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Effortless Teamwork: Using Evernote for Seamless Workflows - Stacey Harmon's EC4 Presentation

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Stacey Harmon's presentation from the 2014 Evernote Conference. An experienced consultant, she shows use cases and best practices for using Evernote to collaborate and get work done. Stacey is also an Evernote Business Certified Consultant, Evernote Ambassador, and co-author of Untethered with Evernote.

Access the handout that Stacey refers to in the presentation here: http://bit.ly/1nQMTR6

Published in: Business
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Effortless Teamwork: Using Evernote for Seamless Workflows - Stacey Harmon's EC4 Presentation

  1. 1. Stacey Harmon H A R M O N E N T E R P R I S E S | C O - A U T H O R U N T E T H E R E D W I T H E V E R N OT E E V E R N O T E B U S I N E S S C E R T I F I E D C O N S U LTA N T, E V E R N O T E A M B A S S A D O R @staceyharmon Effortless Teamwork: Using Evernote for Seamless Workflows
  2. 2. evernote.com/business Handout: ww.HarmonEnterprises.com
  3. 3. evernote.com/business Factors That Impact Workflow Design
  4. 4. evernote.com/business Your Evernote Skills Evernote skills & features you need to know to maximize team collaboration
  5. 5. evernote.com/business Evernote Features Supporting Teamwork • Checklist • Tables • Copy to notebook • Reminders • Note linking • Activity feed • Attaching vs. downloading documents • Presentation mode • Table of contents • Note history • Share • Stacks are user specific • Get Tutorials for these skills at www.HarmonEnterprises.com
  6. 6. evernote.com/business Evernote Sync • Sync Is Save!
  7. 7. evernote.com/business Note & Notebook Sharing Behavior You can share any note or notebook, but in order for the other person to be able to edit the notes, you must both have Evernote Premium or Business accounts. Notebook Sharing: Evernote Premium Notebook Sharing: 
 Evernote Business Note Sharing
  8. 8. evernote.com/business Collaborative workflows for different business needs: 1. Meeting Agendas 2. Internal Project Management 3. Client/Vendor Work
  9. 9. evernote.com/business Option 1: Agendas Notebook
  10. 10. evernote.com/business Option 2: Meeting Notebook - Small Team
  11. 11. evernote.com/business Option 3: Meeting Notebook - Big Team Workflow
  12. 12. evernote.com/business Workflow A: Project Notebooks Workflow B: Inbox/Outbox Internal Project Management Workflow C: Process Notebooks TIP: Mix and match these in your Evernote Account
  13. 13. evernote.com/business Workflow A: Project Notebooks Sample Use Cases Redesign the website Hiring an employee ! Structure Single - or set of - notebook[s] for the project A: B: C: Notebook Tips Naming Conventions Stacks
  14. 14. evernote.com/business Workflow A: Note Tips • Summary note pinned to top • Use note links • Use note naming conventions • Develop templates •View Attachment (vs download)
  15. 15. evernote.com/business Essential Document Collaboration Skill
  16. 16. evernote.com/business Workflow B: InBox/Outbox Sample Use Cases Structure Non-Techy Users Admin Support Field Team Inbox/Outbox notebooks to manage flow/track status Sort Reminders ! Notebook Tips
  17. 17. evernote.com/business Workflow C: Process Notebooks Sample Use Cases Lead Management Incoming Orders Templates Tags Document the process Structure Notebook per status Naming convention Stacks Notebook Tips Note Tips
  18. 18. evernote.com/business Collaborating with Clients/Vendors Structure | Tips | Collaboration Tools
  19. 19. evernote.com/business Typical Notebook Structure • Personal Workspace • Shared internal workspace • Client visible workspace
  20. 20. evernote.com/business Tips For Seamless Workflows • Create structure with: Table of Contents Note Links to supporting notes Pinned Notes • Use templates • Document management Link to supporting documents Work with attached vs downloaded document
  21. 21. evernote.com/business Evernote App Center Solutions
  22. 22. evernote.com/business How To Keep Up Keeping up with tasks and project plans.
  23. 23. evernote.com/business Strategy 1: Organize with Stacks • Do what works for you • Stacks are user specific • Key Questions: What is your role? How does your mind work? Do you follow a productivity system? Do you follow a functional flow? How do you keep track of your tasks? How do you need to keep up with projects? How do you need to find things? !
  24. 24. evernote.com/business 2 options: GTD Productivity Organization Functional Organization
  25. 25. evernote.com/business Strategy 2: Visual Indicators Activity Feed Note Counts
  26. 26. evernote.com/business Settings Check: Note Count Visible? vs:
  27. 27. evernote.com/business Strategy 3: Reminders
  28. 28. evernote.com/business Evernote App Center: Sunrise
  29. 29. evernote.com/business Strategy 4: Email Notes
  30. 30. evernote.com/business Strategy 5: Templates
  31. 31. evernote.com/business Strategy 6: Evernote App Center Solutions
  32. 32. evernote.com/business Questions? Available in the Evernote Market @staceyharmon stacey@harmonenterprises.com www.HarmonEnterprises.com ! Handout: www.HarmonEnterprises.com !
  33. 33. #ec2014 To learn more about working with an Evernote Business Certified Consultant, stop by the Evernote Business booth, join our EBCC lunch on Friday, or talk to one of the EBCCs wearing a green button.

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