Stacey Harmon's presentation from the 2014 Evernote Conference. An experienced consultant, she shows use cases and best practices for using Evernote to collaborate and get work done. Stacey is also an Evernote Business Certified Consultant, Evernote Ambassador, and co-author of Untethered with Evernote.
Access the handout that Stacey refers to in the presentation here: http://bit.ly/1nQMTR6
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Effortless Teamwork: Using Evernote for Seamless Workflows - Stacey Harmon's EC4 Presentation
1. Stacey Harmon
H A R M O N E N T E R P R I S E S | C O - A U T H O R U N T E T H E R E D W I T H E V E R N OT E
E V E R N O T E B U S I N E S S C E R T I F I E D C O N S U LTA N T, E V E R N O T E A M B A S S A D O R
@staceyharmon
Effortless Teamwork:
Using Evernote for
Seamless Workflows
5. evernote.com/business
Evernote Features Supporting Teamwork
• Checklist
• Tables
• Copy to notebook
• Reminders
• Note linking
• Activity feed
• Attaching vs. downloading documents
• Presentation mode
• Table of contents
• Note history
• Share
• Stacks are user specific
• Get Tutorials for these skills at
www.HarmonEnterprises.com
7. evernote.com/business
Note & Notebook Sharing Behavior
You can share any note or notebook, but in order for the other
person to be able to edit the notes, you must both have
Evernote Premium or Business accounts.
Notebook Sharing:
Evernote Premium
Notebook Sharing:
Evernote Business
Note Sharing
13. evernote.com/business
Workflow A: Project Notebooks
Sample Use Cases
Redesign the website
Hiring an employee
!
Structure
Single - or set of -
notebook[s] for the project
A:
B:
C:
Notebook Tips
Naming Conventions
Stacks
14. evernote.com/business
Workflow A: Note Tips
• Summary note pinned
to top
• Use note links
• Use note naming
conventions
• Develop templates
•View Attachment (vs
download)
17. evernote.com/business
Workflow C: Process Notebooks
Sample Use Cases
Lead Management
Incoming Orders
Templates
Tags
Document the process
Structure
Notebook per status
Naming convention
Stacks
Notebook Tips
Note Tips
20. evernote.com/business
Tips For Seamless Workflows
• Create structure with:
Table of Contents Note
Links to supporting notes
Pinned Notes
• Use templates
• Document management
Link to supporting
documents
Work with attached vs
downloaded document
23. evernote.com/business
Strategy 1: Organize with Stacks
• Do what works for you
• Stacks are user specific
• Key Questions:
What is your role?
How does your mind work? Do you
follow a productivity system? Do you
follow a functional flow?
How do you keep track of your tasks?
How do you need to keep up with
projects?
How do you need to find things?
!
33. #ec2014
To learn more about working with
an Evernote Business Certified
Consultant, stop by the Evernote
Business booth, join our EBCC lunch
on Friday, or talk to one of the EBCCs
wearing a green button.