I could get away with having just one notebook, but I use a handful: for example, one notebook for all emails, one for articles, another for audio files or links to audio files, and so on. I either directly attach incoming files and documents to notes or keep them in Google Drive with a link embedded in a note.Īfter experimenting with various configurations of notebooks, I've ended up on the 'tags' side of the 'tags vs. I rely on the web clipper for most of what comes in from the web, including Gmail. To answer your first question, pretty much everything goes into Evernote in one way or another. Instead, common sense should take the lead. However, I think some frameworks, like 'The Secret Weapon' that try to map GTD concepts onto Evernote features too closely can lead to confusion and frustration. GTD is a very useful workflow to have in mind, and Evernote supports it well.
As a "tech coach" for the past 10 years, I've actually led workshops for other tech coaches on how to most effectively use EN as a work log & project manager.Įdit: I've been a paid tier user for the past 10 years.
There's much more, but I think I've rambled on enough by now. With this naming convention, I love being able to sort/search my notes by topic, building, name - and I also use tags that describe the primary focus of that intervention, such as tech help desk task, admin support task, field agent task or tech coaching.įor notes that are not yet completed, when I open that note, all related pending work or stuff that I'm in the middle of is listed at the top. Sample title: SRMS/Viewsonic interactive panel teacher training - Patel, Ortiz & SRMS staff (due 8/30/22)įor this job above, when I see it, I know that everything is taken care of until 8/30/22 when I need to take further action. For recurring tasks (like collecting the Chromebooks from our graduating seniors each June) I love having all of my previous year's notes and resources at my fingertips. Or, if it needs to be addressed again in the future, I update the due date of that note. Once a job is completed, the word "due" is removed and this way, I know when the last action was taken & I can always review past interactions. When I start my morning, I can easily search for all items that need to be addressed/completed that day. I use a specific note naming convention in addition to using tags to track and sort these notes.įor example, my notes are all entered by BLDG/topic - users involved (due date.there can be multiple due dates when there are project checkpoints or multiple steps needed). In those notes, I include important/related documents, images, emails, files, links, checklists, etc. Each "work ticket" or project gets its own note (I have a little over 4K notes at this time). I work in K-12 educational tech across seven buildings in my district and use EN as my work log and project manager to keep on top of my work.
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