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Action Items


Wardedout

Idea

Posted

Hey Just food for thought, but with all the different tools etc that I use to go along with Evernote, i would love a built-in feature to create action items.  I know I can create timers and etc on specific notes, but would love to be able to create an action item like:

Call Ted to schedule next meeting on Friday December 15th @ 9:00am and it allows you to tag that to a linked calender etc  Or have a built in button to allow you to bui;d custom to-do's etc.

My point is that with all the different CRM's / Calenders etc having a feature built in, without having to use another program or create a todo or zap to do this would be hugely beneficial

2 replies to this idea

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  • Level 5*
Posted

Hi.  The last (and possibly only) time we heard from Evernote on this was that it didn't want to become 'just another to-do app' - just like it isn't an email client,  a word processor or a picture editor. 

I use an external app - TickTick - for my calendar and to-do lists,  though I keep the data on projects and tasks in Evernote,  via links to the relevant notes.  I've also used Cronofy,  which links with Google Calendar.  I appreciate the wish for everything to be in one place,  but that's an impossible dream with the wide range of specialist features necessary to satisfy all users.

  • Level 5*
Posted
5 hours ago, Wardedout said:

Hey Just food for thought, but with all the different tools etc that I use to go along with Evernote, i would love a built-in feature to create action items.

I use Evernote to manage my action items.  I have scripts and templates for creating notes on my Mac

You mentioned linking to a calendar, but I don't see this as always necessary.  
I probably wouldn't want "Call Ted to schedule next meeting" on my calendar

As @gazumped mentioned, there are third party products to do the calendar link.  
I use a script on my Mac for selected items.

I store the due date in the Reminder feature which gives me options for sorting and filtering.  For example, I have a shortcut to produce my current task list.

I use a tag for each project which allows me to produce a task list for project reviews

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