Do you still carry a notebook around?
I know that I do. Writing your notes can slow the process down so that your mind has time to absorb the information.
But typing notes on a laptop or a tablet is more efficient. And even when I hand-write notes, I copy them into a digital note taking tool later, or take a picture and add to the tool. A digital note-taking tool is great for organizing your […]
I like to use Evernote to organize my client information, including email correspondence. I detail this here: 7 Tips to Manage Client Info.
Forwarding Gmail to Evernote requires a paid account.
If you don’t have a paid Evernote account, you can still copy and paste an email into an Evernote note. But there are better ways if you’re a Gmail user.
Use the Chrome Evernote Web Clipper extension.
Here’s how: open the email, click on the Web Clipper extension […]
If you’re an avid Evernote user like me, you may find yourself with so many notes that you’re not sure what to do with them. If you’ve read my post here: Use Evernote for a New Level of Organization, you know how to use notebooks and tags for organized Evernote notes. But even with good organization, it’s just too easy to take a note during a meeting, during a conversation, or whenever you have a […]
In my blog post here: How to Prioritize Email, I wrote about prioritization methods for your inbox. Use your email daily priorities method with your Evernote to-do list as well
Organize your tasks separately from your reference notes/emails in Evernote. You can do this by using Evernote notebooks. (Read about notebooks here: How to Organize Using Evernote Notebooks.)
“Getting Things Done” (or GTD) is a popular productivity method. This was first made popular by David Allen’s […]
If you’re using the GTD (“Getting Things Done”) method to stay productive, as outlined in my Evernote blog here: How to Implement “GTD” in Evernote (or even if you’re not, but you do have task lists), you may find yourself with an ever-growing “Next Actions” list, and/or “Someday/Maybe” list. Having a to-do list that just keeps growing can feel discouraging and can affect your “perceived” productivity.
There are many factors that can keep you from being […]
Email can be difficult to deal with in an efficient and organized way.
Keeping emails organized into folders can help you to find the right email conversation, as can using your email search tools. But email correspondence is just one part of the story. If you’re trying to put together the history of working with a client, for example, you’ll have to search separately for related client files and notes. It’s not difficult to do, but […]
In my previous blog post about Using Evernote, I referred to using Evernote to manage client information.
Evernote is a great tool for creating memos, checklists, and reminders about clients. It’s also a good way to keep your client information all in one place and keep it organized.
Here’s how to use Evernote to manage your client information:
For each client, create a new notebook.
Evernote notebooks can be “stacked”, meaning that you can create […]
Evernote is a great organization system because you can organize your notes, documents, photos, and emails all in one place.
As an Evernote user, you have the option of sharing notes and notebooks with others. But for true collaboration with team members that gives you a shared work space, admin controls, and more, you need the Evernote for Business plan.
Your team members can add research notes, to-dos, points for follow-up, web clippings, etc. Members can initiate […]
If you ever drive through Redwood City CA on Highway 101, you may notice the Evernote headquarters right beside the freeway.
Redwood City is better known as an enterprise technology hub, home of Oracle headquarters and its spin-offs. (You’ll see the Oracle headquarters down the road with its distinctive buildings. But, unless you work with enterprise databases, you probably won’t get that flash of recognition that you experience when you see that elephant logo.)
Evernote has only […]
If you’re a writer, whether it’s creative or business, you know that the bulk of a writing task is doing research and/or making notes. When you sit down to compile that research and start your writing, it helps to have those notes, web clippings, photos, etc. organized.
Having a good organization system for your writing can help so much with getting inspired, getting started, and saving time.
I suggest using Evernote for this. (You can read my […]
