Many of you know how much I love using Evernote. I have been an avid Evernote user since its inception. Over the years I have changed my system to better adapt to my workflow. Who knows. In the future it could even begin to evolve some more. I thought I would share with you my simple task management Evernote System.
If anything, it might help you in developing something similar for yourself. In the future, I may share my entire workflow in Evernote, but we will focus only on task management in this post.
My Simple Task Management Evernote System
I have tried many different to do apps and all of them have their advantages and disadvantages. My ultimate desire to have one central collection bucket where I process and do my tasks. That was the goal in setting up my system.
Here are a few rules to my simple system:
- Each task gets its own note.
- I drag and drop notes along my workflow.
I have a default notebook called INBOX. Just about everything starts in this inbox. From there I will determine whether it is a TASK or a REFERENCE item. Much of what ends up in my inbox folder comes from my email. I am a big believer in clearing out my to dos out of my email.
Tasks (Notebook Stack)
Evernote offers you the ability to create a stack of notebooks. One of my stacks is called “Tasks.” Under it I have 6 folders, which I will explain as we go along.
In this folder are “repeated” tasks I need to either accomplish daily or once a week. You can also include checklists here as well. Each individual note can be labelled daily, weekly, etc. I start here because there are certain tasks I want to do over and over again. Items I have are writing blog posts, exercise, journaling, Bible reading, etc. I use the checkbox feature as a way to track my progress for the week. See the picture below.
Each task gets its own note. I use the “list” view in Evernote so my tasks look like a to do list. At the beginning of the day, I will decide what gets placed in the Today folder. Anything I place in the Today folder is a high priority for me. I put all my energy on moving these tasks forward. Below is a picture of the list view of my Today folder.
My “Next” folder serves as a holding area to all the various tasks that I want to accomplish in a reasonable amount of time. While this list can be long, I am reviewing this folder and the list of tasks daily. Those I want to get done today get dragged into the Today folder for completion. If I come across a task that I want to remember but it is not important for now, I drag it into my Someday folder.
This is a holding tank for items I want to review weekly or monthly. I see them as “down the road” type of tasks. I even have tasks that I am really excited about, but I am just not able to get to them for now.
When I complete a task, I drag it into this folder. Honestly, sometime I just delete the note. However, some tasks may have additional information I want to keep so I will place it into the completed folder.
There you have it! I have been using this system for a little while and I am enjoying it. It has helped me to become more productive. Probably the area that has helped me the most is the Daily folder. Having various checklists can help to keep you focused on following habits you have set up for yourself.
Let me know if you have any questions. I’d be happy to share more details. Just comment below.