Projects is where I keep our list of ongoing projects that don't have an actionable item as well as projects that have not started yet. Purchases hasn't seen a lot of use, but a few times I've needed to keep track of the ridiculously convoluted purchasing process here at work, and I didn't want to track it in outlook. Read Later is self explanatory and Agenda is used to track regular meeting notes. Think on It is for items that I'm not sure how to complete or how to process. I always add reminders to these notes for about a week out, or two days before the event and usually end up moving them to the next action notebook when the reminder hits. The Soon notebook is for items that I need to complete but aren't a high priority or an upcoming event, that is more than a week away.
If its easily identifiable as an action that I need to perform I'll send it to the 1-Next Action notebook, or if its something someone else needs to do I'll, send it to the 2-Waiting notebook. If I'm not sure, and I'm just trying to clear out my outlook inbox, I'll just send it to my EN inbox. (I'm not sure how helpful that is, as almost always the email/note itself has the persons name in it and I have yet to sort the tags by person.) Then I select which notebook to send it to. The !Inbox notebook is set as my default notebook and is where I send everything that I can't process immediately.Īn example of my workflow: if I get an actionable email in outlook, I'll click the "Add to Evernote 5" button and assign it an tag and a tag for whomever the action is related to. I've just gotten tired of trying to sift through so many notebooks. I have about two dozen notebooks that I am slowly clearing out, replacing with tags and moving into the !Cabinet folder. I thought I would share how I have been using EN as a task manager, maybe get some feedback from the community on how to improve my process.
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