How-to: Use complementary tools with Evernote Business

How-to: Use complementary tools with Evernote Business

How-to: Use complementary tools with Evernote Business

Use complementary tools with Evernote Business

Evernote Business is the central hub for your team’s work. Even if you’re using other tools to create or store your important documents, files, and projects, Evernote can become your single workspace for collecting and centralizing everything. Here’s how.

Google Docs

You can easily use Evernote Business to organize project plans, timelines, and reference information, and include direct links to documents, spreadsheets and presentations in Google Docs to make it easy to find them later.

Copy the live link to any document within Google, then paste it into a note in Evernote.

Copy a link from Google Docs

Paste a Google Docs link in Evernote

You can also work the other direction, where you include Evernote note links inside of a document, spreadsheet, or presentation in Google.

For example, you can use Evernote Business for collecting reference information, collecting research, and archiving completed projects, and use Google Docs for collaborating on drafts with other people - essentially, using Evernote for everything but drafts and documents that require simultaneous collaboration. If you’re working with a colleague on an editorial calendar and content drafts, you'd store these in Google Drive, and all the research used to write content and the final versions would be collected in Evernote.

Microsoft Word, Excel and PowerPoint or Apple Pages, Numbers, and Keynote

Evernote Business is ideal for working with colleagues on drafts of documents and sharing in meetings using Presentation Mode, but there may be times when you need to create a detailed spreadsheet in Excel or Numbers or draft a print-ready document in Word or Pages. You can use Evernote to collect and share all your files and documents from office-type applications.

Simply drag a file from your computer right into a note.

Drag an Excel file to Evernote

A new copy gets created in Evernote, and you can delete the original.

Microsoft Excel file attachment in Evernote

When it’s time to edit a document, just double-click to open it in its native application and make any changes. When you save it, it will save right back into the note in Evernote, without you having to reattach it to the note.

You can even add multiple files to the same note to collect everything related to a project in one spot, add comments, and then share it with your team to work on your files together.

Dropbox

Dropbox is ideal for storing large files, which you can then link to from within Evernote Business. You can also use Evernote for commenting on the linked files and adding additional context around them.

Just copy the link to a file or a folder in Dropbox, then paste it into a note in Evernote.

Copy a link from Dropbox

Paste a Dropbox link in Evernote

In one scenario, you would use Evernote for project management, research, collecting web clips, and taking notes at meetings, and then Dropbox to store and collaborate on files. You'd use Dropbox to generate a link to the document or file, then collect the link within Evernote. Since you'd have the link within a note, you can then add comments about the file within Evernote and easily share it with your colleagues.

Box

Similarly to Dropbox, you can use Box for file storage (especially large files) and then link to those docs from within Evernote Business.

Copy a link from Box

Paste a Box link in Evernote

An example would be to use Evernote for research, reference, and project coordination, and use Box to store, share, and comment on a very large PDF or presentation. You'd use Box to generate a URL to the document, then collect that URL within a note in Evernote, which you can then share with your team members.

Basecamp

For projects, Evernote Business can be used for free-form ideation, drafts of documents, and research collection. All the work you’ve created and collected in notes can then be linked to from within Basecamp where you’re managing your project.

To do this, create a public URL from your note and paste it into Basecamp.

Paste a Basecamp link in Evernote

For instance, you could use Basecamp for managing a project timeline and assigning tasks. Within a Basecamp task, you could include a direct link to a note in Evernote which contains project research or the draft of a document.

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