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how I get organized with Evernote

Mariana Vieira·
5 min read

Based on Mariana Vieira's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Evernote is used as a cross-device “bullet journal” to unify lists, goals, and research notes across macOS, iOS, and Android.

Briefing

Evernote becomes a cross-device “bullet journal” for daily lists, long-term goals, and research capture—especially for someone juggling a MacBook Pro, iPad, and Android phone. The core shift is moving notes out of scattered paper and into a single system that syncs instantly, works offline, and stays flexible through notebooks plus tags. That matters because it removes the friction of maintaining multiple lists and searching across devices, while still keeping the simplicity of checklists.

The setup starts with a practical constraint: the built-in Apple Notes app doesn’t sync across her non-fully-Apple setup, so a third-party tool is needed to unify macOS, iOS, and Android. Evernote fits because it offers a strong free tier, while the Plus plan is worth paying for when synchronization across three devices and offline access are priorities. The paid tier adds features like PDF annotation, presentations, and higher upload limits, but for lists and basic note keeping, the free version is described as sufficient.

Organization in Evernote is built around separate notebooks for different purposes: brainstorming, ideas and to-dos, recipes, snippets, and YouTube-related material. Brainstorming relies on handwritten notes on the iPad using Apple Pencil, including meeting or Skype-call notes, and the system supports sharing notebooks with other Evernote users—useful for group projects and collaborative document storage. While Evernote’s editor is intentionally minimal and offers limited customization compared with more complex filing systems, that restraint is presented as a feature for keeping day-to-day lists straightforward.

The most concrete workflow is a bullet-journal-style checklist stored in a shared notebook called “notes and to-do.” A primary list, “stuff to restock,” acts as a living shopping list divided into home categories. When an item runs out, she checks it off; the change syncs across all devices and to the other person sharing the notebook. After shopping, checkmarks are removed to reset the list.

Beyond shopping, the same notebook holds less frequent but important lists: documents to read for a Master’s Thesis, a rough YouTube plan for the next six months, a bucket list, a main packing checklist, books to read, and a “25 Before 25” list. Keeping these goals available everywhere supports accountability—she even keeps Evernote open and can configure it to launch at startup.

For daily execution, scheduled events and to-dos are handled via calendar blocking (linked separately). To make information retrievable across notebooks, Evernote tags add a second layer of organization: notes can be labeled with keywords even when they live in different notebooks. Clicking a tag like “YouTube” surfaces all related notes regardless of whether they’re stored under brainstorming, ideas, or to-dos.

Finally, an Evernote extension streamlines capture while working on a computer. It offers four capture modes—manual typing, full-screen clipping, window clipping, and audio recording—and saves the result as a note that can be renamed, re-tagged, and moved into the chosen notebook. The workflow is positioned as especially helpful for research, video lessons, and document annotation.

Cornell Notes

Evernote is used as a unified, cross-device “bullet journal” to replace scattered paper lists and keep notes accessible on a MacBook Pro, iPad, and Android phone. Because Apple Notes doesn’t sync across that setup, Evernote’s synchronization and offline access drive the switch, with the free tier described as enough for basic lists. Organization relies on notebooks for purpose (brainstorming, to-dos, recipes, YouTube, etc.) plus tags to retrieve related notes across notebooks. A shared checklist notebook (“stuff to restock”) syncs instantly with another person, turning shopping and restocking into a live, check-off system. An Evernote extension adds quick capture via typing, screen/window clipping, or audio recording, then lets the user rename, re-tag, and file the note.

Why does the system depend on Evernote rather than Apple’s native notes app?

The workflow spans a MacBook Pro, an iPad, and an Android phone. Apple Notes is described as nearly useless in this setup because it doesn’t sync with the phone. Evernote is chosen as a third-party alternative that can synchronize across macOS, iOS, and Android, keeping notes available everywhere.

What’s the practical difference between Evernote’s free version and Plus for this workflow?

The free version is described as offering the features needed for lists and basic note taking. Plus is paid for to get synchronization across three devices and offline access. The transcript also notes Plus adds capabilities such as annotating PDFs, creating presentations, and higher monthly uploads and note sizes, but those are treated as optional for the checklist-first approach.

How does the checklist system work day-to-day in Evernote?

Lists are kept in a notebook used like a bullet journal. A key example is a shared notebook list called “stuff to restock,” where items are organized into categories. When something runs out, the item is checked off; the checkmark syncs across all devices and to the other person sharing the notebook. After shopping, checkmarks are removed to start fresh.

How do tags complement notebooks when notes are spread across different categories?

Tags act like keyword labels that cut across notebook boundaries. Each note can include keywords representing its content, even if it belongs in a specific notebook. Searching by tag becomes the retrieval method—for example, clicking the “YouTube” tag lists all notes labeled that way, even if they’re stored in brainstorming, ideas, or to-dos.

What capture options does the Evernote extension provide, and how does the captured content get organized?

The extension offers four modes: manual note writing, clipping full screen, clipping a specific window, and recording audio. Regardless of mode, the result is saved as a note that can then be renamed, re-tagged, and reorganized into whichever notebook the user chooses.

Why is Evernote’s minimal editor treated as an advantage rather than a limitation?

Evernote is described as powerful but minimal, with limited customization and file-management complexity. That simplicity is presented as ideal for keeping lists straightforward, even though it wouldn’t work as a full document editor or general filing system for more complex needs.

Review Questions

  1. How does the combination of notebooks and tags prevent notes from becoming hard to find as projects grow?
  2. What specific shared-list example illustrates the value of real-time syncing in this workflow?
  3. Which Evernote extension capture modes are available, and what steps follow capture to file the note correctly?

Key Points

  1. 1

    Evernote is used as a cross-device “bullet journal” to unify lists, goals, and research notes across macOS, iOS, and Android.

  2. 2

    Apple Notes is avoided because it doesn’t sync properly across the non-fully-Apple device setup.

  3. 3

    The free Evernote tier is considered sufficient for basic lists, while Plus is paid for synchronization across three devices and offline access.

  4. 4

    Notebooks organize notes by purpose (e.g., brainstorming, ideas/to-dos, recipes, snippets, YouTube).

  5. 5

    Shared notebooks enable real-time collaboration, illustrated by a shared “stuff to restock” checklist that syncs with another person.

  6. 6

    Tags provide cross-notebook retrieval by keyword, such as collecting all “YouTube” notes regardless of which notebook they live in.

  7. 7

    The Evernote extension speeds up capture with typing, screen/window clipping, or audio recording, then supports renaming, re-tagging, and filing.

Highlights

A shared “stuff to restock” notebook turns shopping into a live, check-off system that syncs instantly across devices and collaborators.
Tags act as a second organizational layer, letting users pull together related notes (like all “YouTube” items) even when they’re stored in different notebooks.
The extension’s four capture modes—manual, full-screen clip, window clip, and audio—make research and lesson notes fast to collect and easy to file.

Topics

  • Evernote Organization
  • Shared Checklists
  • Notebooks and Tags
  • Cross-Device Sync
  • Research Capture Extension