Let’s face it, Evernote is simply… awesome!
In this episode, I show you how I use the reminders feature in Evernote. One of Evernote's best features!Thank you for taking the time to watch this video. Sign up for FollowUpThen. FollowUpThen is free email reminder service that can send you all types.
You can write notes, save documents, archive important files, share all of that goodness with other people and this is just scratching the surface. You can use it to create your next multi-million dollar product for your business, or to make a groceries list for that Sunday barbeque. Evernote gives you a blank canvas and lets you create your own masterpiece, as simple, or as complicated, as you want to make it.
Evernote even introduced a couple of months ago a new feature that makes the software even more valuable – reminders. You can set up a separate reminder for each and every note to make sure you never miss a meeting, or a deadline.
But…
If you need to set up a recurring reminder, you are out of luck. If you have an event that occurs in regular intervals, say a monthly meeting with your team on the 1st of every month, Evernote reminders won’t work for you (unless you want to set up one every single month for the next month, which defeats the whole purpose). For some reason, or another, the Evernote headquarters has decided against recurring reminders, so if you want to use such a feature, you need to go outside Evernote.
Until now.
Although recurring reminders don’t come standard with Evernote, there is a pretty easy (and free) workaround that you can set up in just a couple of minutes and 3 simple steps.
STEP 1 – Sign up for FollowUpThen
FollowUpThen is free email reminder service that can send you all types of reminders at a specific date and time and it works flawlessly with Evernote.
Before you open an account with them, you first need to figure out what email you are using with Evernote. You need the same email to sign up with FollowUpThen (FUT), or the system won’t work. In most cases, this is the email that you use to sign into your Evernote account. If you are using a username for that purpose, here is what to do to get the email that is associated with your Evernote account. Go to Evernote.com and sign in like you normally would. Click on your name on the top right corner and select Account Settings. Halfway down the page you can see what email Evernote has for your account.
Quick note: you need your email address that is associated with your Evernote account, NOT the one that Evernote gives you that ends with @evernote.com.
Now, head over to FollowUpThen and use the same email address as Evernote to sign up for a free account.
Simply enter your email address and click on Get Started.
Step 2 – Verify and Set Time Zone
FollowUpThen will ask you to verify your email address. Head over to your inbox and look for an email from them containing a verification link. Once you click it, your will end up back on their website.
In the window that opens up, enter your name and the password you want to use for your new account (here is how to create a secure password). This is pretty standard, so you should not have any issues.
Make sure you select the correct time zone you are in. FUT relies heavily on this information, so don’t skip over it.
Once you have entered all the information slick on Save and your new account should be all set.
Step 3 – Set up your (recurring) reminders
Go into Evernote and navigate to a note you want to set up a reminder for.
Add Reminder Evernote Web
Right-click on the note and select Share > Send by email (Windows), or Send > Email note (Mac). If you are using the online application, open the note and click on the Share button on the top right of the note itself and click on Email.
In the new window that pops up is where the magic happens, specifically in the TO field.
FollowUpThen will email you a reminder (along with your note) depending on what email address you enter in the TO field.
For example, if you enter monday3pm@followupthen.com you’ll get a reminder on Monday at 3 PM (in your time zone). If you send the note to march30th@followupthen.com, you’ll get a reminder on March 30th.
Nothing special so far, Evernote can do that on its own, right? Not quite. Here is where it gets interesting:
If you send an email to everywed@followupthen.com you’ll get a recurring reminder every Wednesday. Magic!
You can do daily, weekly, monthly, yearly, at a specific time of the day… there is almost no limit to what you can do. You just need to enter the correct email address in the TO field. For a very comprehensive list of emails and examples check out this page.
If you want to set a reminder for Mom’s bday, which is on March 30th, all you need to do is send your note to everymarch30th@followupthen.com and on the correct date, every year, you’ll get a reminder email along with your Evernote note. Recurring reminder problem, solved!
Note on security: FUT never actually sees the content of your emails, so all your data is completely secure and private. Their system is fully automated and the email addresses are only used as means for the system to know when to dispatch your reminders. Nobody can actually open those emails and access your data.
To sum it all up, in the TO field, enter the correct address depending on when you want your reminder to show up in your inbox. Enter a subject for your email. The body of email is completely optional and typically not necessary. When you are all set, click on Send and you are all done.
On the specified date and time (based on the email in the TO field), FUT will send you a reminder email, along with that specific Evernote note.
You can set as many of these reminders as you want following the same exact process. You can even set more than one reminder for the same note. FUT also offers a paid account with some additional features such as SMS text message reminders which work in a similar fashion. You don’t need a paid account, the free one works perfectly fine, but if you would like to use some of the advanced features it might be worth upgrading.
Your Turn Now
There you have it, easy and free Evernote recurring reminders. The process will take you a few tries to get used to, but once you do, it is very easy. Once you figure out how the @followupthen.com emails work, you don’t have to even go to the FUT website, everything is done from within Evernote which saves you a lot of time.
Try it for yourself and set up some quick Evernote recurring reminders, it is that easy! And it will boost your productivity, guaranteed.
What other ways (if any) do you know of for creating recurring reminders in Evernote? Share your thoughts in the comment section below:
Life is hectic and schedules are packed, which is why we practically live on our calendars. And Evernote users need access to their notes at all times. But if we’re continuously looking between Evernote and our calendar every day, it’s easy for important meetings or notes to fall through the cracks.
Some calendars have note-taking features. Some note-taking apps have a calendar. But they’re never quite as good as their true specialty. Since we’re pretty comfortable with our calendars of choice, is there a way to combine these two tools?
Luckily, some of the most popular calendars in the world can be synced with Evernote. This lets you assign dates to to-do lists and notes. We’re going to cover how to sync calendars like Google and Outlook, the apps that make it easier, and how to juggle the endless scheduling of modern life.
So how do we create an effective Evernote calendar?
What is Evernote and what is it good for?
Evernote is a multi-platform note-taking application. It saves notes, to-do lists, images, media, and even webpages in a central location on the cloud. These notes can be organized into customizable folders called notebooks. Notes can be tagged like a blog, allowing you to sort and search your notes by topic.
It’s relatively easy to use, and there are tons of helpful Evernote tutorials online. Notes are stored in the cloud and accessible anywhere. Even the free version syncs with two devices. It also comes with a helpful feature called Evernote Web Clipper. The Web Clipper is a Chrome extension that lets you grab things from the internet and send them to your notebooks.
This includes straight or simplified versions of any website. This is particularly useful with cluttered websites that you need to reference often.
We’re not here to sell you Evernote, which has its own ups and downs. And, unfortunately, there is no native Evernote calendar. Instead, we’re here to help you combine two workflows into one without uprooting your entire calendar or notebook.
Connecting Google Calendar with Evernote Calendar
Google Calendar is one of the most popular calendars in the world. It’s useful, packed with features, and compatible with everything. Combining it with Evernote makes perfect sense.
The low-tech solution is to just grab your Evernote link and paste it into a calendar event. However, it’s much faster to automate the process. Plus, these applets create links both ways. Changes in Evernote can sync to the calendar, and vice versa.
Creating an Evernote Calendar journal from Google Calendar events
The following techniques use the IFTTT applet to customize both your Google Calendar and your Evernote.
IFTTT (“If This Then That”) helps you create conditional statements that can link your calendar and your Evernote for a number of different purposes.
If you’re interested in creating a journal in your Evernote that records your Google Calendar events, simply go to the IFTTT page linked here, or search for it on the main IFTTT page. They will ask for permission to access your Google Calendar: simply follow all of the click-throughs to get to a page that looks like this:
From there, follow the prompts and dropdowns to specify which calendar you’d like to create a journal from: contacts, birthdays, a work calendar, a personal calendar, etc.
You can choose the time you want the journal entry made in Evernote. It comes with four settings: 0 minutes, 15 minutes, 30 minutes, and 45 minutes after the event enters the calendar.
From there, the applet shows you a template of how the journal entry will look. You can customize the name of the new journal notebook and add tags to the journal note.
Then, click the big “Save” button. It will offer a confirmation prompt, and then your new Evernote/Google Calendar event journal is good to go.
These journals are useful for looking at your schedule long-term. You can see how much time you’ve spent in meetings. You can judge the length of those meetings against their usefulness. You can also use the generated journals for work reports or to account for your time on projects.
Creating Evernote calendar reminders for Google events
Again, we’ll be using IFTTT to create a simple script. This script creates events in Google Calendar for reminders you make in Evernote.
First, navigate to the recipe page and click the “Connect” button. Follow any permission, authorization, and Google login prompts.
Choose which calendar you’d like the Evernote reminders to go to and click save. The best part is you can create these reminders for different calendars. Make a reminder in Evernote about your new co-worker’s birthday and send it right to the birthday calendar, for example.
Both of these methods allow you to send the most useful data between Evernote and Google Calendar.
Syncing Apple Calendar and Evernote Calendar
While Google’s calendar is generally considered more powerful, Apple’s 50% mobile market share means many people still use its native calendar. And while it does sync with iCloud, it doesn’t natively talk to Evernote.
IFTTT allows iPhone and iOS users to sync between Apple Calendar and Evernote. The process is similar to syncing with Google, with small differences. Namely, the need to download the IFTTT app to an iOS device. If you work on multiple devices, you’ll need to download the app to each one.
You can sync reminders and to-do lists and even create Siri integration with Evernote. Consider, too, the widespread nature of the Apple environment. If you have an iPhone, an Apple Watch, and an Apple Smart Home, connecting your existing Evernote account means true accessibility.
Syncing iOS reminders with an Evernote list
This IFTTT recipe will push reminders you create in the iOS calendar into a checklist on Evernote.
Navigate to the IFTTT page linked above and press “connect.” A pop-up will then ask for your phone number to send you an IFTTT download link. You have to download the IFTTT to your device for full integration.
Next, you’ll see a screen to customize how your reminders will look in the Evernote checklist.
Fields for Title, the To-do list entry, choice of Notebook, and Tags can be altered or kept as-is. Then, click “Save,” and the reminders you create on your iPhone will jump right to a clickable checklist in Evernote.
Integrating Siri and Evernote
If you don’t physically add calendar reminders and prefer voice command, there’s a different IFTTT recipe. This feature also requires the IFTTT app on your Apple device. So, go to the recipe page, click connect, and fill out the following:
Once the app is downloaded and installed, the process is straightforward. When Siri adds a reminder through voice command, it triggers the applet. In the recipe page, you can name the list, title the note, and customize the body with simple HTML tags. Again, the tags and the name of the notebook can be tailored to your organization style.
Creating notes for iOS Calendar events
Want Evernote notebooks for the calendar events that appear in your iOS Calendar? These notebooks are useful for notes taken during a call or for reflections after. They can even become a loose client database or home for your staff meeting notes.
The first step is to go to the IFTTT recipe page. Click “connect.” The next page specifies how the details from the event will import into Evernote.
Next, choose the calendar name. Shift team meeting calendars into one notebook, client meetings into another, however you want to arrange your calendar. Again, using this recipe multiple times on different calendars may be a good idea. Choose a notebook, then tag with words like “meeting,” “birthday,” or “client.” These tags make organization in Evernote extremely granular.
Click “Save” when you’re done.
Connecting Outlook’s Calendar to Evernote
Microsoft’s Outlook calendar is commonly used in offices everywhere. It has a huge install base—over 400 million users, in fact. If you are taking Evernote into the workplace, which comes with its own complications, these two can be combined to create something better.
Zapier connects Outlook and Evernote
Zapier is extremely similar to IFTTT in that it’s an applet that creates customized scripts for a ton of different purposes.
Zapier creates custom triggers for every possible combination of Evernote and Outlook’s calendar that you might need. Basically, you decide a trigger (what starts up Zapier) and the action that will occur when the event is triggered—simple if-then conditional statements. They look like this in the Zapier interface:
On the left is the “trigger,” which can be changed in the dropdown menu by the arrows on the right. The right is the “event.”
In the example, we’ve decided that when a new email is created in Outlook (the trigger), a note is created in Evernote with details on the email. You could also have a “New Notebook” created when you “Create a Contact” in Outlook. This would start a new file on a client. Or when you set a “New Reminder” in Evernote, it creates an event in Outlook.
Below are just some of the various triggers and events. They can be mixed and matched in Zapier for whatever situation you can dream up.
Once you’ve chosen your trigger and your event, click the big blue button—“Connect Evernote + Microsoft Office.” Then, follow any login prompts for either service.
Now you’re synced, connected, and ready to spend less time shuffling between apps to make your day work.
What Is Evernote
Other Apps for Evernote Calendar Integration
There are a few other apps that combine Evernote with your calendar. They’re simple to use and take the pressure off you.
Cronofy and zzBots both use similar visual interfaces to connect your calendar with Evernote. You have the freedom to pick and choose the apps that match your workflow. And both Zapier and IFTTT can be used for Outlook, Google Calendar, Apple Mail, and dozens of other platforms.
No matter your platform, there is a program, applet, or script that can turn Evernote into more than just a note-taking service. This would be much easier if Evernote had its own calendar, but until then, these workarounds should do the trick.