7 Tips for Effective

Project Collaboration
Clear organization is essential to effective
team collaboration. Projects have many
moving parts, from timelines to checklists,
notes, files, and proposals. A centralized
location to projects gives everyone access
to current information and the ability to
track deliverables and deadlines.
What is evernote
How to use evernotes
1. Create an Evernote business notebook for your
project
When your team’s projects have a centralized location in
Evernote Business, everyone can quickly access the most
current assets from any of their their devices – computer,
tablet, or phone.
The first step to collaborating in Evernote Business is to
create a business notebook for your project. Give everyone
modify permissions when you set up the notebook, then
share it with your team.
Encourage your team to use the notebook to contribute the
elements of your projects and work.
2. Collect content for your project
One of the natural starting points for any project
is your team’s inspiration. Together, colleagues
can find ideas in a team brainstorm and use them
to formulate a written plan.
Evernote Business provides the place for
everyone to quickly reference the details.
Here are examples of content you can collect in
your Evernote workspace:
* Project timelines
* Web clips
* Articles
* Photographs
* Copy drafts
* Budget spreadsheets
* Meeting notes with
action items
During brainstorms, capture the ideas as they progress on
whiteboards with Evernote’s built-in camera. All of your great
ideas will live in the same shared space as your project
details.
3. Effective methods to organize notebooks

Here are some effective ways to

organize your notebooks and the
content within them so anyone can
quickly find what they need.
The project owner should:

a. Create and maintain the project notebook

b. Choose naming conventions for the notes
c. Add starter content they’ve already
collected
Ask everyone who will contribute to the
notebook to follow the naming conventions for
easier navigation.
To really keep a project on track, add a project
plan note so everyone can reference a detailed
overview of all the moving parts (see and
download a project plan template below).
4. Share information with clients, vendors, and
consultants
It’s easy to share notebooks and notes in Evernote
Business with people outside your company.
Share a notebook with external collaborators so they
can modify notes, add project updates, and share
new designs with your internal team.
5. Tag tasks assigned to team members
Beyond sharing content among your team, you’ll also want to keep
track of who is responsible for working on specific elements of
your project, which items are still in progress and which have been
completed.
Tags can help everyone on your team gain clarity on who is doing
what and also keep the project owner up-to-date. Add tags to
individual notes to show who is responsible for the outlined action
items. If more than one team member is going to work on the tasks
within a note, add tags for each person.
Tags can also help indicate the status of each
note. For instance, you may want to show that
a note is currently incomplete and is urgent.
Consider adding tags for:

Status – complete, incomplete, pending

Urgency – urgent, not urgent, overdue
Evernote Business gives you several ways to monitor all of the
projects in progress across your team. To see which projects
need to be moved forward, try creating saved searches for
combinations of tags, such as ‘assignee’ and ‘incomplete.’ Next,
drag your key saved searched to your shortcuts sidebar for quick
daily access.
* Drag key saved searches to shortcuts for fast access
* Add reminders to alert team of key due dates and deadlines
6. Simplify work with an Evernote app
integration

With our Evernote App Center, your team has more

ways to automate tasks, collaborate, communicate,
and work together. Here are three apps to check
out:
With Smartsheet, send Evernote notes to Smartsheet to create
task lists, collaborate on projects, or archive thoughts and
ideas. Smartsheet is a work management tool with a spreadsheet
interface. The familiar look and feel make it easy to get started, and
the advanced features like file sharing, Gantt charts, and work
automation make it a powerful tool. Nearly 50,000 organizations
and millions of users have chosen Smartsheet as their
collaboration and project management tool.
Available on: Android, Android Tablet iPad, iPhone, Web
Azendoo is a collaborative task and project
management app that lets you bring your
Evernote notes at the heart of collaboration to
boost work execution and communicate more
intuitively.

Available on: Android, Android Tablet, iPad,

iPhone, Web
LiveMinutes is the place for your documents and
content to live and grow. You can create notes,
exchange and annotate documents, chat or setup
calls with your team all from the convenience of
your LiveMinutes workspace. It’s the perfect tool to
organize projects and collaborate on content.
Available on: Evernote for Web
Project Plan

Day 2