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How I Transformed Evernote into a Powerful Project Management System

As a long-time Evernote user and productivity enthusiast, I once faced a chaotic account: 43 tags with sparse notes, notebooks crammed with goals, habit trackers, recipes, career tips, and finances. It was like a digital junk drawer. Here's how I decluttered it and built a streamlined project management system—lessons drawn from real-world experience to help you do the same.

1. Clean Your Notebooks

The toughest step: ruthlessly review every notebook. Ask if you'd truly revisit it or if it's easily Googled. I slashed mine to seven core notebooks, ditching redundant self-publishing advice and tax tips.

How I Transformed Evernote into a Powerful Project Management System

Optionally, consolidate similar notes—merge query letter tips into one master note. Stack related notebooks, like grouping 'Humor' and 'Media' into 'Funny' to declutter your sidebar.

2. Create Project Notebooks and Backlogs

Build dedicated stacks and notebooks. Mine include:

  • Writing
    • Articles
    • Long Forms
  • Hubstaff
    • Blog
    • Conversion
    • Info Sheet
  • Other
    • Mountain Weekly
    • Knights
    • Cardboard Republic
    • Casual

Prefix with numbers for sorting. Quick access transforms workflow.

How I Transformed Evernote into a Powerful Project Management System

3. Create a Master List

Your dashboard: a central note tracking projects, pay rates, priorities, short-term tasks, and back-burners. Link to spreadsheets or Trello boards.

How I Transformed Evernote into a Powerful Project Management System

Customize with due dates or checkboxes (via Evernote's toolbar). It's your go-to for deciding next steps.

4. Organize Project Notes

Pack notes densely for efficiency. My 'News Gathering' note compiles 9,000 words of sources.

How I Transformed Evernote into a Powerful Project Management System

Store plans, emails, annotations here. Link external tools like Trello from your master list.

5. Add Shortcuts

Pin frequent notes/notebooks for one-click access.

How I Transformed Evernote into a Powerful Project Management System

6. Set Reminders and Due Dates

Click the clock icon per note. Reminders bubble to the top.

How I Transformed Evernote into a Powerful Project Management System

Note due dates prominently for snippet views. One reminder per note—split tasks if needed.

How I Transformed Evernote into a Powerful Project Management System

7. Develop a Tag System

Tailor tags to your style: by type (writing, editing), priority (high/medium/low), or GTD methods. Or skip and rely on search. Experiment for what fits.

8. Integrate Your Other Apps

Leverage Feedly, Pocket, Trello Power-Ups, Zapier/IFTTT for automation. Sync reminders via TaskClone.

How I Transformed Evernote into a Powerful Project Management System

9. Collaborate

Share notes via email links or public URLs. Use Work Chat for team notebooks.

Evernote Project Management for Life

Beyond work, apply to personal goals. Declutter, organize, plan—you'll thank yourself. How do you use Evernote for projects? Share tips below!