Managing to-dos & more
in Evernote
My Issue
Keeping up with 25+ accounts with:
– 5+ notebooks
– ∞ Post-It Notes
– 20+ pens
– Hundreds of flagged emails in Ou...
I used this method for almost 2 years. And
wondered why I was forgetting things and
completely unorganized.
“Insanity: doi...
Change often seems simple
• But…
– Breaking bad organization habits is hard
– Creating a routine on another platform requi...
Left with 2 Choices!
Option 1:
Keep my forgotten notebooks, post-its and
flagged emails. Stay unorganized, lost and
eventu...
The Solution
Imagine to-do lists, action items, client
notes, ideas in 1 place.
• In a way that is easy to review.
• And a...
Method: The Secret Weapon Manifesto + my
edits to make it work for my work load.
Things You Need
• Evernote
• The Secret W...
Setting Up: Notebooks
• Action Pending: mainly for to-do items
• Cabinet: Client notes, meeting notes – things
to referenc...
Setting Up: Tags
.Client
– Ex: Client X, Client Y
.What
– .Active Projects, .Inactive Projects, .SEO Meetings,
.IDEAS, Rea...
Setting Up: Tags cont.
• Nest your tags under each other like shown on
the previous slide.
• Allows for expanding & collap...
Add a To-Do!
• Create a note:
– Note Title: Add new pages for Hip Hop
Anonymous
– Notebook: Action Pending
– Tags: 3-This ...
Don’t forget the body!
• Copy/paste text and format it
• Drag files into body for easy remembering
– Flagging emails and f...
Add Meeting Notes!
– Note Title: Hip Hop Anonymous Meeting Notes
– Notebook: Cabinet (or Action Pending)
– Tags: .Active P...
Review it!
• Beginning of every day
• End of every day
• A couple times a day
No method will work unless you review it.
GTD
• Create a place that you trust to put your to
dos, notes and ideas for your accounts.
• Use it. Correctly. Consistent...
Resources
• Evernote: http://evernote.com/
• The Secret Weapon Manifesto:
http://www.thesecretweapon.org/media/Ma
nifesto/...
Managing To Dos With Evernote
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Managing To Dos With Evernote

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Post it notes, notebooks, flagged emails and more weren't enough to keep me organized or sane at work while managing SEO for over 25 clients.

Using The Secret Weapon Manifesto and Evernote, I tweaked a method to manage all of my to-dos, tasks and ideas at work to get things done more efficiently and effectively.

Read more at: http://iamailuj.com/managing-a-to-do-list-with-25-clients/

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Managing To Dos With Evernote

  1. 1. Managing to-dos & more in Evernote
  2. 2. My Issue Keeping up with 25+ accounts with: – 5+ notebooks – ∞ Post-It Notes – 20+ pens – Hundreds of flagged emails in Outlook
  3. 3. I used this method for almost 2 years. And wondered why I was forgetting things and completely unorganized. “Insanity: doing the same thing over and over again and expecting different results.”
  4. 4. Change often seems simple • But… – Breaking bad organization habits is hard – Creating a routine on another platform requires work, commitment – Initially extra work, but potentially a pay off
  5. 5. Left with 2 Choices! Option 1: Keep my forgotten notebooks, post-its and flagged emails. Stay unorganized, lost and eventually become left behind. Option 2: Get better. Find a method. Stick to it. Be more efficient. Seem more awesome because of it.
  6. 6. The Solution Imagine to-do lists, action items, client notes, ideas in 1 place. • In a way that is easy to review. • And a method that’s easy to stick to.
  7. 7. Method: The Secret Weapon Manifesto + my edits to make it work for my work load. Things You Need • Evernote • The Secret Weapon Manifesto
  8. 8. Setting Up: Notebooks • Action Pending: mainly for to-do items • Cabinet: Client notes, meeting notes – things to reference • Completed: This is a feel good notebook. You want to move things here. • IDEAS: Optional
  9. 9. Setting Up: Tags .Client – Ex: Client X, Client Y .What – .Active Projects, .Inactive Projects, .SEO Meetings, .IDEAS, Read / Review .When – !Daily, 1-Today, 2-Tomorrow, 3-This Week, 4-This Month, 5-Someday, 6-Waiting .Who – Ex: Juan, Mark, Victoria
  10. 10. Setting Up: Tags cont. • Nest your tags under each other like shown on the previous slide. • Allows for expanding & collapsing = easy viewing • Drag & drop as if these are folders: – .Client – .What – .When – .Who
  11. 11. Add a To-Do! • Create a note: – Note Title: Add new pages for Hip Hop Anonymous – Notebook: Action Pending – Tags: 3-This Week, Hip Hop Anonymous
  12. 12. Don’t forget the body! • Copy/paste text and format it • Drag files into body for easy remembering – Flagging emails and forgetting about them? – Create a to do and drag the email in
  13. 13. Add Meeting Notes! – Note Title: Hip Hop Anonymous Meeting Notes – Notebook: Cabinet (or Action Pending) – Tags: .Active Projects, Read / Review, Hip Hop Anonymous
  14. 14. Review it! • Beginning of every day • End of every day • A couple times a day No method will work unless you review it.
  15. 15. GTD • Create a place that you trust to put your to dos, notes and ideas for your accounts. • Use it. Correctly. Consistently.
  16. 16. Resources • Evernote: http://evernote.com/ • The Secret Weapon Manifesto: http://www.thesecretweapon.org/media/Ma nifesto/The-Secret-Weapon-Manifesto.pdf

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