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Note-Taking in the Digital Era: How to Make This Work for You

Note-taking has always been a big part of getting organized, but the modern world is a little different. With this in mind, how do you update note-taking for the digital era?

Add Notes Directly

Digital note-taking is all about achieving a more efficient process. We’ve all written down super important notes, only to lose them not long after. This is seriously frustrating, so let’s do things differently.

Let’s say you are taking down some client-specific notes. You know that these notes belong in your customer relationship management (CRM) solution, so cut out all the extra steps and add them directly to this software. Your CRM solution — and other similar solutions — will be accessible via your desktop computer or smartphone, so you can type your notes directly without fear of losing them.

Scan Handwritten Notes

Of course, you’re not always going to be able to type your notes directly. If you are attending a presentation or seminar, you may find yourself taking handwritten notes the old-fashioned way. Don’t worry about these notes getting lost — just scan them into a digital note-taking solution, such as Evernote.

Organize Your Notes with Evernote

So, how to use Evernote as you get organized? For starters, download Evernote to your smartphone device and to your desktop computer so you can get the best out of the solution. From here, you can use themed notebooks to get your notes in order — and to keep them that way. Separate these themed notebooks from your default notebook — this way, you can add notes automatically to the default and then easily organize them into their separate categories.

Building Your Library of Digital Notes

With your notes all properly organized and saved, you now have a library of information that you can use on an everyday basis — both at work and in your daily life. Reach out to our team to learn more about getting organized, or check out one of our handy organizational courses.

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*We are still able to work with you virtually on your digital organizing projects!