Evernote templates to get you through the holidays

With the end of the year fast approaching, it’s easy to get overwhelmed with wrapping up projects, work, and travel, all while planning for the holidays. Evernote is one of my favorite apps and I've been using it for years, so it's Evernote to the rescue.

On October 12 and November 9, Evernote hosted two live events designed to help people power through the holidays without stress. They brought together a few Evernote Certified Consultants and some of the top in-house productivity experts for a fun and informative evening of tips and tricks for surviving the holiday season using Evernote. More than 150 lucky ticket holders joined for these sold-out events. But it’s available on demand for Evernote enthusiasts around the world.

Here is the video:

Templates per Evernote's Blog:

As a professional Evernote consultant, Katie Santos of Absolute Center spent years helping clients optimize business success. She presented two templates to help small businesses ensure that their office is ready for the new year, and to help shut down the office for the holidays. Katie recommends capturing all your tasks in one long note, and then separating the list into items you need to do right away, things you can delegate, and items you can do later.

Katie’s Pro Tip: “Convert those three lists into three separate notes, and attach checkboxes and reminders to each task list. Let Evernote remind you—and the people you’ve delegated tasks to—when they’re due.”

Here are Katie's templates.

Frank Gerber of BlueShift Partners has plenty of tricks up his sleeve for making year ’round travel as painless as possible. Because he lives in California’s Bay Area, he’s always asked: ‘Where are some great places to go in San Francisco? Where should I eat?’ To help his friends navigate the almost endless choices of a San Francisco visit, Frank wrote a guide to San Francisco and shared it as a public notebook. By sharing it, he’s giving his friends an insider’s guide right on their devices. And when he finds a new treasure, he updates the notebook once, and the changes go out to everyone. For Frank, Evernote was the perfect application to share suggestions with friends and family quickly. Since he loves to travel, he created travel and hosting templates to help make traveling and visiting a breeze.

Get Frank’s San Francisco Bay Area guide

Get Frank’s travel templates

Frank’s Pro Tip: “Credit cards often come with travel benefits that you don’t remember you have. Create a note for each credit card you carry and list all the perks you get with each one. If you review those before you go on a trip, you can save a lot of money.”

SiNing Chan, Evernote’s Senior Technical Writer, sees Evernote as an invaluable organizational tool for everyone, regardless of productivity style. “What’s more important to you?” she asked audiences. “Maximizing your time, or maximizing your energy?” Knowing your productivity style can help you enjoy a more stress-free holiday. For ‘time-maximizers,’ she recommends using Evernote for planning holiday projects such as holiday cards and gifts. SiNing also created reusable templates to stay organized throughout the year and to do a bit of planning before the holidays. Not only that, but SiNing provided templates for on-the-job productivity, including a task tracker and a place to organize blog posts.

Get SiNing’s productivity templates

SiNing’s Pro Tip: Set aside time daily to check in with yourself. Use Evernote to keep responses to daily reflection questions such as: How are you feeling today? Are you moving closer or further away from the goals you’ve chosen for yourself?