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I work in Corporate America. I invest in real estate on the side. I am married with no kids. I am quite OCD, especially about organization. I have spent countless hours researching how other people use Evernote to 'remember everything' and 'get things done'. I have spent significantly more hours setting up this system than I have saved using this system. Hopefully that will change. Anyway, I wanted to share how I organize Evernote, which is really just The Secret Weapon (TSW) slightly tweaked for my personal needs. This system, in my opinion, limits decisions points (i.e., where should I put this note and how should it be tagged?), effectively tracks action items through to completion, and allows me to save and organize everything else. I will try to keep this explanation clear and concise; here it goes...Limited number of notebooks. I have four:!inbox - Everyone seems to have this one down. This is my default notebook where all notes start before being filed and tagged. Work and personal emails, webclips, random notes and ideas, etc. Case in point, I am writing this in a note that is currently in my !Inbox folder.Action Items (2) - This is a notebook stack for my notes that require action. There are two notebooks inside: Open and Complete. I'm sure you can guess what's in each.Cabinet - Essentially, this is a notebook for all notes that don't require action. I put meeting notes, receipts, webclips, etc. in this notebook.Contextual TaggingI only use tags for context. The tags answer where, when, and what.where - All notes get a where tag. This answers what part of my life the note pertains to (e.g., @work, @home)when - All Open Action Item notes get a when tag. This is how I prioritize notes requiring action. Each of these tags are mutually exclusive. Once the Open Action Item is completed, I remove the when tag and move the note to the Complete notebook. Below is a description of each when tag:what - I use this tag for notes that go in the Cabinet folder. It helps me quickly find things like receipts, meeting minutes, templates, webclips, etc. Not all notes in the Cabinet get a what tag, but many do.1-now - get it done today / tomorrow2-next - get it done this week3-later - get it done within two to four weeks4-someday - get it done someday5-waiting - getting it done is dependent on action by someone else (e.g., you are waiting for someone to reply to your email)TSW recommends a who context as well, but for me that was spiraling out of control quickly, so I nixed it. If a note is associated with a certain person, I usually just try to make sure their name is included in the note itself.Here is a screenshot of my system: I hope this helps at least one person out there!
Other note systems can do the following which I personally find really helpful. Say you have written a list ITEM1 ITEM2 ITEM3 ITEM4 ITEM5 You then highlight one of the entries and then use the keyboard SHIFT + ALT + UP-ARROW or SHIFT + ALT + DOWN-ARROW to move an item up and down the list.
I just installed El Capitan and the latest Evernote Web Clipper for Safari. I am disturbed to see that my favorite option — I think it was called "Simple Page", but I don't remember — is either gone or embedded in some other option. Where is that functionality? I can't believe it would have been removed.