Tag Archives: software

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

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