2/3/2024 0 Comments Evernote stacks![]() Not an Evernote premium or plus member? You can also use the Evernote Web Clipper to save emails to Evernote manually. If you are a plus or premium member, you can find your Evernote email address under your Account Summary. ** You have to have a plus ($29/year) or premium ($45/year) account to get an Evernote email address. I added the tag Project Emails to a few emails and Evernote started automatically adding the tag to any forwarded emails. Gmail forwards my emails to Evernote, and 95% of the time, Evernote automatically files them in the correct notebook. The more you use it, the more it understands your content, and where you’d want content to be stored. Gmail filters in action – automatically forwarding client emails into Evernote for me!Įvernote is pretty smart. Or, while viewing an email, click the More tab and select Filter Messages like these. If you’re using Gmail go to Settings and the Filters and Blocked Address section to set up filters. When I start a new client project, I set up their emails to be automatically forwarded to my Evernote email address**. 2) Automatically send project emails to the notebook Tip: if you attach a file (such as a Word doc) to a note in Evernote, and update it outside of Evernote, it’s automatically updated in Evernote too. I like having a copy of documents in Evernote for the search-ability. Most files actually live in the Dropbox folder. Evernote is a way to easily access, view and search project content. ** I also have a Dropbox folder for each client project. Saving the image means I can easily look up my notes later on. Evernote’s search is so great that it searches through handwritten notes. Using the Evernote iPhone app, I snap a photo of my handwritten notes and save it to the project notebook. Notes – I try to be paperless, but I always take handwritten notes in meetings or on client calls.Research – potential WordPress plugins, code examples, design inspiration, etc.Emails – all emails from the client(s) are automatically forwarded to the project notebook.Project documents – estimates, contracts, client questionnaire, project summary, etc.Keeping all project related information in a notebook means I can easily search Evernote (from anywhere) to find what I need. I love having all this information in one spot and being able to access it no matter what device I’m using.Įvernote has powerful search capabilities. This notebook becomes a digital hub for me to save everything** related to the project. When I begin a new client project, I start an Evernote notebook for the project. How I use Evernote to Organize Client Projects 1) Create a notebook for every project Project notebook example: Paul Boucher (web design & development project) Right: My “Projects: Current” stack expanded. Current projects are in the Projects: Current stack and once a project is complete, I drag the project notebook over to my Projects: Complete stack. (I name the Stacks numerically so I can control the order.) Once a Notebook is part of a Stack, the Notebooks are essentially subfolders of the Stack. Evernote Stacks let me group related Notebooks together. I use Evernote to organize a lot of things. Check out my blog post Why I love Evernote to learn more about Evernote’s best features. Notes are organized using Notebooks (similar to folders on your computer). Every note you save is synced to Evernote’s servers and instantly accessible to you on all of your devices. Evernote has an app for just about every platform you can think of (iOS, Mac, PC, Windows, Android, etc). Haven’t heard of Evernote? It’s a powerful note-taking application. Once the information is saved, I don’t have to worry about it. Keeping all this information in Evernote gives me peace of mind. Evernote is my digital hub for all communication, research, and notes related to a project. It’s a huge part of my internal workflow for keeping client projects organized. Melissa Jean Clark AugHow I use Evernote to Organize Client Projects NovemCategory Business Melissa Jean Clark August 4, 2022
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