GTD & EVERNOTE FOR MAC l SETUP GUIDE. TABLE OF CONTENTS. FOCUS OF THIS GUIDE. WHAT YOU CAN EXPECT FROM THIS GUIDE. 1 Focus of. I’ve seen lots of implementations of GTD on Evernote over the years, but This setup is also heavily reliant on tags, which I was already using. How do you organise your life? What stresses you out about how you work now? • How do you prioritise your work? • How do you remember information and.

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Which tags you create and how you organize them is highly dependent on your situation, the kind of work you do and how you like to do it.

If you are one of these adaptive types, Evernote is a great tool to use in conjunction because of its flexibility. Essentially, GTD is a five-step process in which you:.

How to Use Evernote for GTD®

Since then, a whole marketplace of apps for GTD has evolved. Take the Work out of Workflow Zapier is the gyd way to automate everbote workflows with more than 1, apps. When Inbox comprises just one folder, you can use it as a catchall for notes you create on the go. Evernote also offers free GTD templates to use in its app, though they’re meant to help you prepare for specific projects and tasks, rather than carry out a GTD methodology.

Save Everything You Want to Remember. Another way to manage tasks is to use one note per task. A central tenet of Gkide is that you should never tuide the need to store something in your head when you can write it down. Feel free to mix and match them. You file into each day folder whatever you need on that day. You can reduce the number of folders you create and stick to 12 month folders, which will cut down on the amount of folder creation and filing you do.

If you’re already well established with GTD, you might also find these five hidden Evernote features useful in advancing your knowledge of the app.

But GTD asks us to adopt a much smaller definition for what qualifies as a Project: Name it so you can tame it. You can eliminate a lot of this decision-making by pre-prioritizing your work on the Project level, instead of at the task level. Sales campaign is approved by senior leadership, budget is allocated, and the team is briefed on it, by Dec. Reminders in Evernote support both date and time fields, and the app sends a notification at the appropriate time.


Capture all the tasks you need to do by writing them down Decide for each task whether it’s actionable, important, something you can delegate, or something you can discard Organize these tasks into lists Work on those tasks by priority called “next actions” in GTD Review your progress on acting on these tasks For more on what it entails, see our overview of the GTD method.

You might use Evernote solely for GTD, or you might end up using Evernote for other purposes, too, such as keeping a daily diary, saving recipes, writing a novel, drafting presentations for work.

In which Areas of Responsibility do I have too many Projects? For example, let’s say you want to see only notes that are both in your Inbox and have a priority-high tag.

Evernote Setup Guide for GTD (PC or Mac) (PDF Only) – Next Action Associates

Email me about new features. Saved Searches in Shortcuts get a magnifying glass icon whereas Notebook Shortcuts guude a book icon. If you have too many, they lose their purpose of giving you very quick access to the most important ideas you need to find. Place it on the appropriate day on your calendar, and that will trigger all the necessary actions.

How you choose to GTD is up to you. You really should get back to Tom on… what was it again? Back pain is resolved and I can sleep through the night without discomfort, by March 1, ] Plan team offsite agenda [Outcome: You create 43 folders that represent each month of the year 12 and each day of the month One of Evernote’s taglines is “your second brain,” so you can see how that ethos fits with GTD. A classic and effective guide to formulating clear outcomes or goals everrnote the S.

GTD stresses that it’s important to see only what you need at the moment you need it, so you don’t get distracted by other information. Instead, by stashing new notes into the Inbox, you’ll be sure to see them the next time you process your Inbox. Or you can upload attachments to notes.

Getting Started with GTD Templates | Evernote | Evernote Blog

What are you keeping around because it is part of a project that you can name and organize? Writer Jill Duffy has been covering technology broadly since the early s and productivity in particular since In GTD fashion, you should start with one called Inbox to dump all your ideas and notes together in one place before processing them deciding what to do with them and then filing them into appropriate folders.

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Note as Parent Task. When you use the Evernote mobile app in particular, having the Inbox as your default means you can create notes very quickly no matter where you are and not worry that they’ll disappear into whatever notebook you most recently used. Evernote is among the best apps for productivity and gude of its success comes from its flexibility.

Who do you need to catch up with? Look at your computer desktop, downloads folder, documents folder, bookmarks, emails, and open browser tabs. One more option for managing tasks is to create a note for a parent task or project and add a checklist for subtasks. The best introduction to what these five steps look like in practice is the Project List Mindsweep.

It also just so happens that the GTD approach can be implemented easily within Evernote. The energy unleashed by this capture exercise gives you the motivation to think through the four subsequent steps of clarifying, organizing, reflecting, and executing on your new workflow. Even if you delegate a Project to someone else, if you are accountable for the outcome, you still need a Project entry to track or follow up on that assignment.

About the Author Writer Jill Duffy has been covering technology broadly since the early s and productivity in particular since Add these four templates to your Evernote account so you can follow along with your own projects: You have an emergency meeting at 5: This method works well for quick and simple tasks, such as those that take no more than two minutes to complete. David Allen’s company, called The David Allen Company he really cuts to the chase when it comes to naming sells a GTD guide for setting up Evernoteif you’d prefer the branded instructions.

In the previous step, you got every potential project off your mind and onto a list, where you can view it objectively. This option works well for tasks that have more information associated with them, such as making a doctor’s appointment, when you need the medical office phone number, perhaps some information about when prescriptions will run out, and so forth.