How I Work: How Evernote

If you missed part 1 of this series, you may want to check it out. I talk about why I use Evernote instead of one of the other bazillion note apps out there.

Before I get into explaining how I use Evernote, let me first make sure you understand these two things about the application. You can sort notes in two ways. Notes are stored in notebooks and can have labels (called tags). Having two levels of sorting is incredibly powerful because it allows you to view all notes that contain a specific tag regardless of which notebook they belong to.

CLEANING HOUSE

The biggest thing that Evernote helps me with is keeping a clean desk. Every day I am handed countless pieces of paper that require some sort of action to be taken. 90% of the time the paper itself isn’t important, I just need the information on the paper. At some point in the day (usually when I get to work, or before I leave) I will take all of the paper on my desk and create a new note in Evernote with a picture of the paper. I will then title the note and give it any appropriate tags.

For a while this was all I would do, but I quickly discovered that notes would be forgotten and many tasks would go by without being completed. To solve this I created tags for each day of the week. When I create the note I add the tag for whatever day I need to look at the note on.

ImageFor example, tonight we had a men’s event and one of our staff brought me a request for mailing labels that was from one of our Sunday School teachers. I immediately pulled out my phone, opened Evernote and created a new note with a picture of the hand written note. I then titled it “Mailing Label Request” and then gave it the tag “Friday” so that I remember to do it the next day. The final step is always the most satisfying… throwing the piece of paper away.

You might be saying to yourself, “Kyle, how do you remember to check the daily tag every day?” Easy. I created a recurring task in Any.DO (my preferred todo list app) to remind me to check it.

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I’ll be reviewing Any.DO in another post in the near future.

NOTEBOOK SCTRUCTURE

One of the things people say about Evernote is that the more you use it, the better it gets. This is true, but you have to learn to adapt your notebook structure to ensure maximum efficiency.

After using Evernote for a few months I discovered that one notebook (called Church) had a large amount of notes in it making it difficult to find the note I’m specifically looking for. Tags can help with this, but I wanted a better way to organize my notes so I created 6 sub-notebooks inside the Church notebook.

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In your Evernote settings you can set a specific notebook to be your default notebook. I have mine set to “Church:To Sort”. This notebook is simply a catch-all notebook for all new notes. This saves me time when creating the note because I don’t have to think about changing the notebook the note should be in. Instead, later when I’m at my desk I go through the sort folder and put notes where they belong. I may eventually move this notebook outside of the church notebook system, but for now that’s where I have it.

BUT WAIT, THERE’S MORE!

There are a lot more things I use Evernote for, but this is the majority of it. I’ll continue mentioning Evernote as I proceed in this series.

After reading this post, be sure to check out my updated post where I talk about one key feature added to Evernote that I don’t talk about here!

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How I Work: How Evernote

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