On to the Next: Add Momentum to Your Morning With Checklists and Reminders

Tips & Stories

On to the Next: Add Momentum to Your Morning With Checklists and Reminders

Posted by Jeremy Brand Yuan on 12 Feb 2015

Posted by Jeremy Brand Yuan on 12 Feb 2015

Productivity isn’t about being constantly busy, but about having a good grasp of where you are in the process of achieving your work.

At the end of a workday, a quick status check can keep your rhythm strong the following day. Using a killer combo of checklists and reminders, prepping for a productive tomorrow is easy.

Before heading home, take a few minutes to assess the next day’s priorities. You may already have an ongoing project list in Evernote, or you can start a new note and name it something like “Today’s Priorities.” This list of ongoing action items will greet you when you get to work in the morning.

The checklist tool is a great way to format the note. Before you add a task, click the checkbox tool in the toolbar. When you hit enter to add more to-dos, a checklist will begin to form. Checking off a box as you complete a task feels great and gives you a visual aid to measure progress.

Screen Shot 2015-02-12 at 4.27.10 PM

Some tasks in your list might benefit from more background or context. In this case, note links are a perfect addition. Right-click the note you want to link into your project list and select ‘Copy Note Link’ from the menu. Paste this into your checklist to create a link that lets you quickly see details for that to-do.

Reminders are another great tool you should be using to manage your projects. You can add a reminder to your project list (and other relevant notes) by clicking the alarm clock on the toolbar and selecting a time you’d like to be reminded. Notifications will even be sent to your phone, so you can stay on top of things no matter where you are.

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Tip: In last week’s update of Swipes, you can can collect tasks from any of your personal, shared, or business notes into a single timeline where you can manage them all at one time. Swipes helps you schedule, prioritize, and complete your to-dos without having them scattered around a bunch of notes.

Try it out and share with us how you keep your day-to-day projects on track.

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14 Comments RSS

  • Mathieu

    I use and love these features all the time. I do hope an update is coming soon for more reminder functionalities (like priorities and recurring reminders). Thanks for this post!

    • Luce

      What a good idea about the reminders!

  • izlekolay

    Thanks for this post

  • charmaine

    I love Evernote, but each time I click on the icon I have to sign in and I get the introduction every time. Don’t know how to get rid of it.

  • Mike

    It could be useful to have reminders triggered when a task is checked off on a checklist.

  • Keith

    the only issue with checklists is the box is way too small – on a normal PC big screen they are just barely big enough on a laptop smaller and on a tablet like surface pro too small – dont have the problem with onenote so please fix as I would perfer evernote but have to use onenote because of this issue

  • Matt

    If only we could sort the checklists and give them priorities, and due dates. Man, if Evernote had a to-do function like Outlook or other popular phone apps I’d never need another program.

  • Mark

    Thank you for these posts/emails. I am brand new to Evernote and these posts/emails help me learn more and more about the app. Keep them coming.

  • Gary

    Would love to have some enhanced functionality in todo lists, #1 would be to see all my todos from all my notes, on one list.

  • George

    Reminders are great, but I have to be in Evernote to see them. Why cant I get Evernote to use the Notifications feature on MacOS for this?

  • Savio

    It would be very useful, if, like Task Lists, once an item is ticked on the Checklist, it went down to the bottom of the checklist. This will eliminate clutter as you try to finish items on the checklist

  • Josh

    I love evernote but the calendar and checklist are still not practical for me. I use todoist and google calendar. If evernote would implement better reminders and notifications I would it would be all I used.

  • Blake Strong

    i tried Swipes and the checkbox integration features, but i actually would prefer to remain inside evernote and continue working. I do like the checkboxes though for context and progress, so i had a suggestion. Why not have a feature where all of the checkboxes that remain open are gathered together inside evernote? then one does not have to leave the program. What i have been doing is tagging any note that has a checkbox with a “to do” tag. then when i want to see all of the boxed tasks, i simply click on that “to do” tag to assemble them all. perhaps there is a simple way you recommend instead.

  • Glenn

    I would like to be able to Mass update reminders. Something along the lines of selecting 4 or 5 items and setting a reminder for all of them next week. Currently I have to do each individually which leads me to want to put all of the action items in a single note but then I have to pull out individual lines if one of the items changes.