Why I am sticking with Evernote for now

I don’t use Evernote for everything like I had in the past. It really used to be my “everything bucket”. That has gone away over time, but there are some things the way I manage my daily workflow that really help me out. Let me explain.

I try to keep goals and a journal

Keeping a daily journal; I am not good at this. Actually, I am really horrible about doing this anywhere near perfect. I DO have a strong goal to get better at this. it helps me understand where my time is spent, and also gives me something to look back on over the week to see what I have done.

You can see in the image that I try to lay out a week by week journal in a single note for a single month. In the journal I create a couple of sections:

  • Week of.. to track which week I am looking at
  • Goals for the week help me track what I need to make sure I finish by the end of the week
  • Daily logs of work to keep track of my time and thoughts

It becomes very useful to go back and look at where you have spent time. You can see in the image that many of my bullets are links to other Evernote notes. The way I generate this is one of two ways.

  • Right click and copy a note link for a one-off bullet
  • Towards the end of a day, I use my saved search for UPDATED TODAY to grab the notes I have edited today. Then, highlight all of them, right click and copy note links.
  • Paste these in to my Journal

This workflow in Evernote is one of the key items that keeps me here.

Inbox Use

I use the Evernote inbox to capture everything as a starting place. It is my default notebook for every note coming in to evernote. IFTTT to Emails all show up here when I send things over. If I am jumping in to a meeting to take notes, I go here, create a new note and start typing away. I always file things later, but I pretty much know that anything here needs attention to complete.

In an effort to keep things clean, I use a WIP tag for anything that is a WORK IN PROGRESS. then, I can file away as needed to one of my very few folders. If I need to bring back all things I believe I am currently working on, I use the saved Work In Progress search. It will bring up all notes with the WIP tag.

My Shortcuts are my lifeline

This is really the key for me, what other note apps lack. The ability to create shortcuts for easy access. It is how I manage my workflow.

You can see that I have few, but powerful shortcuts. I will describe them for you to help understand my daily use, and why Evernote is sticky for me right now.

..Inbox

This is where everything starts. The .. at the beginning is just to sort it to the top in my folder view below.

December 2016

This is my “current month” journal. As described above, this is how I quickly add items to my journal. I add items to the top of my journal list so everything appears in reverse chronological order .

Sonos Archive

This is where I store all of my work related notes. Simple. Nothing is sorted beyond this one folder for work. (I also have personal archives). I search and sort with tags as I find them way more powerful.

Work In Progress

As I mentioned above, this is a saved search to find all items tagged with WIP. It helps me keep track of open items.

To Complete – Week

This is a saved search that looks for all notes with open checkboxes edited in the past week. If I am taking notes and I need to add a task quickly, rather than creating it in my Task Manager (currently 2do), I just use the Evernote checkbox.

Later, once I am processing meeting notes, I move tasks to my actual task manager and check them off in Evernote.

Having a quick way to find things for the week has been very helpful.

To Complete – Month

This is the same concept as above, but often I use this just to make sure I have not missed any processing from as far back as month. It’s not common, but it does happen.

Summary

So, as you can see, my workflow itself is what keeps me in Evernote. Sure, I could go learn how to adapt to Notes, Bear or other apps, but I have just found that I am very used to working in Evernote this way. I have been an Evernote user since the beginning, and it’s a hard habit to break fully.

Shifting gears again on note taking..

Shifting gears again on note taking..

Not sure why I am forever trying to optimize my workflow.  My evenings and weekend “fun” is messing with things, including my own setup.   So.. I am moving my day to day note taking back to Workflowy.

Why you ask?

I decide a couple things.   First, I am not sure if it’s boredom with Evernote’s lack of formatting and updates to fix it.. or if I don’t enjoy the process of Evernote anymore.   Workflow does something so easy for me.. it gets me to notes very quickly.  Both creating new notes and looking up old ones just works for me.   I am an outliner by nature, all of my notes are either outline or mind maps.   Why deal with Evernote’s goofy formatting when Workflow just works for me.  (at least for now)

Do we think it will stick?

Sure… for now . I love having my daily journal along with notes and project details all in one areas.  I break things down from an inbox, work and personal nodes.. but that is it.  Sub bullets from those top level items.

Life Hack: Linking to a specific Apple Note

Life Hack: Linking to a specific Apple Note

BIG UPDATE HERE:   I figured out a better way to link up notes in Apple Notes.  For this new version, I am using a text expander snippet to generate this for me.  Here is the workflow.

If I am writing a note that I want to reference later, I need to have an easy way to get back to this.  Sometimes I use it for writing a task and linking to a note for details, sometimes it is a note that wants to reference another note.  In Evernote, I would just use the note link option.   For Apple Notes now, here is what I do.

I created a TextExpander Snippet using Javascript with the following code:

 var chars = "0123456789ABCDEFGHIJKLMNOPQRSTUVWXTZabcdefghiklmnopqrstuvwxyz";
 var string_length = 10;
 var randomstring = '#SearchKey: ';
 for (var i=0; i<string_length; i++) {
 var rnum = Math.floor(Math.random() * chars.length);
 randomstring += chars.substring(rnum,rnum+1);
 }

I assigned this to a shortcut, that when I type it, I get something like this:  #SearchKey: CwFPFCR7xm

NOTE: The great part, I get a new code each time I run the snippet.

This is now my new link back to this note.  Now, in any other note I want to reference this note (or in a task manager), I just put this search key in the place I need the reference.  Super easy to get back to my note. As an added bonus, I now also see all reference from other notes when I search.

Referenced Notes

 

This works great ! I am still playing around more with notes.  I really do want to like this enough to ditch Evernote.  This is just one more nail in the coffin for replacing Evernote for me.

Below is my original post.. but this new technique is much better.


 

I have recently spent time trying to use Apple Notes instead of Evernote.   One feature I was missing was the ability to link to a specific note like I did in Evernote.   I used this in my task lists all the time.    Since you are not able to get a specific note link from Apple Notes, here is my quick hack.

Step 1:  Create your note

Step 2: Use 1Password (or similar password manager) to create a unique complex password

Step 3:  put the password at the end of the note as a #tag.. so you see something like #jerd-Ax-ceuk (or whatever your password manager generated)

Step 4:  Put the same #tag in your task manager.

Step 5:  When you need to find that note, just search in Apple Notes for the unique tag.. Viola!

Hope that helps someone.  It was a quick fix for me.

Tried and Failed…  Apple Notes vs. Evernote

Tried and Failed… Apple Notes vs. Evernote

I was trying to see if I could switch from Evernote to Notes.  Don’t get me wrong, I love Evernote, but with all the hubbub lately around Evernote, I thought it was safe to explore options outside of my walled garden of Evernote.

I figured by trying Apple Notes, I would see if a built in App would work for me.   Here is what I found.

Things I liked in Notes

  • Drawings – this was great.  Evernote does not have this option the way Notes does
  • Safari Integration – I like the share sheet.. to be clear, Evernote has a great web clipper, so no real win here
  • Speed of launching.  Notes was fast.   (I also had far less notes in it)
  • Title, Header and Paragraph formatting.  The ability to hit CTRL T for a title, CTRL H for a header.. so awesome.

Things I missed from Evernote

  • The ability to copy a link to a note and use it somewhere.  I do this all the time within Evernote, Omnifocus, etc FIXED:  See Here
  • Tables.  Yes, Evernote tables suck.. but its better than no tables
  • Sharing of notes.   Getting a public URL is just so nice
  • Search limited to a folder – no way to do this in notes NOTE: Learning more search modifiers is helping me.  
  • Searching for edited files within the past week that had checkboxes.  It’s a great tool to help me track un-done items from meeting notes.  Notes has no way to track check boxes
  • IFTTT integration.  I have a recipe that takes my meetings that are coming up and creates a new note for meeting notes.  Saves a little time, but it’s nice.

Anyway.. for now.. back to Evernote.   I will deal with the speed issues and lack of formatting types for now.

Detailed Routine Using Evernote for Tasks and Tracking

Detailed Routine Using Evernote for Tasks and Tracking

This post covers an update of how I am using Evernote as my task manager, and in my daily routine. I had covered some of this in my Using Evernote for Tasks post, but I have refined it since then, so I wanted to update.

 

What was important to me for a task manager?

There were quite a few things I have realized over the years that are important for me when it comes to tracking tasks.  What I realize, is I consider “tasks” to be anything from quick ToDo items, to projects that I break down into smaller tasks, or even workspaces for tasks.  I tend to do most of these things in Evernote.

I intentionally break down shopping lists and recurring home chores in a different process. That is covered later.

The key items for my Evernote tasks has come down to the following:

  • Set DUE DATE reminders on tasks
  • Timestamp updates to tasks to show progress, recent events, etc
  • Quite often, the task needs a workspace
  • An easy way to create a Daily journal of the work I am doing
  • An easy to create weekly journal based on the M-F week
  • Linking parts of tasks to Evernote Notes (Evernote is my workspace)
  • Cross Device visibility
  • Tagging by project – I find that folders get too restrictive, I will explain later
  • Sorting recently edited by tasks/notes:
    • Today
    • Since Yesterday (for reviews)
    • This Week

 

Previous Attempts of Task Related Software

I’ve tried many things in the past.  Some worked better than others for a period of time.  Below is a summary of the key things that have/have not worked for some period of time.

Omnifocus (http://www.omnifocus.com)

Omnifocus is always top of discussion when it comes to power users.  I often think of myself as a power user because of the time I have been in tech, I’ve been a developer and I often try a lot of software.  Here is what I learned.  Omnifocus just didn’t work for my workflow.

 

Who knows, maybe I’ve not spent enough time with Omnifocus.  I think Omnifocus is beautiful ugly but well designed.  I think they have done a great job of providing GTD context options as part of the tool.  They really have put a lot into the thinking behind how you use Omnifocus.  I just felt, at the end of the day, it was not as easy for me to use simply.  I couldn’t link my Evernote notes as easily here and it just felt like a hassle.

 A2763351-35FC-40DC-A1AE-96EE3903EDE3

 

Wunderlist (http://www.wunderlist.com)

This was my favorite of the standard “To Do” type applications.  I felt there was a great balance of features, simplicity and looks.  One of my favorite features of Wunderlist is the shared lists.  I still use this today for my shopping lists.  My wife and I share lists together that we can jointly add to.  They include

  • Grocery
  • Lowes (for hardware needs)
  • Target
  • Costco

 

This product is quick and easy to use, syncs great across devices.. but again, cross linking to my notes in my workspace was a challenge.

 687CFF6F-20B8-46F5-BEAE-988C1A214737

 

Trello (http://www.trello.com)

Trello is really amazing.  It is a digital KanBan board. It provides you flexible lanes of work that are called lists.  These lists can contain cards.   The cards contain all the details of the items you are working on.   This was my most recent favorite tool to use.  Again it comes back to the integration (or lack of) with Evernote.  I am just too tied to Evernote for my workspace.

 F1E6DEBD-6653-4ADA-9FAB-CAED0DFB5610

OTHERS

  • Asana
  • Things
  • ToDoist
  • Toodledo
  • Remember The Milk

Current Evernote Folder Structure

I am in a perpetual state of tweaking my folder structure to provide the optimum balance of “Ease of use” vs. “Comprehensive Structure”.  Why I care about the latter, I don’t know.  I should really focus on the ease of use part.

Some of the folders have a . (period) in front of them.  This is only to force a sort order on them.  You can also prefix with numbers, but I am fine with the order I have here and didn’t need more control.

Here is my current structure

  • ..Inbox
  • ..Journal
  • ..Tasks
    • .Due Today
    • .This Week
    • .Upcoming
    • .Waiting For
    • .Archive
  • .WORK
    • .Customer History
    • General
    • Team
    • Meetings
    • Reference
    • Routine Meetings
  • Personal
    • Career
    • Home
    • Ideas
    • Networking
    • Tasks – Personal
    • Tasks – Upcoming

 

..Inbox

This is where everything comes in to for Evernote.  It is my default notebook.  It doesn’t matter what capture tool I use, things will drop here for processing later. This can also become my “working folder”.  The reason being, I know it will get processed every morning at the longest.

..Journal

This is where I track everything happening by day.  Below when I describe a typical day, you will see how things will end up here.

..Tasks

I have a process each morning, and each week where I look at the work I am doing, and place the tasks in the appropriate buckets.  UPCOMING is where all of my tasks go when I am waiting to schedule them.  When I need to move them to get worked on, they go into the THIS WEEK bucket.  Each morning I try to place the items I want to get accomplished in the DUE TODAY folder.   This is where I spend my focus to ensure I complete work.

Each task I create gets a due date, or gets moved to an upcoming folder so I don’t lose track of it.  I love having tasks in Evernote so I can make the note a “work area” for the task.  Some tasks have almost no body to the note, some tasks get tons of data in them, attachments, journaled entries of progress, etc.  (almost mini projects).  It just depends.

Daily Workflow/Weekly Workflow

When I get in the office in the morning, I have come to really appreciate a structured morning.  I almost never allow myself to get into work and be thrown right in to the thick of things.  If that happens, my day goes to hell in my head.  Sure, fires may not be happening, but I don’t know that.  I really like to stick to my routine.

Details of morning

Here is my morning ritual for work, in rough order.

Every morning at 7AM, my IFTTT Recipe Runs.  This gives me my starting note for the day.  This is the start of my basic checklist.  When I get to the office, the newest note in my Evernote Inbox is this.

919F8EE3-51C1-42E2-81A7-5D3289FBFBCE

The first thing I do is highlight all of the items in the list and hit COMMAND-SHIFT T.  This converts those items to checkboxes. Then I go to the title of the note and hit COMMAND-SHIFT-D, which makes my title a full date format I like.  Also note that my IFTTT recipe auto tagged this note as JOURNAL when it was created.  (saves me a step later).  Now, my note looks like this.

4030ED2E-3CEE-4067-989F-F43DB61CF35C

 

Next I start going through my Checklist.  The first thing is reviewing my Calendar.  This way, if there are any morning meetings I must run to, or prep for, I have that knowledge.

From here, I go to my ..tasks list and see what reminders I have to take care of.  If you click the parent in the stack, you can see all tasks with due dates.  This lets me move any due today into my Due Today folder.  This becomes my area of focus for today.

CA2B7C42-8C88-4266-BAF4-00F8447879EE

DDBD2D90-F710-4BA4-B965-4CF25517E2C8

 

Now a simple little trick I do is this.  I highlight all of the items I have moved to Due Today, then select CREATE TABLE OF CONTENTS.  This generates a list of notes and links them automatically.   I copy/paste that over to my dated journal note I mentioned earlier (for today), and paste them below the checkbox items.   I then do a quick highlight of them, turn off the bullet number, and turn on checkboxes.  Now, I have my start of my list for today that I care about.  I work from this Today’s List and keep it in my inbox.  It also makes it easy to get to the notes as I get to the task.  They are linked.  This is how I make each task my “workspace” in Evernote.

 FDF3B424-EE7A-4050-87EF-62CCFEE5026D

I also go back to yesterday’s list to make sure I didn’t miss anything. If I did, I move it to Today’s list and prioritize.

 

Throughout the day

Now that I have my list of things I need to focus on, I can start going through my tasks. As I complete them, I check them off in my Today’s List, as well as the Evernote Reminder checklist.  When a task is completed, the Evernote Note associated with that task gets moved to the ARCHIVE.  This way I keep a running record of all items completed, and then my Note Links stay intact and don’t break either.

I create a bulleted list below the tasks of the day.  This gives me a way to lightly journal the day as it progresses.   When I do little things I want to remember, talk to people, field a call or go to a meeting, these all get added to my bullet list for the day.  If I have to go to a meeting, I will create the meeting note based on my Meeting Template.   When the meeting is complete, I ensure it is tagged with MEETING, I copy the note link to paste in my daily journal and I move the note to the MEETING archive folder.  (also extract any action items out of it)

End of day

At the end of the day I want to capture all of the work I did and make sure it goes into the Daily Journal entry.  This is pretty easy in Evernote.

  • I search for all notes edited today (using a saved search option)
  • Once I get that list, I select all and click CREATE TABLE OF CONTENTS note
  • I select all from that new TOC note
  • I go back to my daily journal and paste it at the bottom of my note below the bullet items for the day (separated by a horizontal rule).  This way I can see all notes that I touched that day.

A typical end of day note will look like this.

C40673BB-A76C-40A0-8531-5D66FB55C2A2

End of week

At the end of the week I do my weekly review.  Everyone has their own version of what that entails, and I will say I refine mine on a regular basis.  the key things I like to make sure I do are the following:

  • Clean off desk of any remaining work papers
  • Scan any documents I need to save into Evernote
  • Prep any notes for next weeks upcoming meetings as needed
  • Write my weekly update
      • Overview of the week
      • Progress on goals this week (with links to notes)
      • Upcoming in the next week
      • Links to any key documents, sites, etc

 

Next..

This covers my daily routine for Evernote.  In an upcoming post, I will cover more of how I use Evernote for Meetings, Sharing and how I integrate other tools with my habits.

Why Evernote tasks works for me

Why Evernote tasks works for me

Current Software I use

I am a Mac guy. Having been a former Windows user, switching to Mac was as much about the aesthetic design of apps as it was the UX. I tend to lean on apps that work, but look great too.
  • Evernote
  • Google Docs
  • Omnigraffle
  • Day One Journal
  • Skitch
  • Rhapsody (of course)
  • Mailbox
  • Humin (iPhone replacement phone app)
  • Hipstamatic
  • Snapseed
Let me guess, this sounds a lot like you? I know, right? Many of us tend to land on the same software. So, why is it so hard to find a productivity process that feels comfortable and works for everyone? I find so many people posting how they use X or Y, which makes total sense to me. (until I try it). It then feels cumbersome and odd. This could largely be due to lack of building a habit on my part, but who knows.

Productivity Junky

I’ve used a LOT of software to manage tasks in the past. I am sure we are similiar in that many of our tasks come through email. I have always tried to strike that balance between email as a task management solution, and keeping the inbox empty.
SIDE NOTE: Full inboxes drive me bat-shit crazy. How can you feel on top of things with 10,000 messages in your in box, then search for things? You are a better person than I am.
  • I have tried basic Outlook tasks. didn’t seem too bad, but I left Outlook behind years ago.
  • I used to love RememberTheMilk. Over time I realized that it was too cumbersome for my workflow. It did work well, but it faded away for me as simpler solutions came into play
  • Google tasks in GMail was just too simple. While the email integration is great, it lacked other features. I need to track notes and I prefer to attach things to my tasks.
  • Things was my go-to for quite a while. At the end of the day, a lack of good notes and attachments pulled me away from this.
  • Wunderlist caught my attention with their updates the past year. I did like using this one for a while.
  • Evernote Reminders was my dream for many years. Even with that, it’s taken me a while to get a workflow I enjoy.

Recent Tasks Switch

I was most recently using ToDoist. I think this is one of the better looking to-do apps I have seen. I jumped right in, starting building things out and paid the money to be a premier subscriber. (mental note: don’t forget to cancel that)
1*sC9YO64ksTJE-cAUf3wvjg
ToDoist Sample List TOC
You can see by the items on the left how I was starting to structure this. I was only a week or so into it before I pulled the rip cord. Likely not enough time to build a great habit, but enough to learn something.
I had project lists, items I wanted to track for meetings, things for the house. Heck, I even was getting into putting reminders about keeping in touch with people. This is something I am inherently bad at, so a reminder never hurts. At the end of the day, I put a lot of time trying to keep up with this, but ended up punting on it.

What Didn’t Work

The big thing that didn’t work for me was two key functional workflows I use. I will describe them here:

Lack of open and flexible notes on tasks

When I start a task, I want to keep track of some important items. Too often in the past I would create a task that when viewed 3 days later, I was confused and sure someone else put that task on my list. I had never even heard of the item in question and felt like a Twilight Zone episode.
Now when I create tasks, I try to list the due date, stakeholders and a small summary of success for the task. It takes a few extra minutes for bigger items, but it’s worth feeling like things are “covered”.

Lack of attachments on tasks

This is simple. When I get an email to review something, I’d rather the item be directly in the task and not in some other system I have to go get.

Easy way to summarize my work for a day/week

One of the things I like is a way to summarize and scan what I have been working on. Completed task lists are OK for this, but lack many of the details. (as you see above how I track notes on tasks)

Why I switched back to Evernote

This is why Evernote works for me:

Notes on Tasks

I come back with follow up items in the tasks I am working on and date stamp my ‘progress’. Who I talked to, what I am waiting for, etc. See the example below. (from Evernote)
1*MpTM3ZBKMt7wOjy3J2PEQQ
You can see how over time, the task (sometimes a larger task) can have sub-items or lots of follow up.

Attachments on Tasks

This is easy. Evernote lets me drag attachments, forward from emails, etc. I know these are available for me on all devices and if I have to share them with people associated with the task, it’s easy to generate a link to the task for people to view from the web.

Easy way to Summarize

This is one of my favorite “Evernote Hacks”. When you are done working for the day, go to your NOTES view in Evernote. Ensure you are in the LIST VIEW, and sort by UPDATED.
1*PBbzoBRUsYF7P4KURXClSQ
Now, the cool part here. Select all notes edited during this day. You will see a screen that looks something like this:
1*PsU0ygPr7gJWu4eCHkTosw
Now, click the CREATE TABLE OF CONTENTS NOTE button. This will create a single note with a table of contents for all notes edited that day. Title that note with today’s date. (I happen to tag mine JOURNAL as well)
1*qpSGfAPQ4AHoh1z65VsjrQ
You can then file this away in a journal folder and easily come back to any day, see the tasks or notes you had worked on and quickly access them. Easily my favorite use for Evernote and tasks.

Conclusion

Evernote works for me, for now; and how I work today. It isn’t for everyone. I am sure I will wait until the next cool new task managers come out to take them for a spin. At the end of the day, Evernote is working for me. I use it daily for notes and tasks. It is always open for me. This is why I am back on Evernote; For good.. until I am distracted again by a new app.
My reasons for using Evernote to track tasks

My reasons for using Evernote to track tasks

I know there are a ton of great task management tools out there.  The challenge I have always had with them probably comes down to my own diligence in using them.   I never got in the habit of using one particular program over another.  I love RememberTheMilk for a long time. I used Things for quite a few months.. and recently I had tried Wunderlist.

Problem I was solving
The problem is, these always felt like yet another tool/place to go each day.  I would not develop great habits around checking my lists.  I even tended to start to ignore reminders from them.  (worst possible thing for task management).  What I noticed is that every day I was already using Evernote to do the bulk of the work for my tasks.  Why not just use Evernote Reminders?

The Benefit
The biggest benefit I got from this was not the single tool, although that helped me a ton.  The largest reason I have stuck with this has to do with context.  Now, when I had a task to accomplish, Evernote gave me the space to to the actual work associated with that task right there.   One of my handiest things I use now is pretty simple.  I place a date followed by a horizontal rule in reverse chronological order in my “task” as I work on it.

I don’t try to make a task a “project”.  I really try to keep it a task.  Often this includes following up with people, getting data, etc.  I can capture that all in my note.  Then  I have a history to go back and look at as well.

Structure
I have a notebook stack that contains all of my live projects.  All meeting notes, tasks and research go into the sub-folder for that project.  This means I have a single source of the project data.  This also gives me the ability to look at the project stack and see all outstanding tasks.

Every new task gets a note.  Every new meeting gets a note.  Every day I look at my notes list and I select all notes edited that day and create a Table of Contents notes.  I then tag that journal, title it with today’s date and I have a journal of what I touched that day.   For meetings, I tag the note as MEETING as well as tag each person in the meeting as a tag.  I’ve decided this is easier for me to search for tags of people across everything rather than searching the text.

I also keep a folder called .Daily in my project notebook stack.  The period before the name just helps to sort it at the top.  The items in .Daily are items I should do each day, or review.  (it really includes weekly items as well, but I look in there every day to be reminded of things)

Summary
For me, this has proven to be the solution that works.  I encourage you to find the solution that works for you and don’t assume someone has found the magic bullet.  They only found THEIR magic bullet.  This happens to be mine.

EvernoteTask

How I am using Evernote for Presentations now

How I am using Evernote for Presentations now

OK, when I say now..I mean from now on.   I think this is my new found time saver.   How may times are you taking notes and working in Evernote, just to turn around and format those notes in Keynote or Powerpoint just to show them to somebody else?

I know that sometimes it makes sense in the context of a full on business meeting, but when you are quickly capturing thoughts and need to get info to your team, and responses back.. this is SOOOO much better in my view.  Enough already, how do I do it you ask?

evernote-mac-presentation

I know you have heard that you can do presentation mode in Evernote.  This is not new.  (although recently updated)  I see a couple ways to use this.

One thing I like to keep in mind is to do an outline for a real presentation first.  This gets your mind thinking ahead of time about the story you are telling, the goals, and the supporting data.   If you can’t get this down simply in text first, you will struggle.  I also feel like too many people focus on existing slides they have, how to squeeze them into their story and the deck grows to 70+ slides.  This is never good.  Stop, tell a concise story and do it simply first.

Here is how I think about a presentation:

Presentation Goal: Demonstrate to COMPANY X how they should focus their BLAH to attract additional users of the Mobile Internet.

TIPS:

  • Titles should always read the key point. If you read only Titles, would you get the point of the deck?
  • Titles should always be framed in the affirmative
  • Data is supporting the key point in the Title


SLIDE 1:

Goal: Demonstrate that COMPANY X should look to other carriers to learn where they can get incremental Mobile Internet adoption
Title: Company X is lagging behind in Y that is causing a lack of mobile adoption
Data: A graph that shows % of X,Y,Z and compares

etc…

This is where Evernote shines.  Creating an outline is great for this.  It’s easy and quick, and when you are done you will have your simple presentation. So long as you don’t need to do a formal Keynote deck.. you should be able to get your point across to your organization quickly.

 

Presentation in Evernote using a Single Note

This to me is the quickest and dirtiest way to get some information captured and present it.  You can create your outline and go very quickly.  You don’t need tons of fancy graphics and animations.  You are just trying to sell something internally for buyoff, or get people informed of something.

I usually make my slide title all capital letters, and bold it.  This helps it stand out in presentation mode.  Then I provide any text, data, key bullets and images below, all in a very concise format.  Think about adding more “slides” vs longer ones with more data.

SLIDE TITLE
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed sodales libero sit amet urna aliquam, sagittis pulvinar enim condimentum. Etiam dui justo, tincidunt vel odio a, mattis egestas lectus. Duis sed congue nibh.
 * Key Point: Details of the point
 * Key Point: Details of the point
 * Key Point: Details of the point

Now, I’ve found if you keep this concise, you can use a horizontal rule after each “slide” to cause Evernote to separate them in presentation mode.  I’ve found it not to be perfect every time, but it’s darn close. Now, just add each section with your outline, and data.. Rules in between and you are done.  One note that also acts as a presentation.

If you want to see a sample deck with Horizontal Rules as separators, check out this note.  You can add it to your Evernote and try the presentation.

Multiple Notes to Create a Presentation

The other way to do this is to create a single note for each key point you want to make.  Then, once you are done you can select all the notes and select “create table of contents” as shown here:

Evernote_Premium

This will create a note with a table of contents that links to each separate note.  This makes it easy to reorder your “deck” and select items to present.  Re-title your note and you are ready to go.  This is also a great way to have an agenda slide and track where you are in the presentation.

Evernote_Premium 2

The great thing about this way is you can be a bit more modular and reuse portions of other presentations.  It also makes it easy to include documents, videos, notes from meetings, etc.

I am going to start using this internally from now on at my work.  I see this as a huge time saver when presenting for quick signoff internally.  Focus on the content, not the format.

I would love to hear how others are using this, and to what extent you are having luck.