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Found 6 results

  1. I've been using Evernote for about five years, and after trying to use it to manage GTD, I realize that in the way I approach it, my Inbox should be my email inbox. Almost everything I have to do comes through email. I don't find it convenient to send email messages to EN to create an action. I need seamless connection between email and projects/actions so that I can access the full functioning of an email database (with all conversation histories). But most of my note-taking needs to remain in EN, and all of my external files and web links for projects needs to be in EN, so I need something that will tightly integrate with EN notes and tags. I also need tight integration with contacts and calendar so that I can do project management with some moderate depth. It would also help if there was some level of CRM functionality. And it would also be great if there was some flexibility in configuration so that I could customize the app to my individual workflows. I work on Mac and Windows desktops and use iOS and Android devices, so I really want functional cross-platform development. I'm tired of messing around trying to stitch several apps together and doing double entry. I really only want one app to add to Evernote that together can do it all. I know this is asking a lot, but is there any one app that can do all of this?
  2. I've been using evernote to manage projects for a while but it's been more of a task collector, project queue than really a manager for me. We're moving to EN business and I'm going to start doing all of our developer communication through shared notes and work chat (instead of emailing and hangout chats). I only have two project notebooks, Pending Items and Completed Items. Everything else is done via tagging. A project will have a tag for its priority (1-5), it's status (Not Scheduled, In Progress, Needs Testing, etc..), and the developers/testers attached to it. Right now it's just for me and I track everything through it and then share out notes with project details (read only). The plan is to get everyone a business seat and then I can collaboratively share out a note and we can update the project note as we move through the process. I can assign developers, they can update or ask questions, i can respond, testing feedack. All within that projects Note. The only thing I'm unsure of is the sharing and organization of my notes. I watched some videos and read some blogs about EN project management and most people seem to be using folders. They create a note and drop it into someone's folder and that person drops it back into the test folder, then it gets moved to the completed folder, etc.. The Note moves around from notebook to notebook. As a manager this doesn't really work for me. I need to be able to see a listing of all pending projects, all the projects a specific developer has, all projects in testing, all projects that were completed in January, etc., etc.. Thus, the tagging. Projects have multiple tags. Does EN business allow me to share out a Tag? Basically give someone access to a Tag and all notes that have that tag? That way I can keep my Notes in my Pending Projects notebook. Then I can add a developers name tag and he now has access to that item. I can add a testers name tag and he has access. When someone is done with something I can remove their tag and they no longer have access. It also allows me to have a Note in two places. I may have a developer and tester working back and forth, simultaneously on a project and I'm monitoring it. I don't want the note getting dropped back and forth because nobody really owns it. So basically, can I share out notes with a specific tag? If not, does anyone have any other suggestions? Thanks.
  3. I have seen many others post in the forums before on how they are using tasks, or why they don't use Evernote tasks. I have gone back and forth on this for quite some time. I think I have finally settled that my process in a work in progress, but one that works for me. I thought I'd share. Rather than re-post the whole article.. check out the post. http://www.torgersons.com/detailed-routine-using-evernote-for-tasks-and-tracking/
  4. IQTell is a productivity app that seamlessly integrates your Evernote, Email, Calendars, Tasks, Projects and more. How can you leverage Evernote with IQTELL? Turn Evernote notes to tasks, projects, and more. Swipe any Email into an Evernote note (Gmail, iCloud, Exchange, Yahoo, IMAP, POP3) Manage Evernote notebooks, notes and tags inside IQTELL Turn Evernote notes into tasks, projects, someday, etc. Add Evernote notes as events on your calendars Attach notes as support material to your tasks, projects, and more. For additional information watch this video or read these topics in our Knowledge Base Quick & Easy Set-Up: Sync your Evernote account from the IQTELL Web, iOS or Android apps. Evernote & IQTell – a fully integrated solution Turn Evernote notes to tasks, projects, and more. Tag your Evernote notes to automatically create tasks, projects, and more in your IQTELL account. Reminders set in Evernote will automatically sync to IQTELL. Checkboxes will automatically create children items in IQTELL. For example, a note tagged as a “Project” that has several checkboxes will create a Project with several tasks in IQTELL. Auto-embedded links allow for quick and easy navigation from Evernote to IQTELL and vice versa. Priority, Due Dates, etc. – you can set task and project related fields either in Evernote or IQTELL. See how. Swipe any Email into an Evernote note Swipe any email to create an Evernote note. See how. Any email attachments will be available in Evernote. Supported Email: Gmail, Exchange, Outlook, iCloud, Yahoo, IMAP, POP3 Use Evernote notes as support material for your tasks, projects, and on your Calendar Using the IQTELL Web app, you can access your Evernote notebooks, notes, and tags. Select Evernote notes(s) and easily link them as support materials on your tasks projects, and more. Add Evernote notes to your calendar. The Calendar Event will have a link back to your Evernote note.
  5. Somehow, I was lucky enough to find it on the day it went live. Insightly is a great online CRM and project management tool that integrates wonderfully with Google Apps. It now has a useful integration with Evernote that allows you to link an Evernote note to any project (and I presume any opportunity as well). Check it out. http://support.insight.ly/entries/21981209-Can-I-link-my-Evernote-notes-to-Insightly- Not on Insightly's payroll, but I should be.
  6. I have 2 small businesses that I am transitioning to my children. Each business has less than 20 employees. I am looking for the most complete software that will help me manage projects, track time, build workflow diagrams, interface with Quickbooks and encourage collaboration. We are using Liquid Planner, but it isn't working out for us. Demo-ing QuickBooks PM service, but it is pricey. I would appreciate any guidance. Thanks!
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