Evernote and GTD: Setting up Evernote
I have been thinking about writing about my setup for quite some time now. Now that our building project in our home is almost finished I have time to get started with a series on how to make the best use of Evernote when you are using the Getting Things Done method for organizing your work.
This first post deals with setting up Evernote for best use. I have created a special account for this purpose on the Evernote web site. For now I will explain things from the perspective of the web interface of Evernote. In later posts I will discuss the different clients that are available.
If you have created your free account you are set to go. Because of the nature of the GTD process in most cases the free account which gives you 40MB of bandwidth a month is enough. But if you are a more heavy user you can always upgrade to their premium plan.
To get going all we have to do is creating a set of notebooks. In the picture below you can see what notebooks I have to make Evernote the perfect GTD tool:
The first 5 notebooks resemble the five stages in GTD, Collect, Process, Organize, Review and Do. In Inbox (the default notebook) the collecting takes place. Everything that is added to the system first is stored in Inbox. The Next Actions notebook is a place holder for actions you are going to do during the day, the Do part. In Projects are notes stored about the projects you are doing at the moment. Notes/References contains notes with information you want to have at hand. And Someday/Maybe is for storing actions that you would like to do sometime but not now.
The notebooks with the @ in the name are used for holding actions that are context based. Archive is used for archiving actions and projects that are done. General Reference is just one big notebook for all kinds of info.
TeamProject1 is an example public notebook, in a later post I will explain how you can use Evernote to collaborate with your team members.
Evernote as list manager
My primary use of Evernote is as a list manager. A notebook is just a collection of notes with in most cases just a title. See the example below.
For some information I use one note to collect a number of items. For instance the @Agendas notebook contains notes for every person that I see regular in a work or home setting. On the lists of those persons I keep track of things to ask them, to track actions I have delegated to them and sometimes to hold specific info on that person.
But I also use Evernote as the place to store all kinds of info. Account information from websites. Information on several subjects of interest, business cards and a lot more. More on that in later posts.
You are all invited to share your use of Evernote in a GTD setting in the comments.
This is the first post in a series on GTD with Evernote: