Fill notebooks with starter content
Once you’ve chosen a structure and built out some business notebooks and business tags, spend some time seeding your empty notebooks with content. Having some relevant notes already in notebooks can very helpful as team members join and start collaborating. The more content you add to Evernote, the more Evernote can do for your team. You'll discover insights from your teammates and easily share and find project-related notes.
This initial legwork of creating notebooks, tags, and seeding content during setup will give your users a solid idea of how to work most effectively with Evernote Business right from the start.
If you're just getting started with Evernote, learn how to create notes here.
Collect the moving parts in one place
A project may start from inspiration found online, come alive during a team brainstorm, then crystallize in a written plan. Evernote Business lets you gather it all in one place so everyone can quickly reference the details.
Here are examples of what you can collect in your workspace in Evernote Business:
- Project timelines
- Web clips and articles
- Copy drafts
- Budget spreadsheets
- Meeting notes with action items
At project brainstorming meetings, capture a photo of the ideas on a whiteboard with the Evernote mobile app’s built-in camera. All your team’s great ideas are gathered with the rest of the project details.
Add existing content into Evernote
It's easy to add content that from outside of Evernote into your account. Any type of content your team creates, collects, shares, and references regularly for work can be added, such as documents, spreadsheets, presentations, PDFs, or scans simply by dragging and dropping them inside a note.
Here are a few ideas for content that different teams might move into Evernote Business:
- Meeting notes
- Release dates
- Web Clips of articles researched
- To-do lists
- Photos of brainstorming sessions where ideas are contributed
- Project timelines and milestones
- Staff and manager progress reports
- Annual reviews
Add other types of content to a note
When you select or tap to edit your note, select from the available icons that appear in the note editor:
Attach files of any kind
Add bulleted and numbered lists
Add photos from your camera roll
Take a photo with your camera or webcam
Working with business and personal notes
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 the creator and any Evernote Business account admins until they are shared with others on the team. If you have work-related notes in personal notebooks, you can move them to the business account. Learn more >>