Spaces Overview (for individual accounts)

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1. Overview

Spaces is the simplest way to organize your notes and notebooks about a specific topic into a centralized, easily accessible, single source of truth.

By creating a new space for each project, topic, or workgroup, you can:

  • Quickly view, share, and edit a collection of related notes and notebooks in one place.
  • Highlight important notes by pinning them for quick reference and easy access.

Spaces for individuals is a beta feature, and improvements are coming in future releases.

Ways to use spaces

How you decide to organize your spaces depends on how you work and what you want to achieve.

EXAMPLES:

  • Managing clients and vendors

    GOAL: Keep track of customer and partner accounts and make it easy for everyone on the team to quickly capture, save, and find what they need.

    HIGHLIGHTS:

    • One space for each group of clients or vendors, categorized by geography, owner, or type.
    • Separate notebooks for each client or vendor account with relevant meeting notes, ideas clipped from the web, or PDF proposals.
    • Use What's New to track recent client and vendor activity or meetings.
    • Use Pinned Notes for quick access to key client or vendor accounts, or those which require immediate attention.
  • Managing projects

    GOAL: Keep track of project info, tasks, and timelines; and make it easy for everyone on the team to quickly capture, save, and find what they need.

    HIGHLIGHTS:

    • One space for each project.
    • Separate notebooks for different types of info, such as meeting notes, ideas, design specs, or marketing materials.
    • View What's New to track recently updated project timelines or task lists.
    • Use Pinned Notes for quick access to a project overview, milestone, or messaging notes.
  • Other use cases: personal life, school

    • Apart from work, Spaces are great for organising your personal life. Easily track recipes, grocery lists, and home tasks, while also planning and managing your personal projects. For trips, you can organise details and collaborate with others.
    • Spaces are also great for university courses, whether you're a professor looking to create a database of lecture notes and exercises, or a student wanting to keep track of a course and collaborate with other students. 

 

2. How to set up spaces

  1. Create a new space
  2. Fill your space with notes
  3. Share notes and notebooks with your team

Create a new space

Create a space by clicking New Space at the bottom of your Spaces list, and give your space a name.

Create a Space

 Fill your space with notes

Start by creating a few notes directly from within a space. Individual notes inside a space can serve as reference guides.

To add a note to your space:

  1. Click Create a note in the center of the screen or the + New button at the top of the left panel.
  2. Add a title and some text or images

Fill up space with notes

Use notebooks to organize your notes

Group a collection of related notes together into notebooks to keep your space organized and tidy.

To create a new notebook directly within that space:

  1. Click Create a notebook in the center of the screen or the New Notebook icon in the upper-right of the screen.
  2. Give your new notebook a name.

Once you've created a notebook, you can move a note by selecting it and dragging it where you want it. To show and hide the contents of a notebook, simply click on the arrow next to the notebook name.

Move notes into notebooks

If you already use Evernote, you can move existing notebooks into a space. Make sure you have editing permissions for both the notebooks you're moving and the space.

To move existing notebooks into a space:

  • From any notebook list, right-click the notebook you’d like to move and select Move…, choose a space you want to move it to, then select Move.

Note: Notebooks can only live in one space at a time.

Share your space with the team

Once you've added a few notes and notebooks to your space, it's time to invite your team so everyone can work together.

Click on the Share button on your notes or notebooks to invite others to specific content within your Space.

Note: As this is a beta feature, Spaces cannot yet be fully shared with others, but stay tuned for updates!

 

3. Work more effectively with spaces

Each space conveniently displays:

  • What’s New: All recently created and updated notes
  • Pinned Notes: Notes that have been pinned for quick access

What's New

What's New

Find out which notes inside a space you have recently added and updated. This view of your notes is automatically refreshed and especially helpful for keeping you updated as projects move forward.

 

Pinned Notes

Pinned Notes

Provide quick access to notes you want to call attention to, such as project overviews, process guidelines, or recent reports.

To pin a note:

  1. Click Edit
  2. Select the note or notes you want to pin from the list
  3. Click Done

 

4. How to delete a space

Spaces cannot be deleted at this time, as they are a beta feature under active development. However, you can rename them or delete their content (notes and notebooks) individually. The ability to delete Spaces will be available soon, stay tuned!

 

5. How to hide notes and notebooks from your spaces in your note and notebook lists

By default, notes and notebooks in your Spaces also appear in the general note and notebook lists of your Evernote account. To keep these notes and notebooks separate from the rest of your content, click the filter icon at the top of your note or notebook list and toggle off “Show notes in Spaces”.

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Updated

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