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Productivity Consultant at Organize For Success, LLC...
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Tuesday, March 31, 2015

Evernote Can Boost Your Collaboration

Collaborate Better With Evernote
Although Evernote provides an excellent catchall for what I need to reference or am using to complete my current projects, its usefulness goes well beyond containing content in a manner that makes it easy to find. My experience repeatedly shows that Evernote's greatest value comes from how it supports and empowers collaboration. Yes, sharing notes can aid my workflows, but sharing Notebooks, using Work Chat and pulling Context from my LinkedIn network or Notes of others in my Business' accounts can really boost my abilities.

For example, when I'm chairing a non-profit committee or serving on a Board of Directors, Evernote enables sharing more than any online file repository. If we were to use Dropbox or Google Drive, we would be limited to Word documents, Excel spreadsheets, PowerPoint presentations and the like; however, by sharing a Notebook in Evernote, we can share those same types of documents PLUS any content included in any of that Notebook's notes, like typed text, articles clipped from the Internet, photos of handwritten notes, audio and video files created right in the app itself, checklists and much more.

Likewise, when I'm traveling with others, Evernote enables sharing all sorts of information related to our upcoming trip. This includes a packing list of who is bringing what, our reservations for flights, airport shuttle or rental car and hotel rooms, our expected itineraries, things we want to do while visiting this destination and contact information for places we will visit or folks we will be seeing. Avoid email madness by simply sharing a Notebook.

Whenever someone with a Premium or Business account shares a Notebook with others, they can choose what access the invitee would have for that content to be shared. If the access provided is "can edit" or "can edit and invite", voila... Collaboration is empowered! Publicity teams can share and continually update a list of press contacts. A creative services team can save design inspiration while going back and forth on production of new campaigns. Corporations can allow all employees to easily access the most up-to-date version of that company's employee handbook or any forms related to human resources, like requests for time off.

I like using Notebooks shared in Evernote for group meetings. Via that Notebook, I can seamlessly share with all attending any related information: documents to be reviewed beforehand, meeting agenda, summary notes or minutes, who is responsible for what follow-up to be completed by when and anything requested during the meeting to be shared with others. In addition, as long as I'm on the Premium or Business version, others can add requests to the agenda or make edits to the minutes without emailing back and forth with others or awaiting someone else doing it. Click here for a video of me discussing how I use this aspect of Evernote.

You can always change permissions or stop sharing, ensuring you aren't unnecessarily constrained by Evernote. Yet, when you can share what's needed for moving forward on the project at hand without clogging up someone's email inbox, there is definitely value. When folks can have at their fingertips what is needed for getting things done, there is value.

How do YOU use Evernote? In which of your uses have you found Evernote's greatest value?

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