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Although working with tasks and the GTD method is generally the domain of the Mac and iOS platforms, it is not always possible to find a suitable application that is also cross-platform, so sometimes you have to improvise. One of our readers came up with an interesting solution for the company using the note-taking application Evernote and decided to share it with us.

How it began

Tasks are increasing, time is decreasing and paper for notes was no longer enough. I have already tried several times to switch to electronic form, but so far it has always failed due to the fact that paper was always "faster" and you certainly know the wonderful feeling of being able to cross out the finished thing that has been drinking your blood several times.

So the speed of organization and input wherever I happen to be turns out to be absolutely essential, at least for me. I went through a period of paper on the desktop, files with notes, local programs like Task Coach, attempts to use a central request tracking system for personal notes, but in the end I always reached for an A4 + pencil and added and added, crossed out and added...
I found out that I am not alone in a company with similar requirements, so my colleague and I sat down a few times, put together the requirements and searched, tested. What did we demand for the important properties of our "new paper"?

New system requirements

  • Input speed
  • Cloud sync – notes always with you on all devices, possible sharing with others
  • Multiplatform (Mac, Windows, iPhone, Android)
  • Clarity
  • Option to link with email
  • Options for attachments
  • Some calendar solution
  • Connect with request tracking system in the company and people outside our system
  • The possibility of keyboard shortcuts in the system
  • Stability
  • Easy search

My beginnings with Evernote

After a futile search for the holy grail, we started trying Evernote, he inspired me to do so this article. It is not an ideal solution, some shortcomings became apparent only after intensive use, but it still wins on paper, and during the last month of use, updates have solved a lot of things.

Evernote and GTD

  • NOTEBOOKS (Blocks) i use for note categories like bookmarks, private, technology, support, knowledge base, real tasks, unclassifiable a input INBOX.
  • TAGS I use again for their priorities. The absence of a calendar (I hope the developers will solve it over time) is replaced by a tag iCal_EVENTS, where I have entered notes that are duplicated in the calendar as well. So when I come across them, I know they're caught and I take care of them as soon as the reminder pops up. I haven't thought of any other solution yet. References are notes for the future type "when I'm looking for something for the next project". Done, that's the crossing out of the finished task.
  • Larger projects have their own notebook, smaller ones I solve only within one sheet and inserted to-do checkboxes. The letters and numbers at the beginning make it easy to select the given category when creating a note (just press the "1" key and Enter) and also provide sorting.
  • I switch the default preview to All notebooks and tag Today, a colleague uses an additional tag for this ASAP (as soon as possible) for distinguishing importance within a day, but for my style of work it is usually not necessary.

What Evernote brought

Input speed

  • Under Mac OS X, I have keyboard shortcuts for: New Note, Paste clipboard to Evernote, Clip rectangle or Windows to Evernote, Clip Full screen, Search in Evernote ).
  • I use it the most new note (CTRL+CMD+N) a Paste clipboard to Evernote (CTLR+CMD+V). this keyboard shortcut also inserts a link to the original email or web address in the note, if I use it in e.g. a mail client or browser.
    under Android is a widget for quickly entering new notes.
  • Newly created notebooks will automatically fit into me INBOX, if I have time I will assign the correct notebook and priority tag now, if not I will sort later, but the task will not be lost, it is already logged.

Cloud sync

  • Notes including attachments sync with the Evernote cloud storage, the free account limit is 60 MB/month, which seems to be enough for texts and the occasional image. So I always have the latest version on my phone, computer or on the website.
  • So does a colleague I share some of my laptops with. He sees them under the tab Shared, or on the website in his account. The paid version also allows editing of shared notebooks, if their owner allows it.
  • You can create a web link to a given notebook or note and send it to a 3rd person by e-mail. She can then save the link to her Evernote account or use only browser access without logging in (depends on sharing rights settings).
  • At the same time, I use web links as a bridge between the company request tracking system to inform others about the status of a given task
  • The notes are on the server, under Mac OS X and Win they are all synchronized, on Android only the headers and the given message is downloaded only after opening it. In the full version, fully synchronisable laptops can be set up.
  • Here is the first serious shortcoming that should be mentioned, which will hopefully be solved by updates over time. Evernote on Windows  he can't connect shared laptops.

Multi-platform approach

  • Mac OS X application - can do all the functions of the web version
  • Android - can't do shared notebooks, otherwise everything (including attachments, audio, photo notes), nice desktop Widget
  • iOS - can do everything except notebook stacks and of course has no Widget
  • Windows - can't do shared notebooks, but can do file watchfolder - interesting feature for automatically throwing notes into the default notebook.
  • It also exists on the following platforms: Blackberry, WinMobile, Palm
  • The full Evernote interface can be accessed from any internet browser
  • Option to link to email – if I send an email via a keyboard shortcut to Evernote, I have a local link to the email in it, at least under Mac OS X

Other benefits

  • Attachment option – free version is limited to 60 MB/month and image and PDF attachments, paid version offers 1 GB/month and attachments in any format.
  • Connecting with other systems in the company and people outside our system using web links - not a perfect solution, but usable yes (they need to be created via web access, that's why I already have ready-made links in my bookmarks). Alternatively, the given task can be sent by email directly from the application, but without a link.
  • The possibility of keyboard shortcuts in the system.
  • Stability - even in exceptional cases when it was necessary to repeat the synchronization with the Evernote server. However, this problem has not occurred recently.
  • Easy search.
  • An interesting function of text recognition using OCR technology, see the image below.

What Evernote didn't deliver

  • It doesn't have a calendar yet (I'm replacing it with a tag iCal_EVENTS).
  • Shared notebooks are not fully fleshed out (Windows, mobile apps).
  • Different properties on different platforms.
  • He can't solve tasks by himself :)

Evernote for Mac (Mac App Store – Free)

Evernote for iOS (Free)

 

The author of the article is Tomas Pulc, edited by Michal Ždanský

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