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Genealogist’s Evernote Cheat Sheet


Learn what Evernote can do for your genealogy research. This cheat sheet covers how to use Evernote for online note taking, data storage and other important genealogy tasks such as creating research logs and spotting trends in your data.

SKU: R3933 Category:


Genealogists have lots of data, and all those facts, records and resources can be hard to keep track of. Enter Evernote: a note-taking software that can handle virtually all kinds of data and sync them across all your digital devices. In this eight-page cheat sheet, you’ll become an Evernote power-user with tips and techniques for mastering the software. This cheat sheet download will teach you how to use Evernote for genealogy, featuring:


  • A summary of Evernote’s different subscription levels and organizational tools
  • Step-by-step guides to setting up an Evernote account and creating your first note
  • Sample structures for organizing notes, notebooks and tags in Evernote
  • 9 power-user tips to make the most of what Evernote can do
  • A detailed guide to Evernote’s Web Clipper feature, which allows you to save notes directly from your browser

Once you download the Genealogist’s Evernote Cheat Sheet, you’ll need a PDF reader, such as the free Adobe Reader software, to open it. Adobe Reader is available for both Macs and Windows computers.

Note: This cheat sheet contains content adapted from the book How to Use Evernote for Genealogy, which contains numerous tips for incorporating Evernote in your daily life to maximize your research process. Learn more about the full book.

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