How to use Evernote for Microsoft Teams

How to use Evernote for Microsoft Teams
< Previous / Next >

How to use Evernote for Microsoft Teams

With Evernote for Microsoft Teams, you can seamlessly share, pin, edit, and search for important Evernote notes with your team without leaving the Microsoft Teams app.

Install Evernote

To install Evernote:

  1. Click the menu button (three dots) under the composer, then click Go to store.
  2. Find Evernote and click Install. You can choose whether to add it for you, for your entire team, or both.

Note: Evernote Business accounts created before September 15, 2017, Microsoft Teams will default to your personal notes when you search for notes, pinning a new tab, or sharing them in the conversation. You can switch to business notes by clicking the menu button, hovering over Evernote and clicking the three vertical dots, selecting Settings, then clicking Business.

Share notes

You can share individual notes to your team directly from the composer. Open the menu underneath the composer and select Evernote. In the dialog box, you can search for and select notes to share directly into the channel you are chatting in. Notes shared this way will open in your web browser.

To pin Evernote to your composer for quicker sharing, hover over Evernote from the menu, click the three dots, and select Pin. Once pinned, you will see the Evernote icon underneath the composer.

Pin notes

You can pin frequently accessed or important notes as individual Tabs for quick and easy access. To pin a note as a Tab:

  1. Click the + on the tab bar, then select Evernote
  2. Enter a search phrase or paste an Evernote note link into the search bar (Note: If you haven’t signed in to your Evernote account yet, you will be prompted to sign in first.)
  3. Select a note and click Save

Edit notes

When you add a note as a Tab, you can edit notes that you have permission to edit. Simply click on a note from the Tab bar and begin editing in the same window. If you are not signed in, or if you don't have permissions to edit the note, you will see a read-only note view.

To edit a note, you must have edit permissions. Editing is currently only supported on Google Chrome or on the downloaded Microsoft Teams desktop app.

Search notes

With Evernote installed, the search bar in Microsoft Teams allows you to search your Evernote account. To search your Evernote account, simply type “[Evernote]” followed by a search phrase. Selecting a note from the search results opens that note in your web browser.

Frequently Asked Questions

Why can’t I edit a pinned note?

To edit a note, you must have edit permissions. Editing is currently only supported on Google Chrome or on the downloaded Microsoft Teams desktop app.

Why can’t I see my business notes when searching?

If your Evernote Business account was created before September 15, 2017, Microsoft Teams will default to a view of your personal notes. You can switch to business notes by clicking the menu button, hovering over Evernote and clicking the three vertical dots, selecting Settings, then clicking Business.

LANGUAGES_SUPPORT