Driving Task Management with Evernote

You may have a lot of material in Evernote as part of your research base. The challenge is then to execute. But can you drive task management with Evernote? What tool should you use to push forward actions in the direction that you wish?

Driving Task Management with Evernote

Your Evernote search base may be quite large. The challenge then is to take action, but first to sort and prioritize. But what tool should you use to move actions forward, in the direction you want?

One way is to use Evernote checkboxes, which gives you a list of notes with actions in them, but no sequence. And, despite having identified actions, you need to identify the priority, important and urgent tasks (see the Eisenhower method).

Marking items important and urgent can be done with tags, but the system does not have the ordering and closure functionality of a task management tool.

A two-tool system is interesting because it enables a bottom-up and top-down approach. Evernote is bottom-up in this sense, and allows you to collect together centralise otherwise seemingly disparate ideas. The top-down approaches to break down a central idea into subtasks (work breakdown structure). In this sense, Evernote is ascending. In the bottom-up approach, Evernote throws out things to do.

The top-down tool focuses on strategy and desire but then can link down to the research base. In the top-down approach prioritizes and sequences actions in their most efficient configuration.

Projects can be built bottom-up or top-down. Either ascending from a collection of articles or top-down, consisting of breaking down ideas into steps (work breakdown).

Droptask can be used to manage tasks

You can link a droptask to an Evernote or create a droptask from within Evernote.

To create an Evernote from Ayoa:

To create an Ayoa task from an Evernote, tag a note ‘Ayoa’ and the note appears in Ayoa.

In Todoist, there is no ‘send-to-Evernote’ function, but if Todoist is your preferred task management tool, it is possible to link a task to the research base.

To do so, copy the Evernote internal link into a Todoist comment

Link Evernote and Todoist with Zapier

There are other ways to link Todoist and Evernote. Zapier has a selection of zaps to link Todoist to Evernote. This automation can create notes from Todoist tasks and Todoist tasks from Evernotes with a reminder

But Evernote reminders are relatively inaccessible in Evernote and this lets Evernote down as a task management tool.

The Zapier model is interesting but I want to choose my note, rather than have a systematic background creation of tasks. If only there were a zap based on Evernotes with checkboxes …

Check-box tasks in Evernote

The iphone app Nimbulist is/ was based on Evernotes tagged and with a check-box, but was/is a little buggy.

Mohio displayed useful reminder data but it is was not sufficient to be used for task management. Moh.io was principally a modelling tool and sadly no longer exists. Today’s solution is Ayoa.

marklewis

I am an ex-Access developer, business analyst turned technical translator, fluent in French and English

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