Just create a new note within your templates notebook and give it a title, such as ‘Template – Meeting Notes.’ Then, add anything from checklists to tables to give your template some structure. If you’d prefer to use templates custom-built for your needs, the good news is that making templates is easy. Then you can rename the template and get to work, leaving the original in your templates notebook so you can reuse it later. Save a copy of the template in the notebook of your choice. When it’s time to use a particular template, simply right-click (Windows) or Ctrl-click (Mac) and choose ‘Copy to Notebook’ from the pop-up menu. Pro tip: Add your templates notebook to your shortcuts in the sidebar so you can get to it quickly. Then click Save to Evernote to easily add the template as a note to your Evernote account.Ĭreate a notebook just for templates to make things easier, saving all the ones you might need in there. When you come across a template you love, click on the link to open and preview the template. How to use templates: copy, rinse, repeat The beauty of templates is that they allow you to use your powerful brain and precious time for things other than set-up and formatting. Templates can provide inspiration by showing what’s possible in Evernote, and can help you streamline processes you repeat often.
#Evernote templates for business expenses how to#
In order to fully demystify templates, here’s a definitive guide on what they are and how to use them, rounding up our favorites so you can take your productivity to the next level.
#Evernote templates for business expenses free#
You may have heard whispers about the magic of templates in Evernote, but to many, templates are one of the hidden secrets of power users.Īfter an overwhelmingly positive response to a free set of business templates for entrepreneurs we recently shared with you, we realized we needed to take things even further. Thankfully, a good template solves both of these dilemmas. What exactly should you be filling it with?Īlternatively, if you already know how to use Evernote, you may notice yourself capturing similar types of information or tackling the same tasks repeatedly, whether it’s taking meeting notes or making packing lists. That being said, sometimes a blank slate can be a puzzling blocker, rather than an inspirational challenge. When you get a brand new account, it comes as an empty vessel to fill up with your ideas. One of the advantages of Evernote is flexibility. Visit our template gallery to browse pre-made templates you can add to your Evernote account. What's even better? You can collect information and notes with Evernote, then use other tools like IFFTTT and Zapier to integrate that information into the other tools you use online.There’s a new way to find, manage, and use note templates in Evernote. That's why we highly recommend using Evernote as your go to source for collecting and aggregating information. You can clip web pages and PDF's on Desktop, then access them immediately on your mobile phone. With Evernote, you can manage your information and notes anywhere. From Desktop and laptop computers, to tablets and mobile phones. Building a Business Online requires a lot of planning and management of information.īlog Posts require research, products require research, list magnets need planning and development, and products need all these things as well.Įvernote was built to allow you to have a central repository for all your notes, research, and projects management content.Įvernote allows you to do this using any device you own.