Evernote
He was very close to locking himself out of Evernote
This is the story of how I helped him save his notes
Evernote, like many other companies, lets us use two-factor authentication. This means that, once you enable this function, you’ll always need to use a randomly generated code in addition to your password to gain access to your account. I see it as a good security feature that we all should turn on in every App where it’s available.
It’s usually activated by scanning a QR code with a so-called Authenticator App, which then starts generating random numbers. But here’s the catch: if you lose access to that App, you are in trouble because no one else has those codes.
As a last resort, there is always a list of one-time-use numbers that can unlock the account in case of an emergency. But not everyone saves that list, despite being instructed to do it every time we turn on two-factor authentication in an App.
The Problem
This unique combination of problems is beyond my comprehension, but criticizing him for not having the printed list of codes would not help. The facts are that this person only had Evernote logged in on his iPad, and he lost access to the Authenticator App.
I don’t believe the support team at Evernote or any other company would be able to help someone in this situation. After all, the codes are generated on the person’s device.
The suggestion
Before anything else, I asked him to try something that would probably not work on the iPad, but who knows? I’ve heard that some people have disabled the authentication layer by accessing the Evernote settings on the computer App. Unfortunately, as expected, it didn’t work on his iPad.
Time for a more drastic approach.
The plan was to move all his notes to a new account. On the iPad, he would have to go to each notebook and share it with the new account. On the new account, he would then create a local notebook and move the shared notes to it.
An important detail to remember is that one can only move 100 notes at a time, and there’s no way to select multiple notes on mobile clients. So, the easiest way to do everything on his new account is on a computer with Evernote’s App installed.
How can you prevent this from happening?
First, you should remember to take care of the Authenticator App you are using and to print the one-time-use numbers list. By the way, a good place to put this list is wherever you keep all your personal documents.
A password management App is another option. Many of them can read the original QR code and generate the authentication codes. As they are synchronized with the cloud, you will still have access to the information, even in the event of losing or permanently damaging your phone.
However, if you don’t like this type of Apps, you may want to also print the first QR code you have to scan when you create the code generator for that account. That QR code can be used to recreate the code generator on a different Authenticator App. Just be extra careful with where you keep it because anyone with that QR code can recreate the code generator.
Choose Evernote instead
Being good at something doesn’t mean it’s easy or that everyone will be able to do it. After helping clients for more than a decade, I can confidently say that the number of people who are not good with technology is much larger than we think.
Today, I started helping a new client who had already told me about his lack of proficiency in technology. In situations like this, Evernote is always my top choice because it’s easy to understand and use.
In about 20 minutes, my client was comfortable with the user interface and the simple structure of notes and notebooks. Tags and tasks were also part of the explanation, but I told him to ignore them for now. Even in such a short time, I was able to show him all the basics and how Evernote Home can be used as a summary of all the information he has in the app.
Next, I helped him strategically think about and create some notebooks that he’ll be using to add content for the next few days.
In half an hour, a person who is very uncomfortable with technology was already creating notebooks, adding information, and moving notes to organize things on his own. That’s how intuitive Evernote is.
If everything goes as planned, he will arrive at the next session with many more notes and some discomfort with organizing and finding information. Yes, you read that right. It is intuitive, but it can’t do miracles.
This is when we’ll start creating his mindful workflow. I’ll be helping him make sense of all his content while introducing strategies using tags, widgets, or whatever else. It will all depend on how he describes what he is having a hard time finding or doing.
Baby Steps
Not only is he uneasy with technology, he also has his business and personal life activities to take care of. Like several others in his position, he cannot afford the time it takes to learn the fancy apps and methodologies productivity gurus love to sell as magical solutions.
That’s why I try to constantly remind myself that many people can only improve their lives with technologies and workflows that are straightforward to understand and use.
That’s it for today. I hope you have a great week.
There’s no such thing as the perfect App or a magical template
Don’t get sucked into the online drama about productivity. Unfortunately, it’s not an App or other people’s methodology that will help you.
This is the story about how many years ago I was hypnotized by magical solutions that never worked, and how my journey made me realize that everyone can find the perfect system. Yes, you can do it too. It will require more work and take longer, but it’s worth it.
Different, different, and different
Do you remember my article about letting things get messy for a while? This is precisely what I did when I started moving my notes from Evernote to Obsidian. Although both Apps share many similarities, there are still plenty of differences that make it impossible to just use my Evernote system on Obsidian.
If you have already struggled to organize or be more efficient, you may know that it is equally inefficient to use someone else’s workflow to solve your problems. We are all different people going through different moments in life and exposed to entirely different circumstances. I hope I said ‘different’ enough times because it is the most important word in this article. You must realize that your needs are unique.
The early stages of my journey
Years (decades 😮) ago, when I started looking for a solution to my workflow problem, I did what I see many people doing today. I tried to use someone else’s methodology. When that failed, my initial thought was that I was the issue.
Maybe you have been through this too. This is precisely that moment when the evangelists usually show up and tell you that you don’t need to use it the way the ‘guru’ created it.
—You can simply adapt it to your needs.
Hmm. That’s quite convenient, isn’t it?
Well, if I’m adapting something, I better create it myself. And this is when I began experiencing, let’s call it, ‘dishonest thoughts’. If I were to develop my own methodology, I could potentially commercialize it and generate some revenue.
That idea stuck with me for a while, but several books later, I came to the conclusion that all of these so-called incredible methodologies are, in reality, variations of something that came before. Why would I want to add another layer to the onion?
At this point in my career, around the turn of the millennium, my inexperience was evident. Although I gained a lot of knowledge from my degree as an economist and all the books I read about project management, my first company was a disaster. However, it was not all in vain.
That unique combination of failure and acquired knowledge helped me start a career as a project manager in the booming mobile telecommunications industry. But what if I told you that the companies I worked for were also having trouble creating and managing effective processes? Wow, what a relief. It wasn’t me; the problem was significantly more extensive than I initially anticipated.
Figuring things out together
Twelve years later, in 2012, I realized I had enough experience to start another company. But this time, I would do it alone as a consultant. I used social media to spread the word, but I never talked about solving difficulties with this or that particular technique. It was all about collaborating and figuring things out together like I learned to do during my telecommunications career.
Guess what the people I attracted were telling me when they arrived at the discovery meeting?
—I’ve tried countless different methodologies and Apps, but nothing worked. I don’t know what’s wrong with me.
You know what? I still hear this from almost all my clients nowadays.
The first thing I ask all new customers is how they do their job. I don’t even use the word workflow. What I say is, ‘Pretend I’m going to start working for you today. Explain to me the work you do.’
That’s harder than you think and people tend to drift the conversation towards the Apps they use. This is when I reply, ‘Forget the Apps. Pretend they don’t exist and tell me how you do your work. I want to understand the process, the stages, the problems, etc.’
People are so obsessed with the idea that something else is doing the work that I always face several moments of silence after that simple question. It’s really fascinating how it proves my point. People think that something outside is the solution, but they already have the answer with them all the time. I’m merely a facilitator. I provide guidance, and they find the answers by themselves.
Anyway, back to the client. After taking a deep breath and receiving some direction from my side, the explanation begins. This is usually when I see the relief on their faces. It’s as if they broke free.
Long story short, it’s only after I understand the workflow that I start helping them build a system. To make the system more efficient, we’ll certainly use some Apps, but only as tools. Always remember, Apps are not solutions; they are merely tools. And it’s all done together because this is not a magical solution. My main goal is to help the client build its own system.
The good news is that you can solve this by yourself too. It takes more time, but eventually, you’ll have the perfect system for yourself. Start by mapping your work and needs. Ignore the Apps and methodologies. Think of your work as a workflow. One step after the other. Once you grasp that, allow yourself to feel a bit uncomfortable. Don’t add tools just yet.
While you are experiencing the hard work and maybe even the mess, think about what you need to do to make each step of the way more efficient, and then look for the tools that can help you. Congrats! You just built a mindful workflow.
I know it’s easier said than done. After all, it took me some years to figure this out. Maybe the video below will help you. But as you watch it, please pay attention to the process that led me to the dashboard, not the plugins I’m using. I’m never looking for a silver bullet. I’m sorry to be the one telling you this, but that doesn’t exist. Anyway, as you watch, notice that as I go I’m constantly trying to find something that will solve a very specific next problem.
The truth is, you are the only one who has the correct answer. Keep asking yourself what you need to do next to reach the following level of the game.
You can do it!
Will 2024 be my first year without Evernote?
I think it’s fair to say that everyone was a bit astonished when the news broke on the third day of 2023. Bending Spoons, a company barely anyone knew about, had acquired Evernote.
For the past 15 years, I have never considered leaving Evernote. To be more precise, the thought never crossed my mind. Now it looks like 2024 will mean more to me than just a new year. Maybe it will be a year without Evernote. But it’s rare for something so big to happen suddenly. We have to go back to the beginning of 2022 to understand what’s going on.
I was already experimenting with Obsidian for my video production workflow when some of my clients asked me to help them build their workflows on Obsidian. That ended up starting a feedback loop of fresh ideas and more experimenting and teaching. Long story short, by the end of 2022, this learning and teaching system was at full speed. Then, boom! The acquisition news in January 2023. And, let’s not forget the chaos Twitter was in because of its own acquisition. What if Evernote experienced the same fate?
There you have it. It was a perfect storm forming before my very eyes.
What I’m trying to say is that it’s rare for only one event to cause a big change. It is usually the culmination of many small things happening simultaneously that creates the perfect conditions.
Most of my notes—about 80% of them—are still in Evernote. But if I’m quoting Pareto, the 20% of notes I’m using 80% of the time are already in Obsidian. And this makes all the difference. When I need to find something, chances are that Obsidian will have it. Which ended up helping me create the habit of opening Obsidian first. Oops!
Another important aspect of Obsidian is the fact that the mobile clients are fully functional. During short trips or vacations, I do not bring a computer with me, and I can still use Obsidian on my iPad as if I were at my office computer.
It’s not all roses, though
I was an early adopter of Postash.io back in 2014, and I loved the fact that I could convert any of my Evernote notes to pages of a website or blog posts. Sadly, the service never worked properly, and I ended up going back to a conventional website hosting service. Obsidian Publish seemed like the perfect opportunity to try that again, but although it is a very reliable service, it came with its own set of problems. As you already know, I went back to a traditional website hosting service. But this is a story for another day.
For the moment, I will leave you with this. It’s more likely than not that 2024 will be the year I switch from Evernote to Obsidian.
Happy New Year!
What went wrong with Evernote? How did we get here?
I expect negative comments on every video or article I publish about Evernote now. Sadly, talking about it makes me feel anxious.
I don’t think Evernote is doomed, but there is a profound shift in perception going on. It used to be that going to the Evernote Conference was the most important moment I looked forward to every year. It was great to see my friends, clients, developers, and the Evernote team.
Furthermore, sharing news from the conference or anything else Evernote released throughout the year had such positive vibes. Now, it’s hard to ignore all the negativity out there.
But the mood didn’t shift at once; it rarely does.
It all started many years ago
In July 2015, Phil Libin stepped down as CEO, and Chris O’Neill initiated a series of changes that made many of us, myself included, uneasy with the future of the company, or, in other words, our notes.
Evernote had a family of companion apps, and the new CEO gradually discontinued most of them, making many of us unhappy. But moving Evernote’s database to Google Cloud and the layoffs kicked off the first negative wave I’ve ever seen. At least, I do not recall anything similar during the Libin years.
I have to believe that from a financial standpoint, moving to Google servers was the best course of action. Even Apple used Google’s service in the early stages of iCloud. And I think they still do. However, the public’s perception was distorted by the way the media covered all the other CEO decisions.
For instance, I recall reading articles that referred to Evernote’s headquarters as a “ghost town.” I was furious about that; it made no sense. Back when Libin was CEO, or, in other words, before the layoffs, I visited the company and can attest that the building was not fully occupied. As far as memory serves, floors one and two were completely empty. Not even desks! The idea was to have enough room to grow in the future.
Nevertheless, I can relate to the anger and frustration people felt. The way the story was told made it hard to tell the difference between noise and reality, which leads me to the topic of communication. I’ve always found Evernote to be terrible at conveying decisions to its users. And the problem is still present. For instance, I believe that transferring operations to Europe was an excellent decision, but again, the public perception was different.
When you are hosting people’s memories, you don’t have the luxury of being as secretive as Apple or carless as a cable TV announcing the new version of its app. Every decision has to be over communicated.
I switched to Google Tasks
I’ve recently switched to Google Tasks, and there are a few clues as to why in this post. But detailed information is coming soon. I’m currently working on a script for a video explaining the hacks I used to build my system and why it might be a better choice, depending on what Apps and devices you use.
And talking about tasks, there are many videos on my channel about Evernote Tasks and the tutorial below explaining how to set up and use the Obsidian Tasks plugin.
Evernote and other technologies I used when I was in Morocco
When we entered the boarding area, my wife realized that she had forgotten her phone. In other words, gone were all the messages the travel agency had sent her. Thankfully, Evernote saved our trip to Morocco. At that point, we were unable to go back home and return in time, so I opened my Travel notebook on Evernote to assess the situation. But before I go any further, let me provide you with some context.
Usually, I am the one who organizes our trips, but this time it was different. My wife was doing it. On my side, as I have already shown in past videos, I was saving on Evernote all that she was sending me. Also, I am not a WhatsApp user.
Back to the airport
I had our boarding passes and all instructions in offline notes, but here’s my question. Why would a travel agency send all the information to its clients using WhatsApp instead of email? Also, why would the clients trust WhatsApp with all that information? And I’m not even talking about privacy. I’m talking about access.
Cool Tricks from One of Brazil’s Evernote Experts
Cool Tricks from One of Brazil’s Evernote Experts 2017-04-28
This article was originally posted on Evernote’s blog by Pamela Rosen on 27 Apr 2017.
Evernote fans are a passionate bunch. But then there’s Vladimir Campos, an Evernote enthusiast in Brazil who turned his affection for organizing notes into a full-time job. As an Evernote Certified Consultant, Vlad helps entrepreneurs make the leap to organizing paperless offices. On top of that, he has a popular YouTube channel to teach Evernote tips and tricks to the public. He also hosts a weekly Evernote-themed podcast, called An Elephant’s Journal, and he’s the author of Organizando a vida com o Evernote_ (Organizing Your Life With Evernote), a best-selling book in Brazil.
Some of the tips he offers his listeners and readers may already be familiar to long-time Evernote fans, but to those just starting out, Vlad’s recommendations are a revelation. One of his favorites is a simple naming convention that helps him remember which notebooks to send emails to. “I can email directly to a notebook, but I have to remember the name of the notebook to do it,” he says. “So I keep the notebook names as simple as possible. One word. This is especially good for companies, where many people are emailing information into the same notebook. I keep notebooks called ‘Health,’ “Clients’, ‘Public,’ and so forth. I don’t have to remember so many notebook names.”
On the Road to Paperless
Vladimir has a simple strategy for building his business—giving his knowledge away for free. That’s the model behind his podcast and videos, which leads to both consulting jobs from business customers and increased book sales.
“Business clients come to me when they realize they can’t find things, and they know things are not working,” Vlad says. “Realizing they need help is often the hardest part of the journey.” Once Vlad starts with a new client, he starts by figuring out how best to integrate Evernote. Or, if the company doesn’t have one, he collaborates with his clients to build a workflow for them. “I let the clients do most of the work because they have to learn how to do it on their own,” Vlad explains. While he works with management, he makes sure that all team members take his online course, Evernote for Beginners. The goal is to make his business teams as paperless as possible.
“I’m not against paper,” Vlad is quick to point out. “It’s just that it’s harder to find information that way. It’s so much easier to have things stored electronically and then do a search from wherever you are. That’s what I teach my clients.”
“I’m not against paper. It’s just that it’s harder to find information that way.” —Vladimir Campos, ECC
Tag, you’re organized
Before Vlad comes along, the businesses he helps often find themselves repeating tasks needlessly, lost in the paper trail. “If you have several calls with the same customer, and they talk to different employees, sometimes it’s hard to find records of the previous calls. So often, the information is scattered. If you have one shared notebook, and everybody’s working in it, everyone can see the information and pick up where they last left off.” Vlad describes a scenario in which each client has a notebook, and everyone who deals with that client adds to it. “Set up a simple system of tags, and after each contact, tag the notebook with the stage of the sales process each client is in,” he says. “Then everyone will be in the loop all the time.” Vlad notes that many of his clients are surprised how quickly they can find the document they need, even if their new system hosts over 10,000 items.
The keys to a finely-tuned search
Though his business clients are often newcomers to Evernote, Vlad sometimes uses his blog and podcast to geek out over more advanced Evernote features. His favorite trick involves search syntax. “These are words you can use to create a more powerful search combining different needs in one, Vlad enthuses. And if you want to exclude certain items like tags, just use the minus symbol -.”
An example of Vlad’s syntax formula might look like this: notebook:Health -tag:appointment. That would open all the notes in the notebook you’ve named “Health” except for the ones tagged appointment. It sorts through notes for you and helps you find what you need faster. “This syntax isn’t limited to two items, as this example shows,” Vlad advises. “The beauty of it is that you can combine as many parameters as you like.”.
Vlad uses variations of this trick for his own life. “Once you set this search syntax, you can save it to your shortcuts so you can use it again,” he says. “For example, I travel a lot. I set up a rule in Gmail to automatically send travel-related email to my default notebook, called ‘Archive.’ In Evernote, I saved a search for the word “ticket” in the Archive notebook minus the tag ‘done,’ like this: notebook:Archive ticket -tag:done. I use the minus sign to filter out the word “done” so that I don’t see trips I’ve already taken. That will bring up the tickets for all my upcoming trips, all in one click.” When Vlad returns from a trip, he tags the notes from the trip “done” so he can filter his completed trips in or out of future searches.
Producing vast amounts of content for a blog, a book, a podcast, and his increasingly popular live workshops calls for a constant influx of new ideas. Vladimir says that ideas come to him just by going about his daily life, solving productivity problems for his clients or promoting his work. He often says that a successful business means to “change or die,” so he now looks to gain more knowledge about human behavior and machine learning.The more he knows, the more he can teach, but from new editions of his book, more podcasts, and a growing calendar of live workshop dates, he knows that Evernote will be at the heart of it all.
Visiting Evernote
I decided to stay in San Francisco for a few more days after the Evernote Conference to visit Evernote and some other companies.
Unfortunately, you are not allowed to take pictures inside the building, so these and other similar photos are all I have from my visit to Evernote headquarters in Redwood City. Fortunately, I was given a full tour.
At the entrance there is a small cafeteria where employees can make their own coffee and drink it in Evernote cups. There’s also a small shop selling items from the Evernote Market and the famous chalkboard wall.
The first floors of the building are empty. In fact, they are quite raw; there isn’t even any finishing to the space. I was told the size of the building was thought to still fit everyone when the company grows. The upper floors are where people actually work and where I had the opportunity to meet and talk to different teams. One thing that surprised me was how many people knew who I was.
One interesting detail I noticed were the many walls pained with a special paint that makes them work as a whiteboard. Sometimes, people meet in front of a wall, have a conversation about a project, write or draw something on the wall, and then take a picture with Evernote. Pretty cool!
Before heading back to San Francisco, I had lunch with the marketing team at the cafeteria.
It was a nice experience to see where my beloved app is being built.
More present than his other suppliers from across the city
When I began consulting for Amaral Maia Sociedade de Advogados, located over 1,000 km away from me, many of my customers were already remote. But this was the first time a CEO told me something so special.
Even though it was a long project, the CEO and co-founder, Antonio Maia and I only met in person at the 2014 Evernote Conference. That’s when he told me that I was always more present than his other suppliers from across the city. I always believed in building strong relationships with my clients, regardless of distance, so this was such a lovely compliment to receive.
The consulting project with Amaral Maia Sociedade de Advogados was selected by Evernote for my presentation at the conference, which you can watch here.
Evernote Trunk Conference 2012
There are so many good things happening at this moment in my life. Not only am I currently writing a book about Evernote, but I was recently selected to join the companies’s Ambassador program. And then the unimaginable happened. I was invited to the 2012 edition of the Evernote Trunk Conference. This is such an honor.
It’s great to be here, but it could have been an entirely different outcome. My US visa was valid, but my passport was expired. The issue I faced was that Evernote’s invitation was extended just a few weeks before the event, so I had very little time to go through the process of renewing my passport. I got it two days before the trip, so I think you can imagine how stressed I was.
Anyway, after that holster of emotions, there I was at the Concourse Exhibition Center & Trade Show Facility. It was great to be among so many enthusiasts like me.
Blending Analog and Digital
Listening to Phil Libin share his ideas and vision for the product was a fantastic experience, but there was more. The announcement of the Moleskin partnership happened in such a clever way. When we got back to the conference room, we found this envelope with the words “Do not open.”
After listening to Arrigo Berni, the CEO of Moleskin, we were finally introduced to this new product. The Evernote camera will “understand” stickers that come with the Evernote Moleskin, automatically save them to a preselected notebook, and even add tags. I can’t wait to use this and share my thoughts.
And to top it all off, I managed to snap a pic with Phil Libin before I headed out. It was such a great day. Thank you, Evernote, for inviting me! I loved every minute of every moment of it.
