I use Evernote extensively for personal and business.
When possible, I integrate into client workflows and expose them to another useful method of collaboration.
I find that WorkChat and Shared Notes confuses many users, so I hope to cover the basics here. For purposes of this discussion, all images are from the FREE plan, using Web Browser Evernote version and the iPad mobile app version. This is where most users start.
Receiving a Shared Note In Evernote
When a note is sent via WorkChat, a notification appears on the WorkChat icon on the left side of the workspace.
When you receive a workchat, a notification appears and a pop-up will appear (if you happen to have Evernote open)
Click on the WorkChat icon and the message screen opens up. Click on the note in the message to view it.
At this point, I typically want to save the note INTO one of my Evernote notebooks.
Saving a Shared Note Into An Evernote Notebook
Web Version of Evernote
The WEB browser version of Evernote does not provide the ability to copy the note into MY Evernote (it stays within Workchat Shared items). This, to put it mildly, is a pain. My workaround in this case is to create a new note with a LINK to the Shared note.
Here is the note that I have created:
Mobile Evernote (iPad)
On the mobile app version of Evernote, the capability to create a note COPY is available. This is the approach I recommend.
Note: this method also works on the Windows Desktop version of Evernote!
Here’s how that is done:
Tap the “…” selection and tap “Duplicate Note”
Done. Here is the shared note copied into my Evernote notebook.
At this point, you can rename it and move it to another Notebook, if desired.
This process is one I share quite a bit and it seems to work well. I hope you find it helpful!
“It’s time for different”
Don is passionate about helping professionals and organizations keep up and adapt to the changing business world that we operate in.
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