How I Manage Projects In Evernote

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The most commonly asked question about the Time Sector System is 'how do you manage your projects?' So in this video, I show you.
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Thank you for taking the time to watch this video. If you feel you got some benefit from this video, please share it so others can get to share in the knowledge. If you want to learn more about how I can help you with your own productivity and goals, visit my website - www.carlpullein.com - where you will find more resources on becoming more productive and creating an amazing life for yourself.
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#Evernote #TimeSectorSystem #Projects

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Опубликовано:

9 дек 2020

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Комментарии : 85

@ckgalleria 3 года назад

Thank you! This was really helpful. This will help me so much.

@alanboord7866 3 года назад

Great Video. I have made a note to myself to listen to again!

@NicoVeenkamp 3 года назад

Thank you Carl. I use almost the same system, with some GTD thrown in. My area of focus and resources can be in various notebooks and are identified with tags. I am a great believer in and use of tags. The management of tasks also lives in Evernote, and heavily using tagging, saved searches and the shortcuts in Evernote. This, together with Google Calendar and Google Drive, is how I do projects. Linking between notes en between the Google Ecosystem is essential for me and allows me to (re)view on every device I use (Android phone, iPad and Linux Computer using Chromium). Oh, and checkboxes. Can’t do without checkboxes. I love the sound of clicking of checkboxes in the morning 😂

@Carl_Pullein 3 года назад

Love that, Nico, it's all about finding a system that works best for you.

@DreamPlanCreate 3 года назад

Thank you for this video!!! I have used Evernote for a while now, but not as well as I could be. I am loving the new look and features and believe this is just what I needed to pull my project thoughts together. I have been using Trello (which I also love) to build project boards over the last 4 years, but am finding that I am still missing some things in certain areas. I think this will bring all of my thoughts together in one place and make sure I am staying on track with things. I also really like the PARA framework. Thanks for sharing your knowledge and tips.

@Carl_Pullein 3 года назад

Thank you, Brenda. I shall be expanding on managing projects more in the new year.

@josggar 3 года назад

Wow, what a great video. Thanks a lot! 🙏🏼 I've learned how to manage my projects. Greetings from México 🇲🇽

@Carl_Pullein 3 года назад

Glad you liked it, José

@johnbates7971 3 года назад

Perfect timing - have a programme of projects - made boards for the programme in Trello (free) with cards for projects and will use Evernote and TodoIst as per this video. I have previously set-up template in todoist for standard customer projects that I repeat but think this is better for the one off projects

@soumiam.5037 Год назад

This is FREAKING BRILLIANT. I'm gonna use it in my personal and professional (freelance) life. And for one of my clients, I'm gonna do the same in google drive: use a single sheet to keep track of all 30+ team projects and refer to individual project folders with a link. BRILLIANT.

@Carl_Pullein Год назад

Glad you liked it, Soumïa.

@jeffparks4958 3 года назад

Nice work Carl this was really helpful. I’m on my 6 month Journey to figure out my organization system.

@Carl_Pullein 3 года назад

Thank you, Jeff. Glad you found it helpful.

@abstraktprojekts7555 3 года назад

Nice video from one Carl to another.

@Carl_Pullein 3 года назад

Thanks, Carl. 😀

@jimgrant1776 3 года назад

Carl, I think you will be much happier putting your projects into Apple Numbers. Doing so will will allow you to sort or filter your project list on any column you use. - - - In addition, add another sheet in that Numbers document for "Tasks". That will keep you from spending time bounding back and forth between Evernote and ToDoist. You will also be able to relate each task to its project by including a project # in the task record and have Numbers look up the project name in the Project sheet. But, perhaps most importantly, you will be able to add a column to your task list that is the sequence (priority) number in which you intend to work on your tasks. Once you've assigned the sequence numbers, you will be able to sort the list in the proper order. Also, in your project and/or task sheets, add a column for a URL that a connects a project or task to a Note in Evernote where you put details for it.

@RichardDurishin 3 года назад

Carl, I have to tell you that this video left me kind of cold. I was wondering about how you connect projects in Evernote to Tasks in Todoist. THEN, I watched your video from a few days prior on how you process (and use) your Todoist Inbox and it all came clear to me. Excellent! And folks really do need to watch both videos.

@Carl_Pullein 3 года назад

OOh and this weekend, my Todoist video will show how the tasks end up in Todoist (but don't rell anyone... It's still a secret 😉)

@RichardDurishin 3 года назад

@@Carl_Pullein Your coaching and the Time Sector course have really helped me improve my productivity this year. Thank you! Have a great Holiday Season and vacation.

@Carl_Pullein 3 года назад

@@RichardDurishin Thank you, Richard, and you too have a great holiday season.

@patcharapornjenviriyakul5556 3 года назад

I don't use Evernote. Still, love the video so much-great explanation and so inspiring. Thank you for making and sharing this, Carl.

@Carl_Pullein 3 года назад

You're very welcome.

@ericfr26 3 года назад

Thanks! Watched the video in front of my coffee and I made my own list two hours later in OneNote. Very helpful!

@Carl_Pullein 3 года назад

Fantastic! It's amazing what a cup of coffee can do ;-)

@torspedia 3 года назад

Might have to borrow some of this for Roam, as I'm leaning more to using that platform to help manage my projects! Tried doing this with Notion but it didn't quite work, for me!

@Carl_Pullein 3 года назад

Can you create tables in Roam? Will you be moving to Obsidian next? LOL

@malcolmstephenson556 3 года назад

I always enjoy and learn something from everyone of your videos. This one is no exception! However, I am reminded of the old Wendy's commercial - "Where's the Beef?" The Evernote approach just seems like a list within a note. There must be more to this. Perhaps you have or are developing a Evernote Project Management course?

@Carl_Pullein 3 года назад

Hi Malcolm, this is just my demo account. My main main account has around 12 projects and obviously 12 corresponding notebooks for each project. Some projects have a single note in them, other could have several depending on the complexity.

@JRDay99 3 года назад

Love this! Your videos have been a huge help to me this year! Do you have a link to that Project List Template? Thanks, CP!

@Carl_Pullein 3 года назад

I don't at the moment as the only one I have is my real projects list. Also, most people will want to create their own table with different columns.

@suburbangun 3 года назад

Carl - A very helpful video for sure. How would you apply this if you have multiple areas to manage. I have a day job, a part-time business and a personal life that all have these needs. Do you split them or merge them all together?

@Carl_Pullein 3 года назад

For me all projects are equal. Trying to segment them between business and personal only adds complexity. So, I keep all project plans together in the same project stack in Evernote.

@beswiss8663 Год назад

Bravo 🎉😊

@Carl_Pullein Год назад

Thank you.

@airlinepilot87 3 года назад

Thanks Carl! The only thing I’m wondering is if/how you use the Evernote web clipper. It seems like it would get messy pulling multiple project articles into just one notebook. Have you considered making your Master Project list a stacked notebook with your projects indented underneath?

@Carl_Pullein 3 года назад

Each project has a project support notebook that is in a stack called projects. That way I can drop any important mails, weblinks etc

@remihuber 3 года назад

Carl, why not choosing a project based task manager ?

@christiandevos9468 3 года назад

Thanks, Carl. I received this week the notification from Evernaote that the new version is available for my Mac (Dutch version) When I see all comments on your channel and others, I'm afraid to upload this new version, so I didn't until now. What would you suggest: upgrade or not?

@Carl_Pullein 3 года назад

Hi Christian, it's slowly getting better, and it's certainly workable now. A few of the missing features have now come back and I've not had any notes go missing in the recent versions. If you are using more than just basic features, I'd suggest holding off until the new year.

@berndintemann9631 3 года назад

Thank you Carl, Do you save all the information in a single note? Where do you put emails or meeting notes that belong to a project?

@Carl_Pullein 3 года назад

That depends. If the email contains a lot of information, then I. would add that to the project notebook. But mostly I just copy/paste any relevant information into the main project note.

@NicoVeenkamp 3 года назад

There is a nifty Evernote extension for GMail. I use this to save relevant emails directly into Evernote. In my system I use tags to reference the relevant task/tasks that this email is associated with and relevant additional tags, such as project. When the project is finished i only change the ProjectName tag to the ProjectNameArchive. I almost never delete notes in Evernote.

@SteveDunn 3 года назад

Great video as ever, Carl. Do you follow PARA in your real account too? A video on how you use PARA would be amazing!

@Carl_Pullein 3 года назад

Hi Steve, I do, and I am cleaning my Evernote up over the Christmas break. Once that's done I will be sharing how it all comes together. Happy Christmas!

@ramonvandergeer 3 года назад

Hello Carl, thanks for the video, its inspiring. Do you know the service taskclone? It’s very handy. When you create a checkbox it can automatically add the task to todoist. For me its a great way for being productive. Keep up the good work.

@Carl_Pullein 3 года назад

Hi Ramon, I do and Pleexy will do that as well. However, sometimes I create a checklist I don't want in Todoist, so automatic application of checkboxes going to Todoist would limit how I use Evernote.

@ramonvandergeer 3 года назад

@@Carl_Pullein With labels you can decide for yourself for what note you want the checkboxes to sync with todoist. But I guess you knew you that already. Thanks for reacting

@cosbyyeung8626 3 года назад

Hello Carl! I was looking at your website for the courses and am a bit confused with all the different courses, which one would you recommend for the whole system - Apple or digital life 3.0? And what about the time sector system? Thank you. I had been using todoists for a few months and it had been amazing, but I lean a bit towards the apple stock apps due to the better integration and seamless experience. Thank you!!

@cosbyyeung8626 3 года назад

But I would definitely opt for the todoist and evernote combo if it is significantly better in the functionality!!

@Carl_Pullein 3 года назад

Hi Cosby, Your Digital Life will give you everything you need. The other courses are more niche whereas Your Digital Life 3.0 covers everything from your task manager, to your notes, goals and email.

@cosbyyeung8626 3 года назад

So your digital life also covers setting up the system in Apple native apps? and what is the difference between the book and the course? Thank you for the reply!!

@Carl_Pullein 3 года назад

@@cosbyyeung8626 The course doesn't focus on any specific app. The principles and set up works with almost all apps out there including Apple's tools.

@cosbyyeung8626 3 года назад

and the difference on the course vs the book? thank you so much!!!

@escelator86 3 года назад

Hi Carl, thank you very much for yet another great video. Have you ever managed to create a link to a notebook and added this to Todoist? I'm currently using your tip to create and use the link to an actual note but I use client specific notebooks for all my notetaking and would love to be able to link directly to the notebook as a whole. Thank you for your reply :) // Niklas

@Carl_Pullein 3 года назад

Unfortunately, that feature is not available In Evernote (yet?) it might come in future updates, but I don’t know.

@escelator86 3 года назад

@@Carl_Pullein Thank you so much for your reply Carl! Lets keep our fingers crossed!

@danjustice1751 2 года назад

I hope the time sector system book isn’t one of the fictitious ones! Looking forward to reading it when/if it comes! 😁

@Carl_Pullein 2 года назад

Not at all, Dan. Writing it at the moment and hope to publish it by the end of the year.

@dayo Год назад

The 800th like ! 😎

@Carl_Pullein Год назад

Hahaha, thank you!

@nickbenhoff 3 года назад

I still don't know if I like Evernote! Thanks for the video though!

@Carl_Pullein 3 года назад

The new Evernote/s growing on me.

@nickbenhoff 3 года назад

@@Carl_Pullein I'll take another look. I think my problem is I don't have a lot of projects or necessary items to put into Evernote, so it seems barren.

@cosbyyeung8626 3 года назад

Why are the notebooks ordered in 00, 02, 03, 04, 05 instead of 00, 01, 02, 03, 04?

@Carl_Pullein 3 года назад

THis is my demo account. I missed a folder. My apologies.

@torspedia 3 года назад

Do you have just one note for each project? I'm hoping that Todoist (or task-managers in general) can be fully integrated into the new Home screen, so that Evernote automatically surfaces the relevant notes for the tasks you've got to do that day!

@Carl_Pullein 3 года назад

That depends on the complexity of the project. A book or online course would have a number of notes (including research), our house move only has a single note.

@torspedia 3 года назад

@@Carl_Pullein makes sense! 😀

@brunomello7499 3 года назад

I wonder if notion wouldn't be a better option for your system

@Carl_Pullein 3 года назад

hahaha, oh no. I looked at Notion a year ago and saw that it was the biggest time suck among all the notes apps. Definitely not for me. I need simplicity and less features.

@lewisdoyle 3 года назад

Looks good and very easy to manage. The downside for me is that as each project is essentially a ‘line’ in that table, you could end up with 10’s of completed lines and not easily be able to hide them to remove distractions. If you can only archive entire notes then you’d need to start a new note with a reduced project list if you wanted to tidy things up. I use Apple Notes for project material generally and use Things. Each project has a heading and I group tasks into those headings. If they are in play they have a due date, if they’re subsequent actions then they get actioned upon completion of the previous step.

@Carl_Pullein 3 года назад

One thing I've learned is if I try and manage all projects, then I end up with an overwhelming list. Instead I only have my active projects in there. The book, for example, is a 10-month project that will be in play from January. First-quarter will be writing the first draft. After that there's editing and re-writes. Other projects are projects coming up in Q1 only. Q2 projects are ready and waiting to be brought into the list. Once a project's complete, it is removed from the master list.

@lewisdoyle 3 года назад

@@Carl_Pullein Ah that makes sense. I thought you were implying you'd have a years worth of projects listed. I like the hyperlink to project material tip, that's useful. It's a shame Apple wont improve the features in Apple Notes because I prefer using that to Evernote as its so zippy and clean looking.

@malcolmstephenson556 3 года назад

@@lewisdoyle I too enjoy Apple Notes. Especially the updated version. I am user of Evernote dating back to 2008. A few months ago I tried using Apple Notes for entries I would typically create in Evernote. Let's take for example Receipts. I do not keep paper receipts. All receipts are scanned usually at the time I receive them into Evernote. Each receipt has handwritten note with indications such as "Personal" or "The Wayne Project", etc ... Apple Notes would often capture the receipt background in the image. Evernote quickly captures the receipt image only. Searching later I found Apple Note could not search handwritten notations. Where as Evernote search will find handwritten notes, even recognizing my artistic handwriting. Apple Notes is good. But, Evernote has superior image capturing and search technology.

@lewisdoyle 3 года назад

@@malcolmstephenson556 I used to use Evernote like that but just found it became bloated with several thousand notes. I only use Apple Notes to take notes. And it’s integration with my Apple devices is just brilliant. My interest in returning to Evernote spiked with the refresh but I still find the iPad and iPhone version unappealing. I really like the fact that global searches on Apple devices return items in Notes as well. Notes just has very limited text editing tools

@stanleycrim 3 года назад

Alternate title - What it would look like if I actually used it

@vitalis 3 года назад

If you are going to put the effort in re-recording you might as well do it in 4K.

@Carl_Pullein 3 года назад

Hmmm true, but most learning platforms are not configured for 4K yet and so there would be a lot of buffering going in where a persons WIFI was not running at full capacity.

@vitalis 3 года назад

@@Carl_Pullein I see. Only reason I mentioned it is for flexibility. I know some hardcore tech youtubers record even in 6K. Down the road when it is time to update the course again you could use the old ones on RU-vid to build your audience but in 4K which will give a sense of quality. All the best.

@Carl_Pullein 3 года назад

@@vitalis I've notice that, but only because they tell me. There's no difference on my monitor. The vast majority of viewers don't care where something is 4K or 6K. I'm sure that will change in the future, but we are not there yet. My courses get updated frequently with updated content, so it makes sense to update the video quality then if a new format is now the norm.