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How To Utilize Evernote For Project Management

By Joyce Glass | Create

Jul 20
Evernote, Project Management, The Write Coach, How to do project Management in Evernote, Writing Projects, How to organize writing projects.

Quick Tip #5 - Project Management In Evernote

Learn how to unleash the power of Evernote for you every day! I have used Evernote for project management for years. Evernote is also known as my brain. It works hard to capture my ideas, store important information, and keep me organized all at the same time. 

Evernote Overview

Evernote has Notebooks, Notes & Tags

Notebooks = File Cabinet​
Tags = Folders 
Notes = Information/Notes you put in the folders

TAGGING is powerful! You can use as many tags as you want!

To learn the basics of Evernote read blog and watch video at:

Top 5 Ways To Use Evernote

Evernote puts everything in order:

Evernote puts everything in alphabetical and numerical order. 

You can override this by numbering your notebooks or tags 1_Name of Notebook, 2_Name of Notebook etc. 

Two Ways To Organize Evernote

1. Cabinet

1) Create a notebook called Cabinet

    Put everything in the cabinet notebook 

2) Use Tags to organize everything

See Tagging System below

Organize your projects in Evernote Quick Tip From #TheWriteCoach @Joyce_Glass

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2. Notebooks

1) Create a Notebook for each project

EX. Notebook
      Tips From The Write Coach
      TWC Clients - tag clients by name
      TWC Social Media
      VA - The Write Coach 

2) Create a tagging system

If you are working with others, to assign a Task
@ Joyce @ Amanda

Priority of Task 1- Now, 2- Next, 3 - Soon, 4- Later, 5- Someday, 6 - waiting

Naming Groups of Task -
Ex. In Tips From The Write Coach Notebook
      Tag -> Tips From The Write Coach, Blog Planning

WATCH Facebook Live video below for more details.

Example of creating a Task in Evernote

Example Task: Create Emails series for FB ads

1) Notebook: TWC Social Media
2) Tags: FB Ad For Blog Post Blueprint
3) Assign: @ VA 
3) Name of Task: FB Ad Email Campaign
4) Priority: 1- Now
5) Set a due date. - If you are not completed by the due date, You need to remember to go in and change it.
6) Review Task - You can view all task at the top of each notebook, and check them off when you complete them. 

Suggestion: To keep task list uncluttered you may want to create a Completed Task tag or notebook to remove them from the current list. ​

WATCH Facebook Live video below for more details.

Watch the video for a better understanding how this can work in Evernote. 

Watch Facebook LIVE Post! 

What do you use to organize
your projects?   


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About the Author

Joyce Glass, The Write Coach, helps writers, entrepreneurs, and small business owners use the power of story to connect with clients. People may not remember what you say, but they will remember your story. Joyce takes her clients through the book writing process from the idea of a writing a book to the finished manuscript. Many people become overwhelmed at the thought of writing a book or in the process.  Joyce loves to help her clients break it down into manageable steps. Some people start multiple books, and never finish. Joyce helps you reach the finish line.

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Evernote - M.N. Stroh February 20, 2019

[…] Need extra guidance on Evernote? Check out Joyce’s post: How to Utilize Evernote for Project Management. […]

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[…] 5 Ways To Use Evernote​​How To Utilize Evernote For Project Managment​​How To Use Scrivener​​How To Use […]

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