Get Untethered with Evernote - June 2014 Hangout
1 like1,248 views
The document discusses methods for organizing notes using tagging and notebook structures, outlined through various case studies. It highlights two approaches: one without tags that relies on status change tracking and another that uses tags for effective management of notes per entity. Additionally, it includes tips about custom notebook organization and access restrictions for business notebooks.
Get Untethered with Evernote - June 2014 Hangout
- 2. #GetUntethered | @GetUntethered @staceyharmon @kristifarm2tbl Stacey Harmon Kristi Willis
- 8. #GetUntethered | @GetUntethered Tags: Keywords for Your Notes
- 14. #GetUntethered | @GetUntethered Case Study A: No Tags - Quantity of notes per “entity” - Permission control - Who can/should see what - Who needs to access what - Who will you share with - Duration of access/archive needs
- 15. #GetUntethered | @GetUntethered Case Study A: No Tags - Quantity of notes per “entity” - Permission control - Who can/should see what - Who needs to access what - Who will you share with - Duration of access/archive needs SOLUTION: ● One notebook per status ● Move notes as status changes ● No tags used ● Note title naming convention defined
- 17. #GetUntethered | @GetUntethered Case Study B: Tags Essential - Quantity of notes per “entity” - Permission control - Who can/should see what - Who needs to access what - Who will you share with - Duration of access/archive needs
- 18. #GetUntethered | @GetUntethered Case Study B: Tags Essential - Quantity of notes per “entity” - Permission control - Who can/should see what - Who needs to access what - Who will you share with - Duration of access/archive needs SOLUTION: ● One notebook per entity ● Template notes with naming conventions and business rules defined ● Track status via tags
- 19. #GetUntethered | @GetUntethered Notebook Heavy Structure:
- 20. #GetUntethered | @GetUntethered Status Tracking with Tags:
- 21. #GetUntethered | @GetUntethered UNTETHERED TIP: ● Notebook stacks are user specific ● Notebook names can be customized by users in their view
- 22. #GetUntethered | @GetUntethered Business Home Notebook Directory Vs. User Organized & Named
- 25. #GetUntethered | @GetUntethered UNTETHERED TIP: ● Business notebooks can’t be shared with a Public Link. If you need a public notebook, create a Personal notebook.
- 28. #GetUntethered | @GetUntethered groups/GetUntethered +GetUntetheredBook @GetUntethered GetUntethered.com Join the #GetUntethered Community
- 30. Save the Date! Next #GetUntethered Hangout July 17, 2014 | 10 - 11am CST Discussion about managing leads and business cards