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Creating Forms/Templates in Evernote

business workflow

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3 replies to this topic

#1 kmccarter


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Posted 15 February 2013 - 07:14 PM

Does anyone have experience creating forms or templates in Evernote and using them to standardize data collection? I'm investigating better photodocumentation tools to improve how we conduct our business. I'm interested in user experiences and also to talk to a developer.

#2 Brickey


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Posted 20 February 2013 - 06:42 PM

Hey there,


Have you checked out KustomNote? This third party app is great for templates, and they now integrate with Evernote Business: http://kustomnote.com/


If you don't want to use a third party, then it comes down to organization. For example, you could have two notebooks, one called template, and one called completed form. Mock up a templete that presents the information you would like to use. Once you're happy, duplicate it a bunch of times in the 'template' notebook. Then the workflow could be as follows:


-Open template notebook

-Open blank template

-Fill out template with all the info needed

-Move note completed form into the 'completed form' notebook. 

#3 kmccarter


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Posted 22 February 2013 - 02:32 PM

Thanks for pointing me towards KustomNote. It's what I had in mind.

#4 Sentinel


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Posted 18 April 2014 - 04:14 PM

I have had luck using Word to create forms then copy/paste into Evernote.  

Here is a sample:  https://www.evernote...60c21bc26e19284


Another:  https://www.evernote...c3e313c5b86d653

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