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TPS96: Setting Up Your Dashboard in Evernote w/ Stacey Harmon

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Most people love Evernote for its ability to store reference files like recipes and notes, but Stacey Harmon is here to show us how to organize your entire life on Evernote. Stacey will explain her system for performing task, project, and process management all in one place, making Evernote a dashboard for her life.

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Cheat Sheet

  • How you can use Evernote to systematize your business and help it run more efficiently
  • How you can use Evernote as your dashboard for getting work done
  • How Evernote can be used to effectively deploy the Getting Things Done methodology
  • The important difference between process and project management and how you can use Evernote to meet the requirements of both
  • The many ways applications of Evernote for both personal and professional use (it’s WAY more than just a reference file)
  • The four key software needs all digital entrepreneurs have and how you can use Evernote to meet these needs
  • Why you should create both active and reference stacks and how you can do this in Evernote
  • The difference between Evernote Stacks, Notebooks, and Notes (and the best use cases for each)
  • Why Stacey doesn’t use tags to organize her Evernote system and what she does instead


Book, tool, ritual

Book: Getting Things Done
Tool: Untethered with Evernote
Ritual: The Pomodoro technique

Connect with Stacey Harmon

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Posted by Lana Vaughan  | May 20, 2017 at 9:24PM | Reply

Is there a transcription of this? I just can’t focus listening to it.

Posted by Simon Steele  | July 22, 2016 at 6:37PM | Reply

Great episode, would love to hear more on Stacey’s task management. Always up for GTD and Evernote!

Posted by John Morley  | July 11, 2016 at 12:39AM | Reply

How many STACKS do you have? Apart from Active and Reference?


Posted by Alexandra  | June 30, 2016 at 6:13AM | Reply

Wow, I never realized you can do so many things with Evernote. Stacey’s just great!

Posted by Kimberly Wootten  | June 24, 2016 at 11:01AM | Reply

LOVED this episode! Please have Stacey back for more Evernote geeking out!

Posted by Anick Globensky-Bromow  | June 23, 2016 at 2:45PM | Reply

This was a great episode! I love to geek out about evernote, a lot!
Please bring Stacey back on the show to go deeper into the subject!

Posted by Leon  | June 23, 2016 at 12:23AM | Reply

This was probably one of the best episodes ever! I’d love to hear more episodes where she also explains some of the other nuances of her system (like the tasks).

Please keep up this amazing work!

Posted by Tim  | June 21, 2016 at 4:31PM | Reply

Great webinar from Stacey, learnt a lot especially around file free does not equal paperless. Refreshing thing to hear that she still uses and advocates use of paper.

Only thing I thought was missing was the ability to automatically assign a specific notebook or tag or reminder in the subject of the email when emailing your evernote address. I found it hugely useful to pre-organize where the scan should go and with what tags.

Posted by Aaron Fisk  | June 21, 2016 at 3:38PM | Reply

Hey guys

Great episode! One thing though, I believe that ‘The Secret Weapon’ and ‘Evernote Webinar’ point at the same video.
I really did want to have a look at that webinar.

Keep up the great work!

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