Tips & Stories

Cut Your Holiday Stress with These Helpful Templates

Cut Your Holiday Stress with These Helpful Templates

Posted by Charlotte Boyd on 11 Nov 2016

Posted by Charlotte Boyd on 11 Nov 2016

With the end of the year fast approaching, it’s easy to get overwhelmed with wrapping up projects, work, and travel, all while planning for the holidays. Evernote to the rescue.

On October 12 and November 9, Evernote hosted two live events designed to help people power through the holidays without stress. We brought together a few Evernote Certified Consultants and some of our top in-house productivity experts for a fun and informative evening of tips and tricks for surviving the holiday season using Evernote. More than 150 lucky ticket holders joined us for these sold-out events. But it’s available on demand for other Evernote enthusiasts around the world.

Templates for success

Almost everyone loves the holiday season, but the complexity of it can be a little overwhelming. The same might be said for those new to Evernote, or for those who use it for only one or two tasks.  From business applications to manage an end-of-year business audit to holiday productivity guides, our guests shared expertise and wisdom to help Evernote customers stay on top of the chaos.  Attendees received a special set of note templates, which make organizing even easier. There’s nothing to design, lay out, or arrange. Just import a template to Evernote, fill it in like a form, and watch your stress level drop.

We emailed the speakers’ templates to each attendee, and the response was so terrific we decided to share them with everyone. To use any of the templates mentioned in this article, click the appropriate link and then click “Join notebook.” The entire shared notebook will be added to your Evernote account. You can then copy the individual notes into your personal notebooks where you can edit them to suit your needs. Want to know more about using Evernote templates? Check out How to Save Time With Templates on the Evernote website.

Meet the guests (and their Evernote templates)

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As a professional Evernote consultant, Katie Santos of Absolute Center spent years helping clients optimize business success. She presented two templates to help small businesses ensure that their office is ready for the new year, and to help shut down the office for the holidays. Katie recommends capturing all your tasks in one long note, and then separating the list into items you need to do right away, things you can delegate, and items you can do later.

Katie’s Pro Tip: “Convert those three lists into three separate notes, and attach checkboxes and reminders to each task list. Let Evernote remind you—and the people you’ve delegated tasks to—when they’re due.”

Get Katie’s small business templates »

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Frank Gerber of BlueShift Partners has plenty of tricks up his sleeve for making year ’round travel as painless as possible. Because he lives in California’s Bay Area, he’s always asked: ‘Where are some great places to go in San Francisco? Where should I eat?’ To help his friends navigate the almost endless choices of a San Francisco visit, Frank wrote a guide to San Francisco and shared it as a public notebook. By sharing it, he’s giving his friends an insider’s guide right on their devices. And when he finds a new treasure, he updates the notebook once, and the changes go out to everyone. For Frank, Evernote was the perfect application to share suggestions with friends and family quickly. Since he loves to travel, he created travel and hosting templates to help make traveling and visiting a breeze.

Get Frank’s San Francisco Bay Area guide »
Get Frank’s travel templates »

Frank’s Pro Tip: “Credit cards often come with travel benefits that you don’t remember you have. Create a note for each credit card you carry and list all the perks you get with each one. If you review those before you go on a trip, you can save a lot of money.”

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SiNing Chan, Evernote’s Senior Technical Writer, sees Evernote as an invaluable organizational tool for everyone, regardless of productivity style. “What’s more important to you?” she asked audiences. “Maximizing your time, or maximizing your energy?” Knowing your productivity style can help you enjoy a more stress-free holiday. For ‘time-maximizers,’ she recommends using Evernote for planning holiday projects such as holiday cards and gifts. SiNing also created reusable templates to stay organized throughout the year and to do a bit of planning before the holidays. Not only that, but SiNing provided templates for on-the-job productivity, including a task tracker and a place to organize blog posts.

Get SiNing’s productivity templates »

SiNing’s Pro Tip: Set aside time daily to check in with yourself. Use Evernote to keep responses to daily reflection questions such as: How are you feeling today? Are you moving closer or further away from the goals you’ve chosen for yourself? Keep track of how you’re doing with this Daily Re-Charge template.

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Evernote’s Engineering Manager, Kathryn Kohler, shared how anyone can appear as if they have organization superpowers with Evernote. She uses Evernote as a repository for everything that comes into her head. “Set it and forget it,” she said. “Everything goes in there.” Kathryn uses this system to stay informed during her one-on-one meetings with her team. To her, it’s too stressful to try to remember everything you said and did and promised. “Write everything down in Evernote, and then later you can go back and see what you promised.” It’s a technique that she uses with her husband, too. “If there’s a disagreement, I can just pull up my phone and say, ‘no, on this date, I said this and you said you’d do that’,” she said with a laugh.

Kathryn’s Pro Tip: Keeping track of all all the things I need to remember inside of Evernote has allowed me to organize a sea of information. But it’s important to make sure you keep all the components of each task small and digestible.”

Looking for even more templates? Talented Evernote experts have shared templates for everything from business forms to wardrobe management to personal development, and Evernote also provides a starter kit of templates to help you get the most from your Evernote account.

Need an Evernote Certified Consultant?

Get in touch with an Evernote Certified Consultant to learn how your business can benefit from personal guidance using Evernote. With more than 400 consultants worldwide, it’s convenient and easy to find the right consultant for you.

Want to become an Evernote Certified Consultant?

Are you a business or productivity consultant? Become an Evernote Certified Consultant: Learn how you can apply.

Don’t miss out on future Evernote events! Be sure to bookmark the Evernote Event Calendar.

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14 Comments RSS

  • John Svirsky

    I definitely want to take advantage of templates but do not see where or how to access. I am a premium user. Please help.

    • Forrest Dylan Bryant

      Hi, John: Most of the templates mentioned in this article are in public notebooks. To use them, just click the appropriate link and then click “Join notebook.” The entire shared notebook will be added to your Evernote account, where you’ll find it in the Notebooks list. You can then copy the individual notes into your personal notebooks where you can edit them to suit your needs. I hope this helps!

      • Marshall Poole

        But where are the appropriate links?

      • Alice S

        I’ve joined the public notebook, but it does not show up in my Evernote application, even after syncing several times.

  • Jason

    How do you take advantage of using templates on mobile platforms (like my ipad)? How can I set up my own Note as a template so that I can simply open and start writing? Right now I have to copy and paste the “content / questions” of the Note. If I was on my computer I could use the Duplicate Note option, but this does not exist on mobile platforms yet.

  • Abigail

    Can you access the public notebooks on the iPad? If so, how?

  • Liz Harvey

    I can’t edit the templates (SiNang’s) as they are “view only” on my Basic account. Can you clarify if I should be able to use them with a Basic account? Thank you.

    • Pamela Rosen

      Hi, Liz,
      Thanks for writing in! You’ll need to copy the template into your own Evernote account before you can edit them. Once you have an Evernote template in your account, you need to duplicate the original to get a fresh template blank when you want to start a new note using the template. Hope that helps! -Pam R

  • Thomas

    I also am a premium user I asked years ago about templates, where do we find these public notebooks ??? And is there a way we can make our own ?

    • Pamela Rosen

      Hi Thomas,
      A great starting place for finding templates is https://help.evernote.com/hc/en-us/articles/210176028-How-to-Save-time-with-templates. There are a number of designers all over the world who create Evernote templates, both free and paid, and a Google search will bring up many resources. And yes, it is possible to make your own templates. Simply create a note and save it, and then duplicate it to create a fresh template blank. Hope that helps! -Pam R

  • Wira

    Looking at SiNing’s template make me wonder how did she hide the table line when arranging the code block side by side? I try to search any menu that can hide the table line but not found. Anyone knows how?

  • Mike DeBruyn

    Very nice ideas. When I went to the templates library I found a nice series of templates for the … wait for it … 2015 calendar year. 2015! Guys, in 20 days it is going to be 2017!

  • Mike DeBruyn

    One more thing. I liked all of the speakers … each had a particular take on how to use Evernote. My personal favorite, however, was SiNing. She was very organized, had a focused approach to her presentation, and was high energy. I like her templates as well and am going to take them out for a spin.

    ALSO, the idea of a Year End discussion was inspired. Year End is really the time for a lot of reorganizing and soul searching. Kudos for a good idea.

  • Mike Lindgren

    Good stuff.