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How to Use Evernote & Todoist Together (Francesco D'Alessio)

hello Burnap simple tivity it's Francesco here

thank you to Scott for having me back on your channel it's really amazing to be here I love all of Scott's videos especially loved his Trello videos and his Google Calendar videos as I've said in the past they are some of the best resources so I'm actually gonna include in the description a few of my favorite ones that Scott has put out and I'll be great so you can dive into that one

Scott is also gonna be doing a video on my channel so jump over and join in the fun because there'll be a video of his back

as you can see by the title I'm gonna be talking about how you can use Evernote and Todoist together now this is a sort of topic that I'm gonna be diving into a bit more detail on the channel but I wanted to give you sort of like a basic overview of how you can use them together in sort of three contexts

so a short introduction on Todoist and Evernote to-do list

TODOIST

it's basically for to-do lists, so your tasks, and that's basically where you can store all of those activities

well if you haven't tried it out it's a really good task manager it brings together some really strong features with a really simplistic and flexible experience so that you can get things done across a day with a bit of ease

and Evernote is the same it's very flexible and you can use it and structure it in a way that you like I I am a big fan of Evernote and I use both of these in tandem

now Evernote is really for your notes and so you can use it for clipping meeting notes all the way over to your ideas and bringing together presentations and things like that

now when it comes to using both of these together in like a situation for example the first situation you can use them is

CREATING A PROJECT

Starting a new project now inside of Evernote, what I tend to do if I'm starting a new project is create a new note and start documenting a few ideas or a few things like a checklist or to-do list to help bring together this sort of outline of the things I need to do next.

I tend to just block out a bit at the top so that I can have a few like checklist items there, and it's a good way for me to get started.

But once, as you can imagine, you've got started, you need to be able to connect that to your task manager.

So I do not use Evernote as my task manager. What I do is with those checklist items I tend to just copy over, and I can either be selecting the whole copy of all of the items or just individual items and pasting them into an editor to do this project.

This way I can basically take all of my notes in like pre-actions and bring them into reality where I have a tick-off and I can add a due date and information like that.

So bringing them from Evernote to Todoist makes some more of a reality.

What I do then is, for example, if I have a task like "film this video" and I made some notes inside of Evernote, what I do is I copy some of those notes over and put them inside of the comment section of the Todoist task.

In this way, when it comes around to doing the task, I don't necessarily have to go back to Evernote. If I wanted to, I could, which is great if it was a lot of detail and I couldn't store all the comments.

What I do is I add a link to the Evernote note. That way I can click out and go straight into the full information without any need of actually, you know, making it too complicated.

So once you start a project inside Todoist, you could actually use the comment abilities as well to communicate with people.

USE COMMENTS TO COMMUNICATE

Great, so that's one of the ways that I use Evernote.

I introduce it together when starting new projects.

I tend to use my Evernote as my canvas for getting all of those ideas and tasks out, and Todoist is my action board for getting those things done.

The good thing is with Todoist, you can add other people, start actioning them, assigning them as well, and delegating to other people.

So the next sort of context area is clipping things across my day.

As you can imagine, when you're in a day, you end up clipping a lot of things.

A lot of people, what they do is, instead of clipping things, they just watch them.

For example, it could be you find a really good article or a YouTube video and you're like, "Okay, I'm gonna watch this now."

That can potentially be distracting to your routine or your workflow.

So grabbing that YouTube video or that article and saving it for later does help because it helps me come back to it later, clipping all the information but not actually getting distracted at that given time.

So I will do that using

2. CLIPPING THINGS

The Todoist inbox in my day, if I see a link that I like, I'll clip it into the Todoist inbox and get it there so that it's ready. The same with Evernote. If I find a bit of research or a bit of information on the web, I used to use Web Clipper to bring that in.

Now, let's say I'm working on a project, and I get an email with a bit of information about the project. I want to clip it to both Todoist and Evernote. Both Todoist and Evernote have a specific email address you can use.

You basically can clip the email address for Todoist for a specific project and also into your Evernote inbox as well.

You put them in the BCC of the email, and all of the information, including attachments, will be sent over into Todoist and Evernote.

In Evernote, it will appear in more of a full-bleed format, but in Todoist, it will appear as a task, and in the comment, you'll have all the information. You’ll find those inside projects.

That's a good handy way to start sending things into projects or sending conversations into projects and catching that within Evernote or Todoist.

In terms of planning, planning is an important part of your day. What I'll do is use Evernote as my big vision planning tool. I tend to plan inside of Evernote, that's anything like a month onwards. Literally, I will go there to plan and action stuff.

PLANNING THINGS IN BOTH

Things ready as a big picture, but I'll use Todoist for literally my next seven days all the way up to the end of the month. I've never really stored too many tasks past a month in Todoist, so I need Todoist because I want to keep things short-term in Todoist and things long-term in Evernote.

Mainly because I feel like Todoist is more about actions and Evernote is more about vision planning and getting things ready for the future.

Actually having Todoist for actionable items helps to make it faster. It helps me to not store necessarily because I used to store my main ten goals in Todoist, and it just got messy.

So having Todoist for short-term action items really does help. Now, of course, you may have seen a couple of experiences that you can set up with Todoist and Evernote in applications like Zapier or IFTTT, which are great. I'll probably be exploring them in a future video, probably in more detail.

There are other apps as well on iPhone, like Workflow, that will help you bring those together. For me, at the moment, just using them like this, using the sort of ability to use the context and planning and visioning, is pretty much my scope of it.

But there are lots of different ways that you can do that. I'll include a few ways other people are using Todoist and Evernote to sort of go a bit further.

Anyway, guys, I hope that you enjoyed today's video. Thanks to Scott for having me here on the Simpletivity Channel. It's great to be here. I'll probably be back, and Scott, I'll be over on my channel, so feel free to subscribe to both of us in the description below.

It's free; we put out regular videos, and I'm sure you'll enjoy it. Just before we go, if you want to join the new Facebook group for the Keep Productive community, which is the name of my channel, feel free to add it and join in the description below. There are lots of other like-minded people that will be sharing apps and resources like this, so feel free to jump in and become part of the community.

Thank you so much to Scott at Kudos on all of these videos as normal. He is a great guy, definitely check them out. But thanks everyone for watching. Feel free to use the comments below, and I'll be there to answer any questions or queries or just check with you guys.

So guys, thanks very much. Make sure to have a great week, keep productive, and I'll see you guys very, very soon. Cheers.

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Task Management