Lesson Info
10. Communicate & Collaborate Within Evernote
Lessons
Introduction to Course
04:50 2Structure Evernote for Your Business
14:04 3Get All Your Information into Evernote
19:07 4Master Evernote Search
16:37 5Use Evernote to Dominate Your To-Do List
24:15 6Automate Your Workflows with Evernote
18:23 7Evernote as a CRM Solution
20:54 8Organize Your Client Information with Evernote
18:09Lesson Info
Communicate & Collaborate Within Evernote
And now let's talk about how you can communicate and collaborate using evernote here our goal is to just get into the habit off amusing ever note as you are communication so that you rely less on email and so that the way that you are team members update you on where you are in the process like that something that works for everybody and also it's not something we're kind of just sent you the e mail and then okay I missed it and so here the way that you can share instructions with ur assistant you can do it as individual notes if it's something if it's kind ofthe like something small that you are working on and whenever you sent something to someone and think this will apply more teo kind of individual tasks not projects as much but if you're waiting or something make sure that you properly tagged them like and here I give you an example ofthe using tagline tag waiting or urgent something that again who pop up in your search and you can easily I know that when it's time to follow up wi...
th that person and also used the reminder feature that will like first no home a pin the note to the top off ur notes in that notebook and also ever know them notify you once you once it's time for you to take action whenever you work on small projects make sure that you break them into the checklist and they have those individual pieces the individual steps outline in that note use voice messages tio given give instructions and like that's something that you can just like I showed you you can create a voice note and just share it with with somebody just like click play and it's down you don't need to write like long a long email because to me like I always spend more time writing emails because like I need to make sure that the great it makes sense and like I did not miss anything worse in the voice message that you could just oh I forgot to add that it's it's much more casual and like something that we can do much easier and liquids with less trust at least for me and earlier in the lesson about how you can get information I mean to ever know what we talked about sketch and sketch is fantastic teo kind of give instructions to somebody because you can use this different features to point to something that you want now your assistant tio take care ofthe even they cried them a short message right there on that screen shot ask to modify something that they're already working on so somebody's working the sales speech we just like take a screenshot of that sales pitch and say ok like I wanted to so each of these two paragraphs I want you to add um graphic here and I will be attaching graphic to the snow so with with ever know that that that makes this communication so much easier, especially when, like all of those species live on life parole already in ur evernote. So if you have that, make sure that you provide links to other individual notes or documents or something that will help you. Teo, make sure that the person that you are giving instructions to have everything that they need. And whenever you collaborate on large projects, uh, having that note that outlines individual pieces will be very important. That summary note or table of contents note again, like we want it now talked about how you can use every for project management. We talked about making sure that you keep all information related to that's project in ever note and identifying who is responsible for for what parts. So when you have that know that outlines individual pieces of the project and tasks that would go under each category, make sure that you add initials for each person out. For I think the person who's responsible for that specific task. Um something that I mentioned earlier as well agree with with your team members how they will be giving you feedback because again uh they might do some something you never know but if you just open that note you might not notice it but this is something that you can decide for them ahead of time and to say that okay if like whenever I complete my item I will just right next to it I need need your feedback or something before that item gets totally complete checked off from the list or I will be writing that in like in different color everyone allows you to change this different to use different funds different colors that you can use that to so agree how you will be communicating another note so that's you can spot those changes to individual notes quickly and then you will be able t o see if there were any changes made to that note since you last opened it and last but not least break the instructions into the steps so that just like we talked about it's important that you don't have this like large big thing sitting on on on your task list that you have tio either set aside a large chunk of time were against interrupted and then like you're not sure where you left off it would be kind to your assistant you make sure that you break for them like those larger projects into small steps so that for them, it feels more manageable. They can work on it whenever they have time and it's. Thank you. What the the way that they actually do that task or a project. It's, it's. Exactly what what you were looking for. And here is what I suggested you do in order to turn every note into this collaboration and communication, how share with your team members, notes and notebooks outlining processes that they helping you with figure out what you are team members need to know about each piece of the project it's each step so that there is less back and forth, but if they need to communicate with you, introduced them to that work chat feature because they then all communications stays still staying, ever note, and they don't really need thio search their email inbox for for those instructions. And if somebody is not familiar with ever knowed them, either, ask them if they would be okay working and never note, and then you will kind of flick show them that okay, like this is how information is organizing. This is what I need you to do, or if not, they can still be working in whatever program they're working. But maybe you ask them whatever correspondence you send me, use this evernote email address and look for that you will have to have every note, kenyon but whenever you have ever note email address, whatever they sent will be ending up in your ever know so that again, like you have that stuff in your ever note and he will not miss any communication
Class Materials
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Ratings and Reviews
Lisa Lividoto
I loved this class. I learned so much about this powerful program. It put my business on a whole new level. Easy to follow and spot on. Worth every penny.
Melissa Dinwiddie
Wow! Natasha Vorompiova's Evernote for Mac course blew my mind! I've been using Evernote for years, but have always known I wasn't using it to its full potential. The tool is so open and unstructured, though, and I just couldn't wrap my head around how to use it more effectively. Natasha rolled back the curtain on HER very structured way of using the tool inside her own business, and exactly how to apply it to MY business. Her templates alone are more than worth the price of admission, plus I learned all kinds of tips that are already making my business so much more organized. She covers everything from task management and project management (and how to systematize with Evernote so you can bring in assistants EASILY) to customer relations management and more. If you use Evernote, you need this course!
Color Expert Kate Smith
Natasha shares some good ideas on how to set up systems for your business. While I do use Evernote for organizing my research and writing projects, I have instead applied her suggestions to what I currently use to manage my business -- Gmail, Gqueues, and Dropbox. I have been able to keep an empty inbox and never miss a task. Now I am working to set up and document for a VA to take over some of the tasks. The recommendations for how to do that are excellent.