Review Reminders

Evernote has a built in “Reminders” functionality.  We are somewhat replicating that functionality here, and using the !Daily task of 40-Review Reminders to trigger a regular view of deadlines and milestones.

As noted before, it helps to set your system date preferences for YYYY-MM-DD.  Doing this allows sorting the reminder tags, 6-Waiting, by due date.

6Waiting

(click to enlarge)

Any action item that is waiting on external action should be prefixed with a date to trigger follow up.  Using Cntl+Alt+D inserts today’s date, which can easily be edited to the expected follow up date. For example:

  • 2016-05-18 Request decision on Dandy entries

This line is then tagged with 6-Waiting, so that it shows up in the tag list. Note that the YYYY-MM-DD format brings the current reminders to the top of the list when sorted.  This gives a quick view of what is due today, as well as for the next few days.

 

OneNote Tags and Keywords

So the elephant in the room – OneNote does not do tags even half as well as Evernote.  But, a little bit of planning will help set the foundation for when OneNote finally gets full functionality in this critical area.

For the actual OneNote tags, I created the following (with a tip o’ the hat to “The Secret Weapon”):

ONTagList

A few notes about these tags:

  • To Do – The standard To Do item. OneNote allows searching for this tag from the ribbon.  I only use this as a temporary tag.
  • Tally Only –  I use a lot of checklists to ensure consistency in routine tasks.  I don’t want these incomplete items showing up in searches for outstanding to-do items.  In the Tag Search panel, I cannot filter these out, but I can collapse this category so it does not clutter up the results.
  • 1-6 – These are priorities for tasks.
  • Daily and Monday thru Friday – There are certain tasks I distribute throughout the week.  Some other tasks I do every morning.  So, in my morning routine, I start by reviewing all pages with !Daily tags as well as all pages tagged for the current day of the week.

Since OneNote searches for all tags, it gets cluttered to try to add all of the custom tags that I used in Evernote.  For example, I don’t want a OneNote tag for every customer I have spoken with.  Instead, for topics I use hashtags (#) to mark keywords in the body of the page.  This is particularly handy because OneNote can do SOME boolean search.  For instance, OneNote can use AND as well as OR:

#Apple OR #Windows – Returns pages that have either keyword.

#Apple AND #Windows – Returns only those pages that have both keywords.

So far, I have not had any luck with “-” to eliminate keywords from the search results. (#OneNoteWishlist)