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About this lesson
Evernote is a unique platform that allows us to manage projects with ease.
Exercise files
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Managing Projects.docx54.8 KB Managing Projects - Solution.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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