as grocery lists, gym schedules, and articles you want to read. Personal notes remain private and stay with you even if you leave your company.

Convert an entire personal notebook into a business notebook

If you've already been using Evernote personally before your company signed up for an Evernote Business account, you may have work-related notes stored in personal notebooks that you want to move into business notebooks. In Evernote for Mac or Evernote for Windows Desktop, right-click your personal notebook and select Convert to Business Notebook.

Move an individual note into a business notebook

Go to the note you want to move, and select the notebook menu on the top-left (Mac) or top-right (Windows). Then, choose a business notebook from the list of available options.

Moving notes between personal notebooks and business notebooks is only supported on Evernote for Mac and Windows Desktop at this time.

 

More tips

Explore the following tips for other ways to work with notebooks:

  • Organize related notebooks into stacks: Stacks are a great way to organize related groups of notebooks. They are only visible to you and cannot be shared. Learn more
  • Create an organizational structure: Agree on naming conventions and an organizational structure for notes, notebooks, and tags Learn more

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Keywords:

  • business notebooks
  • business notes
  • organize
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