Evernote - Run Meetings like a Pro | Mauricio Aizawa | Skillshare

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Evernote - Run Meetings like a Pro

teacher avatar Mauricio Aizawa, Your Productivity Specialist

Watch this class and thousands more

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.

      Introduction of the Course - Running Meetings like a Pro with Evernote

      2:10

    • 2.

      Why am I using Evernote?

      8:41

    • 3.

      What you can achieve organizing your Routine

      12:42

    • 4.

      Evernote Structure - Notebooks, Tags, Notes and Tasks

      6:17

    • 5.

      Productive Meetings - Planning, Executing, Post Meeting

      6:38

    • 6.

      Meeting Notes - Everything that you need in a single place

      16:14

    • 7.

      Planning - Before the Meeting - Calendar in Evernote (Template Shared)

      8:14

    • 8.

      Running your Meetings with Evernote

      10:22

    • 9.

      Post-Meeting Actions - Manage your Tasks

      8:15

    • 10.

      Powerful Organization Structure to Boost your Routine

      7:19

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About This Class

Attending meetings is part of the daily routine of many professionals. 

Have you asked how you can be more productive and effective in your meetings?

Having the right processes to run your meetings is the key component to not only saving time but also achieving your goals faster.

In this course, we are going to cover processes, templates, and routines to help you to run meetings like a pro using a great tool called Evernote.

I'll demonstrate efficient workflows and templates to help you to start with more organized meetings. Your team will enjoy your level of organization and professionalism.

In this course, you will learn the routines before the meeting, during the meeting, and post-meeting. 

Evernote is an important part of the game, managing all aspects (Calendar, Tasks, and Data Repository) in an effective way.

No more time wasting searching for documents, meeting notes, and files. 

Focus on the most important aspects of your routine and run your workflows in an organized way.

I'm really excited to have you here, and I see you inside!

Meet Your Teacher

Teacher Profile Image

Mauricio Aizawa

Your Productivity Specialist

Teacher

Hi, I’m Mauricio Aizawa, an experienced digital marketing and productivity specialist determined to help SMB and professionals increase results and streamline processes and routines.

Learn new strategies & tools that make life easier is one of my passion and I love to share insights, practical results, best practices, and methods.

In my courses, you will find practical experience demonstrating the results I achieved, and models based on real scenarios, that you can follow and apply step by step in your own routine and business.

Everything that I share is based on my real experience and routines that I practice on a daily basis.

I am a Brazilian Portuguese native speaker and I live in Canada nowadays. We ... See full profile

Related Skills

Productivity Time Management
Level: Intermediate

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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.