Transcripts
1. Introduction of the Course - Running Meetings like a Pro with Evernote: Hello, So meetings are part of their daily routine for
many professionals. And if you can improve your productivity
in your meetings, if we can organize better
everything that you are taking notes and you'll know clearly
what is the action plans. Definitely this is going
to boost your routine. It's going to boost your
productivity to make you save time and also to get right to the point
that you need to do, focus is really important. And what I'm going to
cover in this course, I'm going to show workflows, thin plates, and
also process that is going to help you to run
meetings like approach. You're going to have
everything that you need into a single place. We're going to show
you some tools. So the two that we
selected is Evernote, and I'm going to show you
some specific routines that I use in my daily routine. You're running meetings. We are going to cover the three pillars of the productivity. That is to have a calendar, also to manage your
tasks and have us safely repository that you are going to store all
the information. As I mentioned, you're
going to use Evernote am going to show you
how you can have all of those three pillars in just one single app that will
help you choose save time, and also to have your digital brand with
everything that you need inside of this
amazing app that's going to help you to
boost your productivity. You don't have to
access different kinds of tools in order to find the
information that you need. I'm going to show
you the process that you can follow
before the meeting, when you are doing your
planning, during the meeting, during the execution
of the meeting, and after the post follow-up. Here's a short-course,
but really useful, then definitely it's
going to help you to have some insights. And C Now workflow that you can apply if you are using e.g. paper notes or you don't know exactly the best
workflow to help you. I'm going to show you this
workflow that is going to bring you some
insights and you can immediately apply to your
routine a make much better meeting if you say
yes to learning new skills and running
meetings like a pro. See you in the next class.
2. Why am I using Evernote?: Hello folks saw before to
start talking about meetings. Let, let me discuss a
little more about Evernote. That is the tool that we're
going to use in this course. Alright, So why am
using Evernote? I'm going to describe
in this video many characteristics that I
really enjoy using Evernote. And it helps a lot to keep
organized and my routine, my life, not only
the personal life, but also the business aspects. So anything that you think about, documentation
or information, you can savings side of
Evernote and it will be really good to help
you in this manner. So if you think about e.g. long term, where you are, you want to have your
history of information. You want to have everything
into a single place. Every node is definitely the
two that you need to use. Okay, So take her
looking off this desk. This is a mass desk. So many people use to have this kind of desk
with so many papers. If you rely on papers and
things are changing right now, many are going to digital, only digital stuff, less paper, but still paper is being
used in many offices. If you, if you take a look
here in this picture, you can see many, many topics. E.g. is lied related
to the courses. Or if you attend some events
you can see material, materials of XB tours, etc. so many calendars and some other additional
materials for work, business contracts,
notes, and also not to mention the mail and digital things inside
of the computer. So all of those pieces
of information, it's important in certain
areas of our life. If we can organize
it, this workflow, everything that we handle
on the daily basis, definitely this is
going to help a lot. Alright, this course
we are going to cover the topics of meeting. But you can go deep
and use Evernote for many other aspects of your life thinking Evernote
as your digital brand. If you want to remember about everything that you
handle in your life, definitely this is the
place that you can save the information because
they basically Evernote, accept many types of
pieces of information. We're talking about e.g. concentrate all of your ideas, concentrate all of your notes, notes that you are
taking about e.g. glasses, about the meetings, about work life
or personal life. All your notes, all of
your personal stuff, your journal, everything that you needed to store and save. You can put things
side of Evernote. Also, they accepted audio. So this is really useful
when you are studying e.g. or we are attaining some events and you want
to record the audio of that event for my interview or any kind
of situation you can use. The powerful audio
features are awesome. Images and pictures. You can save pictures inside of Evernote and this
sinking all devices. It's amazing ideas, things
that you need to do, you can add inside of every
node for further reference. So you don't forget
about any ideas. You don't lose track of
all those files and PDFs. Imagine that you have contracts, you have your personal document, your passport, any other information that you
would like to save? Evernote has a really
powerful search feature. So this helps a lot
when you need to search for certain criterias. E.g. I. Have contracts inside of my
Evernote and if I need to bring some contract or for a specific project
is specific client, It's just a matter to
make a search and I can just right away bring it
the document that I need. Also, I can send I can forward in males tracking
males inside of Evernote. So it's a good way to
save relevant emails. Not all the males I'm not talking about to
bring all the emails, but just the relevant ones. E.g. approval of a contract or something related
to a project. Some extra requests
from clients. Think about anything
that you need related to the emails, sites, and articles. Evernote has a Web
Clipper that is a way that you are visiting
your website until you can clip that
article and send all the data to
the driver nodes. Note, this way you
save that e.g. article for future reference or for study later, et cetera. So it will help a
lot in your studies. Collaboration. You can collaborate
like in Evernote, two things planned
with your e.g. employees, your co-workers, e.g. do things together
and also prepare e.g. also on the personal life, you can think about e.g. your wife, your husband are also your children. If you need e.g. to share a notebook
with for information about a vacation plan
that you are planning. So you can have a roofing, share it with your
other team members. Dark sky is really, really powerful tool, e.g. this can receive stories,
can contract documents, will have a scan, basically
using your phone. And the document is pretty great because they have
some kind of treatment. In terms of the appearance
of the documents. So it appears that you just
scan it in a specific device. Also, you have the
tasks that you can manage your day to day routine, things that you need to do. You can use Tasks, module, all based on context with
everything that you have. So if you have meetings, you have tasks related
to that meeting, or you have a project, so you can think about
those topics, right? And then you have the calendar
that you can connect, e.g. if your Google Calendar and
you can have everything into just one single place and you can see the context of your day. All right? You see how many things that you can just add the inside
of the software. And it will help a
lot to concentrate. So you don't need to go to
different place, you know, when you have so many
places to search for certain documents,
it became a mass. And in terms of productivity
and efficiency, is really bad because
you need to start in different places to find
what you really need. Or we can say that
is a Save repository because everything is encrypted. So also for Evernote, they are not able to e.g. open our files because all
the files are encrypted. And we say that is a free
storage because in the limit, the limitation is just the
transfer, transfer bandwidth. As soon as you save
more information there, they're not going to
charge you regarding the storage that you are
paying, spending there. So if you start saving
all your files there, you can keep forever. So this really,
it's digital brand that you can count
and rely for forever. Okay, so what else? When we talk about Evernote, I really enjoy because e.g. the pillars for productive
don't your daily basis. We need to have a
data repository that we can rely that we can retrieve information
really fast, okay, And based on certain context, if it's a project
personnel, staff, etc, you just have mattered to make a search and you are
able to find it. You need to have a task
management system that will help you to put your to-do lists and everything that
you need to do. And third one, you need to have a calendar system
that will help you to organize your day and
what is your priority. So if you have ever been combined and in just
one single place, this is going to
help you to keep your efficiency and maintain
your daily routine, your workflow in
a productive way. Just a reminder that
therefore calendar, it connects with
your Google Calendar is not that they
manage your calendar. Okay. But everything that
related to those meetings, things that you need to do, you can take notes
inside of Evernote. So that's the reason
why I'm using Evernote. And I hope you
enjoy to understand a little bit about
those features and what you can achieve it. Okay, So that's it.
So let's move on to the next class and keep
going in this course.
3. What you can achieve organizing your Routine: Alright, so let me show you in this class a quick overview. So I'm going to show
you how you can be more productive using Evernote. And however not can help
you in your daily workflow, in your daily routine. So you can see
that time checking my main home screen
where I can put e.g. my main information regarding
regarding my routine. I start the day checking my calendar to see all the
appointments that I have. You can see that I have connected my Evernote
with my Google Calendar. So this way, I can really quick check all my appointments
and what I need to do. If I'm going to prepare
for a specific meeting, I can just click in here, add a note and it will
create a new node. And I can start preparing, attaching files in
preparing for the meeting. Okay. Also, I can see e.g. I. Can pin a particular note
that I'm working e.g. let's say I'm preparing
some documentations, let's say documentations
for this course. They can paint the notes
so I can get Ax is really quick because I just
painted this note here. I can also check my tasks right below for my
main dashboard. So this way I can keep organized and everything
that I need to do, no matter if it's a
particular project or internal project, what I need to do, I can just
insert all the tasks here. So this is going to help a lot. So you can see here that e.g. I'm going to have a presentation with Honda about Evernote. So I think it's good that you have a quick look about this. This is a current customer,
like example customer. And I would like to
bring information that I have regarding
this customer. Okay. Just to see what we discussed
previously in our meeting. Okay. Alright, so good. So I can, as I
described it before, you can use the powerful of
the search using Evernote. So this will help a lot. Let's say you want to bring
everything related to Honda. It's just a matter to
type Honda here on the search and you can
bring error faint, or if you want to bring
out the meeting notes, you can bring you can e.g. type in meeting notes and bring all the
meeting notes here. You can bring one
particular midi notes, or you can just go and e.g. filter for all meeting notes. This is a tag. So as I mentioned about
the structure of the tags. So as much as you structure and assign your
notes certain tags, this is going to help
in terms of searching. So I want all midi notes
that I have in my system. So when I do this, it's going to bring all
the notes that I have here that for particular meetings
that I had, etcetera. I can click and see
details of those meetings. And let's say, you see here that I'm bringing different kinds of nodes for different projects
if I want to filter. Additionally, e.g. I'm discussing about Honda. So let me just go
and type Honda. In addition to that,
I'm going to filter midi notes plus Honda. This way, you bring exactly all the midi notes
just for Honda. You see how quick it is. You can go here on tags and search for that
particular structure. Likely if you are searching
in a folder structure, but you don't need to do this. You can search, like if
you are in a Google, who you are making
some search and bringing the exact
information that you need. Just type in the data. So you see that I'm
filtering new meeting notes plus Honda and I can bring e.g. based on up-to-date day two or I can bring based on
the created date. And very fast, I can
check all the info, okay? If I want to check
different midi notes, it's just a matter to click
and see the data immediately. So e.g. I. Have with this midi
notes example, you can see that, okay, we did this meeting and I know who are the attendees
of the past meeting? The meeting goal
of that meeting, technical proposal discussion, the agenda of that meeting. So you'll see that I can
structure my note with all data that I would like to discuss in this meeting. Okay. Also, I recorded some audio about initial discussion
discussion one, also when we started
distancing about the budget alignment and also the investment for the project. Recording a separate audio. I put some notes. That is the action plan as well, so you see what needs
to be accomplished. So we have a task for tomorrow at 10:00
A.M. and also a bird of the directions
alignment that we can set one particular date. So let's say, let's discuss
this on Friday so you can set particular dates and
assign people to this task. Okay, so you see that we have many information related
to this meeting, everything combining
just one single place, also the attachments that we discuss it
during the meeting. All of you are here. So this way, it's easy to
find the right information. We discussed it. And plus at the end we have the related
meetings information. Okay, so if this meeting is
connected with another one, we can just simple
connected those meetings. And if I want to check
more info about this, e.g. this meeting is linked to refer previous one with the same
topic that we're discussing. Just a matter to click. And you go directly to
the reviews meeting. So you can see more
detail of that meeting. If you want to go back, just go here and go back
to the other ones. So you have like an
navigating system that you go through
different nodes, add information, which is
great because based on these, you are in control of
everything that you need. When you assign certain tasks, you see that you can
have different meetings, different meeting notes,
and wave lots of tests. So don't worry because you
can go to the tasks level. And here you're going to see all the tasks that you
have for your day, no matter which notes
you are adding tasks, you can see like all
the tasks related here, concentrating one single place. I see my task list. I can see based
on notes. So e.g. if it's based on
node, I can see e.g. that there are e.g. two. Based on these meeting notes. Okay, that is, we are
talking about this one. There are two tasks
in these midi notes, and one of the task is mine. The other is related to Carlos. So you can see also based
on the context, okay, So nodes, you see the notes, group it by nodes
and all the task. If you want to see by due date, I'm seeing that this tomorrow, I need to prepare this
project business case. And if I click on the task, I can see the tails
of this task. The note that is related, if I just go and click here, I'm able to go directly
to the note and I see What is related this task. This task is connected
to a meeting. And in this meeting we
discuss those aspects. We planet those action plans and we attach this information. So it's pretty simple to understand what needs
to be accomplished. And also, you can
share here e.g. after your meeting notes, e.g. or if you want to share this
material with a colleague, somebody there to share
here, you can e.g. shared publicly, okay,
just sharing this link. Or you also, if you have
other others using Evernote, you can just go
and invite someone typing the name or the
email of the person. And that's it. You are going to share specifically
this material. Okay, so let me show
you how you can create a new meeting notes. Let's say you are here under
home and you go to e.g. home, the presentation,
I can just click on this appointment and start
preparing for this meeting. Is going to bring
in my action items, some notes section so
you can start preparing. Okay, So in this
meeting we are going to discuss about
the new project. We are respecting
specifically e.g. technical detail and challenges for these new projects
so it can start typing things in preparing
for your meeting, okay? Also if you want to start
engaging people, okay, So e.g. support on technical spec. We need to present
in the meeting. So you can start
preparing and creating some action items and
start a sign e.g. okay. This is for me, I'm going to do this today. You can start assigning
people directly, okay. If it's for me or no, you can flag this item so
we can prepare the meeting. Also. I have some files that
will support this meeting. So you can attach files and e.g. if you have some files
in your computer, you just don't matter to e.g. move to this. Okay, so I have images, I have some PowerPoints and some other information
that I would like, PDFs, etc. I can just embed into the into the note and be
prepared for the meeting. So if you have slides
presentation, e.g. for using Google,
you can just attach the link and you can use it as Lincoln during the presentation. Okay? So yeah, this makes it easier
to you for in terms of bringing the right
information that you need when you add a file, Evernote, according with
the plan that you have. If you have a paid plan, you start running some OCR. That is a technology that
reads all the characters that you have inside of
those materials. If you search, using the search, they are able to bring any information
inside of the PDFs, Word documents, and also images. So if you have an image
like that, if you're, if you have a good
letter that is readable, it's going to also
understand those characters. So this makes really powerful
to search for information. Let's say here e.g. I'm going
to type in this name here, this word EPT, you. Okay, So this way when I bring this information
is going to e.g. bring it really fast. So e.g. EPT, you if I type here, it's going to bring
different Information, different notes with
this particular word. So I'm doing an open
search in Evernote. And you can see here that
it's bringing some data. So e.g. they found that
this note with a BTU here, if I just move here, Let's see here if I can see it. Yeah, it's highlighting now. You see when I type this
EPT you in some seconds, they run this OCR
and I'm able to find information exactly
inside of images. And also, if I search for something here inside,
I'm able to e.g. if I type questions
is going to bring probably this this note. And I know that inside that
is a word for questions. It's really interesting. So everything that you put
inside is going to help you. Let's say you have
a presentation with some particular items
that you want to bring information.
You can do this. It's going to help a lot. So I was preparing
my presentation for Honda and you can see
that I add some notes. I included some files,
slides, presentation, so I'm ready to
discuss with them. Okay, so now this
is the preparation. You can add some other
extra information here you can format, but you can take a look
here that you can add some other information like e.g. checkbox or audio recording. Code Blocks some links or calendar events so you can embed a specific event of the calendar tasks
or add some tables. So you have some specific
elements that will help you to add information and
context to your notes, right? Okay, so I hope you understood a little more about this workflow, how you can be productive. You can see that your
meetings can be much better instead of to have everything separate in different softwares. If you combine
everything into here, it's going to speed up your
workflow and your routine. Okay, that's it. See
you in the next class. Bye bye.
4. Evernote Structure - Notebooks, Tags, Notes and Tasks: Okay, So if you are
new to Evernote, let me give you more details about the structure of Evernote. This is the base
structure, the foundation. So it's really important
to understand because all of the info that you are going to save
inside of Evernote, if you know very
well the structure, you can create your
organization system in different ways, okay, using this structure, some people prefer
to use notebook. Notebooks are the
basic structure where you can save
several notes, several pieces of information. So think about, you
see this image. So think about a note,
a physical notebook. You have a notebook. Inside of notebook you have
several notes that you take, notes and write
your information. And you can have tags. Tags is basically some
markers like that, that you can segment
your particular pages. So all of those pages are
related to one topic. All of those are related
to another topics. And you can put
several tags inside of OneNote in order to assign
a particular like black, like a stamp, right? You can assign a particular
meaning for that. Nope. Okay. So everything that
you saving side, e.g. now do not emerge that PDF. Everything you save
inside of a nope. Okay. And a note you can
only assign you can only saving side of
a specific notebook. You can assign a note to
choose notebooks, right? However, for tags, you can apply several tags inside
of a node, e.g. I. Can assign a tag saying
that it's a meeting notes. This way. All the notes that is related to a meeting I was
signed meeting notes. Okay. Plus I can add another tag. I can add a tag, e.g. this specifically
for that project. I can specify one tag per project and I can
assign and say, okay, so this is a project related to e.g.
construction line. We are building something. So we can assign this tag. We can assign other tags. If I want to assign e.g. the responsible for that meeting or if I can assign
the Customer Name, Let's say my customer, They have a tag inside of my system and I can
assign as well. What is the advantage
when new segment, when you added those tax, the main advantage is to bring fast the information
that you need. So if you want to
bring all the notes, the meeting notes related
to e.g. one project. You can do this immediately when you search by tags, right? So when you take a
look on the Evernote, you can see that the year is basically the way that you
can see the structure. Here is the notes that you have. So each one of the nodes, You see the content on this side when you
click on the note. And here on this
side you can see the notebooks that
you can expand. And notebooks think like a
folder right in Google Drive and Dropbox on your local
computer. Here on Evernote. They allow us to create just
one particular hierarchy. It's not, the
hierarchy itself is just a stack of notebooks. We don't have like
Subaru notebooks, like sub folders, etc. We just have a notebook. But for tanks, we can create
tags hierarchy, right? So let's jump to Evernote so I can show you the structure. So basically, when you start
clicking in those nodes, you can see the
content on this side. Here. This is the main
menu where you can see all the notes, okay? You can make search related
to a particular note, notebook or tag n here below, you see the tasks for managing everything
that you need to do. Notebooks. Here is where you
save the information. So you can separate in
different ways your notebooks. You see that is one
group just for a stack, stack on notebooks for personal. So you can put this specific
and notebooks related to this stack that
I call it personal. The same for tax. So tax is another way that you can group and
separate everything. So you can e.g. like a knowledge base, I have several tags related
to the knowledge base, okay, so you can put different topics
for this knowledge base. The same first study
you can go to study. You have MBA, you have
masters, you have plenty, you have post-graduation,
you have different topics that
you can organize. And also you can put
additional tags like this is much more like a folder
that you can start grading, like a hierarchy of information. And if you click
in this tag, e.g. you just bring it information
exactly for that topic. When I go to this topic, I'm able to see e.g. classes and notations,
notes related to that particular topic,
that particular class. And you can see that
you can save anything, notations, image, scanning, everything that we discussed in a
previous class, right? So this is the way that you can organize things in Evernote. And as much as you are
organizing in a good way, you are able to
use the structure to start bringing information. One thing is when you
have information, e.g. just a few notes of information. Another way to think
about is when you are thinking on the long
term that you'll have. I've been a good amount of information that you want to retrieve anytime
that you need. Let's say you are
in a situation that you need to bring your
documents and you just want to search for the documents
and roll up immediately. You bring the
information and you can present in your
mobile phone without any worries or problems or craziness like searching
for the info, right? So this is the base case of
notes, notebooks, and tags. We're going to see
this on practice hands-on in the next
following classes. Okay. See you there. Bye bye.
5. Productive Meetings - Planning, Executing, Post Meeting: Alright, so let's talk in this
class about the elements. To have a very
productive meeting. We are talking about the two here in this course, Evernote. But it's not just a matter to be an expert in
a specific tool, but you need to think
about the process to run those meetings and make the best use of the
time of everyone in that meeting and that you
achieved the defined goals. Alright, I like to think about these three steps,
simple process. You can think about
so many things in terms of the meeting, some strategies that you
can follow in order to, but I would like to
simplify and use those points that you can immediately apply in the
next coming megatons. Alright? Okay, so I like to
think about planning. That is the first part. When you are setting new
meetings is occurring. What do you do during the
meetings and follow up? That is the post meeting
after you finalize, the meeting is not the
end of your actions. You need to follow up
the meeting so you make sure that everything that you define will be accomplished. So you keep going until you complete everything that
you define there, right? So let's start
with the planning. So before the meeting, before to effective is acute, meaning you need to
prepare for the meeting. You can prepare, as
I showed you before, using Evernote that will
help you to take all nodes, start preparing and gather all the files that you are going to present
during the meeting. But it's really
important to review the topics that you want to
discuss in that meeting. What is the clear goal that you want to achieve
in this meeting? Okay? Usually you can have
one goal or you can have one or
more goals, okay. But not much. Otherwise you are going to, it's going to be hired in, maybe can lose the focus. Okay, so define the goals
and be clear on this. Prepare the meeting agenda
and share with the attendees. This is really important
step because as much as you anticipate and give some actions
for the others, for e.g. we are going to discuss
about the problem x. So I would like that you bring some suggestions of how we
can solve this problem. So instead of just
everyone reached to the meeting and you start explaining about what
you need from them. You are preparing the
audience to reach, to go to the meeting, ready with anticipation,
with some ideas. They are ready prepare
it before, right? Capture any support materials. So everything that you are
going to explain there, you can prepare as much
as you anticipate. This is going to save time for the meeting because you
are going to use the time of the meaning to a factor
of just cares about solutions and not starting everything from scratch, right? Executing. When we are talking
about executing, it is important
that when you have everyone in that in
that meeting time, you follow the agenda
and control the time. Be careful to not extent. If you plan 1 h 30 min, stick to this time and control the time for this respect
to the time of everyone. So you make sure that every
time you have a meeting, everyone understand that, okay, we need to keep
focused on the topic. Assigned someone
or you should be responsible to
take meeting notes and define the action plan. Okay. So someone needs
to take all the notes, all the decisions,
what was discussed, and also the action plan. Okay. So Maria is
going to do this. John is going to do that. Okay. The deadlines. So for we're going to follow
up in the next meeting, next week, and we would like to see all the points, assign it. Stick to the topics, structure, to the topics and discuss what is exactly the goal
of that meeting. Capture audio if allow it, and take pictures of annotations to save time and keep focused. E.g. usually if you are
using a flip chart and you are drawing something on a board and you
are taking notes. Okay, don't worry about just
take a picture of the end. So you record everything
that you draw there. So some notes, some
ideas, et cetera. And this is a good
way that you can share later with everyone. So you don't need to
reproduce everything, just uses the camera to take
pictures and that's it. If you are recording the audio, you can, after you
can take a look, reveal the discussion
in case you need to do some actions to
reveal something, alright? And then the follow-up
post meeting. After you complete the meeting, it is important that you
review all the action plans. Who is responsible to do? If it's you or someone? It is important that
you just review all the action plans before
to us to share with one, define the due dates. The assignee have
everything that you like, you compile and
create a summary of that particular meeting,
put all the notes, everything that you discussed, shared notes and materials to everyone and also the
action plans so everyone knows the actions that they need to take and when is
the next meeting okay. Follow up their actions in the
next following days. Okay. If you define it, when is going to
follow up with this? It's good. Otherwise, you can
go individually, depends on the size
of the audience. Okay? You can follow
up with the team because you agreed
with them, okay, So when you can
deliver this action, they are going to
tell you about this and you can follow up
accordingly, right? Organize your meeting
notes using tags by contexts such as
project-related. Okay, so just follow this simple three-step
process and I'm sure it's going to increase
the results of your meetings. Okay. You are going to be more productive, more efficient, and I'm sure the thing
will also enjoy the time, the way that you are
conducting all the meetings. So that's it and see you in
the next lesson. Bye bye.
6. Meeting Notes - Everything that you need in a single place: Alright, so in this class, let me explain you more
about the structure, about the elements of fun note. Think about the
note in Evernote as a container where you can add different kinds
of information. Okay, So this is great
because it's not only texts is not only images, but you can combine
everything into one single place according with the context
that you are having. Okay? So you are adding meeting notes, so you can put the tails
of this meeting notes. If you are adding a contract, you can add information
about this content, not only the contract itself, but the annotations, the information you are highlighting certain points of this contract. So all the data discussions, tasks, everything you can
combine into one node. Okay, So talking about
the elements of a node, you can see here that in
the middle of the note, you can add the content. You have a title that
you can highlight. What is the meaning of this
node and plus the content that you can use here like
a structure for word. As you structure in lines. In the middle, you can add
different kinds of content. Most of the content that you can add different
kinds of content. You can use it this plus button. Just a matter to click in
the point that you want to add and select the
plus and add e.g. a. Task for task description
steric, task insert, insertion. You can e.g. if you click here, it's going to add
past just right here. You can add multiple places
to add tasks in your notes. E.g. I want to note here, I want a task there. I want a task also
here to separate. So you can separate different
kinds of tasks, okay? So you have tasks related
to one certain point. You'll have another parts
of the task as well here. So you can prepare the note. The way that you
want to delete is just a matter to go to this
part and delete this block. Related to tasks. You have other objects
like calendar events. So when you click
on the Calendar, you are able to select one particular event and
embed directly to your. Note. This way you are e.g. if you are creating from
scratch one new node, you can embed that and mean and related this node to
a calendar event. Okay? Pretty simple and fast. It's going to help a lot. You can remove like
if you select this, it's going to appear
like this, okay, so you can delete
this item as well. So think about those blocks that you can insert
inside of a note. You can also add a link, link to another e.g. file that is e.g. can be or l or can be another
note that you can link. You also can add a note
link directly, okay? This is going to open all the
notes and you can point to one particular node,
two related here. Another way is just to take one note here and
move it to this part. So e.g. let's say
I'm going to add a new note like this, okay? Note meeting notes too. I have a new midi notes. And if I just go
and grab here and drop this to certain
places that I want, It's going to add a
related note here, link so I can navigate through the notes simple
like that. E.g. I. Can return like e.g. returning to the original
note, you can do this. And let's say I'm going to go to this note here that
I want to return. I can copy the internal
link, okay, e.g. Apple, Inc. And I
can go in this item. Click on this item. I can e.g. add the link e.g. n. Just paste the
link into this part. Okay, when I do this, I'm clicking away to return to the original
meeting notes. You'll see like this,
It's pretty good. It's a way to navigate through your notes and create
a navigation system. As I mentioned,
other way you can, instead of doing this,
is just a matter to click and move to this part. It's going to highlight the
text that we added here. And you can add it and
change if you work, e.g. return to the main note and you will change that text the way that you want, right? You have this other
elements as well, like e.g. a. Table like this, that you can form it and distribute your
content in a table. Divider two separate
items and sections. E.g. I. Want to divide
this sections with this section here
you can do this e.g. when I attending some events, I like to use this to
separating the same node for is if I create a node for
the day and other nodes, all the, everything that I
write regarding that event, I usually separate. Like this. You can add attachments
from your computer, from Google Drive,
image checkbox. That's going to help
me to organize things. Okay, it's not a task this
but just a checkbox e.g. chair e.g. check item
one, check item two. Let's say you go to the
supermarket and you can create like checklists
is like this. Okay? What else we have? You can also use Aldo recording. So you just do this. It starts immediately to record. You can require also all those features
that I'm showing you. You can do the same on mobile
phone hearings computer, but mobile you can do the same. And you can take notes
and keep recording the audio and just stop and
the audio will be here, saved in your notes, right? You can also add a code block. So you can type any kind
of script if you want. So it's going to be like a text. And plus, you can also
add some sketch, e.g. if you have a draw,
you can do like that. And you can use this functionality
in order to draw some, some pictures or something. Also, telephone number here
or any image that you need, a graph or illustration. You can use those
tools in order to e.g. use the draw
functionality, okay? And also you can use
some aspects e.g. to cut, to move
items through your. So it's going to help
you in order to identify and show you an
additional perspective likely if you are doing a drop, remember that you can use also the option in your mobile phone is going to appear
the camera here. So imagine that you
are taking some notes in our paper and you want
to attach this paper, these notes in a paper
just right here. You can do this as well, okay, so you see how many elements
you have in order to make more rich for your experience
in terms of the content. So it will help a lot. In addition to that,
take a look at that. This is the structure of a node. If you hear on top of it, you can expand e.g. to have more whitespace
in your notes. So you can focus
specifically on your notes, but you can return
to the main point. Here is the notebook
that you can change. Here, it's saying,
what is the notebook? You can go directly to the
Notebook or you can change, moved to another notebook. Remember that OneNote is just
in one notebook, not many. So you move from one to another. And here below you
have the tags. As I mentioned, you
can add several tags. To add a new tag
is just a matter to hit here and start typing. E.g. I. Have a midi notes here. Let's say I'm going to
add the two midi notes. As much. As soon
as I start typing, it will bring a suggestion of all tags that I had
with this character. So it will help you a lot
to always keep organizer, your tags, your tax system. So I'm assigning too many notes. So if I search for
all midi notes, I'm going to bring
it this note and also I can assign
to any project. Let's say I have some
clients with the name Chris. You can see that is
bringing clients with this particular name. So we'll bring this
suggestion so I can assign it to this
customer. That's great. It's just here. So now I assign this, it's going to be easier
to bring this information by particular tag if
I want to bring e.g. I'm here in this with those tags in a note
when I see here, if I want to bring e.g. let me check all the e.g. all the nodes related
to this client. I can click here
and filter by tag. This is going to
immediately bring all diff notes that I
have for this client. Okay. So it's going to bring
the histories in here. So it's a way that you
can bring the history, take a look on the nodes, and identify what you
did before YOU saved. So you can keep working
in your work here. So it's going to help
speed up this process. If you want to have
in a separate window, you can also do this
click in this option, you see that this
is combining menu. You can have other things. You can open this window
in a separate one, okay? E.g. in your computer
and keep making search about to some
articles, aspects. And you can detail your about your meeting just
right here on this note. So you see that you have the system to keep
you organized and productive because you
don't need to go to other applications in order
to find what you need. You have everything in one
single place that is Evernote and this will speed up
your workflow. Alright? Okay, so when you have a
meeting notes like that, let me go to e.g. two main inbox. You can also in your lap
me remove this filter. I'm here in this node example. I can also explore
other things like e.g. I. Can export in a PDF. So imagine that
everything that you did, your meeting notes and
you want to bring to this or to send to someone, you have all the
detail that you can just print and send to
someone in PDF e.g. okay. I can also share this
note in different ways. E.g. I. Have a note link
that I enable it. This way. If I go to a browser, someone that is not
using Evernote, they can see exactly
the information, read the listing the audios, and check the files, etc. So it's a good way
that you can e.g. share with someone that
is not using Evernote. All the data, including the PDF, is the documentation of
the spreadsheets and how those are nodes
into just one link. If you prefer, you can share
with someone using Evernote, just inviting someone here. Or you can send that email copy. Just put the image of someone
that you want to share. Send me as a copy. If you want to receive this and put a subject and the
message that you want to send and the content
of your node is going to be embedded inside
of the e-mail content, including the files,
the audios, and so on. Okay. So it's another way
that you can share the details if you want
to share in an email. Just like that. What else we have here? We can also have a note history according with
the plane that you have. If you have a paid plan, you are able to have
a note history. So everything that you are
changing in your note, it's going to keep a history. So if you want to change to
check one particular version, you can just click and
check the version, okay, that are less
information here. And you can also
restore this version. It's going to restore to
create a new note so you can compare the notes compared this version we've
previous version. So you have a thing, Let's say you share this note with someone using Evernote. You both can work
in the same note. Like a preparation
for a meeting. And if you need to bring
back one history, okay, you can check all of those
up-to-date versions of this node is going
to help you also to keep track of
the work, right? When you share, you
can see this icon that is saying that is informing
that you are sharing. And also you have this
additional toolbar. That is when you
click on the node, you are able to format your note the way that
you prefer, okay? So you have some
quick formatting. Like I want this item, e.g. a, specific items, if
I want to just go, This is applied like a medium. Okay? You can apply this
medium header. So it's going to help you
to format in a quick way. I'll also change the font, the size, the color, and some additional
one like bold, italic, and basic formatting
options that you have here. So this is going to help
your node to be richer. In terms of here,
you can add e.g. a. Task. So it's just right here, is the same for inserting here. And also you can add a
calendar event as well. When you create a new note, just pay attention to that. Let me delete everything. You see that our new node, they are going to
suggest that you can add some templates
to denote, okay, so this is going to
appear just for a brand new node when that
is nothing inside, if you type anything, it's
going to remove this item, but you can remove it's
going to appear here. And e.g. you can open a gallery. In this gallery, you can use
some templates for notes from Evernote that they provide and you can save also
your own templates. So e.g. I. Have some templates for quick meetings or some other
checklists that I use. So you can use those checklists
and templates for Week, puts some details. So e.g. I. Have this for quick meetings. I can just add an I can define some emojis the
way that you prefer. You can just start typing the information in a
specific template. So you can think about
different kinds of templates or quarterly what you do
in your daily basis. I have some SCOP that some
standard operation procedures. So depending on what I do, I use those standard
operation procedures to help me and guiding some items
that I need to accomplish. And then you can also
save this template. You define the template that
you want and you save this. It's going to your
gallery and you're able to use this as much as you need. So this was a quick overview about the notes so you
know how to use it. The best is just
start implementing, just start using it. So the best is to practice. Just start using create some
notes and some information. And you're going to see
that in the long run, it's a good place to add all of your information as
a digital brand, as I mentioned before, because you are going to have all your information
in one single place. Okay, so that's it and see you in the
next class. Bye bye.
7. Planning - Before the Meeting - Calendar in Evernote (Template Shared): Alright, so let me show
you some workflows, e.g. when you are planning
your meetings, let's say before
the meeting occur, what we're going to do
is to plan this meeting. You'll have some options to plan accordingly here
at using Evernote. Evernote, when you go to
their home Home section, you're going to see e.g. if you are in a paid plan, you are able to put a
widget for calendar. This is really useful because it sync with your Google
Calendar and you can see all your appointments
in according to this, you can receive in
your computer, e.g. our notification also
on mobile phone. Just a notification
and you can click and create a note immediately
for that meeting. In this case, when
I go to their home, you see here I'm going to
have a client meeting later. Then I can just go and click in this bottom to
create a new note. So when I do this, it's going to immediately bring the
information of the date. It's linked with that
particular calendar. And I can just start
typing information about the preparation for this meeting
as we discussed it, e.g. the the clear goals. So you can put to the goal of the meeting here that
you are going to have. So type the goal. You can put the assignee, everyone that is
going to attend this. You can start adding and
put extra information. You can use the toolbar, the format bar, just to format the way that
you, that you want. And you just move here
to another to format. If you want to bring
extra format information, click on this button. It's going to bring that extra format bar and you can use it, okay to close, just close here. And this is going to help you
to prepare for the meeting, assign information,
et cetera. So e.g. if I have here attachments
related to that presentation, I can just go and the
same as the desktop. You can click on the Plus
and use some information, some objects that you have here. So e.g. I'm going
to attach files. You just go to the attachment selected the attachment
that you want in your e.g. in your files in here. Okay, so let me add this e.g. this information, you can
select several files and just go to this option
on top, colored open. So it's going to immediately, that's a sign and attach those files here that you are going to use for your meeting. If you have additional
information, you can click e.g. you can use your camera. Documented documentation
are also note link. If you have a contract or some other notes that
you use it before, you can just go select e.g. let me go to the inbox and find some information here.
And you can e.g. this client meeting or a meeting template you
can just go and attach. So now you have a related note immediately to this
particular node. So this is the preparation
that you can do it okay? For sure. Don't forget. Don't forget to assign
certain tasks, okay. Why do you need to prepare
for this meeting if you want to assign others
to help you on this. So everything that you
do on the desktop, you can do on mobile. Okay. Let me show you
another way. So e.g. if I go to the e.g. let me go to e.g. to the inbox. So I'm here in the
default notebook. And let's say I want to
prepare for this meeting, but it's not it's a meeting that I have some time to prepare. So usually, as I mentioned
in the last class, I have some Meeting templates that I'm going to
share with you, this meeting template so
you can plan accordingly. So e.g. let me go and
create a new note. Just click in this
bottom end here, you're able to have a new node, newNode created a new note. What I can do is, you see right below that are some templates that
you can pick, okay? There are some meeting notes, templates, project
plan, and so on. If you scroll to the size, you are going to see
the more, more options. So now you can see some
options, okay, Good. Scroll down and see
more templates. And it's going to bring exactly the template
gallery, as I mentioned. Or you can select your
thin plates, e.g. my templates. And this way, there are several
templates I'm going to share with you
this template here. If you have a paid account, you are able to load,
customize it templates. And it's just a matter to click here and apply the template. So this way, they
color-coded is really good because you can have
all the sections ready, Ready at ten days so
you can start typing. Okay, so my ratio is going
to attend Raphael, etc. Meeting go, we are
going to discuss the proposal and
technical aspects. So you can start typing
immediately using the topic. So intro, let's say 20 min. Who's going to do my ratio? Okay? And to add more lines
into your table, just click in this part here. Okay, they're going
to sit this option, so you click this plus, so add a new line here. So move on. Now,
you can add others. E.g. technical presentation. We're going to do
this is about 30 min. And Raphael is going to handle this technical
presentation right? After you can put the notes regarding this the action plan, any attachments that you have, and also related
materials and notes. So you have exactly the sections that you need in order
to do this, right? Just put a title about this, e.g. merely client, etc. And the goal here
of the meeting, you can put more
extra information and don't forget
to add the tags. So I'm going to apply this then putting here the
meeting notes tag. Okay, so just hit plus
I add another tag, e.g. let's say this client
is the client Honda. So I just put here
select the Honda. Okay, so now I have two tags for this meeting meeting
notes, so hit Done. And now I have two tags,
now is classified. I'm ready for that. I started in a mobile, Let's say I'm in the taxi, in the Uber and I'm
preparing this note. When I go to the offset, I can open my e.g. my notebook, my Evernote. And I keep working here so you see it's everything is synced. So I just opened and I can see everything that I type it during the when I was on the taxi
and I kept working on this. Again, I can add
extra information, prepare and so on, add some tasks and invite
people to work with us, okay? This is the preparation, the way that you can
be more productive, planning ahead your meetings. So this is the template that
I'm going to share with you. So what you can do is take this template you
can import, okay, just go to File Import and you can just download this template. Double-click on the
thin plate is going to insert in your notebook. After this, you can just
go to this option and save as a template
and put a name, okay? So after you do this, this template is going
to be available for you. So every time you create
a new note, open gallery, go to my templates and
you're going to see your template ready here with
the name that you added. Just click here, apply or
you can rename, delete. And it will apply exactly this template that
I'm sharing with you, right? And you can use on
mobile as well. Let me know if I
have any questions and see you in the
next class. Bye bye.
8. Running your Meetings with Evernote: Alright, so the
day of the meeting has just arrived and I'm here at the client offset just waiting to
start the meeting. I can be with my notebook, with Evernote or just
with my mobile phone and I'll be able to
access the information, everything that I
prepare it, right. So opening my notebook, I can go directly to
the calendar and go to my client meeting and click in this open
note immediately. It will bring the note with the information
that I prepare it. So meeting attendees in meeting go if someone knew just
a period in the meeting, I can put the name here and update with the
relevant information. Just because the proposal
and technical aspect, this is the meeting
go and I'm going to start doing the introduction. And after a technical
presentation, Rafael will handle. We will present you to
the attendees right here. I can take any notes, any annotation in addition
to the presentation, okay. Everything that we discussed, and also put some action plans after or
during the meeting. Okay. I have here everything
that I need, e.g. for Raphael, the
technical presentation is just a matter to open those
files and present e.g. in a in a projector, Okay? Also the prototype, all the images that I need
in order to validate things. I can also put some e.g. PDF. This is a PDF with more information and related
materials if I need to present something
so I'm prepared for any situation that it
raises during the meeting. Okay, So first of all, you have here this midi
note with all the data. If you have permission for that, what you can do starting is you can put two recorded
the session. So this way, your
notebook Mike is going to record all the sounds and discussions,
Alignment, everything. So this is a good way
to have everything inside of the node and saved. So let's say we are presenting, making the technical
presentation and in some way they
raise a question, hey, but we discussed this
during the last meeting. What about the notes that we discuss it about our wireframe? We put some points, have you revise it that point? So if raises some
questions like that, you are able to oh my God, Let me just double-check
here very fast. So you can go to acme, e.g. filter by tag. So you are filtering
all the meeting notes, all the notes that you have
related to this customer. So you make this you
change immediately. So you can e.g. take
a look on your past. All the notes that you have
and also hopes are found here that we had a meeting
on January, December. Okay, so you open this, you can see what
was what happened. The review here, the
action plan, the notes, and you can see that
that is an attachment containing some data,
some information. So based on this, you
can open this file and take a look in detail what you discuss it about
the prototype e.g. in case so this way you return, you open a new phi were able to compare and also just cans. Okay, So this is
what we discuss it. Now. Those were approved and those
with some attention, etc. Which is great. So you have everything in
hands as you as you need. Okay. So let me go back here, go back to my meeting
notes and return here. It seems that my recording
for some reason stopped here. Yeah. It's just top when I changed. Okay. But I can return
back and put again to record the
session. What else? So here, one resources that I
like very much is that e.g. when you have everything
that you need to discuss, right on Evernote. If you need to take a note, e.g. let's say we are
discussing about the workflow and they
define something. There's workflow
that is not good. So instead of two, open or draw, you can just take some notes to click, right-clicking the image, Copan annotated this image, and you're able to
put some extra e.g. information on the arrow. You'll have all of
those tools here, e.g. let me add this extra
navigation Flow. You can add here
extra information. And this is going to help you to immediately everyone is
seeing what you are doing, take notes and clarifying
all the aspects. Also, you can use e.g. those e.g. shapes that if you want to
specify one point here, the colors, you can change the color that you
wanted to hear. Also the lines. Also, you can have some e.g. stamps that you can use. E.g. let's say this is
approved, approved, approved. But those ones we need some reveals on this
on this on this. And this one is not good. Okay, We are going
to cancel so he can add some extra
information about it. Okay, so let's change this. Let's change this one so you
can identify these quick. And it will help you to just keep everything,
save, save them. Easy to understand. We can do this in image and
also you can do this in PDF. So I have a PDF, I can annotate on this PDF. And it will open that PDF
so I can present e.g. present the number of
hours that we worked until now so I can
highlight those points. Okay. They want to see the
details of those activities. I can put some extra
indemnification here. And it has all the pages. You can add some
extra information in any part of the page. And you'll see here that I have included notation, summary. So no matter in which page I'm applying some changes
or annotations, I can just go and save
and it will create like annotations summary on
the top of the document. If I just go to the
document again, let me open the document
and we're going to see here on the top of the page, just the summary
of the annotation. You see here. This is going to help a
lot because you'll see a summary in each one, the page, page one page, one page for that is this
arrow, page seven. And here the document, the original document with
the highlights all the pages. So this way you can
just take a look on the initial summary to just understand what you
change in this PDF. For sure. If you want to change
something again, e.g. let's say you put a note
that is not correct. You can go and add it to
that particular mark you see you are able to add or
remove changes and save again. So it will save it this data immediately
to the student note, okay, so everything that you
need is just right here. No matter if it's on
a computer or also on the mobile phone that I
will show you now. So e.g. here on the mobile, if I go and open evernote, I can see the same
client meeting. I just go here and I
can see all the notes, all the data that
we discussed in terms of the annotations
and plus the PDF. If I open this PDF, I can see exactly the summary
of the information and plus the changes that we did
in each one of the page. So this is really great. Also on the images. If I click in the image, it will open the image. I can go in this
annotation burden and get access to the same editor
where I can change, e.g. the mark just click and change and also add additional ones. Just click here. You'll have all the
tools available also on the mobile phone
so you can add extra. So you hit Done. And
that's it, which is great. Okay, Let's say I'm
here and we found some items that we need
to change on this image. Okay, so let's say that review the design points discussed. Okay, so I can put this
and I can put e.g. you see this e.g. due tomorrow. It's also bringing this
information so you can set here a particular time. If I put this task, I can add other tasks if I need here to reveal, which is great. Okay, So e.g. get the
approval from the boss. Yes, I added this task as well. If I click on the task, just pay attention to
this part just below. Let me set e.g. one priority. So this is high priority. I can set also e.g. the date plus a reminder here. I can put e.g. reminder
merge tomorrow. So you are going to add a reminder and we're going
to receive this info. So everything that you
have in your meeting, you can just add in
plus don't forget, you can add people of your team to start
working those tasks. Alright, so let
me complete this. Now. We are ready. We finished the meeting, okay, So have all the notes
that we discussed. We define it here. So all the info, it's ready for sure. I can e.g. share these notes with everyone that
attended this meeting. Okay, so in the next class
I'm going to show you the post meeting how you can
manage your tasks and so on. So that's it and see
you in the next class. Bye bye.
9. Post-Meeting Actions - Manage your Tasks: Okay. So today is another day and
after the meeting yesterday, we have some work to do, right? I have some meetings today, but I have time to
dedicate to my tasks. Okay, so I'm opening
Evernote and when I scroll down here on
the main screen, I'm able to see e.g. my. Tasks. So all the tests
that I have for my day, I can just check in here. I can see some tasks
that aren't late, related to certain
other meetings, other projects that I
attend that I manage. I see some that is due tomorrow, very soon, some other
without any due date. Okay. So if I want to check
the details on my tests, I can click here
and it will open. This is light page so I can see in a different perspective, I can group the task
in a different way. So you can see that I
see based on notes. So which means according with the notes that I
created, I can see e.g. the meeting client
for Acme, Inc. I can see the task that
is related to those and I can see the one of the
tasks is connected to me. I need to do this. Or if I want to change
the perspective of the group with the visualization
instead of by notes, I can see by due dates. So I can see that what is
overdue those on that I need to take a look on this
because it's five days late. I need to find someone
to help me on this, or I need to dedicate
time in order to complete this particular task. Also tests for tomorrow
and without due date. In addition to that, I
can see all my tasks. Okay, So just a list, a simple list including
the priorities, flag, all the details you
have some way to sort the tasks and also by assigning. So I can see that is
assigned by me to me, okay, some tasks and
assign that to others. It's a good way to manage this. Because if you
assign it to others, you can see everyone
that is e.g. you are waiting for
certain task completion. So you delegate to your team. So they need to do something
in related to some meetings. If you click in
the, in the task, you can see more details about
that task and you can e.g. change the date,
customize, change it. Okay. So the brand new due
date is going to be Friday. Okay. So you're just
because we have this and if you
need information, you can go directly to the note, let me say first. Okay, so change. Now I'm going to open and
go to the midi notes. So this way I'm open the
meeting notes and I can see everything that we
discuss it on that meeting. And the new one, it's set here, the new due date that
I changed and also the project or business
case preparation due date in four days. So let me change this as well. So as the meeting is
going to be there. So let me change it to this. Okay. So I changed the
new due date that I have and it's connected
directly with the meeting. So which is great to access
your tasks in a fast way. Take a look on this toolbar
that you can just go to the task and see this group. You can also type.
You see here e.g. it's related to
design your pipe. You, we are going
to find this or if you type is related to Acme. Okay? This is related to one, everything that is inside e.g. it's inside of this
meeting title. Okay. You can find really fast. Okay, so this is going to help in terms of searching
for information. Can see that it brought
me to articular nodes, that which is entitled
task here and task here. And I just click on the
tasks and I can see and do the same procedures off to
see the context of this task. So when you see that you need to review the design points, you immediately have all the design points
to discuss here. This is the image plus, if you added some
extra notes, e.g. okay, So e.g. design change. One. Customer asks to e.g. increases the burden size. So let's say you added
this during the meeting. So detailing each one of
the dose change requests. You can also control
later e.g. okay, done. You can put here in your notes so you have what you
changed also the task, when you finish this task, you can just go
and mark as done. So task done, you
completed this task. This is amazing
because you have all, everything that you need
and so you don't lose time, you are able to focus
specifically on your tasks. Okay? So this is everything that
I did on the computer. You can do the same on mobile phone as we
mentioned. In my home. I see all the tests
that I have to be accomplished and I can
click on my tasks, or I can go here to this menu and see my
tasks on this side. When I select the test, I'm able to see all the points. And let's say I
have one task here. Let's see, get the
approval from the bus. I can click on the task. It will open due tomorrow. Do today. Repeat. I can e.g. due tomorrow. I just sat for tomorrow. And e.g. I. Can set for someone just
clicking this icon. And you can set someone
to help on this task. Let me type e.g. my name. Let's say I'm going
to do this and you can just select your account. So I selected my account here. It's assigned to me
and I'm done then. Okay. So it was assigned to me. I'm going to receive
a message about this. Okay. So okay. Then get the approval
from the bars. I can see the data. If I go to the due date, which we'll see exactly what I need to accomplish,
get the approval. It's here. Okay. Which should be appearing is not appearing, but let me check. I think I added now reminder
and not a due date. Right. Let me set here. So the due date that is
appearing here is tomorrow. Okay, so now I set the due
date before our setting. Just a reminder. Okay. That can be without a due date. So you have these
two reminders and also the due dates that effective is the data
that you need to control, okay, that is the
deadline for the task. Now you can see that the task is just right here for tomorrow. Alright, so I hope
you understood that this process
of post meeting, especially, especially the tasks that you need to accomplish, you see how simple and
fast it is to have everything into one single
place because it helps, it helps to speed
up the workflow also together with
your team because you can handle tasks and everyone can find the right
information as well. So here at Evernote, what you can do is e.g. on notebooks, you can create
a share a notebook, e.g. for projects or some other ones. And you can share those
notebooks, refer colleagues, e.g. you can put this note inside of a sharon notebook and everyone will have access to
this information. They can change it. Any data that is here. And as I showed before, you can have the history
of the changes, right? So everyone, we will see that tasks plus the
information that you type ID, plus any files related to
the topics of your meetings. So that's it. I hope you like it and see you in the
next class. Bye bye.
10. Powerful Organization Structure to Boost your Routine: So in this class, let
me talk about the tags. Tags are really powerful. You can structure, use a
notebook and using tags, you can see that during this demonstration of
pre-meeting, preparation, runny, and post meeting, I use it the tags in order to bring the right
information to segment. And you can see that as much
as you define certain tags, it's going to help you to
be precise in your search. Because something that is really powerful is the
search in Evernote. If you type anything
that you need, e.g. Acme, you definitely are going to bring some
information here. So when you make a search, it's going to bring
different kinds of information that contains Acme. So it's the most recent
it's going to bring here, but I have Acme in other points here as
well in other documents. Okay? So instead of to start
wasting time searching for each one of the nodes and taking a look
to bring your information. When you have this tags, you are going to be really
precise in what you need. So I want Acme, but I want e.g. meeting notes. So I show you this search. I want meeting notes. And I did the search is bringing all related to midi notes,
as you can see here. But I just want the
midi notes from Acme. It can be a customer, or if I just hit
enter into the Acme, it's going to bring
acme into those e.g. midi notes and plus
Acme as a word, as open Word, you see
that it found for notes. But if I say no, I just want from nodes from the client Acme, okay, So what it
can do is I type Acme instead of jus,
just open keyword. I can search and combined
with our tag Acme. When I make this,
you can see that now it's bringing two nodes, exactly two notes to that contains meeting
notes and also Acme, both tags together AND gate. So instead of to
bring so many notes, and you need to find the right, the information
you need when you make the segmentation
using tags, you are going to find the information that is
exactly what you need. And it's pretty
simple to create. Just go and if it's a brand new, let's say it was a client
colored industry a, in this tree, you
see if there is no tag related to this
term that you are typing. Industry a, it's going to
bring here, create a tag. It's just a matter to
click and it will bring, it will create
immediately a new tag. And if you mentioned this
tag again, Let's say remove. And you mentioned here, it's going to suggest
you industry a. Okay, so now you have this
brand new tag, super easy. In terms of the tag, when you are in this menu, you can see here the
tags and you can create different structures
to support your tag. As I mentioned before, you can go to a navigation structure and
try to find it a tag related, but you don't need to do this. You can just search here
using this search box. It's much more productive. But if you like to
have this option, what you can do is
you see this acme. You can create some
structure like e.g. I. Have one for active projects, and I can move this structure
to active projects. So now I have Acme here. In my active projects. I have industry that is
another project, e.g. I. Can create a different kind
of structure that is going to help to identify what is
the reason for one tag. So let's say I want to see all the nodes
that I have for Acme. Okay, let me clear this search. Bringing all the tags. I can go to tags, I can go to active projects
and I can find Acme here. And when I hit Acme, it's going to bring immediately
is the same criteria, the same search
that I did when I search here on this search item. But instead of just search, you are just going through
the navigation part. And you can combine
things like e.g. I. Have a knowledge base, everything that is related
to content that I bring, and I use as a knowledge base. I put everything under
the knowledge base. So I know this is
a random content that I search it in some moment. This is my, my digital brand. If I need to find any, any topic you like productivity, I can search for
productive productivity. It's in Portuguese, in
productivity daddy. But you can find this. So first, if I, I search inside of
my knowledge base to see my notes, my notations, everything that I generated, and I'm able to find,
usually, if not, I go to Google and I search open and if I find
something useful, I just bring it to Evernote. And it's a way to have the
information, events that you, that you go, courses that you
do, everything, your ideas. You can put everything
inside of this structure. And you can change
this structure the way that you want though, it's not an active project. Let's say, let's move
this target tissue, e.g. inactive project. You can move to inactive, it's going to remove from here
and it's really flexible. So you can do the way
that you think is better is not only
one hierarchy, but you can create
multiple hierarchy. So e.g. you see
here one hierarchy, second hierarchy, and you can
add additional hierarchies. You see, you decide
how many you want. And the idea is to help
you organize all the data. And also you can do the same
here on the mobile phone. Just go here on this side. And you can see
all of your texts. All the mobile phones is less flexible in terms of the
creating the structure. But you can do is you can
search for the tags, e.g. if I go in this part of
fine tags and I type Acme, I'm going to bring Acme, Inc. As a tag and I hit it's going to bring all
the data that I need. Okay, so, yeah, use the tags as a good way to
organize your data. Especially thinking
on the long term, as I mentioned before. Because as a digital brain, it needs to be a
place that you save the information and you put
a tag like indemnification. And you don't need to worry when you need
certain information, just make a search and
definitely you are going to bring some insights, some information
that you remember, that you save it into
your, into your Evernote. Okay, I hope you like
it this step and use it as powerful of tags
is going to help you a lot. That's it. See you in the next
class. Bye bye.