Evernote & workflow

I recently noticed how Evernote had become a part of my work flow while I was on hold. I had a stack of papers in front of me and had the phone on my shoulder and was entering the information into Evernote. I hadn’t had to remind myself to do it. I just took a couple free minutes to do it.

I’ve gotten very used to importing PDFs to their website that my boss sends me. (Everything he scans winds up a PDF and from there it goes to Evernote so it will be searchable later.) Between the two of us we’re really going paperless. It’s becoming very handy for tracking down open loops and is increasing both of our productivity.

I got finished entering in the information into Evernote. I tagged it with a couple tags  and closed it up. The next day the meeting time came round and I opened up Evernote, and all my first meeting’s notes were tagged so they’d all be there in one place and we banged out that meeting, with dates, times, numbers, and all the pertinent bits in no time at all without me having to shuffle papers or look things up. Between the scanned PDFs and the tagging I had all my information at my finger tips with no pausing to look things up.

Second meeting went exactly the same way and the best part for me was the lack of stress in between the meetings. I wasn’t shuffling papers into order, high-lighting, or making sure I could find whatever they might ask for at hand. I KNEW it was at hand because it was in Evernote as either a PDF or as a file I’d generated myself. And in any event I could get to it with a mouse click without waiting on some viewer to open or file to open.

Evernote really has become my one place repository for information.

This application is the first time I’ve wanted an iPhone. It’d allow me to use it all the time instead of just when I had my laptop out. But down that road lies madness! I still use my moleskine cahier for those times, and honestly, it’s probably the fastest, easiest, most streamlined method of capture while on the road and in the field.

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