Certified Evernote expert Charles Byrd joins us on the podcast to discuss the ins and outs of working smarter with Evernote. Charles has years of experience teaching people how to use Evernote more efficiently and has tons of tips for creating systems, pulling up information quickly, and doing more with Evernote apps. In this episode, Charles shows us how to use tags effectively, how to use Evernote with teams, shares some powerful keyboard shortcuts that makes working Evernote even easier, and even convinces Thanh to (potentially) move away from his beloved folder structure. Whether you’re an Evernote power user or just beginning to use this software, you’ll find a lot of valuable tips and actionable information in this episode.

Cheat Sheet

How Evernote expert Charles Byrd got started using the software and how it allows him to find anything he's looking for quickly 1:49

How Charles met the CEO of Evernote and how he came to be a Certified Expert in Evernote 4:51

Why the Evernote team is so concerned about your privacy and how it's different from Google 7:40

How to create local notebooks that don’t sync with the cloud 12:28

Common mistakes that people who are new to Evernote make over and over again 13:57

What to do when you have lots of places to store information (like task managers, note apps, etc) 18:23

Charles’s default approach to Evernote 20:55

Using Evernote to create a workflow between multiple apps and systems 23:28

How to use the local link and the public link features in Evernote 25:34

How to process new projects using Evernote, Todoist, and other apps 27:34

How to use Evernote with a team 30:27

How to use tags in Evernote to find things instantly 35:56

What tags to use in order to make searching for notes easier 45:38

Using Evernote with virtual assistants 50:22

Recommended apps that you can use in conjunction with Evernote 52:50

The most effective ways to use the Web Clipper for Evernote 58:22

Links

Evernote

Charles Byrd - certified Evernote consultant

TPS96: Setting Up Your Dashboard in Evernote w/ Stacey Harmon

DEVONthink

Asana

Todoist

TheBrain

Zapier

Postbox

Newton email app

Skitch

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