Managing Complex Projects in Evernote

Evernote is more than a note-taking app—it can be used as a full project management system.  Here’s how you can turn it into a central hub for your work.

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Find out more about “Evernote Beyond the Basics,” a step-by-step course designed to help you unlock the full power of Evernote and turn it into your all-in-one productivity system. Whether you’re managing projects, tracking goals, or organizing your personal life, this course shows you exactly how to do it—with real examples, practical templates, and clear explanations. 

  • Evernote for project management: Used to manage complex tasks, clients, and workflows in one organized system.
  • Evernote status note: A pinned master note that tracks tasks, contact info, meeting summaries, and documents for each client.
  • Evernote for writers: Helps collect research, organize notes, and build outlines when writing books.
  • Evernote for teachers: Supports teaching by storing syllabi, lecture notes, class rosters, and course materials in separate notebooks.
  • Evernote notebook stacks: Organizes work by grouping related notebooks, such as clients, courses, or book topics.
  • Evernote meeting notes: Stores agendas, brainstorming ideas, and follow-ups for client and team meetings.
  • Evernote pin to top feature: Keeps frequently used notes, like a status note, easily accessible at the top of a notebook.
  • Evernote share and link tools: Allows collaboration by sharing view or edit access to notes and copying notebook links.
  • Evernote semantic search: A new feature being tested to improve search by understanding user intent beyond keywords.
  • Evernote expert advice: Insights from a certified Evernote expert who tests features early and shares practical uses.

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