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Evernote and Outlook: The Perfect Match? Your Productivity Questions Answered

Jake Weber is the founder and editor of YourApplipal, a popular blog that provides in-depth reviews and insights on the latest productivity software, office apps, and digital tools. With a background in business and IT, Jake has a passion for discovering innovative technologies that can streamline workflows and boost efficiency...

What To Know

  • Click the Evernote button in the Outlook toolbar to open the Evernote sidebar, providing access to your notes and search functionality.
  • How do I save an email as a note in Evernote from Outlook.

In the realm of productivity tools, Evernote and Outlook reign supreme. Evernote’s note-taking prowess and Outlook’s email management capabilities make them indispensable for professionals and students alike. But do these two giants play nice together? The answer is a resounding yes!

Integrating Evernote and Outlook

Seamlessly connect Evernote and Outlook to enhance your workflow. Here’s how:

1. Install the Evernote Outlook Add-In: Download the free Evernote add-in from the Microsoft Store.
2. Sign In to Evernote: Once installed, sign in to your Evernote account within Outlook.
3. Configure Settings: Customize the add-in’s settings to meet your preferences, such as default notebook and note creation options.

Benefits of Integration

The integration between Evernote and Outlook unlocks a host of benefits:

  • Save Emails as Notes: Quickly and easily save important emails as Evernote notes, preserving them for future reference.
  • Annotate Emails: Add notes, highlights, and tags to emails, making them more actionable and organized.
  • Create Notes from Outlook: Compose new Evernote notes directly from Outlook, saving time and effort.
  • Access Notes from Outlook: Browse and search your Evernote notes right from within Outlook, providing quick access to essential information.

Using the Evernote Outlook Add-In

To leverage the integration, follow these simple steps:

1. Save an Email as a Note: Select an email and click the Evernote button in the Outlook toolbar. Choose the notebook and note options as desired.
2. Annotate an Email: Click the Evernote button within an open email to add annotations, notes, and tags. Save your changes to preserve the annotations.
3. Create a Note from Outlook: Click the Evernote button and select “New Note” to create a new Evernote note directly from Outlook.
4. Access Notes from Outlook: Click the Evernote button in the Outlook toolbar to open the Evernote sidebar, providing access to your notes and search functionality.

Beyond Email: Integrating Tasks and Calendars

The integration extends beyond emails. You can also:

  • Create Tasks in Evernote: Save Outlook tasks as Evernote notes with checkboxes, due dates, and reminders.
  • Sync Calendars: Import your Outlook calendar into Evernote, allowing you to view and edit events within your notes.

Troubleshooting Common Issues

If you encounter any issues, try the following:

  • Restart Outlook: Close and reopen Outlook to refresh the add-in.
  • Check Add-In Settings: Ensure that the Evernote add-in is enabled in Outlook’s settings.
  • Update Evernote: Install the latest version of Evernote to ensure compatibility with the add-in.

Enhancing Your Workflow

The integration between Evernote and Outlook empowers you to:

  • Organize Your Inbox: Save and annotate emails in Evernote, freeing up your inbox for more critical tasks.
  • Capture and Track Ideas: Create notes and tasks from Outlook, capturing important information on the go.
  • Collaborate Effectively: Share Evernote notes with colleagues and collaborate on projects seamlessly.
  • Improve Time Management: Access notes and appointments from a single platform, streamlining your workflow.

The Verdict: A Perfect Pairing

Evernote and Outlook work harmoniously together, providing a comprehensive productivity solution. By integrating these two powerful tools, you can streamline your workflow, enhance organization, and unlock new levels of productivity.

Q: How do I save an email as a note in Evernote from Outlook?
A: Select an email and click the Evernote button in the Outlook toolbar. Choose the notebook and note options as desired.

Q: Can I annotate emails with Evernote from Outlook?
A: Yes, click the Evernote button within an open email to add annotations, notes, and tags. Save your changes to preserve the annotations.

Q: Can I create a new Evernote note from Outlook?
A: Yes, click the Evernote button and select “New Note” to create a new Evernote note directly from Outlook.

Q: How do I access my Evernote notes from Outlook?
A: Click the Evernote button in the Outlook toolbar to open the Evernote sidebar, providing access to your notes and search functionality.

Q: Can I create tasks in Evernote from Outlook?
A: Yes, save Outlook tasks as Evernote notes with checkboxes, due dates, and reminders.

Q: Can I sync my Outlook calendar with Evernote?
A: Yes, import your Outlook calendar into Evernote, allowing you to view and edit events within your notes.

Jake Weber

Jake Weber is the founder and editor of YourApplipal, a popular blog that provides in-depth reviews and insights on the latest productivity software, office apps, and digital tools. With a background in business and IT, Jake has a passion for discovering innovative technologies that can streamline workflows and boost efficiency in the workplace.
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