Manage Life's Details With Checklists in Evernote

Tips & Stories

Manage Life’s Details With Checklists in Evernote

Posted by Taylor Pipes on 21 May 2014

Posted by Taylor Pipes on 21 May 2014

Checklists are a great way to manage all of life’s action items and to-dos. Whether you are dealing with personal pursuits or work objectives, it’s easy to look them up and check them off any time, on any device.

If you’re looking for some inspiration, here’s a handful of ideas that will get you started creating checklists to help manage your day to day.

Screen Shot 2014-05-21 at 10.01.40 AM

Check for Success

To-do List
Make one for work from your desk on a Monday morning and check it on your phone or tablet each evening from the home office.

Packing List
Perfect for traveling or business trips. Use a checklist to make a packing list so you don’t forget any important items, big or small.

Goals List
Goals inspire us to achieve life’s impossible dreams. Make a checklist to keep your New Year’s resolutions, savings goals, or training plans for that marathon or triathlon on track.

Reading List
This is a list that’s built to last. Capture the titles you are dying to read, and keep track of the books you’ve read throughout the year. Further break the list into categories that include authors and genres.

Home Repairs List
Manage all of your projects along with the tools and materials you need to get them done.

Grocery List
Whether you shop every week, or every couple of days, an organized list is the perfect way to get in and out of the market quickly. For maximum efficiency, try dividing the list based on grocery aisle: cheese and dairy, fruits, veggies, and meats.

The 10 p.m. List
This is a great one. The concept behind this list, is that every evening at 10 p.m., you begin to outline the tasks for the next morning, from packing your gym bag, to checking your schedule for important meetings and deadlines.

Where to Eat List
Food lovers, unite! Keep track of the top restaurants you’ve visited in your city. Or, create a checklist for the places you hope to hit, including hot spots requiring reservations or off-the-beaten path local joints. Share with family or friends who want to follow in your foodie footsteps.

Dream Destination List
Where do you want to go next? Keep track of the top places you want to tick off your dream travel list. Share them with family and friends so they can add to the list, too. Break out the list by continent, country, or the style of trip.

Checklists, Anywhere

To create a checklist, start editing your note. Then, click or tap ‘Insert checkbox’ button located in the formatting bar to add your checkbox. Hit ‘Enter’ to quickly add more checklists.

For Android: In the note editor, swipe the bar located above the keyboard to display the formatting options. Then, select the checkbox icon to get started.

Advanced Tip: To learn more about creating auto-checkboxes with Evernote, read our knowledge base article.

How are you using checklists in Evernote? Share your stories, tips, and tricks in the comments.


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8 Comments RSS

  • Evernote checklists

    Checklist is a good feature. However upon the real usage you may end up in sort of mess – too many check lists in too many notes. I would welcome possibility to have a single view summarising all checklists out of my notes. Then by simple click Evernote will redirect me to my notes.

    What do you think?

    • Russ

      I agree. Every article I’ve seen on Evernote checklists doesn’t amount to anything more than “Hey, you can make a list! of things! in a list!”

      You can do a search for ” todo:* ” to bring up all your checklists (or ” todo:false ” for empty checkboxes), though it would be more useful if a saved search could be saved as a smart list in notebooks or shortcuts (especially since there’s no way to manage the clutter of “recent searches” so far as I can tell). Same problem with reminders. What takes a couple clicks in most to do managers takes a dozen in Evernote.

      What I’d like to hear is how someone actually uses checkboxes and reminders, and who can make a convincing case that this is a better than regular to do managers.

      • Russ

        Or, let me put it another way – one aspect of OneNote that I miss desperately is the ability to add to do checkboxes in any note, which were then all available in Outlook to be grouped, sorted, etc. and easily move back to the linked note. Evernote is great at letting the user strew checkboxes and reminders everywhere, but doesn’t have a useful way to bring them all together in a master list to be managed, sorted, archived, etc. so far as I can tell.

  • Gary

    My biggest problem with checkboxes is much of the time when I try to check or uncheck a box, Evernote goes into edit mode instead of toggling the check box. This is so frustrating that I’ve generally given up on checklists.

  • old springpad user

    I think SpringPad had it right, have a Task list and as a task is completed it went into the completed task section leaving only tasks left to do organised at the top in date order.

    • Mick

      I am also an ex Springpad user. Chick lists in SP were much more elegant. It was possible to “check all” or “uncheck all” or “hide checked” which made for a much simpler and usable interface. I also agree with a previous comment regarding EN on iOS entering edit mode when trying to check a box. Very annoying.
      I have to say however that I do like lots of the EN features and the power under the hood that drives the solution. Very good.

      • Taylor Pipes

        Mick, we really appreciate your feedback and thoughts. There are tons of resources here on the blog and also in our Evernote Knowledge Base to help you learn how to get under the hood and find solutions tailored to your needs.

  • AquaNinja12

    This is DEFINITELY a good idea! I’m going to be totally busy this Summer!