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For School. A proven format for taking effective notes. When everything is finished, it goes to "Completed". In general, my use of tags is very fluid. Sometimes, I sort the tag list by number of notes and reclassify things and delete tags that have very few notes associated with them after reclassifying the notes with that tag. That is a good way of seeing how the organisation system works and refining it over time. I guess there's a trade-off here between using a "one book" method i.
Evernote and using a "best of breed" method i. I recall reading over the years several time management books that suggested the best idea was to have one book nowadays app perhaps that you put everything into so you can find stuff easily and don't waste time figuring out where to put things.
Personally I've gone for this concept using Evernote as my "one book". All actions, ideas, projects gets dumped into my "grasscatcher" notebook and then processed using Personal Kanban. But eventually I realised that "hey some people just use pen and paper" and decided to stick with one system even if it wasn't optimised for the task.
But as they say I then drags notes onto the relevant day, and then into one of my few notebooks Filing Cabinet if it's something I need to keep afterwards, or The Box Room if I can delete it once the task is done.
So I am left with 6 easy-to-find todo lists for each day of the week. If something has a specific deadline beyond a week, I add a reminder ie I always add a month reminder to my PDF invoices so I know when to start chasing them.
Thanks for the detailed explanation. I've been using Evernote for quite a while, and I've taken a couple of failed stabs at making it my to-so list. I thought I'd try again using a variation of your plan. Emails go to your input folder where you tag them. If not a to-do, it goes in your Notes folder. Where does everything else go? Actually, this is one of the areas where I have a little nagging doubt about what I am doing. My default notebook is "Incoming", and tasks just get tagged and moved around in there, and often never moved out of that notebook, just marked "Completed".
I have a saved search for "Inbox" which is just untagged notes in "Incoming". If they are things that I have to do, I generally just tag them "Now", "Next", etc.
If they are just things I want to save, they go into either "Notes", which is a huge notebook of stuff I keep, generally organised by tags, or into a specific notebook. The nagging doubt is that I have notes tagged "Now", "Next", "Pending" spread over many different notebooks. This makes sense where I have shared notes that require some action, but I also have many notes marked "Completed" in both "Incoming" and "Notes" notebooks. It doesn't really hurt anything, but it doesn't seem quite clean.
On the other hand, whenever I think about rearranging stuff, I hear a little voice in my head telling me not to be so OCD about it. It works, so don't fix it. Also, I don't like to do massive reorganisation of notes because "last modified date" is a very important sort criteria for me for finding things. If I "touch" a lot of notes, they get in the way when I am looking for recent activity.
Evernote works great this way! After reading this post I realize this whole todo conversation can get pretty complicated. I just need to be able to mark certain portions of the notes I take as a todo and then have a list of all the todo's in a single place.
Seems pretty simple to do code wise. Consolidation is important for me. It uses one note to store the todos from all your notes. You mark the todos with checkboxes.
The other solution some have used is to create a shortcut for a custom search that finds all the checkboxes in your notes. BNF seems to be in a shoot from the hip mood today and is perhaps not reading to the end of your point whitesidel. The missing bit from your request is the consolidation. That requires 3rd party integration at the moment not sure what platform you need that on, desktop or mobile. You can only have one reminder per note, but you can view a list of all Reminders with a few sort options.
As TaskClone says, searches can be done. I won't dump in all the ones I use but if there's anything specific you still need, give a shout. After having started this thread some time ago, I now must admit that I have moved to OmniFocus for to-do's.
I do still keep the reference material in Evernote, but link them to the todo list in OmniFocus. I tend to use notes to document a process or an event. Either some running notes of a project as I'm working on it, or taking minutes in a meeting. They look like this. I want to be able to go to some kind of a smart-note which lists all the todos checkboxes - optionally only empty checkboxes from a selection of notes - by notebook, tag, date, etc.
You can find notes with todo items, but searching inside a note for these items can't be done in Evernote. For the former from the Evernote Search Grammar docs , you're use the todo: search term:. If the argument is "false", this will match notes that have ToDo checkboxes that are not currently checked.
How do you do a "redirect" in gmail? I can't find the option anywhere, or is it a filter, and only applies to inbound email and can't be applied to older already existing emails?
Frank - I thought Evernote didn't recognise the " " character - it's either numeric, alphabetic or nothing. So a search for " exp" is exactly the same as a search for "exp". Has that changed? EDIT: Doh! But it makes a difference if you use in tags , of course.
Going back to sleep now You are absolutely right in that hashtags are not respected in the search bar Now that I think about it, why would someone want to search inside a note by using a hashtag or even any keyword So scrap that idea.
What would be better, as you suggested Gazumped, would be to use an "X" prefix for a homemade tag, filter for to-do's in the search bar, as well as for " Xexp ense" Not as visual as a hashtag exp BUT, one can search for it more accurately from the search bar too. Incidentally, I use an "X" prefix for a lot of my text expander "Autotext" abbreviations.
No doubt there is no difference in functionality. Depends on your feng shui I suppose. Maybe I haven't been patient enough to get any of the ideas for tracking to-dos in Evernote to work for me, but it feels like this shouldn't be so hard. I am a huge Evernote fan. I'm a Premium user. I recently discovered that OneNote has the ability to tag a single line item within a note as a to-do item, then filter on that tag so a list of to-dos is created, regardless of what notes those to-dos reside in.
I can't believe I'm actually considering moving to OneNote for work use. This feature is huge to me. Is there even a chance that Evernote will create a similar feature? You can filter notes with checkbox with search syntax. So you can display, for example, notes with todo, related to your home, to your car Or related to your work, to projects Tags are awesome.
You can save those frequent searches, and set them as EN shortcuts. Use them with Android widget to display lists, on different screens. Thanks SebR. I will look into that. Will the search results be a list of the notes that contain the todo checkbox? Ideally, I would love for just the todo item itself to be filtered on, not the entire note.
You can also make use of both checklists and Reminders by having a Project Note that contains info on your project and relative note links, and then a checklist of all tasks.
Then have a single note for each task, each with a reminder. Add a date if it's got a deadline, or leave it as an empty Reminder so it just shows up in the Reminders list. I like this solution because you can re-arrange the tasks to whatever priority or order you like. Thankfully, a good template solves both of these dilemmas.
How to use templates: copy, rinse, repeat When you come across a template you love, click on the link to open and preview the template. Templates by topic Check out this more detailed breakdown of templates, organized by topic. On the job No matter what your day job is, Evernote templates can help make it easier. Calendars Find our yearly, monthly, weekly, and daily calendar templates here.
Goal setting and quarterly planning Use this Quarterly Goals template to keep track of your quarterly goals at a high level. Monitor progress against objectives and key results with this template.
Color code the status of your goals with this Goal Tracking template. Finance Need an expense tracker or report? See these finance templates and this Project Budget template. Sales and customer relationships Keep track of leads with the Sales Contact template.
Maintain records of your clients using these customer relationship templates to capture session notes, manage relationships, and respond to incidents. Marketing Jump start your marketing efforts with this collection of marketing templates including a marketing asset library, calendar, and personas tracker. Put your ideas in motion using this Marketing Plan template. Social media See how Evernote powers our own social media efforts and grab these Social Media Calendar and Influencer Profile templates.
The Interview Scorecard keeps all of your candidates and interviewers on the same page.
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