If you work for yourself or with others in a company setting I’m sure that you will get to complete projects from time to time in your business. Whether it’s a new product that you’re working on, or client or customer work you need to have a solid way of getting that project done. It’s critical that you get these things done on time or without error so you keep business or make deadlines. In this post, you’ll discover how you can organize Evernote for project management.
A project is something that you and or your team will take several steps to complete. it’s not just done with one step. This project may take two steps, or hundreds more. Evernote is the perfect way to manage the completion of them.
Before you get started in Evernote it’s good to understand what actions you’re going to need to take to move this toward completion. Perhaps you’re a web designer that requires your designs to be approved before going into development and going live. Perhaps your a graphic designer that needs to perform a design brief first before going into sketching and then on to computer work. Perhaps you’re a consultant that needs a process to onboard your clients for coaching or your consulting work.
In any of these scenarios, you’ll need to identify:
1. First Action
2. Second action
3. et. al.
How will Evernote for Project Management Help?
Evernote has features that make project management a breeze. We’ll use notebooks, notes, tags, reminders, and some other cool features. Let’s get started. Let’s assume that we are web designers that will need to manage their design work for clients.
Create a notebook for similar projects
Create a notebook and call it “Design Work” This will be the place where all your website designs will live as you work through them.
Create a new note for each page you’re designing.
As a web designer you may have just a landing page or several pages to design for a client. Create a note for each page for your client’s website. At this point it’s probably best to create a naming convention for all notes in this notebook. A naming convention provides structure to your notebook and will help you find what you’re looking for more easily down the road. Name the note:
Client Name – Project Name – Page Name.
You’re designing a site for Jane Smith’s Wine Blog. You would name the note : Smith, Jane – Wine Blog – About. In this note you’ll be able to keep files, text comments, and anything else you’ll need to create the perfect about page for your client.
Create tags for each stage of completion.
Let’s say your design process starts with sketches on paper, then wireframes in an app, and then Adobe Photoshop or Firework files for mockups, client review and revisions, then the actual code for the design, then debugging and testing, and then deployment. You would then create a tag for each of your process steps:
3. Design Mockups
4. Client Review / Revised
What you’ve essentially created is a workflow. Every note will start with the sketched tag. As you complete each stage of your design project, you will remove the completed tag, and add the new tag to the note. In the note you can still keep your sketches, wireframes, and files together.
Don’t forget key deadlines
As you start to work with more clients and have multiple projects you’re undoubtedly going to need to meet deadlines and work ahead of schedule. You can add a reminder to the note so you don’t forget to take action on an item. You can either receive an email or a notification through Evernote. This way you will be able to stay on top of deadlines and milestones. You can set the reminder for any time you wish. As it turns out though, you can’t set recurring reminders.
Depending on your work situation, you might want to also collaborate with others who work with you and your client. Work Chat is a great tool to use. It facilitates conversations between Evernote users about notes. It will help reduce email and keep you focused on the work at hand. Use the mobile app on the go or to scan in paper documents to keep in the note.
These are some of the features that Evernote provides you to help manage your projects. Using the same principles you can organize Evernote for just about any project in any industry.
How do you plan on using Evernote to manage your projects?