Evernote as a to-do task manager

The most common questions I get about my Evernote book for real estate revolve around my to-do and task management systems in Evernote.

The more I try to explain what I do, the more I realize the best way to demonstrate it is to show it live.

When I try explaining the most common reaction is blank stares and confusion. When I demonstrate it lights seem to come on.

I have used many great to-do apps such as Wunderlist and Clear, but none have the power and flexibility as Evernote does with tagging.

So here is a video of me using my to-do system. Let me know what other videos you would like to see.

IMPORTANT NOTE ON VIDEO BELOW: If you are having a hard time seeing it, make video full screen and allow it to play for about 15-20 seconds and the video will clear up nicely.


  1. The lesson sounds gr8! But I am trying to use but can’t see anything. Can you redo the video? It is seriously degraded and audio is great but video is seriously degraded. Fuzzy smudges is where the words/letters are.


  2. Scott, If you are having a hard time seeing it, make video full screen and allow it to play for about 15-20 seconds and the video will clear up nicely. This is a youtube issue..

  3. Erion Shehaj says:

    Great video. I do have a question though. I noticed in the video that you were forwarding gmails to Evernote. Is there a way to reply to emails directly from Evernote? If not it seems like a waste of effort to forward into it only to go back and use Gmail to reply.

    • No there is not. But the only reason they are forwarded to evernote is because they are “to do” action items that I am not doing right now, something to do later. So this gets them on my todo list for later today, or later this week or next week etc.

  4. Kathleen Erickson says:

    I’m practicing every day and appreciate your
    video. Thank you.

  5. Larry Sunday says:

    I felt that the content was good but very hard to follow. Your key strokes are like lightning. I wished I could watch it in slow motion. You need to remember that you are very familiar with this program and that those that are trying to learn your system are not. Please slow down, decribe the keystrokes you are using and then do them. It needs to be easier to follow.

  6. Steven Angelil says:

    Hi Dean,

    Thanks for this video. I just messaged you yesterday through fb and was saying how I didn’t understand the tags past the days of the week and just like you said when you see/hear the explanation vs. reading it is much easier and makes a lot of sense. Another good tip I picked up by watching the video that you didn’t mention is when forwarding an email to evernote it is an excellent idea to delete your signature. I’ve forwarded several emails to my evernote account and hate to see my signature all over the place! Great work.

  7. Thanks for finally talking about >Evernote as
    a to-do task manager – Productivity Agent <Loved it!


  1. […] Most of you probably know I consider myself somewhat of an Evernote-a-holic. I have looked for 12 step plans to cure this addiction, but I have not found any yet online that I can clip with my Evernote webclipper and add to my Evernote to-do list. […]

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