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About this lesson

Evernote is a unique platform that allows us to manage projects with ease.

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Managing Projects.docx
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Quick reference

Topic

Managing Projects.

When to use

Evernote is a unique platform that allows you to manage projects with ease.

Instructions

Evernote is great for project management, because it quickly becomes your information and communication hubs. 

Use it as a repository for everything related to the project—from your research, project milestones, and tasks to expenses and receipts.

  • Adding new projects is as simple as creating a notebook. 
  • You can structure your individual project by creating a collection of notes based on the moving parts of that project or create a checklist for yourself of what needs to happen.
  • You can add more detail to any note (like links to other notes, documents, or articles). 
  • You can also collaborate on projects with others by sharing notebooks and setting reminders for time sensitive items.

(See the lesson on organizing events with Evernote for a vivid example).

The most important tools you need to manage projects are a timeline, an information hub, and a central place for communications.

Timeline: To keep track of due dates and create a calendar for your project, integrate Evernote with your Google calendar using Zappier, which will create a calendar item out of any note that has a scheduled reminder.

Information hub: We’ve already established how you can turn Evernote into the most amazing information hub.  Just make sure you create a new Project Name stack (or notebook for smaller projects) and continue uniformly tagging notes.

Besides web clips and PDFs you can also add into your project notes Google Drive and Dropbox documents, which is really convenient because all links in Evernote are live, so you won’t have to download the same files over and over again!

Communication hub: Evernote is also great for collaboration.  You can share individual notes or whole notebooks with one or several people.  Since the information lives on Evernote, you don’t need to worry about synchronization—once one of the collaborators makes a change, that note is automatically updated across all collaborators’ accounts.

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  • 00:04 In this lesson,
  • 00:05 we are going to talk about how you can use Evernote to manage projects.
  • 00:10 Evernote is great for project management because it quickly becomes
  • 00:14 your information and communication hubs.
  • 00:18 You can use it as a repository for everything related to the project.
  • 00:22 Your research, project milestones, tasks, expenses, receipts.
  • 00:28 You can start by simply adding a notebook.
  • 00:32 And then starting to add in that notebook,
  • 00:35 notes based on the moving parts of that project.
  • 00:39 If you need to, you can also create a checklist of everything that needs
  • 00:44 to happen for that project, and that can be a single note with the checkboxes in
  • 00:51 front of each item so that as you complete each piece, you check it off.
  • 00:56 You can always come back to Evernote and add more information, and that can be
  • 01:02 a link, you can attach a document, you can cross reference another note.
  • 01:07 This way, you will be able to create as much context as necessary so
  • 01:12 that when it's time for you to work on that piece of the project,
  • 01:16 you can move forward without having to go and look something up.
  • 01:23 And it will be also very helpful when you collaborate with others and
  • 01:28 have them take care of certain parts of the project.
  • 01:33 Evernote allows you to collaborate with lots of ease
  • 01:36 just because you can share individual notes or entire notebooks.
  • 01:41 You can also have conversations using work chat, so
  • 01:46 whenever your collaborators have questions or need to run something by you,
  • 01:52 you can quickly exchange a quick conversation using work chat and
  • 01:58 it will help you to move forward without any delays.
  • 02:03 So, as you can see, Evernote is a fantastic platform to manage projects.
  • 02:08 So, try it out and see how much easier it will be for you to manage projects.

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