I probably would use a filtered widget. You set up the widget with a keyword you use in your daily notes - it could just be ImpDailyNt or something like that. Then each day you change the filter to the current date. That day all your notes with that key word will filter into your widget. I don't know if this works for anyone - just thought I'd offer the suggestion. I've started using widgets on my dashboard more efficiently.
I hadn't thought of using the home page for this. If I'm honest since I started using a daily note to see what's happening each day I don't visit Home as much. Nice idea.
I used the Daily note for awhile, but my priorities, tasks, notes, etc are in different areas of evernote - usually as tasks. The daily note was too much additional work for me. I start my day by reviewing my tasks. I view them by Today and by Notebook. If I want some type of planner for the day, I use an editable widget on the Home page. I even throw my grocery list on there if I plan shopping soon. I'm still working with the new options so things will probably change, but I am for touching as few things initially as possible.
Tags can be used to achieve the desired objective. If one has a tag structure that complements or duplicates the notebook structure then one can create a daily journal of client notes and keep track of which clients they are associated with.
Agree. A lot of folk have trouble remembering what tags they have and to actually tag something in the first place which ends up with orphaned notes. I think you need to have some muscle memory built up to get tags working well :)
I have been using an elaborate tagging system for years inspired by GTD and have it pretty much memorized at this point. I am an accountant and am very used to this level of organization. I understand that most users will not want to get involved in that much detail if possible.
Its always good to hear about how others organise things. One good thing about Evernote is that its quite flexible. Many thanks for the support as well. Much appreciated.
Giving my collaboration to our friend: I understand this isn’t exactly what you want, but I would use Evernote’s chronological system for management. Each incoming note would remain independent, with tags to link them to clients and Evernote’s scheduling system for execution. With tags associated with clients, you can use filters and widgets on the main screen to group clients and display the chronology itself. This approach requires switching between notes, but it’s the most effective method. Sometimes, we look for ways to avoid work, but work requires effort—I came to this realization perhaps a bit late in life.
A bit of a tangent from today's video, but I did notice this in today's video, so it's all related!
When you performed your ALT+SHIFT+D shortcut to enter the date, I see that it was done in your localized format (28 January 2025).
Is this configurable or is it defined by your region? I'm in the USA and am seemingly doomed to insert the date as (example: January 29, 2025). My preference, and the way that I have my Windows PC configured, is as YYYY-MM-DD (e.g. 2025-01-29).
Is this impossible, or am I missing the configuration preference?
Interesting. I always thought it look the localisation from the device. Looks like its somewhere in the app. There's no way to change it but it is something that's been asked before so I would imagine its on a list.
I probably would use a filtered widget. You set up the widget with a keyword you use in your daily notes - it could just be ImpDailyNt or something like that. Then each day you change the filter to the current date. That day all your notes with that key word will filter into your widget. I don't know if this works for anyone - just thought I'd offer the suggestion. I've started using widgets on my dashboard more efficiently.
I hadn't thought of using the home page for this. If I'm honest since I started using a daily note to see what's happening each day I don't visit Home as much. Nice idea.
I used the Daily note for awhile, but my priorities, tasks, notes, etc are in different areas of evernote - usually as tasks. The daily note was too much additional work for me. I start my day by reviewing my tasks. I view them by Today and by Notebook. If I want some type of planner for the day, I use an editable widget on the Home page. I even throw my grocery list on there if I plan shopping soon. I'm still working with the new options so things will probably change, but I am for touching as few things initially as possible.
Tags can be used to achieve the desired objective. If one has a tag structure that complements or duplicates the notebook structure then one can create a daily journal of client notes and keep track of which clients they are associated with.
Agree. A lot of folk have trouble remembering what tags they have and to actually tag something in the first place which ends up with orphaned notes. I think you need to have some muscle memory built up to get tags working well :)
I have been using an elaborate tagging system for years inspired by GTD and have it pretty much memorized at this point. I am an accountant and am very used to this level of organization. I understand that most users will not want to get involved in that much detail if possible.
Its always good to hear about how others organise things. One good thing about Evernote is that its quite flexible. Many thanks for the support as well. Much appreciated.
Giving my collaboration to our friend: I understand this isn’t exactly what you want, but I would use Evernote’s chronological system for management. Each incoming note would remain independent, with tags to link them to clients and Evernote’s scheduling system for execution. With tags associated with clients, you can use filters and widgets on the main screen to group clients and display the chronology itself. This approach requires switching between notes, but it’s the most effective method. Sometimes, we look for ways to avoid work, but work requires effort—I came to this realization perhaps a bit late in life.
I like that. No matter what systems you put in place you still got to do the work!
I got told once that work was called work because is not fun. If it was fun it would be called play :)
A bit of a tangent from today's video, but I did notice this in today's video, so it's all related!
When you performed your ALT+SHIFT+D shortcut to enter the date, I see that it was done in your localized format (28 January 2025).
Is this configurable or is it defined by your region? I'm in the USA and am seemingly doomed to insert the date as (example: January 29, 2025). My preference, and the way that I have my Windows PC configured, is as YYYY-MM-DD (e.g. 2025-01-29).
Is this impossible, or am I missing the configuration preference?
Interesting. I always thought it look the localisation from the device. Looks like its somewhere in the app. There's no way to change it but it is something that's been asked before so I would imagine its on a list.
You could use the new spaces feature in the same way you use your "index" note.
Call the space, "Today" or "Client notes"
And then at the end of the day or period, move the notes from the space to whatever notebook(s) the note(s) should live in permanently.
I will typically open notes that will be revisited all day in a new window.
Just a thought
That's a good idea. Would reduce the amount of moving around notebooks.