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Many of these notebooks are shared with my husband, so if I’m hit by a bus, he’ll still know everything he needs to know to keep everything running smoothly. This is where I keep our grocery list, our owners manuals, a list of home improvements we’ve made, and much more. Information related to my blog, my Family Tree University courses, and my non-genealogy clients are all in this stack. If I attend a genealogy conference, I take photos of my receipts with my smartphone, and store them in this stack for tax time (no more lost receipts!). All of my notes related to income-producing activities go here. Shared notes and notebooks are great for collaborating, and they help keep my email inbox in check by putting the information exactly where it needs to be. I often share a note or notebook with the client in question, so she can see what I’ve found, add her own notes, and track progress (often in real time, because Evernote is always syncing and updating). Keeping them separate helps me ensure that I don’t confuse someone else’s Nelsons with my own. This is where stuff related to other peoples’ genealogy goes (whether they’re paying clients or not). I have my online genealogy newsletters automatically forwarded via email to a designated reading notebook in this stack, so that I can easily find them again. This is also where I store notes I take when I do research, screenshots of things I find online, and photos of original documents like marriage certificates. Within this stack, I have notebooks for my my DNA, courses I’ve taken, genealogy magazines and journals, and maps I use frequently. This is where I keep anything related to my own family tree.
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Although Evernote’s robust search feature means that you’ll likely find what you need regardless, most of us still appreciate having some sort of organizational strategy to keep things neat. Of course, keeping everything in Evernote means you need some kind of organizational strategy. That means I have more time for my dead people (and even a bit for my living ones as well). Whatever the question, the answer is always, “Check Evernote.” It’s there, and my life is much simpler. I never have to remember where I filed something. Knowing that pretty much anything I could be looking for is in this one place made all the difference for me. Once I began focusing on keeping everything in this one place, I understood how much easier that centralization made my life. It wasn’t until I started using Evernote for absolutely everything that I began to appreciate its power. When I opened it, it looked like a plain word processor.
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I’d heard all the hype, and I thought I must be missing something. The first time I tried Evernote, I hated it.
#How to organize your life with trello and evernote how to#
Need a new way to organize your research life (or your life in general)? In this guest post, Kerry Scott, blogger at Clue Wagon and author of the new book How to Use Evernote for Genealogy, shares her Evernote organization scheme.
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Best African American Genealogy Websites.Surnames: Family Search Tips and Surname Origins.Preserving Old Photos of Your Family History.How to Find Your Ancestor’s US Military Records.