Year in Review – Productivity with Evernote and Todoist

 

 

This year I went all in on my productivity. A big goal of mine this year was to get more organized and to get my good friend and assistant, Katie, on the same page. The ability to have the information at my fingertips, available on multiple devices, and available to her was the main reason why I needed to invest in my productivity. I wanted these apps to help us work smarter!

There are 4 main things that keep me and productive and organized – my planner, iCal, Evernote, and Todoist. So let’s go over it in order.

This year I utilized the Happy Planner system and really loved it! I learned a lot about how I need both analog and digital elements to work together to keep my life in order. After using the system for about a year I found my groove with it and figured out how to make it work with everything else in my productivity system. I’ll be sharing my new Happy Planner set up soon so make sure you stay tuned for that! 🙂

The next thing I use to keep myself organized is iCal. iCal is key to keep me on track of my day because I get side tracked really really quickly. As an entrepreneur, I can get pulled in a million different directions at once so I utilize iCal’s notifications feature to notify me when I need to stop what I’m doing and move on to the next thing. I also utilize the travel time feature because I’m notoriously late almost all the time! Yikes, it’s embarrassing to admit! So I input the addresses into my meetings and events so I’ll get a notification when I need to leave to minimize my tardiness. It helps a lot!

Finally, the last 2 items that I’ve implemented into my workflow that has changed.everything.

For long term goals, like yearly or quarterly goals, I use Evernote. If you’ve watched my Evernote videos you’ll see that I mainly use it for long term goals, traveling, anything that needs more of a journaling set up. Take notes? Evernote. Need to create a timeline? Evernote. Have a list of articles I want to read on my down time? Evernote. Planning events? Evernote. It took me a while to get into Evernote because it was so versatile I didn’t even know where to start. If you’ve seen my YouTube tutorial on how I set up my Evernote this was my starting point. I’ve kind of tweaked it just a little bit since then and I’ll be making a follow up video soon so you can see my set up for 2018. Stay tuned for that too!

A few things I’ve learned while using Evernote non-stop this year is:

  1. The notebook set up I used in my Youtube video worked really well for me
  2. The Inbox set up I used changed the game. Thanks to the other fellow Evernote users for the inspiration!
  3. Creating templates in Evernote was a pain at first, but made my life so much easier in the long run

Finally, Todoist is what I decided to use for my short term goals. Trust me guys, I’ve tried almost all of them. But Todoist is by far the best task manager for me. In the video below, I share with you on how I set up my Todoist account.

A couple things I’ve learned this past year about Todoist:

  1. If you categorize your tasks as soon as I input them instead of using the inbox feature I can keep things much more organized.
  2. Keyboard short cuts saved my life
  3. Utilize that recurring task feature, trust!
  4. The today view is my best friend

I’ve given myself a year with the system above and my productivity has increased 10x over! There is still more that can be done and there are still ways I can improve my system (if only these apps could read my mind! ok, that would be overboard and way too scary!) but all-in-all I can safely say that this year has been my most productive ever and that’s thanks to the system I invested in.

I’ve said it before and I’ll say it again, these apps aren’t going to change your life overnight. It’s almost like cleaning out your closet – things will get a lot worse before they get better. But sit tight and ride out the storm because when the clouds clear and you have everything in place you’ll do a happy dance!

Work smarter, not harder.

xoxo,

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Working Remotely While Traveling

Hello from the Pacific Surfliner! I’m on my way to Los Angeles (Chatsworth Station) after an amazing turn around trip to San Diego. As much as I want to say it was planned that my topic would be about working remotely today, it was just random as I didn’t know until about a week ago that I was going to be traveling this weekend.



As an entrepreneur work never stops. You try to create boundaries like clocking in at 9 am and leaving at 5 pm every day. You try to have a work/life balance. But let’s be real, work never stops. People depend on you, you make the wheels turn. So when you stop your business stops. At least in the small business sector.

My mom and dad were both small business owners when I was growing up. Apple doesn’t fall far from the tree right? 😊 When I was a kid I always used to get mad at my mom when she worked while we were on vacation. I would always say, “Vacations aren’t meant for working! If this is what it’s like having my own business then I want a regular job!” HAHA! I crack up every time I think about those yearly vacations. I said it every.single.time. She used to carry around this black leather planner. She had it with her every where she went. Now I understand why – it had her LIFE in it. But as a kid I grew to resent that planner. Every time I saw it while we were on vacation I knew that it meant she was planning on working while we were out of town.

Now that I’m a business woman I understand. Heck, there was one time I brought my iPad to Disneyland because I knew I needed to work. I know, sad right? But the truth is that you can’t truly cut yourself off. You need to be somewhat available. Your business is a part of you, and if you’re like me, then you put EVERYTHING you have in your business. Not just your money, but your time and energy. You are what makes your business special. You are what sets you apart from the competition.

The truth is, if you have to work then you have to work. It’s your reality as an entrepreneur. And some day, hopefully your business will be in a place where you can drop everything in an instant and everything will be fine. But for most of us, that’s not the case. But don’t worry, there’s good news!

Working remotely is the easiest it has ever been. Heck, I’m on a train going from San Diego to the San Fernando Valley as we speak and I’m working. How awesome is that?! It’s so easy to have a constant data connection, and with laptops and mobile devices it’s so easy to stay connected. Plus, most travel vehicles give you the chance to charge devices if needed. On top of that you can easily communicate with your time with apps like FaceTime, Skype, and Google Hangouts. You can easily create, update, and share documents with Google Drive, Dropbox, and iCloud. The apps I personally use to stay connected to my team is Apple Mail, Dropbox, Google Hangouts, Evernote, and Todoist.


Honestly, I think it’s just all about finding balance. Why travel for fun if all you’re going to do is work the whole time? My suggestion is to work in the morning or evening when you’re back in your hotel/vacation rental and you have some down time between excursions. Try and stay present while you’re out and about with family and friends so you can enjoy the sights, sounds, and the company. Make memories! And lastly, it’s all about preparation. Before you leave try to get as prepared as possible weeks or months in advance so everything is spelled out for you and your team. Create a schedule of things that need to get done while you’re away. Delegate as many things as you can so that you can keep your work at a minimum.

Cheers to more travel!

Xoxo,

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Plan with Me No. 1

Hi everyone and happy Friday! I hope you all had a great week and are ready for the weekend.

Today I’m sharing my first vlog in over a year, a “plan with me” video on how I set up my Happy Planner. This is the exact one I got. I love it and I’ve only been using it for 4 weeks.

 

 I use a combination of the Happy Planner, Evernote, and Todoist to stay organized (more on Evernote and Todoist later). Personally, I feel like these 3 elements make my world go ’round. Enjoy the derpy face on my video lol!

xoxo,

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