Setup Difficulty Level: Easy. Maintenance Level: Easy. One of the biggest dangers when. Evernote notes. have always live in the cloud, they just also lived on your PC, assuming you had a PC. The mobile clients worked a little differently. The mobile clients worked a little differently. The old clients are well understood by the community - we know exactly how and where notes are stored, how they sync, the benefits and limitations.
Pleexy creates tasks in your To Do from notes and to-do items in your Evernote and Evernote Business notes. Pleexy can group all the to-dos from one note under parent tasks, synchronize due dates, and automatically complete to-dos when you complete tasks in your To Do.
After you connect Evernote as a source service, you can customize your Evernote and To Do integration exactly the way you want. First, navigate to the page where you can change settings:
From the Pleexy dashboard, inside the Evernote card, click Details.
Click Edit settings.
On this page, you can customize the connection's name. You can also adjust the settings for Source, Destination, Tasks, and Actions. Let’s walk through your options for each.
A system for sharing information between team members is essential. Without one, it’s challenging to find documents, notes, and files when you need to take action on them. Spaces in Evernote makes it easy to create a shared information library, for company onboarding content, for example. It’s quick to set up and easily shared. Get organized The easiest way to get started with Evernote, Basic gives you the tools to keep your thoughts effortlessly organized. Write and collect ideas in notes, group notes with notebooks or tags, and find them quickly when you need them.
Source settings
Source settings let you configure how Pleexy searches for notes and to-dos in Evernote. You have two options: Select notes with tag and from notebooks or Select notes by Evernote's advanced search condition.
Select notes with tag and from notebooks allows you to filter notes by tags, notebooks, and last update.
Tags: Enter the tags Pleexy should use. Pleexy will create tasks from all Evernote notes with the tags you specify.Note: You can enter as many tags as you need, but start each tag with # (for example, #project) and separate tags with one space (for example, #project #july).
Notebooks: Click the drop-down menu to select which Evernote notebooks Pleexy should search for to-dos. If you don’t select specific notebooks, Pleexy will search all notebooks.
Last update: If you want Pleexy to ignore Evernote notes that you consider out-of-date, no problem! For example, if you enter ‘60,’ Pleexy will ignore Evernote notes that haven’t been updated in the last 60 days.
Pleexy combines your settings for these three filters. For example, if you enter the tags #chore and #favor, select the notebooks Family and Neighbors, and enter 30 days, Pleexy will search for notes that meet all three requirements:
Tagged with #chore or #favor
+ Located in notebook Family or Neighbors
+ Updated less than 30 days ago
Select notes by Evernote's advanced search condition is for expert Evernote users who use Evernote’s advanced search syntax. You can use the advanced search syntax you have set up in Evernote to tailor which notes Pleexy creates as tasks in your To Do.
In the Source section, you can also choose to synchronize your to-dos or your notes only. If you select Notes only, Pleexy will create tasks for each matching note in your To Do.
If you choose to synchronize your to-dos, you can also decide whether to group your to-dos. In this case, Pleexy will group all to-dos from one note under a single parent task in your task manager. Specify how parent tasks will be named.
*Note: At this time, creating subtasks is not possible via Microsoft To Do's API. We will implement this feature as soon as the API allows it.
Destination settings
Destination settings define how Pleexy creates tasks in your To Do. You have two destination options:
Create all tasks in one project: Create tasks from all Evernote notes in the same To Do project. Click the drop-down menu to select the To Do project to use.Note: If you want Pleexy to create tasks in a new To Do project, log in to your To Do and create the new project there. Back in your Pleexy settings, in the project drop-down menu, click Refresh to update the list of projects.
Use an individual project for each notebook: Create tasks from each Evernote notebook in a different To Do project. Click the drop-down menu to select the root To Do project to use. Pleexy will create individual projects within the root project you select for the tasks from each Evernote notebook.Note: If a project with the same name already exists in the root project you select, Pleexy will use it instead of creating a new project. This way, Pleexy can combine tasks from different source services in the same project. For example, Pleexy will create tasks from a “Development” notebook in Evernote and a “Development” board in Trello in a single root project.
Task settings
In the Task settings, you can specify how Pleexy creates, names, and synchronizes tasks and task attributes.
Under Task title template, use macros to customize how Pleexy names your tasks. For Evernote integrations, three elements are available for task names: {notebook}, {note}, and {todo}.
As you change your task title template, Pleexy shows how your changes will look in a live example under the template field. You can combine the macro elements however you want, as long as you get the formatting correct. Here are some ideas:
{todo} from {notebook}: {note}
{notebook} - {note}: {todo}
Note: If you manually edit a task title in To Do, Pleexy won’t update or change your edited title.
If you chose to synchronize and group your to-dos in the Source settings, you can use the {notebook} and {note} elements to create a macro for naming parent tasks under Parent task title template. Pleexy will list all todos for each notebook and note under a single parent task. For example:
{notebook}: {note}
To-do
To-do
To-do
You can also toggle-on the Synchronize labels for todos option. If you select this option, Pleexy will add tags from your notes to the task labels.
Finally, you can specify how Pleexy should synchronize labels between your notes in Evernote and your tasks in To Do:
Update To Do labels when you change Evernote labels
Update both To Do labels and Evernote labels when you make a change in either service
Update Evernote labels when you change To Do labels
Do not synchronize: Pleexy will not synchronize labels when you change them in either Evernote or To Do
Action settings
Actions settings let you control what Pleexy will do when you change, complete, or delete tasks in Evernote or To Do — both sides of the integration!
First, tell Pleexy what should happen in To Do when you delete a to-do in Evernote. Click the drop-down to select one option:
Delete corresponding task: Pleexy will delete the corresponding task in To Do
Do not touch task: Pleexy will leave the corresponding task in To Do
Second, specify what should happen in To Do when you complete a to-do in Evernote. Click the drop-down menu to select one option:
Complete corresponding task: Pleexy will mark the corresponding task as complete in To Do
Do not touch task: Pleexy will not mark the corresponding task as complete in To Do
Third, tell Pleexy what should happen in Evernote when you complete a task in To Do. Click the drop-down menu to select one option:
Complete todo: Pleexy will mark the corresponding to-do as complete in Evernote
Do not touch todo: Pleexy will not mark the corresponding to-do as complete in Evernote
Now you know all about your options for integrating Evernote with your To Do! Don’t forget to scroll down and click Save changes when you’re finished customizing.
Evernote Group Notebooks
Do You Ever Note with Evernote?
By a UNC Writing Coach
I see it everywhere–the caricature of frazzled academics taking notes on endless scraps of paper, a trail of ideas flying behind them in the wind. In my case, I used to shove my notes into a drawer, where they were promptly lost and forgotten. Then I found Evernote:
Evernote is a note-taking app that allows me to create and sync notes (whether typed, recorded, or photographed) across my devices. Because the notes are stored in a single app, I no longer worry about losing important notes from a meeting or flipping through dozens of notebooks to study for exams. Here’s what one of my notebooks looks like now:
My note-taking strategies haven’t changed (I still group my notes by article and then mark my observations with bullet points), but my organization has improved. What was once a stack (or, let’s be real, a misshapen pile) of spiral-bound paper is now much more manageable.
Evernote Group Notes Template
Keeping distinct notebooks for each course helps me stay organized. Even when I use a physical planner or calendar to record important dates, such as exam dates and assignment deadlines, creating a backup in Evernote prevents disaster. At the very least, if I misplace the physical copy, the backup saves me from doing extra work.
The individual notes within each notebook catalog my ideas with ease. Creating a single note for a lecture or meeting helps me capture key ideas, while flipping between notes helps me see the big picture. I can use tags to name the overall ideas and recurring themes from lectures across a semester.
When I need to find information from a specific lecture or date, I sort notes by name, date of creation, or date of the last update. I also add tags to notes to sort them into different categories.
Perhaps most importantly, Evernote lets me search for specific terms to pull up related notes. Instead of flipping page by page to find two questions about, say, stoicism that I jotted down weeks ago, I can search for a keyword and focus on relevant results.
The search capability can be especially helpful when studying for an exam. In particular, I search either for key points from class or for concepts that haven’t clicked quite yet. Because the search capability lets me skim my notes, I’ve even used it when I begin brainstorming for an essay.
Of course, Evernote helps with more than note-taking, organizing, and searching. It also has several features that allow me to schedule and prioritize. Because I don’t like physical planners, I rely on Evernote’s to-do lists to remember to do almost everything, from uploading an English paper to my Sakai dropbox to emailing my grandparents.
When my classes shifted to online learning, I found that clipping pages, articles, and screenshots directly to my Evernote folders saved a considerable amount of time. Since all my materials are electronic, why not add them to my digital notebook for good measure?
Having online classes also means more time in front of screens. When I can’t bear to type another word, I turn to voice notes, which let me explain my ideas aloud without worrying about typos, format, or screen glare. In fact, I’ve found voice notes especially helpful for brainstorming and planning my writing!
Evernote Group Notes Login
Online coursework still includes group projects, and social distancing has made these projects even more difficult. But for a recent project, I made the process less painful by sharing my notebook with my partners. When one of my partners, who lives in a different time zone, couldn’t take my call, I simply shared my course notes and sent a message through the app. The project kept moving, and we didn’t need to worry about being available at the same time.
During this time of uncertainty, I think it’s more important than ever to stay organized. Evernote helps me do just that.
This blog showcases the perspectives of UNC Chapel Hill community members learning and writing online. If you want to talk to a Writing and Learning Center coach about implementing strategies described in the blog, make an appointment with a writing coach or an academic coach today. Have an idea for a blog post about how you are learning and writing remotely? Contact us here.