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Showing results for tags 'project management'.
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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/- 35 replies
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- productivity
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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.
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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? -
I run a development team and we've tried a few different project tracking systems. Currently we're using evernote. Actually it's just me using evernote to track our projects, assign tasks, and keep a handle on the dev schedule. We need to expand this so that our entire team is able to communicate and work within the system. Evernote works for keeping a queue of my projects, updating major enhancements, testing results, posting details, etc.. However, it doesn't provide a good way for daily communication about a project to get archived. We were considering a possible Evernote/HipChat/Zapier solution but it's still a little lacking. The plan is to... 1. Create project in Evernote, type in all the details, scope, team members, arvhice the spec. 2. Create a room in HipChat for the project. 3. Share this Note out to everyone, read only 4. All communication about this project form this point on happens in the HipChat Room 5 Create a Zapier that updates our Evernote with all hipChat messages (this works great) 6. When a project is completed we archive the HipChat room and move our Note to the Completed Projects Notebook So this is a decent plan but we have a lot of small projects and it will take a lot of work for me to keep a system like this up and running. It needs to be really simple for the project team and nothing is simpler than hipchat interface and simple updating/file sharing right in there. But the set up of each and every project is where I'm having a problem. I was hoping when I created a new EN Note with a specific Tag (Project) that I could use that as a Zapier trigger to create a new HipChat room. There is no HipChat action in Zapier (or IFTTT) that allow you to create a New room, only add messages to an existing room or update a Room Topic. Also there are no triggers to close a room when I change a Note tag or change a Note tag when I Archive a room. So while my system will work it's very manual. I tried looking at Work Chat but the problem with work chat is that it's a huge all or nothing chat window. I need a stand alone communication sandbox for each project. So I would need a chat thread for each project. Work Chat is one giant thread. I can't have a huge chat thread where all projects are being communicated about at once. I can't just share out the notes because EN doesn't really fit our scheme that way either. I can share out a Notebook but not a specific Note, or even better a specific Tag. I wish when I entered a developers tag to a Note it was then shared to him. But the only way to do that is share it through Work Chat and then every time he wants to edit he has to go through his giant Work chat thread and find it to click on it and update. So the system kind of works but I'm missing a few automated connections in Zapier/IFTTT that would make this really work for me and Work Chat, while I'm sure it's useful for many people, doesn't really give me the granular support I need for in-project communication. Does anyone have any other suggestions? Tools that would allow me to attach some kind of ongoing chat tool/app to each Note/Project and arvhive it in the Note when done. Or a client that allows actions to set up a Room type area for communication from a Zapier/IFTTT trigger?- 10 replies
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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.
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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.
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One great leap for Evernote would be to enable the user to sort cards in any order he/she wants, the way Scrivner and Index Card do. That would enable me to start a notebook and create notes and shuffle them around in order to plot out a project or story board, etc. This would infinitely increase the productivity of Evernote. Does anyone agree?- 10 replies
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Currently I'm using a separate project management system (BontQ), you know, like BaseCamp. I'm wondering if anyone has figured out a way to use Evernote to eliminate the need for a separate project management system. Here's the main issue. I'm freelance so I have projects associated with different clients. I like to give clients the ability to view task status of the various projects I'm working on for them. HOWEVER, in many cases, the tasks for the project will not just be assigned to me. Some will be assigned to people on my team, a sub-contractor. Some will be the responsibility of someone in the client's company. It seems you can pull most of the stuff off that you need to do in Evernote but I'm thinking in this scenario there may be no way around the necessity for using a more specifically purposed project management/tracking/collaboration platform like Basecamp. Issue #1 - Access Control. Ideally, I think it is most intuitive to have one notebook per project. However, the problem is, I may not want the client to see all the tasks for that project notebook that are assigned to my internal team. I suppose I could use tags instead of notebooks to define projects. I'd then need a tag to identify the client. I would then have to have two notebooks. An internal client notebook (Client Name-Internal) and an external (Client Name-External) and would share the External one with the client. This isn't a very clean solution as it them fragments the project support materials into two notebooks. But I suppose me and my staff would just need to be disciplined as far as remembering to put everything in the shared notebook unless it's for internal eyes only. Maybe not that big of a deal after all. Really what Evernote needs is the ability to share and more levels than the note book level. Share a stack, share a notebook, share a notebook within a notebook (aka section), share a note/page within a notebook - and have only those items show up in the user's Evernote. Issue #2 - Calendaring. A week area of Evernote. I am currently considering using Outlook and OneNote as a more tightly integrated solution. But it has some of the same pitfalls as Evernote. However, I can share my Outlook calendar and the integration between OneNote and Outlook with the calendar would be much tighter. I suppose in a project summary note I could put a link to the shared calendar and in the calendar even I could put a link to the meeting notes in Evernote. Again, not super clean, but probably would do the job. Issue #3 - Notification. I'm not talking reminders, I'm talking when someone marks an item in Evernote complete, either everyone sharing the Notebook is notified, or more ideally, the people assigned to that task (as a contributor, reviewer, etc.) are notified. I suppose if I was granular enough with the project notebooks, if there was a function or add in, in which everyone sharing the notebook would get a daily changes summary, or better yet, there was a flag I could set in the note to "notify on change" to notify if that particular note was updated, send an e-mail, that would be an option, but I really want notification only if the note is mark 'completed' More importantly, what about being able to assign a task and have the person assigned automatically notified by e-mail? Can do? How to do? My gut is this is the area where Evernote falls the most short? A lot of the project collaboration stuff I've done before I just created various folders on Google Drive or Skydrive. This was just for project support materials. Then in the project management system, I can put document links within the task information. It's almost like what Evernote and OneNote are really doing is replacing Windows Explorer as a folder can be considered a notebook and the word, excel, etc. documents can be the pages or notes and these are all already searchable! I suppose though, these are just trying to provide an easier interface for people of various skill level to create, organize, and access information. But there sure is a lot of overlap. The pitfall is if you start creating all your information in Evernote or Onenote instead of creating Word docs for instance, you now have a lot of your information in a less ubiquitous format that is not as portable should you decide to stop using one of these systems in the future. It seems if you standardized on e-mail folder, and file folders with Word Docs, Excel, PDF's, etc. you don't have to worry about future transportability/compatibility should you change platforms/systems/apps? But I'm getting off on a tangent.. . I think the bottom line may very well be that Evernote is really best suited as an 'information repository' and not as a project management system in total. I think the thing that got me going trying to see if it can be used as an all-in-one solution is the examples of using it for GTD. The problem is, if most of your tasks are project related and they involve projects and tasks that more people than just you are involved with, then you end up having to essentially duplicate tasks - one in your GTD system, and one in the Project Task Management system. That's not very efficient. What I want is an all-in-one solution that is the least costly and least proprietary. -
I'm new to Evernote and have only used it for my personal things. I have recently started work and I'm using Windows there. At home, I'm on a Mac. Is it possible to use Evernote on both systems (Windows and Mac) with one account? I'd like to be able to use it at work with Windows for project management, and then to access it offline with an iPad. Is this possible with the Premium account? I guess I'm just worried I won't be able to sync everything because I'm on Windows at work and then using an iPad+Mac at home. Thanks for all your advice! -
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! -
Hello everyone. I recognize this is a cross-post with a "Lifestyle" sub-forum and I apologize to those whose net etiquette has been offended. Recently embarking on the paperless journey, I have quickly realized that for the elegant simplicity of naming and tagging documents to be thrown into the Evernote soup and retrieved later via metadata or a robust search, there are many hang-ups in doing so with documents that one either needs to edit, ammend, aggregate, or otherwise tinker with while doing work. Whether these documents are as basic as MS Office files, or as complex as large statistical data sets, there are things that, at this juncture, just cannot live happily in the Evernote world. Without a boring discourse, I really have two fundamental questions: For those who require a file structure outside of evernote to do work (be it because of file formatting, frequent editing, sharing with non-evernoters, firewall issues for EN syncing, etc) - what, if any, program(s) do you use to achieve a similar level of ubiquitous access to your files as is provided in Evernote (i.e. Dropbox, Sugarsync, GDrive, etc.).? Whether you use a cloud sync tool or not, what is your preferred method of non-Evernote folder/file nomenclature/project structure? Does your file and folder nomenclature change if the documents are to eventually be archived in Evernote? I have grown quite fond of the YYMMDD prefix that Grumpy Monkey has adapted for his digital life, but I am struggling with how such a filing identifier can be adopted into a file naming system which also uses things like job (project) identifier codes (i.e. project 172C) to categorize and track things like costing, logistics coordination and billing. I ask these things because it appears as though I am quite unintentionally relying upon Evernote as a capture and action-related tool due to the bulk of my ongoing work taking place outside of Evernote. At the same time, I see great utility in combining the two, and at the very least would like to develop a work process that naturally feeds one into the other (or back and forth between the two). Any advice or experience in this area is, of course, much appreciated. Thank you all in advance for your valuable input on these forums. Without your willingness to share your experiences, I would still be mired in the paper/digital hinterland with the lion's share of my colleagues. It has drastically changed the way I approach information and work.
