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RCoonceTX

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  1. This is a screen shot of my Daily Log For items not in my checklist the "Reminderrs" link provides an ongoing item list. The view is limited in the interest of privacy, but there is a "Reminder History" line not far under the visible portion below, and I drag completed items just under that line, latest always to the top. I saw the note about scripting, and I have not ever tried that; so I don't know which would be easiest. But in the interest of simplicity, I want to tell you these notes are so very easy and quick to create. For those that don't use keyboard commands, take five minutes to learn the keyboard commands to create link in active memory and the command to then paste that link into the "hyperlink" window - all in Evernote.
  2. I have a method that I use for myself to manage my daily routine‘s and scheduled items. I do not use a separate note for every day, and the way I use tables, the idea of a separate note for every single day feels a bit overwhelming. You could format a note the way you would like your daily note to look, and then save it as a template to start a new note every day. That method would involve a large number of links that I believe are unnecessary. You might consider a monthly note, which is what I do; and I do create a new link to it each month. Then I have a daily table that I have saved, not as a template, but as a linked note so I can copy it into my month-note, one day at a time throughout the month. I copy my new day into the top of the note so that at the end of the month, the first is at the bottom and the 31st is at the top. I pull a link for my month-note into my top tool bar every month, and leave it there until I have to change it for the next month. If you are interested in this idea, I would probably have to make some screenshots when I get to work to make it clearer. I will say that my daily template includes a checklist for all the things I have to keep track of all the time, and a way to check for changes in schedule. Let me know if you want to see the screenshots.
  3. I don’t do anything special to keep the vertical size of the cells as you saw them. I do use the Windows Evernote app and not a browser. I’ve noticed a concern from some about the amount of space taken up by tables, but I get much more information in my field of you with tables than I ever did with outlines. Also when I set up a new table I often end up repositioning rows and columns until I finally find the way I want to use it.
  4. I looked at the ad for Filterize, and it does look like that could be an effective way to organize a large number of notes in Evernote. But it feels sort of like getting professional help to organize an office. I don’t feel overly anxious to add annual fees. When notes are put into Evernote with a specific action in mind, it seems simple enough to make the connections when each note is created.
  5. I understand we all have different situations and different needs. I do not use this table with links system to organize Evernote; I use it to organize my responsibilities and to provide specific guidelines and detailed steps to complete them. The four most important of my responsibilities are the least frequent, occurring only once each year. Evernote tables are a great format for step-by-step details.
  6. Managing Responsibilities With Evernote Richard L Coonce Introduction The purpose of this document is to explain a different way to use Evernote. This method can significantly improve information management; and provide dramatically better control of responsibilities, tasks, guidelines, and document retrieval. I suspect that I'm not the first to do this, but I've not seen anything published on it, and considering the impact it's had on my office, it's certainly worth sharing. I've used Evernote for a number of years, first in my own business and now in my after-retirement job. For the most part, my previous Evernote experience has been, perhaps like most people, simply documenting information and retrieving it with tags and/or key words as needed. When tables were introduced by Evernote, my initial reaction was that I could find no good use of them. Evernote tables do not calculate; they're not "smart" in any traditional sense, and cannot be command-sorted on content like a spreadsheet. I've worked with Evernote for years without ever using tables. When I learned about and started using hyperlinks in Evernote, I stumbled onto a way to use tables and hyperlinks together to understand, manage, and control data better than I ever have before. As a consequence, Evernote has become a critical and indispensable part of my daily routines, my responsibilities management, my task control, and my historical documentation. It is now at the center of every responsibility I have in my job including all reports and all required annual processes. Tables with Links I use what I call "Control Tables" to essentially make a "yellow brick road" to just about everywhere. In the table below, every item in the two categories is linked to downstream child-level control tables that focus to more detail and finally, to specific records. The easiest way to show the strength of this cascading-control-tables method is to click through one of the items. The table below is my Primary Data Control Table, and Open Records is marked with a red arrow so we can look at the click-through to its linked table. Clicking on "Open Records" above takes us to the child-level control table for open records requests. This table shows a fair amount of data in one place. Each control number above (first column) is a unique alphanumeric identification assigned to one specific open records request. These are actual historical records with the requester temporarily removed for this screen shot. This Document Control table shows each request with the most critical information in view. Each request starts as a task management item for unfulfilled requests and then becomes the historical record when fulfilled. The illustration above shows a small portion of the actual table; the full table contains more than two years of records so far with well over 200 specific requests. For additional details on a specific request, the ORR number is linked. Clicking ORR2019056 in the above table (marked with a red arrow) opens this record below: All contact information in this example is fictitious This detailed record also contains links: (1) the email address, (2) the file name, (3) any historical email records in the box entitled 'Emails,' and (4) text reading "ORR Document Control" in the first column above "Contact Information." Click on any link to go directly to the document or, in the case of the email address, to bring up a new email ready to be sent. Any text or object in a note can be linked to other Evernote notes, to computer directories, to specific files (including executable programs), to websites, and to email addresses. Virtually anything a shortcut can point to can be a link in Evernote. Conclusion I don't think I could possibly overstate the benefits of using tables with links for organizing, documenting, understanding, and using data. The resulting "yellow brick road" makes searching mostly unnecessary. Tables can be set up in seconds, and it takes only a moment to make a new link. If you believe you can benefit by using tables with links, don't let the learning curve be a deterrent! These are just skills and nothing more; anyone can do it. The Evernote windows app is a free download, and I encourage you to download and install it. A word to the wise - use a very strong password for your account because your data is stored on Evernote servers and is accessible by browser.
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