Have it sent directly to your inbox for processing. It’s quick and easy for taking quick notes. If you have an iPhone get the FastEver app. Other tips I have discovered with Evernote: Subject reminder notes (that don’t have a date reminder specific to them) help me going forward and hopefully if I repeat them enough times, they will become habit. and I will create a note in my cabinet for “future project reminders” that I can reference from time to time if I think of anything that I should try and remember in the future for larger projects. I will almost always reference them when debriefing and reviewing my work over a project to see how I could improve anything in the future. I can reference them in the future if I need to. I will also embed my mind maps here (or any other brainstorming) which are used to kick off a project.
When a project is completed I send it tot be completed projects folder.įor larger projects I will take the natural planning model and summarize the early steps - purpose, what the outcome looks like, etc. I can even assign priority tags to them if I want to. Note that the project tag will allow me to create a shortcut to filter all of my current projects. Yes you can copy and paste note links but that’s is cumbersome and frankly not efficient. I have yet found an efficient way to link projects to all the tasks. That email may cause me to create an actionable item so I would do that separately. I often times will take emails that are informative in nature and I will take key points, or per the email and paste it in the comments section and date it. I can type them there or actually paste pictures/scans of my notes or embed a word file. Maybe I had a meeting on 2/1/19 and I can state some basic notes to reference from that meeting. What I use the project note for is to keep track and log specific items with that project. My columns at least have a date, task/item and comments. If I have a project I basically setup a template with a table that sort of looks like a journal. I created a projects folder and a projects tag. I am still playing around with this but I have found this works for me: GTD identifies a project as something we want to do that has two or more actionable items. The most significant change I have made is around projects.
I like to use receipts folder instead of sending everything to my cabinet because I prefer to not bloat my cabinet with routine items. Most importantly - make sure to include the year! This is great especially when doing tax returns because I basically pull up every tag with tax and 20xx and I get everything applicable to that year I need for my return. I know that’s double work if it’s already in a receipts folder but it’s an extra keystroke and I’m in such a habit now with Evernote it’s second nature. I also tag it with the word “receipt” just in case. I make sure to tag it up with as many descriptive tags as I think appropriate. Receipts can take many forms - receipts for donations or other tax return support documentation, travel receipts, purchases, contracts, warranties, etc. I added another type of “cabinet” that I call receipts. That would allow me to set reminders to stop at a store or whatever. It would be awesome someday if Evernote allowed you to set a reminder when you get within a certain GPS distance of a location.
My places now include and I use to identify tasks I can do while driving - virtually all of them are making phone calls. I have kept the basic format but added a few items:
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