Making Evernote Work for Project Management — To the casual observer, Evernote is a simple repository for your digital files, like recipes, receipts, emails, scanned documents, spreadsheets and even whole applications.

That’s how most people typically start out with Evernote. But once you learn that each notebook can represent a personal project — like job hunting 0r learning everything there is to know about fractals or gathering data for a whitepaper — you’re at a whole new level.

Integrate it with such other platforms as WORKetc, a soup-to-nuts, cloud-based business management suite and Evernote becomes a powerful, extensible project management tool.

And with Evernote Business,  enterprise admins gain control over portions of employee accounts. That suddenly makes Evernote as a project management tool even more appealing.

Some key elements in successful projects are:

* Workflow
* Ease of communications
* Automation of certain areas of workflow

Project management is about workflow and working collaboratively with a team. As you increase the number of participants in the project, you also increase the amount of data that needs to be shared. It quickly gets complicated and sometimes unmanageable.

Failure is common in large projects. According the Project Management Institute,  36 percent of projects fail because they don’t meet their stated goal. There are as many reasons for failure as there are types of projects that fail, but a large number of projects fail due to poor communication among the stakeholders.

Communication breaks down because of data overload. Too much data needs to be communicated to each team member to get to right decisions. With a tool like Evernote for project management, it’s possible to automate many of the tasks that usually belonged to the project manager.

Provided you set it up well, stake holders in such a system are able to access data that is nearly real time. This leaves the project manager to better manage the details of each team because he or she can sooner spot potential bottlenecks or wasted hours.

Dan Barnett of WORKetc offers a typical use case when the two cloud services are integrated. “You might be finishing off building a new home. Using the camera in your cell phone, you snap pictures of any defects you spot and write a quick note in Evernote about how to remedy the problem,” Barnett says. “Then by adding the tags #ToDo, #BGC Builders and #22January you instantly create a To-Do for BGC Builders to fix the problem by the 22nd of January.” In a case like that, he adds, WORKetc automatically notifies the builder and will even track progress on the task.

Integrate your billing and CRM platform with a shared cloud-based platform like Evernote and you’re bound to improve workflow and reduce the amount of team member-initiated communication. Instead of searching email or a chat session, each team looks in their respective silos for new information.

A project is more likely to succeed when workflow is automated. One of the most attractive features of Evernote is how easy it is to use and easily adopted by users in all areas of the enterprise.

Based in New York, Dino Londis is an application management engineer at a Manhattan law firm and is responsible for securing and maintaining the desktops in large large organizations. Senior technologist, illustrator and special projects leader at, Dino is an alum of The National Lampoon. Email him at [email protected]


Dino Londis
Based in New York, Dino Londis is an IT veteran, an alum of The National Lampoon and a senior technologist at Contact him at [email protected]
Dino Londis
Dino Londis
Tags: Business,Productivity
  • Ant Pruitt

    I’m a Springpad guy and I’m slowly trying to migrate over to Evernote.
    It’s pretty popular here in my IT dept as well.

    -RAP, II

  • Linda

    Hi, i read your blog occasionally and i own a similar one
    and i was just wondering if you get a lot of
    spam comments? If so how do you prevent it,
    any plugin or anything you can suggest? I get so much lately it’s driving me crazy so any support is very much appreciated.