6 ways Evernote makes project planning a breeze

Planning a project can be exciting, but also overwhelming. Whether you’re planning a business proposal, a kitchen remodel, or a trip to Mars, gathering all of the information you need in one place makes it easier to keep organized and on task. You can share your individual project notes and entire notebooks with others at anytime. If your team likes using Slack and Google Drive, Evernote integrates well with these tools, making it easy to share and collaborate, no matter what other tools you use.

Spaceship taking off from Earth

1. Organize your project info into notebooks

List of notebooks in a notebook stack

Use Evernote to organize the different aspects of your mission to Mars. Start by creating notebooks to keep similar notes together, like notebooks for inspiration, research, and documentation, for example. Then group all of the project’s notebooks into a notebook stack for enhanced organization.


2. Clip research and ideas from the web

Screenshot of a web clipping

Bookmarks are great for saving links to NASA requirements and space travel blog posts, but clicking through a list of website titles isn’t the most practical way to review the content you’ve been collecting. Evernote Web Clipper saves the full content of each web page in a note and includes a link back to the original page. Instead of needing to review a list of bookmarks, you now have all the research for your project in one spot.


Turn on "smart filing" in Web Clipper which suggests the most relevant notebook for the web page you're clipping.


3. Save important emails in Evernote

Web Clipper options for saving email

Make it easier to review everything related to one project in one place by clearing your email inbox and saving those emails in Evernote. Use your unique Evernote email address to forward emails directly from your email to Evernote. This way, you can view your doctor’s space travel authorization email alongside your medical and physical wellness reports and other mission-related notes.


Set up rules in your email to automatically forward all emails to Evernote if the subject line includes the name of a project or a particular keyword like “report” or “campaign.”


4. Scan and attach project-related documents

Sample note with preview of attached PDF

Some items, such as signed liability waivers and manuals, still live on paper. Scan them all or add them all as file attachments into Evernote so all of your resources are kept in one place. The Evernote in-app camera even lets you scan a variety of documents into Evernote all at once.


On desktop computers, you can drag and drop files directly into any note in Evernote.


5. Capture handwritten notes and sketches on mobile devices

Sample note with hand-drawn sketch

In keeping track of things like orbit patterns and flight trajectories, sometimes it’s easier to sketch things out on paper. Then use Evernote on your phone or tablet to take a photo of your sketch and save it to your project notebook. For a digital-only solution, you can use a stylus or your finger in Evernote on your device. Notes sketched directly on your device are editable, and Evernote’s handwriting recognition means that you can easily find text inside your sketches and scribbles.


Add sketches and handwritten notes directly into Evernote using the handwriting tool on Android and the ink tool on iPhone, iPad, and iPod touch devices. If you have an Apple Pencil, you can use it in Evernote on supported iPad Pro tablets.


6. Stay on schedule with checklists and reminders

Sample note with a checklist

Arguably the most critical part of planning any project is staying on schedule. You’ll need to make sure you have all of your medical exams, space training sessions, and required documents completed before you can board the space shuttle. Create a note with a list of milestones to be completed. Easily check off which tasks have been completed and see what still needs to be done. Add reminders to notify you when when a task is due.


Take it one step further and create an individual note for each milestone to provide more details, then create a separate ‘master checklist’ note with note links to each of the ‘milestone’ notes.




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