In contrast, in Evernote, tag nesting is for organizational purposes only. That means that tags must be unique, even when they are nested underneath other tags. So, let's imagine that you own two cars, and want to organize information about insurance and service records. For Michael Hyatt, nested tags provide a necessary structure that keeps his filing system on task and efficient. Social media guru Bryan Kramer views tags as a powerful way to archive information and quickly find it later in an effort to build his personal brand: True, tagging may initially seem a like bit of a chore. If you’re on your desktop, you can nest tags on the desktop to provide some visual organization, but those nested tags won’t display in the Evernote app on your iPhone. Instead, on your mobile device, you’ll see an alphabetical list of all your tags, nullifying any advantage you have to the desktop organization of your tags.
Evernote’s Notebooks
Source: MakeUseOf
You’ve been using Evernote for years , with your entire life stored on your account.
Everything used to work so well. But that meticulous notebook structure is now nothing more than a blight on your existence.
Trying to find a specific note? You may as well try to find a fart in a windstorm.
But remember, the problem doesn’t rest with Evernote here. Evernote is actually an incredible tool . You’re just organizing your notes in a way that can’t be scaled. There is a solution, though. And it’s a solution that can work for anyone, no matter how many notes you’re trying to keep on top of.
The Problem With Evernote’s Notebooks
Evernote has three layers to its organizational structure. It’s pretty simple, but you need to understand it to get the most out of the app.
First off are notebooks . These are like “folders”, where you save individual notes.
Next are stacks . These are like parent folders to help better organize your notebooks.
When most people start using Evernote, they fixate on these notebooks and stacks. It’s probably a hangover from organizing your files on Windows in the same way.
But Evernote’s notebooks and stacks have two main problems.
Notebooks can’t be nested. This means your organizational structure can only be one level deep.
In other words, you can have a child folder within a parent folder. But you can’t have a child folder within another child folder.
Second (and most frustrating) is that you can only place each note in one Notebook . If you have a note that’s relevant to two notebooks… tough. You can only choose one .
As your library of notes grows, these problems are almost guaranteed to turn your otherwise organized notes into a complete mess.
Luckily, Evernote has a third organizational tool: tags . You can assign descriptive, searchable tags to each note to help granularly organize your notes.
You can also nest these tags, and assigned several tags to each note. Problem solved.
Fixing Your Notebook Problem If you have a complex system of notebooks, your first challenge is to narrow these down to as few as possible.
Before I reorganized my own account, I had over 40 individual notebooks. Now I have five. You, however, might choose to have only two or three. These new notebooks are simply a way to organize everything extremely broadly. The real organization comes later.
Your Collection Box The most important of your few notebooks should be the initial notebook created for you when you set up your Evernote account. By default, this is named “[Username]’s Notebook”. Rename this to something like “-Inbox” or “-CollectionBox” to make it more descriptive.
Tip: Placing a symbol like “-” before the notebook name keeps the notebook at the top of your notebook list.
This notebook is where you’ll save pretty much all your new notes by default. When you create a new note through the mobile app, or grab a screenshot with Evernote’s Web Clipper , these should all be dumped into your “CollectionBox”. This saves you the hassle of tagging each and every note as soon as you create it.
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It’s far more productive to batch process that tagging every week (or month). Having all these new notes in a single notebook like this makes tagging quick and simple.
A Limited Number of Other Notebooks You should create any other notebooks sparingly. The more notebooks you create, the longer it will take you to decide where each note belongs. And the harder it’ll be for you to locate notes later on.
Since this new system relies so heavily on tags for organizing notes, notebooks are barely needed. If you take this to the extreme, you could create just one other notebook called “FilingCabinet”.
Tip: Avoid placing spaces in your notebook names and tags. This makes searching a lot easier.
After you tag each note in your “CollectionBox”, just move it over to your “Filing Cabinet”. This way, you’ll always know where you’re up to. And if you have a decent tagging system, it’s easy to keep a huge number of notes organized with just two notebooks. More on this later.
I chose to create a few other notebooks, however.
Ideas — Any notes detailing ideas I want to save, including article ideas, places I’m hoping to travel to, etc.
Personal — Where I store non-work related notes.
Reference — Where saved articles, book notes, screenshots, quotes, PDFs, receipts etc. are stored. Basically, any “knowledge” I might want to find in the future. This is by far my largest notebook.
Work — Where I store any work-related notes.
Your own notebook structure will be different to this, for sure. Just be mindful of creating notebooks sparingly. The more notebooks you have, the harder it is to keep everything organized.
Evernote Nested Tags Pdf
Getting Serious With Tagging As I said, your notebooks should just be the broad foundation of your Evernote structure. The essence of your system should rely on tags .
The unscalable option here is to tag notes with a couple of rough topics, and hope you remember these tags in the future. Good luck with that!
The scalable option (a small sample of my own tags is below) is far more elegant.
Essentially, when tagging each note you want to know a few things about it:
What area it relates to, broadly speaking; preceded by “1”.
What type of content it is; preceded by “2”.
What theme(s) it covers, more specifically; preceded by “3”.
The system I’m advocating does just this. When I tag each note using this system, I know I want to tag these three specific things about it. Each note should have at least one tag that relates to each of these three points. This makes it very easy to sort and find notes on a granular level.
For example, when I review the below highlight from Jack Kerouac’s book On The Road , I can see at a glance that I’ve tagged all three points. This is a personal note (meaning it’s not work related), it’s a book note, and it’s on the topic of life and travel.
Your own individual tagging taxonomy will be different to mine. But a relatively similar structure is an extremely scalable way of organizing your notes. It takes some time to get used to this, but it’ll soon become second nature.
Finding Specific Notes When it comes to finding notes in the future, there are two features that are especially useful: the search bar and saved searches.
When using the search bar, you can search multiple tags to find exactly what you’re looking for. Let’s say you remember saving a note from a conversation you had with a friend about traveling to Brazil. If you tagged this note properly, the following search would pull up that specific conversation.
This is the real beauty of using this kind of tagging system. Searching for a quote about politics? No problem.
Tip: Placing numbers before tags like this helps you to know that you’ve assigned tags for each of the three areas relating to each note. This ensures you cover all angles to help you find the notes in the future.
For searches you find yourself performing routinely, set up a saved search . To do this, set up your search. At the bottom of the search box, you can also add other parameters such as notebooks, tags, keywords, etc. Below, I’ve set up a saved search for ideas relating to work.
When your search is complete, on Windows click File > Save Search , On Mac click Edit > Find > Save Search , and name your search. From now on, when you click the search box, you’ll see a link to that saved search to pull up the results instantly. You can also drag the saved search over to the shortcuts widget for even easier access.
Automate Where Possible There’s no point spending more time tagging your notes than is necessary. Luckily, you can automate this in a few areas. The main way of doing this is by using the automation platform IFTTT (if this, then that).
You can use IFTTT to connect different services to your Evernote account. You can then tell the platform to save certain kinds of notes to certain notebooks. It can even assign specific tags.
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I have this set up to save all my Instagram posts to my Reference notebook, and tag these 1personal, 2instagram, 3travel.
I’m also addicted to reading articles on Instapaper , and take a ton of notes on what I read. It therefore makes sense to have another automation set up that saves all of my Instapaper highlights to my CollectionBox notebook, with the tag “2contentnotes”. This saves me some time when it comes to tagging everything in my CollectionBox each week.
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To see a more comprehensive list of how else IFTTT can work with Evernote, see here .
Could This Work for You? This method may not seem quite as simple as just dragging and dropping your notes into vague notebooks. But it is far more scalable. In short:
Save pretty much all of your notes to a “CollectionBox” notebook.
Routinely tag each of your notes, using a taxonomy that works for you. This should explain:
1 What the note relates to.
2 What type of content it is.
3 What themes it covers.
Move the note to one of the few notebooks you’ve set up.
Use these tags to find specific notes in the future.
This tagging system (or something like it) can help you locate specific notes in flash. It keeps everything far more organized than most other systems out there. And it stays organized no matter how many notes you have.
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If you decide to go ahead with a system like this, it will take some time to re-organize your Evernote library. But once you’ve got into the routine of tagging your notes like this, you’ll start to realize just how useful Evernote can be.
Is this a system you think could work for you? If not, how come?
Image Credit: Antonio Guillem via Shutterstock.com
A few weeks ago, I started getting emails from readers telling me that my Commonplace Book wasn’t working correctly…
Notes were disappearing in the browser, and when they weren’t, they were taking too long to load—my commonplace book was riddled with bugs.
As a longtime Evernote user, it was a reality I wasn’t ready to accept. Was Evernote no longer a viable option for note-taking? Was there a better solution on the market? My feeling aside, giving customers anything but a great user experience (UX) was unacceptable.
So, I began researching alternatives to Evernote. And after much research, one solution came up, again and again, more than any other…
Notion.
I recently moved my Commonplace Book—and the rest of my Evernote contents—to Notion and I must say, I am floored.
It’s that good.
Today, to announce with my move to Notion, I want to share my three favorite Notion use cases (#1 is my favorite). I’ll also show you how you can use Notion to get more organized in your personal and professional life, starting from today.
Notion Use Case #1: Build a Commonplace Book
“A commonplace book is a central resource or depository for ideas, quotes, anecdotes, observations and information you come across during your life and didactic pursuits,” writes author Ryan Holiday. “The purpose of the book is to record and organize these gems for later use in your life, in your business, in your writing, speaking or whatever it is that you do.”
If you’re a longtime reader, you know that I’m a big advocate of having a commonplace book. In fact, a few years ago, I began building one in Evernote (which I wrote about here). In it, I kept notes on books I read, course I enrolled in, quotes I liked, and more.
The first iteration of my commonplace book.
The problem, though, was as it grew, and bugs began hurting the UX, it became harder to navigate.
For example, jumping from one book summary to another made it harder to return to the Table of Contents. This meant I had to add a “Back to Book Summaries” link to each note, which, as you can imagine, was time-consuming.
Thankfully, that’s NOT an issue with Notion.
A preview of “Sam’s Commonplace Book 2.0.”
Not only are my book summaries now easier to navigate, but they’re also viewable without having to open a new page.
I can now read a book summary without having to leave the book’s category page.
What’s more, I can add tags like “Sam’s Favorites,” or “Books with Bibliographies” to give each summary more context.
For example, if I’m looking for a new book to read, I can browse titles with the tag, “Books with Bibliographies.” Or, even better, I can create a filter for ONLY books with that tag, and save that view to reduce having to browse in the future. (More on that shortly.)
An example of tagging book summaries for within a category to add context.
My favorite addition, though, is Notion’s blocks feature. With it, I can format book summaries for greater readability using subheadings, dividers, blockquotes, and more.
Notion’s quote block is my favorite.
Notion Use Case #2: Build a Swipe File
Having a swipe file—a collection of tested and proven advertising material—is an essential resource for any marketing professional.
For years, I’ve managed a swipe file in Gmail for good marketing emails, organized by brand.
But for (Facebook) ads, sales letters, and other online marketing efforts, I couldn’t find a good way of capturing them.
I tried building and maintaining a swipe file in Evernote. But because I used nested tags, I often ended up with notes three, four—even five levels deep, at times, defeating the purpose of quick retrieval.
This note was six levels deep. The tag’s naming convention was Work > Copywriting > Swipe File > Ads > Gary Halbert Ads.
If I knew the name of the ad I was looking for, I could use Evernote’s search feature, of course. But how often do you remember the name of something you’re searching for, especially something you saved years ago?
With Notion, I’ve simplified my swipe file as much as possible. I have one page called “Swipe File.” Then, within that page, I have subpages, tagged by ad type, copywriter, and more. Finally, I save my favorite views to avoid having to view all subpages upon each viewing.
Here’s an example.
I often write Facebook ad copy and need inspiration for two angles to test against each other. (If you’re curious, an example might be fear vs. proof of value—angles I learned from Joseph Sugarman’s book, The Adweek Copywriting Handbook.)
To get an overview of ONLY ads, I can choose one of my saved views (e.g. “Ads”). Then, I can add a filter to ONLY see ads with angles.
You don’t have to get THAT specific, of course. But the more through you are with tagging, the easier it is to retrieve what you’re looking for when you need it.
Notion Use Case #3: Implement Getting Things Done (GTD)
Learning David Allen’s Getting Things Done (GTD) time management method changed my life. Whether I’m working through my next actions in my personal life or managing big projects in my job, nothing falls through the cracks.
One of the reasons for that is because, a few years ago, I began experimenting with implementing GTD with Evernote. In the beginning, I used notebooks for lists (next actions, projects, waiting for/on hold, etc.), before eventually moving to nested tags.
It was highly effective, and in hindsight, it was a good approach to using GTD. But over time, as I got better at scoping and taking on more projects, I struggled to get a good overview of everything I was working on.
For instance, if I was creating a digital product, I would have several next actions like send a product teaser, cover the product details, announce the product is available, and more.
But due to Evernote’s project management limitations, it was impossible to get a good overview of the project.
Whenever I saw a project like this, I always found myself asking, “Which action should I prioritize?” “Do any have a deadline?” “Are any assigned to ‘waiting for/on hold?’”
Part of the reason I implemented GTD with Notion, is because you can:
- Create multiple views, incliding Kanban views WITHIN pages;
- Assign deadlines to each action; and
- Add additional properties for more context (e.g. “@Home, @Work,” etc.)
Let’s take a concrete example.
If you’re a GTD practitioner and thinking of moving to Notion, it’s likely you will want to have a page for projects. One project category might be annual goals like “run a half marathon,” “learn French at a conversational level,” “read 30 books,” etc.
Good apps for macbook air free. These goals, among other projects you take on over time, will each have their own actions. If your goal is to run a half marathon, you might need to register for a half-marathon, choose a training plan, research running routes, and more.
With Notion’s “Board – Inline,” you can create a Kanban view for a project’s next actions and, if necessary, add deadlines—giving you everything you need to get a good overview of a project’s status.
Notion also gives you the option to add custom properties to pages, if needed.
Evernote Delete Tag
I’ve already found managing my personal projects much easier to navigate, and more importantly, move forward with and complete. I’m looking forward to sharing more as I continue to iterate on the above process.
Editor’s Note
Since publishing this article, I’ve reworked how I use GTD in Notion. You can read about it here.
Conclusion
Migrating from Evernote to Notion wasn’t an easy decision.
I was an Evernote advocate from day one and was the last person who would even consider moving. Heck, I was willing to ignore bugs out of loyalty, even if it hindered my experience.
But what I wasn’t willing to do, was take people’s hard-earned money and deliver a poor experience in return.
I was afraid to migrate to Notion, but I’m pleased to write that, so far, the feedback has been nothing but positive.
Evernote Nested Tags Examples
I haven’t even begun to explore all of Notion’s features, but I’m looking forward to leveraging it both for myself, and my customers.
Evernote Tags Strategy
Are you a Notion user? If so, what do you think? Leave a comment below.