As many of you may know RTM is not the best project management solution it’s great web app for managing tasks and actions but connecting projects and creating nested solutions is not it’s strength. Sure you can try to hack it in many different ways but none would appear to be too intuitive or straight forward.
Evernote is great for taking notes of ideas, plans, sketches. When working on a project you can gather all backup and supporting documentation in it. Evernote is so versitile application
that its possibilities go way beyond that but I wanted to focus on the implication for projects.
In recent weeks team behind Evernote added new feature called note links. This allows you to create a link to your note which you can share in many various ways. Send by email, tweet include in other application.
My project list and many other action lists live in RTM. I prefer to keep it their so I have a single point of reference. RTM is good for tasks but not very good a project support solution. This is where Evernote comes handy.
When I launch a new project I create a new entry in RTM project list. Then I move to Evernote where I create a note for that project.
Next step is to create a list of next actions that allow me to complete the project. If I want or need I can supplement that with any thoughts, possible ideas, alternative solutions. All this gets saved into my note.
Last element is connect the information collected in Evernote with RTM project list.
This approach lets me do three things.
- I have quick access to project support material straight from my task application.
- When I decide to work on a project than I can either schedule it in calendar or RTM and simply press the link to focus on those project related tasks.
- Having a list of actions ready I can import them to RTM and by adding a proper syntax for tags, due dates, priorities. This is especially useful for project that may have a large number of moving parts and dependencies . So rather than refer to Evernote I can do what’s needed based on the RTM task list.
You can’t call it a deep integration like the one offered by folks behind Zendoe app yet the existing options allow me for creating quite nice and simple workflow.
Big thanks to Dan Gold for highlighting the usefulness of note links in his post.