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DTLow

Evernote Home Dashboards

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11 hours ago, Joe Leondike said:

Like most people people, I am juggling multiple aspects of my life; career, advancement, school, family, etc.  I have found the Eisenhower method helpful, with a twist.  I use it as my dashboard for GTD and add a side of Kanban.  That way I can see what is coming up and what has been done. 

I'm following up on the "side of Kanban"    
I know very little about Kanban
Can you explain how this applies to your home dashboard note?

>>Eisenhower method

I also use this priority method - with two tags; Urgent, Important
I don't use a matrix grid.  My task list is sorted by start date    
- Urgent/Important tasks are colour coded1885537086_ScreenShot2019-12-04at8_09_11AM.png.ce100787eb5c2659a4774ad7c7e75984.png

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18 minutes ago, Sayre Ambrosio said:

All I did was custom make images in Canva and stick them in a table. Adding a link to each image to jump to a note and you’re done. 🙂

I like the idea of adding links to the images instead of text - it gives a bigger target to click on

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48 minutes ago, DTLow said:

I like the idea of adding links to the images instead of text - it gives a bigger target to click on

That's exactly why I did it. I had it as just a text based system earlier on and change it when some of the older residents that use it mentioned that sometimes they couldn't see the text without blowing everything up. Not gonna lie, it also gave me an excuse to pay for Canva which I love lol.

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59 minutes ago, toao said:

after experimenting with a number of things my dashboard ended up being my sidebar with a fair number of shortcuts and saved searches, representing the main processes I use EN for (alright, I admit it, all my digital processes are in EN):

I tried using the Shortcut section in the sidebar, but I found the lack of organization too chaotic.    
It's basically a long list with no hierarchy

I moved  the items to a Dashboard Note where I could add organization, and make it pretty  
I can also include non-Evernote links and references 

I do have a Shortcut to my Dashboard Note; at the top of the list; accessed by command+1 on my Mac

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22 minutes ago, Corybe said:

 I'd like dynamic content to break up text-only content.   I'd like my Google Calendar to load. I know how to set up a note for tasks and checklists to link to, but how do I get those to pre-populate the proper area in the dashboard

You can insert a link to Google calendar

By definition, Evernote Notes are static.      
Third party Filterize has a feature to update content dynamically.   
I use scripting on my Mac; also simple copy/paste

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9 hours ago, Atif said:

A dashboard for me is a notebook, not a note. I call it 'Weekly'.  

That's valid, but it limits the scope (I removed Notes from this discussion's title)
Your method forces a dynamic notelist

 Also, you might use a Shortcut for easier access      
In which case you're not restricted to a Notebook; it could be a tag  or saved search

>>Each week is represented as a single note in the notebook. 

You might want to specify a year in the note title  instead of just Week nn  
I have daily notes  with title   2019/12/07 Journal  [2019.341 Saturday]

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58 minutes ago, Corybe said:

Nobody can access it but me (not even their awesome staff)

We allow Evernote access to our data on the servers; backup, OCR, indexing for searching

>>Can you speak to that concern since you use Filterize?

I trust Evernote and Filterize with access to my data   
...and I encrypt my sensitive data

>>DTLow - sorry, I don't understand your response.

You posted "Nobody can access it but me"   
For this to be true, your data must be encrypted with you holding the key

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Posted Wednesday at 09:02 AM to the contest site


Wow, you folks just opened my eyes to how I might solve the problem with which I have been struggling for years.  I use Evernote A LOT, and I have been wishing there was a way for it to be the first thing I open each day and have it guide me through my daily tasks and provide resources for said tasks.  I suffer from a brain injury, and my organizational skills, memory, and processing printed material are quite challenged as a result of the damage.  I tried setting up reminder alerts, but that got too cumbersome and overwhelmed me.  Having a dashboard note seems like an answer to my prayers.  Soooo, how the heck do you create one of these and load in dynamic content like photos?  I know how to use note links and such.  I need some help figuring out just how to do this.  Can someone help me?  THANKS!!!!

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1 minute ago, DTLow said:

We allow Evernote access to our data on the servers; backup, OCR, indexing fir searching

DTLow - sorry, I don't understand your response.

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22 hours ago, Corybe said:

Soooo, how the heck do you create one of these and load in dynamic content like photos?

My dashboard note is simply an Evernote note(s) that has links to other notes for quick and easy access
It's created each day from a template note
For easy access, I have an entry at the top of my Shortcut section.  This can be accessed with command + 1 (Mac)

>>dynamic content

My dynamic content is mostly manually copy/pasting screenshots
I generate some content using scripting (Mac)   
- third party Filterize has a feature for dynamic content

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8 hours ago, DTLow said:

That's valid, but it limits the scope (I removed Notes from this discussion's title)
Your method forces a dynamic notelist

 Also, you might use a Shortcut for easier access      
In which case you're not restricted to a Notebook; it could be a tag  or saved search

>>Each week is represented as a single note in the notebook. 

You might want to specify a year in the note title  instead of just Week nn  
I have daily notes  with title   2019/12/07 Journal  [2019.341 Saturday]

"That's valid, but it limits the scope (I removed Notes from this discussion's title)
Your method forces a dynamic notelist"

less is more :) I purposefully target just a single metric through the notebooks interface. 

" Also, you might use a Shortcut for easier access      
In which case you're not restricted to a Notebook; it could be a tag  or saved search"

Already do :)

"You might want to specify a year in the note title  instead of just Week nn  
I have daily notes  with title   2019/12/07 Journal  [2019.341 Saturday]"

Thought of that some years back but happy with keeping a notebook with 52 notes only. Comes Jan 1, the entire notebook gets renamed to 2019 and a fresh new 'Weekl'y notebook starts. You can see I am a minimalist and don't like 'non-data' ink as Stephen Few puts it here.

Also, by not mentioning the year, I can search more easily for say 'week 51' across all past years and compare :) instead of searching for substrings like '/12/07' or similar for example

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On 12/5/2019 at 4:41 PM, Sayre Ambrosio said:

That's exactly why I did it. I had it as just a text based system earlier on and change it when some of the older residents that use it mentioned that sometimes they couldn't see the text without blowing everything up. Not gonna lie, it also gave me an excuse to pay for Canva which I love lol.

Love this idea, will be especially handy on touch screens I reckon. 

I love Canva too 🙂 but for instagram mostly 😅

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On 12/7/2019 at 2:30 AM, Atif said:
  • Each week is represented as a single note in the notebook. 
  • I use a single color coded metric (Good, Average, Bad) week based on a qualitative assessment at the end of each week. 

I already do a reflection, but I like the concept of a Bad/Good/Great indicator
I'll borrow that for my daily journal notes

>>Each card ends with a picture of a coloured square which Evernote automatically picks up as the card picture in the middle column (Evernote layout). 

I'll just add an icon to the note title  🔴 🟢 🔶920381231_ScreenShot2019-12-07at10_46_14PM.png.acfc96d932ce72612ad1d4fb3ac5cc08.png

 

Cue John Denver, Some Days are Diamond

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15 hours ago, Kruger2147 said:

How do you have a new note generate every day with the tasks and things you need? Does it delete the old note? Do you have a notebook full of day old notes going back for months or years? How do you keep it organized?

I use a combined note for Dashboard, Journal, Tasks

@Terminal inicated automation using Automator AppleScript & Bash
My generation is via applescript on my Mac, scheduled to run at 7am each d1972445531_ScreenShot2019-12-09at5_06_34PM.png.6ed0557a273fa24ced166f9fccb2ef38.pngay
A new note is created with title yy-dd-mm Journal ....

Organized by note title, and tag !Type-Journal
Yes, I have notes going back years

The note is generated from a template
The project/task list portion is generated from project/task notes by the script

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On 12/8/2019 at 9:11 AM, ej8899 said:

here's my current dashboard note

I think you should win in the category of most emojis in a single note  😊
They look good

You're just including tags;  but full search parameters is a good idea  70869772_ScreenShot2019-12-10at1_22_52PM.png.18ef1cf6b62bbad5b92dcd93159a28f2.png
It gets around the limitation of no links to a saved search
Another work-around is dynamic Table of Content notes

My dashboard is more spartan than yours.  I'm comfortable with using the tag filter for less frequent selections 

>>Evernote also is a CRM for me

Another topic
Apple Contacts is my front end, but I store content in Evernote including a copy of the vCard
I need to develop a script to keep the vCards current

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3 hours ago, merman said:

I wouldn't even know how to participate

To participate in the contest, just post a screenshot of your dashboard along with a description.   The discussion at https://discussion.evernote.com/topic/122232-home-dashboard-contest/ is being used for this

>>I've seen the contributions and read the discussion, but I still have no clue how to set up a Dashboard like the ones presented here.

Check out the posts.  A very basic dashboard is a note that includes links
Evernote notes can get "fancy" with tables, colours, ....

>>But what if I want to monitor not only particular notes, but notebooks? As far as I know it's not possible to link notebooks, is it?

As noted, we can't link to notebooks.  I have two work-arounds

  • Include search parameters.  For example     Samples   notebook:Samples     
    The search parameters are copied/pasted to the search box
  • Include dynamic Table of Contents, or link to a dynamic ToC note         
    Dynamic ToC is a feature of third party Filterize; I use scripting on my Mac

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18 minutes ago, cyclealltheway said:

My life is run by the email I get each morning from Evernote with those notes that have reminders scheduled for that day.

In itself, the reminder email is a dashboard
A concern is that it's a one time notification of the reminder; not repeated for open reminders

Kudos on using a Mac - you're ahead of the pack.  
I use a Mac and iPad

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4 hours ago, merman said:

looks more like a website to me

A website can be used as a Dashboard
In fact; generate a public link and any note become a "website"

>>wouldn't meet my needs in keeping track of specific 'next actions' e.g.

A DashBoard and may or may-not  include GTD information

On my Dashboard, I have chosen to include a link to my tasks (specific 'next actions' e.g.)          
I 840754841_ScreenShot2019-12-12at12_54_42PM.png.0b674e4a3362b96276ec329b2c8f5d39.pngalso include a screenshot

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On 12/5/2019 at 12:40 PM, toao said:

my dashboard   ...
- on a sidenote: one of these saved searches are notes in open actions that are not slotted into GTD yet (I call them unassigned). this is essentially my inbox.

On 12/12/2019 at 10:11 AM, merman said:

interesting! the Open Actions are the same as Next Actions in GTD-terminology, I guess. But how do you make them come from different projects into this very notebook?

More a GTD question, but I'm also interested in notebook "Open Actions" and "Next Actions"

I understand Actions     
Instead of a notebook, I use a tag (Actionable) assigned to any notes that are actionable    
- this is my "make them come from different projects"
I don't have a specific Open identification; I can use not Completed in a search

I suspect Next Actions, are addressed with tags Now/Soon/Later/Waiting/Thinking
For Next Actions, I use the  Reminder feature.  Both dated/undated; the reminder also stores Start-Date, Completion-Date/Status     
I don't have a Now tag; it's the default if an action reminder isn't tagged with Soon/Later/Waiting/Thinking/Future-Dated

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