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Joshua Zerkel

Evernote Ambassador
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About Joshua Zerkel

  1. I actually have a "Meeting Notes" notebook - it's been invaluable for me. If I had a meeting - in person, phone, Skype, etc. - the notes just live in that notebook. I don't have to think as to where the notes may be - they're always in "Meeting Notes." This is also handy as a go-to spot if you use something like Meshin Calendar to link up your notes to your schedule.
  2. I don't personally do a ton of mind mapping, but I've enjoyed using XMind when I've needed to. You can export as a PDF and store in Evernote (not as elegant as Mindjet, I know).
  3. @Psionmark - It sounds like you've finally settled on a tool (at least for now). Good! Be mindful of spending time searching for, choosing, using, and switching between tools. This takes real time, and it's typically time that one could actually spend, you know, getting stuff done. I've worked with many people over the years who, in my opinion, overfocus on the tool and the system, to the expense of task completion. Just my two cents!
  4. @Richard E Davies - Welcome to the Evernote community! It's always great to see people find ways to integrate Evernote into their lives. Keep customizing it to meet your needs and the way you work, and keep us posted as to how it works for you! @evb - Lots of my clients use paper in conjunction with Evernote. In addition to LiveScribe, some just take photos of their paper notes and send the photos into Evernote, while others scan their docs in. Options!
  5. GTD is, for many, the current productivity methodology of choice for many of you. But as with all things, it's not the right fit for everyone. There are a host of other methodologies (Pomodoro, FranklinCovey, Action Method, etc.) out there as well that work better for some people. So I'm wondering this: if you use a productivity methodology other than GTD, which one do you use, and how do you incorporate Evernote into making it work for you?
  6. Hi all - Yes - if you register, you should be able to watch the recording. You can register at: http://www.bluemangolearning.com/webinars/processes-without-pain/
  7. Hi all - Just want to share with the Evernote Productivity community a brand-new webinar I'll be giving next week about how to easily create processes and then document them using Evernote and Clarify. This is a great introduction to the concept of processes and procedures - so if you're curious, you're welcome to join in. It's free, and it's on May 15th, 2012 at 12 PM PST. http://www3.bluemangolearning.com/clarify-and-evernote/ -- Josh
  8. therearenoroadsher - I too require that quite a number of docs live outside of Evernote (for a variety of reasons). For this, I use SugarSync - and I sync everything. All folders, every doc (yes, I do have a paid plan). I don't want to have to think about it, so I just choose to sync everything. For me, it makes my life easier. Gazumped is totally right in that there is not "one right way" that works the best or is right for everyone when it comes to file structure (or anything organizing or productivity related, for that matter). Based on my experience implementing folder structures with many, many clients over the years, one thing I can suggest is this: keep your file tree/folder structure/whatever-you-choose-to-call-it as similar as possible in the various places you store data. Use the same folder/notebook labels, keep them in the same order, etc. Switching between systems will be a lot easier for you if you do things this way.
  9. I've been using XMind alongside iThoughtsHD with Dropbox sync, and have been quite happy. No real Evernote integration, however.
  10. I would simplify this even further: Actionable = Task (something that you can actually take action on or complete without breaking it down into further sub-tasks). Not all actions or tasks can be completed in two minutes or less. For example, reading a white paper is an action, but if it's lengthy, it may take far longer than two minutes. A project in and of itself is not actionable - but the sub-tasks within it are.
  11. I've been using a new cloud service/software combo called FileThis Fetch (http://filethis.com/fetch/) that pulls the PDFs for you and puts them directly into Evernote or into the folder of your choice on your computer. You do have to give them your login credentials for your various sites, but if you're ok with that, then this can be a real timesaver, as it automatically fetches new statements/bills/etc. without you having to do anything.
  12. If you are attending the National Association of Professional Organizers 2012 Conference in Baltimore, please join me at the Evernote meetup! I'll be giving an informal discussion on how to use Evernote for productivity, along with some Evernote giveaways. There'll also time for Q&A and networking. Please register at: http://www.customlivingsolutions.com/napo-evernote-2012
  13. I track my workouts - both the ones I've done and the ones I'd like to do. I often clip workout ideas from the web or scan in an article and keep them in my "Health and Fitness" notebook. I have a whole library of workouts in there now. If I'm bored with my workout at the gym, I just bring up a new workout on my phone. Keeps me motivated and keeps me going!
  14. @SmokingKipper, the method you described for keeping your reference information with a notebook and tags seems reasonable to me. I probably wouldn't bother with the child tags unless you have more than 20 or 30 items in there. Personally, I prefer using sub-notebooks rather than tags to nest information, but that's just me. You may also want to check out the other GTD-related post at
  15. Excellent points. I'm fortunate in that I get to have my own systems that work around my ways of thinking and my personality, but I also get to help clients create systems that work for them that are based around who they are, what works for them, and what they value. Whether you use MBTI, another personality assessment, or none at all, HOW you organize, plan, consider, and reach your goals should be based around what works for you. I've worked with so many people over the years who try to fit into someone else's system and just end up frustrated and deflated.
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