Hello everyone and welcome back to the Keep productive YouTube channel
It is Francesco here. And in today's video. What I wanted to do with you guys is dive into how I use Evernote now
I haven't done a video look like this for a long time
Maybe roughly around the two-year Marshall three-year mark, so this would be a sort of recap of how I'm currently using
Evernote
Now if you haven't seen the previous video that we created about evident being the best filing cabinet definitely
recommend checking it out because it gives you a bit of an idea of why I believe it's the best filing cabinet and
Not necessarily my note-taking tool anymore. So I'll include that video in the description below
So in today's video guys
I will be covering three use cases and examples of using Evernote across a day
these are very specific and also they will sort of outline the majority of
My use of the application these days and then at the end a wrap-up by talking through
some of the principles that I implement like the para method and also doing a little bit of a cleanup to showcase an
active a normal working Evernote account
So let's start with number one. The first way that I use Evernote is
Primarily for uploading receipts but I need to be able to save my receipts as I come back from a trip
Maybe been on six or seven major trips this year for work and being able to keep a track of those receipts is really important
For not just me, but the accountant and records so being able to keep a track of them is really important
so the way that I do that currently is I
Primarily have physical receipts and online receipts and what I'll do is at the end of the month
I will open my middle drawer which has all of the receipts in them and I will take them out and
Individually scan them using the Evernote camera. I'll then scan them into the desktop version
so I'll load up the desktop version on my computer then what I'll do is I'll be able to go in and
Convert that note of those notes into PDF
Now this is a really useful thing to do because the way that I like to upload stuff to my receipt bank
Which I'll explain in a moment is in PDF format
So going over right clicking on an image and converting that image to a PDF or the entire note to a PDF
Can save you a lot of time so what I'll do is I'll have PDF versions of them
I'll then go over to receipt Bank, which is the
Uploader for most seats that connects with the accounting software. I knew zero and I will upload them there
I don't just do this with physical receipts
I will also do this with online receipts as well. So services or SAS services that I may have used
I'll upload them to Evernote and I'll have this sort of backlog of all the receipts
This is also important in my personal life as well
like I have a lot of receipts for for example could be some new running shoes that I got or some boxing clubs that I
Picked up and I want to be able to save them inside of somewhere where I can easy
Easily access them and I tend to upload them via the Evernote desktop version
I tend to download the email through missive and then save it to Evernote, of course the future I'm missing
There is the forward Evernote emails, which is a bit of a pain but something that I'm not really using the bandwidth
So I guess I don't necessarily need to upgrade for it
Okay
So that was the first use in the first muse is primarily
Uploading stuff and making sure that I'm always keeping track of receipts and things like that just a touch on that obviously
I'm uploading a fair few bits, but you get to 60 megabytes a month in the free plan
And I tend not to hit that I think I get in a range of like 35 to 40
Maximum per month. So at the moment that's really suitable for me. Okay?
So the second use case is general documents now as I go about my day
Naturally, I want to be able to have a little bit of luck a filing cabinet nearby and that is Evernote for me being able
To go into the application go into a specific notebook and find relevant information
Whether it's like my National Insurance number or whether it is like some
Documents for an electoral roll for example the other day. I've got confirmation that I was on register to vote
so I would save that document straight away inside of Evernote so that I
Evany and made sure that I have that PDF available
If I'm on the go and I am asked that by a bank or something like that
And they need that bit of information whether they're useful documents around
setting up banking has been incredibly helpful to be able to access that information at any given time and
having the mobile
application has saved a lot of time and I not necessarily even have to use the
Offline notebooks as well because I'm always tend to be near enough a 4G connection
So this sort of does touch on past use of this as well. I
Utilize something called the para más
De velop TI a chap called Tiago Forte if you ever watched the Tiago Forte series here on this channel
I think you'll benefit from it for videos. You'll really love it. But his methodology power covers
projects areas
responsibilities or resources and
Archives, and that's how I organized my notebooks, but I'll touch on that near at the end of this video
The reason I mention that is because a lot of the old folders or files that I have are inside of archives
Which will allow me for example
If I'm in a bank meeting and they need to know previous addresses or previous documents that land or gave me from previous
Tenancies I might be able to access that through the archives area and not really be in any bad
Situations in being able to find that information when I need it at the time. Okay
so my third and final use is a very very small use and it's very similar to being able to track your documents is
Anytime I get a reference number or reference document. I tend to save it inside of Evernote
So you probably wondering what's a reference number?
So for example if I'm signing up to a direct debit
Or I'm in the UK you're signing up to like a way that the bank takes money
Then I will log that number down for example
If I'm in a customer service or support queue and they give me a reference number the next time I need to quote
Then I'll take that one down and this is really useful
I pretty much do any number that isn't my
passwords or very important numbers inside of Evernote which gives me the ability to
Quickly access something at any given time. So for example come back from the post-office
I'll take the tracking number down or take a photo of it
For example the other day when I was just checking our gas and electric meetings
meter readings
what I did is I took a photo of the the actual meter reading now what it is uploaded it as a photo and
Marked it down so that when I need that when people say when did you take the meter reading on what was a meeting reading?
I've got all that information quickly accessible there
So let's just summarize firstly I use it for receipts
secondly
I use it for general documentation and third for tracking numbers and
Useful details like that
now I think one of the biggest questions a lot of people have is
Why don't you use notion for uploading files and information like that?
And that's a actually really relevant question because notion does have an ability to upload filing to it
And of course you can upload as many files. There's no limitations on that as well if you're on the personal plan
But even on the free plan, you're allowed unlimited files as long as the file is no larger than five megabytes
so the reason for me that I don't
Use notion as a way to upload files apart from maybe the occasional one if I'm planning a trip
The reason why I don't use it is mainly because of the way that they are uploaded they upload it to a web server
Which is good and really easy but in Evernote your locally storing it and that's quite good because I can find out when I'm offline
Notions abilities offline aren't fantastic at the moment
Although they are working on it and I do like to have all of my files I guess in one place
So for example if I'm going into Evernote
I know where everything is because it's in one notebook
Whereas if I started a process now inside notion
I'd have to make sure I created some sort of
development so that when every time I go in I am able to find it and things like search aren't really
Fantastic inside of notion as well
That's something that definitely Evernote allows you to do be able to search documents and files which saves a huge amount of time
Okay, so I'm gonna wrap up with talking about the power method
Which is something developed by Thiago Forte and then also talk to you through how I'm gonna clean up my Evernote account
I'll do a little bit of it a while. We're on this video. So the power method is something that Thiago Forte developed in
Actually, it's embedded in a course called the second brain could check that out in the description below what I like about the Parra method
Is it's organized in a very structured fashion?
I eventually use this for movement Google Drive. Although that definitely means cleaning up and my Evernote for many years now, maybe since
2012
now the
Methodology is very simple
You've got one projects this stack in my Evernote
essentially includes projects that are active in the last one to twelve months and that will last that length in period
And then your areas which is number two. This is a stack again and also includes anything from one to three years
So as you can imagine it's gonna claimed longer more consistent stuff
Then I can quickly access then
I've got resources
Which is the majority of my things like electorial health information that I can quickly access documents that maybe my GPS sent over
And then for example, the archives now archives is where projects and areas come to die. So I've got like anything back there
Which is very handy from previous tendencies to Cub Scout leadership information and what we did on certain activities
Registers things like that from the good old days when I was doing that
but as you can imagine
It's a really easy way to set things up
If you're struggling with an Evernote setup now moving on to a little bit of cleanup now
You may see from my account that it's a it's definitely a little bit messy
I haven't really updated my Parham effort for a while. Although I have been utilizing the tool
I haven't really been keeping updated with it. So I'm just gonna briefly clear up here
but as you can imagine your evident can get like this like if you don't have routine cleanup, so what I'm gonna dedicate maybe
Like an hour every two
Three months to actually just clean up my Evernote account and make sure
That every project that's in the projects area is relevant every project area that's in the areas is relevant, etc
And I'm making use best of titles as well
So guys that was an overview of how I use Evernote now. I hope that hopefully it was really useful
If you guys are interested, I will be doing an Evernote versus notional video very soon
Although I do need to still plan this one and if you have any questions, feel free to pop them in the comments below
I'm sure people were curious about the way that I'm using it at least and I'm really curious about how you're using it
So, please do tell me in the comments below whether you have a similar experience or you've been doing something
A little bit different from me. Anyway guys a big thank you if you're not subscribed here yet. You need to be subscribed
It'll be great to have you who've got some exciting updates coming up and I'm sure you'll thoroughly enjoy it
Anyway guys, I'll talk to you soon. And
Thank you very much for stopping by today Cheers ever
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