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.

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)

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.


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