4 ways to make Evernote smarter and safer

These pro tips cover checklists, IFTTT hacks, and other productivity boosters.

evernote searches primary
Rob Schultz

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Even if you’ve been regularly using Evernote to capture your notes and ideas, you’ve probably only scratched the surface of what it can do. Here are some features and tricks that can help you take your Evernote expertise to the next level.

Turn any note into a checklist

Whether used in a simple to-do list or as part of a larger project plan, checklists bring order to our day, focus us on the most important tasks, and keep us apprised of our accomplishments. With Evernote, you can turn any note into an instant checklist with the click of a button.

evernote checklist

Evernote lets you turn any note into a checklist with the click of a button.

First, highlight a list in your note. In the Windows, Mac, or iPad version of Evernote, click the checkbox feature on the toolbar. On your iPhone, tap the note, hit the ‘A’ icon in the lower right-hand corner to bring up formatting options, then tap the checkbox icon to add a new one. On an Android device, swipe the bar above the keyboard to access the formatting options and select the checkbox icon.

Automate with IFTTT

IFTTT and Evernote are as delicious together as chocolate and peanut butter. The task-automating service has a wealth of recipes that connect Evernote with other popular apps and services to turn it into a productivity powerhouse. Some currently popular recipes include “Make an Evernote Journal based on your Google Calendar,” which creates a new “entry” for each event on your calendar; “Remember everyone you meet in Evernote,” which creates a new note every time you add a new contact to you iOS address book; and the self-explanatory “Save starred Gmails to Evernote.”

evernote google cal

This IFTTT recipe creates a journal entry in Evernote for every event on your Google Calendar.

Save your searches

As your Evernote collections expand, it gets more challenging to find what you need when you need it. Evernote has several advanced search techniques to help you narrow your target, but if you find yourself accessing the same items over and over, it’s more efficient to save that search. Here’s how.

Perform your search. In Evernote for Windows, click the save search icon—it looks like a magnifying glass with a plus symbol. In Evernote for Mac, select Edit > Find > save search. On you iOS device, then tap the “save search” icon in the lower right of your screen (It looks the same as its Windows counterpart.) In Android, tap Add to Home Screen.

The next time you click your Evernote search box, a lit of your saved searches will appear.

Do the two-step (verification)

Data breaches are de rigueur these days, and no one is invulnerable. Two-step authentication is one of the easiest and most effective ways to minimize your risk of becoming a security statistic. All you have to do is switch it on.

evernote two step

Enable two-step authentication to keep your Evernote data secure.

Log in to Evernote on the web and select Account Settings from the drop-down menu under your username. Choose Security Summary from the right sidebar, then click Enable under the Two-Step Verification setting and you’ll be walked through the setup process. Now you’ll be required to enter an authentication code as well as your password whenever you log in.

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