How to Use Evernote with an iPad to Take Meeting Notes

In 2004, I bought a Toshiba Tablet PC. I had hoped I could use it for taking notes in meetings, using Microsoft’s OneNote software. However, after a few months, I gave up. The system was just too clunky. I resigned myself to using a Moleskine notebook for taking notes in meetings.

iPad Tilted Up on Its Official Case

However, a few weeks ago, I was sitting in a meeting with one of our authors. Several people pulled out their iPads and began taking notes. This piqued my curiosity.

If you are just getting started with Evernote, I suggest that you buy Brett Kelly’s remarkably practical e-book, Evernote Essentials, 4.0. It is worth setting aside a couple hours to work through this brief, 95-page book. It will save you DAYS of learning Evernote on your own.

Although I had bought an iPad, I wasn’t that impressed with it. While it was a beautiful machine, I thought of it as “An Elegant Solution in Search of a Problem.”

Watching these people type into their iPads made me re-think my position.

Since that time, I have replaced my faithful Moleskine notebook with an iPad running Evernote. I am now carrying it with me everywhere, just as I used to do with my paper notebook. So far, I am pleased.

Here’s why:

  • The iPad is just a little bigger than my Moleskine notebook. Heavier, to be sure, but not bulky like my Toshiba was. It seems natural now to carry it into a meeting, prop it up on the conference table using the official Apple iPad Case, and start taking notes.
  • Evernote is a great piece of software. It’s like a digital file drawer. You can store anything in it and find it almost instantly. Best of all, they have a version for my iPad, my Mac, and my iPhone. It all syncs remotely in the “cloud,” so I can access the same notes anywhere, regardless of the device I am using. In addition to text notes, you can also take a picture on the iPhone or Mac and record a voice memo on the iPhone or iPad.
  • I actually like typing better than writing by hand. My handwriting is almost illegible, and it was always a challenge for my Toshiba to recognize it. I’m sure the software has gotten better, but typing is now my preferred input method. (Yes, I have tried NoteTaker HD and PenUltimate with the Pogo Stylus.)

I have adapted my paper note-taking system to Evernote, using the following notations symbols for the four types of items that require follow-up:

  1. If an item is particularly important or insightful, I put a double exclamation mark in front of it, like this:
    !! This is a really important item. I’d like to be able to find it quickly when I scan my notes later.
  2. If an item requires further research or resolution, I put a double question mark in front of it, like this.
    ?? This is an item that needs more research.
  3. If an item requires follow-up, I put a double “at sign” next to it. The at sign reminds me of David Allen’s GTD task management system. The item looks like this:
    @@ This is an item that needs follow-up.
  4. If I have assigned a follow-up item to someone, I put a double ampersand sign in front of it. The ampersand, which is symbolic for “and” reminds me that I am doing this task with someone else’s help. It looks like this:
    && This is a delegated item that needs tracking.

When I get back to my office after the meeting, I act on these items, either calling people, sending emails, or adding the items to my task manager.

If you are just getting started with Evernote, I suggest that you buy Brett Kelly’s remarkably practical e-book, Evernote Essentials. It is worth setting aside a couple hours to work through this brief, 84-page book. It will save you DAYS of learning Evernote on your own.

The system is not perfect. I would love to see Evernote add to their iPad app the same formatting options they have in their desktop client (e.g., bold, italics, alignment, numbered lists, etc.). I’d also like the ability to create templates I could reuse with custom fields. However, the system is working, and I think it will undoubtedly improve as the software gets better.

Questions: Have you tried digital notes? If so, how does your system work? What software have you found helpful? You can leave a comment by clicking here.
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  • http://www.greggfraley.com/blog Gregg Fraley

    I love your note taking system — they should teach something like that in schools.

    Thanks for your user story with regard to the iPad, I too prefer typing. Curious as to whether it is relatively easy to add a sketch with Evernote, or if you have to go to a separate iPad drawing tool, like Brushes. My moleskin notes are punctuated with drawings….

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      I don't think you can yet add a sketch, but I am sure that's coming. I occasionally have the need for that, too.

      • Alan Wages

        Great post, I was hoping you would write about this.

        On the sketching question, you can draw something in Penultimate and email it to Evernote. Not perfect since it requires going into a separate app and creates a new note in Evernote, but it works if you need to save a picture.

    • jonnycat

      Try CourseNotes CourseNotes App for taking notes for school — it includes support for drawings.

      • http://intensedebate.com/people/michaelhyatt Michael Hyatt

        Now this looks cool, too. I will check it out.

  • http://www.facebook.com/lolajl Lola J. Lee Beno

    I love Evernote and the fact that I can access it from everywhere.

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      I like that, too. I keep it open on my Macbook pro. I press Ctrl-Option-⌘-N to immediately start a new note from anywhere. I also use it quite a bit on my iPhone.

  • http://www.todshuttleworth.com Tod Shuttleworth

    Mike –

    I could not agree more. I take my iPad to every meeting. I have not tried Ever Note but am installing it now. BTW, building my first presentation on the iPad. Loveit.

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      Awesome. Let me know what you think about Evernote. Make sure you get the iPhone app, too. It's got some features that I can’t live without. For example, you can take a picture of a business card, and it will create a fully scanned, indexed Evernote note.

      • http://intensedebate.com/people/communicatrix communicatrix

        I love Evernote as well, but have had problems with the iPhone camera on my 3G taking legible closeup photos. Am I doing something wrong, or is this just another point in favor of upgrading to the 4G? :-)

        • http://www.brightgreenburgh.com madge

          i have the same problem, c-trix. saving my pennies for the end of the month :)

        • Gary

          You need to know your phone camera’s “minimum” focal distance just like any other camera lens.  If it is 18 inches and further out, then when you hold something 17 inches away it will likely be soft.  Closer yet and it will be really out of focus.  Try it and see.

  • http://twitter.com/abrewing @abrewing

    I may have to switch to typing notes. I am using the iPad now with PenUltimate and the Pogo stylus but it feels slow with too many errors. I am trying to replace my Lenovo Tablet w/OneNote. Your notation symbols are simple and intuitive. My colleague has been pushing Evernote and while I have the iPad version, I have not been using it extensively. Sounds like I need to.

    Thanks for sharing!

  • http://www.garymintchellsfeedforward.com Gary Mintchell

    I've been looking at the iPad for note taking. The 10 hour battery life is appealing. I can't take my MacBook Pro to conferences. The 1-2 hour battery life is a killer. Do you touch type? How is that experience? Is the response fast enough?

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      I am basically a three-finger plus thumb typer. i can touch-type, but I am slower at it. Regardless, I watch people do it on the iPad all the time. I find the keyboard very speedy and apt. Best of all, it's less noisy than a laptop—no sound whatsoever.

  • http://twitter.com/TMNinja @TMNinja

    My iPad replaced my laptop quickly. The size, form factor, and battery life made it a laptop killer for me.

    Agree that Evernote for iPad is awesome. The ability to instantly get your "cloud" notes is amazing.

    The iPad just seems that much more polite in a meeting setting than "clickty-clacking" on a laptop. :)

  • http://www.facebook.com/emuelle1 Eric S. Mueller

    I've used Evernote off and on since version 1 when it was really rough. I was a beta tester for Evernote 2, so I've seen it go through lots of improvements. I do like being able to access my notes through desktop clients, the web client, and my iPhone.

    One feature I'd love to see is the ability to put task check boxes in notes on the iPhone. That makes it easier for me to make notes of things I need to do and find them again through filtering.

    I've always been impressed with Evernote's web clipper, even back in the early days. To this day, I still use it to copy pictures and snippets of websites to keep in my notes. It will clip anything without loss of formatting.

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      I'd like to see them add the check box feature into the iPad and iPhone version like it is in the desktop client. I can filter by my symbols now, but it would be cool if they would adopt something similar, make it more graphical, and make it a permanent feature of the left-hand sidebar.

      Thanks for your input.

      • Shawn Davis

        I am trying to use your symbols (!!, @@, &&, ??) for organizing my iPad notes in Evernote but when I run a search it does not locate them. Any ideas? Love this idea to create action, follow-up and accountability.

        • http://michaelhyatt.com/ Michael Hyatt

          Unfortunately, they no longer work. You can, however, use regular characters, like “_im” for important. Thanks.

  • http://intensedebate.com/people/LawrenceWilson Lawrence W. Wilson

    Mike, is there some reason you don't just take your Mac Book Pro to meetings? While It's a little more cumbersome, I can file items and add them to my action list immediately so there is almost no after-meeting follow-up time.

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      Yes. I think it is intrusive. The keys are loader and you have to peer over the display. Also, I find that I get more easily distracted. I do use it at conferences, however—just not office meetings.

  • http://www.adventuresinthekitchen.com Cheri Liefeld

    I have been using the Evernote/Ipad combo for the last month. I like the keyword ability so that later I can find the notes based on the keywords I assigned it.

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      I like that feature, too.

  • http://intensedebate.com/people/patriciazell patriciazell

    I feel so stoneage! Here I am trying to figure out how I can take notes during the school day in order to remember everything I need to remember. I haven't quite figured out how I can keep track of a notebook. An iPad is out of the question because Macs do not get along with our school computer network–some of my vocational students had Macs and it was a nightmare getting their senior projects completed. So, to answer your question, no, I haven't tried digital notes. :-)

  • http://intensedebate.com/people/ronlane Ron Lane

    Great review of another way to use the iPad. I haven't gotten one myself, but I have seen a few people using them to take notes. They too were typing on the keyboard.

    I have heard about the "think in ink" concept of you better remember things that you write down. Do you find this to be as effective by typing? Does the EverNote app for iPad allow you to use the stylus and write in notes?

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      No, you can't write yet in the Evernote app, but I am sure that is coming. For me, typing is as effective as writing. Both enable me to clarify my thoughts. That’w why I always tell people that I don’t know what I think about a topic until I have blogged about it. ;-)

  • http://bigisthenewsmall.com Scott Williams

    Evernote is great… I'm still going back and forth on whether or not to get the iPad. I've had several conversations this week about getting one. My buddy sat next to me at a 2-day training w/ his and I think that was enough convincing!

  • http://successbeginstoday.org/wordpress John Richardson

    Wow Mike, you may have stumbled on the ultimate use for the iPad. I have taken my new MacBook Pro 13" laptop to meetings. The 10 hour battery life is great and the keys are pretty quiet, but the heads up screen is still somewhat intrusive. I usually still resort to paper, but I have found that if I use my daily planner sheets, I have a quick place for hot button items, e-mail address's, phone numbers and the like.

    Your article did give me an idea for a professional note taking system using a planner sheet, pre-ruled business cards, and Fisher space pen. I'll have to put this together this weekend and give it a try. One of your ideas above could make this a revolutionary tool. If it works, I'll share it out on my blog. If anyone wants to use the planner sheets, they are a free download at http://bit.ly/bGY0P5 . Thanks for your great blog!

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      Great, John. I look forward to your report.

    • http://intensedebate.com/people/patriciazell patriciazell

      I downloaded a planner sheet–thanks for providing the link.

    • Simon

      So John – what were your findings?

      • http://successbeginstoday.org/wordpress John Richardson

        I put together the first part of the system, a note taking template, and find it works well. I've been experimenting with note cards, but I haven't found a good import system yet. Once I find something that works and is easy to use, I'll post about it. Here is the link to the note taking template. I hope you find it useful. http://bit.ly/9p0Ypi

  • http://twitter.com/bobevankc @bobevankc

    MIchael. Thanks for the post. A few months ago you had a post asking about what apps or productivity software folks used and I chimed in with Evernote. You're right on target. Evernote is awesome and I've been a fan since July 2008. I use it for note taking as well as my digital file cabinet. Every document I get that's important and I might need to reference later I scan in using my ScanSnap S300. There is a setting that scans directly to Evernote and it has PDF text search capability.

    Additionally folks might want to consider using the new souped up Documents to Go for iPad. That allows you to type directly into Word and create PDF's. Docs to Go is one great program and I'd highly recommend it. This allows you to keep your documents in Word format with bullets, numbered lists, etc.

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      Are you using Docs to Go as a replacement for Evernote or as a supplement. The ScanSnap S300 sounds great, too.

      • http://twitter.com/bobevankc @bobevankc

        Just a supplement. I am much more a fan of Evernote because it's an all in one location for anything I do; pictures, notes, and I can email directly to my Evernote email address and web clips, pictures, and notes are there without me having to think about it. I only use Docs to Go if I am going to have to turn something around quickly in a more professional looking format. Thanks!

  • mattb

    Don't have an iPad yet, but I've been using Evernote on my MacBook & iPhone just about daily since I read about it in one of your posts recently. And now almost everybody else I work with is using it. My job has me working with a church, a theatre company, a coffee house, a non-profit, a design company, and other churches from time to time. I'm not the most organized guy, and this has solved my problem of keeping notes in Pages files buried in folders across my computer – lots of clicks to get to each one. I could never keep up w/ where I was on projects for all those organizations…but now I can see where I am on anything in one window. I've found using lots of notebooks works better than lots of tags for me b/c the iPhone app breaks up notes by notebook, so I can see where everything is a bit easier that way. Then one of my few tags is for important to-do items, so I can keep master to-do lists for work & home to scan easily on my desktop version. Wondering what life would've been like had I found it sooner!

  • http://www.felicitywhite.com Felicity

    You might like this iPad case called the DODOCase. It actually looks like a Moleskine and is hand-made using book binding techniques. Mine is on order still, but it looks like a nice artistic edition to the iPad’s utility.

    Thanks for the note taking tips, too!

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      That looks really cool. In fact, I just ordered one. Unfortunately, it says that due to a spike in demand, it will take 5–6 weeks to get it! Thanks for the recommendation.

      • Felicity

        I thought you would like it, especially as a book person! : )

      • Joel

        Michael, did you get it? What do you think? I could't take the wait. Ordered the Apple case and really like it. Dodo has a competitor now too, not sure if you have seen that.

        • http://michaelhyatt.com Michael Hyatt

          Yes, I love it!

  • http://intensedebate.com/profiles/kaikunane ThatGuyKC

    Glad to see you've found greater functionality for your iPad. I'm drooling over it for now and hopefully will get the 2.0 version that will inevitably be released next year. For now I'm a poor grad student with a full time job and a family to feed.

    However, I am very grateful for my iPhone and occasionally use it to take infrequent notes during a sermon.

  • Jay Graves

    I am trying to blend Evernote with Things (which needs a cloud sync). Just started with Evernote last week. I do miss having "doodleability" as sometimes typing cannot capture a visualization. That being said, if you also have an iPhone the Evernote camera capture feature is awesome for preventing "do not erase" from being written on the whiteboard. Great post!

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      I agree on Things needing cloud sync. They have promised this for months. You might check out Nozbe.

  • http://www.jeffroberts.org/Jeff/Welcome.html Jeff

    Michael,
    Do you use the screen on the iPad to type or do you have a separate keyboard device with physical keys? If you use the iPad screen, what's the learning curve on it? Are you as fast as you are on a keyboard?

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      I have both, but I generally use the on-screen keyboard. I find it perfectly adequate. I am not quite as fast yet but fast enough.

  • http://www.formfireglassworks.com FormFire Glassworks

    I have been using SoundPaper on the iPad because it records audio simultaneous with the typing. That way, if I have any questions about the content, I can play the audio, tap the portion of my notes that I am wondering about, and the audio will skip forward to that portion.

    It works great, I have a digital copy ready to go, and can email meeting minutes directly from my iPad. Then I can transfer them to Evernote to make them searchable.

    Would never go back to handwritten.

  • Karen

    I’ve been thinking about using my iPad for meetings and this helpful post pushed me over the fence. It’s getting harder to keep track of all the pages of notes from meetings I’ve been attending lately so Evernote could be a lifesaver. I didn’t know I could sync with my Macbook and phone. Thanks for sharing Michael.

  • D. Shick

    I've not yet tried Evernote (and don't own an iPad) but I have been addicted to One Note for some time. I love the search function and I'm still a little nervous about storing business information in/on the cloud. Any thoughts on that or comparisons of the two products from folks that have used both?

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      I loved OneNote back when I used to use it (about two iterations ago).

      I wouldn't worry about info in the cloud. It's encrypted. I’ve lost my Moleskine notebook a few times, so I consider that the least secure option.

  • http://beadkitsbymail.com Joann Loos

    I don't have an iPad yet, but I do use EverNote. I finally decided to use it to replace Google Notebook, which I still miss. I like that I have options to type in notes, get parts of web pages, or to save the whole page. I do a lot of research online.

  • http://www.MichaelNozbe.com/ Michael

    Cool article. I'm getting my iPad finally next week. I was testing my friend's iPad for a week and didn't want to give it back :-)

    The Evernote is my perfect notetaking solution because of cloud-sync… and because it syncs with Nozbe – when I tag a note "home" and I click on my "home" context in Nozbe, I see my Evernotes with home tag there. Same applies to Projects. This way when I'm getting projects done I can click on a project and see all of my actions and Evernote notes on one page :-)

    Hope this comment isn't too sales'y… I wasn't sue you knew about this integration…

    • Michael Hyatt

      Thanks, Michael. I was aware of it, but not in that detail. You have given me something else to explore.

      (For those of you who don't know, Nozbe is a cloud-based task manager. It also has a very elegant iPhone app, and, I believe an iPad app awaiting approval from Apple.)

  • http://intensedebate.com/profiles/raincitypastor raincitypastor

    I've used the ipad for note taking from the first day I bought it. I use Simplenote for note taking, and find it to be extremely easy to use. And, since I'm also a writer, I use Quickvoice to record interviews, both in person and on the phone. It's a marvelous tool. I bought the pad because I travel for teaching in Europe and simply wanted an e-reader to save hauling books. But the ipad's become a constant companion: e-reader, notes in meetings, e-mails, and much more. The old "don't love home without it" saying applies here. It's one of the best investments I've made.

  • Jadoe

    Good post. I would love to use my iPad to take notes, but the problem is that I also use Evernote to read meeting documents (memo’s, minutes etc). Those docs are mostky MS Word or PDF and as far as I know I can not add notes to the document itself?
    Any suggestions?

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      You can read those via Good Reader. You would just have to switch between the apps.

  • http://pedoe.com Ian Pedoe

    What an excellent system. Thank you. The software is amazing too. It's now on my Blackberry, iPad, and PC.

  • http://intensedebate.com/profiles/mattedmundson Matt Edmundson

    Evernote is awesome – and it works well for note taking on the iphone and the ipad – but I am a little frustrated about the formatting ability.

    I have a slightly different system these days – I have the Office2 HD app on the iPad. With it, I can create/edit/amend word documents easily (still the most popular format people use for sharing). It has all the formatting you need for the iPad and it works well for me.

    The fact that it integrates with DropBox, means that you can sync with the cloud easily. Because it is in a word format, I can also edit it on my PC and MacBook Pro.

    The only downside – I am not sure how it works with the iPhone (not tried it) – but I still have Evernote as a backup plan!!

  • http://www.chrisediger.com Chris Ediger

    I’ve carried my iPad to meetings since day one as well and I completely agree. I used to take notes in a Moleskine and pictures of whiteboards with my iPhone. Then I’d transfer all of it to Evernote back in my office.

    Now I can add pictures directly via the Evernote iPhone app and take notes directly on my iPad vis the Evernote app.

    Biggest downside is the current inability to create or even edit rich text notes on the app. That, plus an iPad camera would make things complete for me.

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      i agree. I am hoping for Rich Text editing, plus checkboxes.

  • http://www.blessingmpofu.com Blessing Mpofu

    Sounds like a great tool. I had given up on tablets and a little skeptical of the iPad but am rethinking. Apple owes you commission ;-)

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      You should go by an Apple Store and play with one. It will give you a good sense of what it can do.

  • http://intensedebate.com/people/michaelhsmith michaelhsmith

    because of one of your earlier posts I am now using Evernote…thanks. Also thanks for listing your system for taking notes and symbols for useful follow-up

  • Preben Carlsen

    Hi…

    Brilliant post.

    I’m also using iPad + Evernote as a effective notetaking system.

    Any great ideas regarding naming a note?

    • http://intensedebate.com/people/michaelhyatt Michael Hyatt

      It doesn't matter a whole lot, since all the text is searchable. Still, I am using the name of the meeting, plus the date.

  • http://intensedebate.com/profiles/randysrules randysrules

    The iPad is your most useful electronic notepad so far. I haven't jumped at it – still find my brain connected to my hand for notetaking, although I can compose well at the computer. Simply put, my moleskine is always there, never needs recharging, is ready to go rain or shine (including when hiking, fishing, on the road), useful at bedside without disturbing anyone, and readable even in intense sunlight!

    My synching of notes into my electronic filing system (customized GTD) is via scanner – not too inconvenient as it also gives me review time and often direct input into active work. Still, I'm monitoring your progress & results (pesky spies everywhere!!) – especially to see how you bridge "work" vs. creative thought anywhere modes!

  • http://www.marcmillan.com Marc Millan

    Thank you so much for sharing this post bro, I saw the picture in your pic slide and wondered what the case was until i read the post fully AND…BONUS found that cool “course app” that is slick right there.

  • Shane lawrence

    I did the same thing, had an hp tablet but resorted to printing on specially designed pages I created because I can't read my own writing. A friend who hosts getconnectedtv convinced me to get an iPad. Now I use ithoughtshd app to take notes, using a mind map. I then email within the app to myself, attendees, and evernote. It's a perfect system and reduces both note taking time and followup time plus my team gets professionally formatted action items immediately after a meeting. The advantage og ithoughtshd mind map is that it is rawly easy to group your notes into themes before you send.

  • Jon

    Nice article with some nice ideas. I decided enhance my notes using the notation described but have no luck searching. Example, I add an important item and prefix it with !!. When I search my notes on the iPad version, none are returned using the search string !!. When I add double-quotes (“!!”) the iPad application crashes!

    Tried same on desktop and although the note in question can be seen briefly highlighting the matching text, !! in the search filters it out before it can be used resulting in a blank list. This appears to behave the same with all the special characters mentioned here (!,@,& and ?) so I am wondering how the author structures the search to allow relevant notes to be displayed.

    • Brandon Morrell

      I am having the same problem. Michael – do you have a possible solution for this? 

      • http://michaelhyatt.com Michael Hyatt

        Unfortunately, I don’t. Evidently something has changed since I first posted this. I will post a message in the Evernote User forum and see if I can get an answer.
        Thanks for bringing this to my attention.

      • http://michaelhyatt.com Michael Hyatt

        Rats. I remembered the Evernote User Forum is closed until tomorrow. They are launching some new forum software.
        It looks like this won’t work. Here is a workaround. Mark your text with these tags:
        _imp_ This is a really important item. I’d like to be able to find it quickly when I scan my notes later.
        _que_ This is an item that needs more research.

        _fup_ This is an item that needs follow-up.

        _del_ This is a delegated item that needs tracking.

        Please confirm that this works for you. It is working for me.

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  • Jason Simmons

    You can't go wrong with a Motion Slate. This is the best writing slate out there. I have tried them all. Using this with One Note really makes my notes worthwhile.

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  • JMUnderwood11

    I am just now (8/15/2010) reading your June 2010 blog on using Evernote on the iPad for taking meeting notes.

    I could not agree more that the iPad has the POTENTIAL to be one of the best tools for taking meeting notes.
    I also agree that, in general, EverNote is a great app.

    Unfortunately I find EverNote on the iPad to fall far short of what I believe is needed. The biggest shortcoming is that EN iPad does not support rich text in any way. You can't create new notes with rich text, nor can you edit existing notes (made on your Mac or PC) that use rich text.

    Without rich text, there is no good way to create lists.

    About 90% of all of my meeting notes involve lists of one kind or another, and usually require multi-level lists.

    I have written extensively about this in the EvernNote iPad forum:

    Make Evernote be THE Premier Meeting Notes App for the iPad http://forum.evernote.com/phpbb/viewtopic.php?f=4

    Need Forum & Features Focused on iPad http://forum.evernote.com/phpbb/viewtopic.php?f=4

    [. . . continued in next post]

  • JMUnderwood11

    [continued from my original post . . .]

    SUMMARY OF EVERNOTE FEATURES NEEDED FOR MEETING NOTES

    Amazingly enough, there is NO iPad app that is well suited to taking, let alone distributing, MEETING NOTES!

    I have personally tried most of the available "Notes" apps for the iPad.
    They all suck except for Evernote.

    Evernote has all the infrastructure to make it a GREAT Meeting Note iPad app.

    You just need two key features:
    1. Bullet and numbered lists
    2. Meeting Templates
    3. Handwritten notes (OK ,this is 3)

    Here's the Use Case:

    Walk into a meeting with nothing more than an iPad.
    Quickly take notes using either the KB or handwritten.

    Quickly record standard meeting info:
    1. Meeting title/name ((pick list)
    2. Participants (selected from Contacts)
    3. Actions (take aways)
    4. Decisions
    5. Next Meeting
    6. Etc

    Most meeting "quick-notes" benefit from lists:
    1. Bullets
    2. Numbered

    There are many enhancements one can envision, like Action Item tracking, but that can come later.

  • http://www.facebook.com/hans.schiefelbein Hans Schiefelbein

    Michael – your article here came up in my Google search under "people in my social circle" discussing my topic: getting iPad files to PC.

    So here's my question: Can I create files (Word/Excel OR Pages/Numbers) and load them to the cloud so a PC *and* a Mac can read and edit them?

  • Ron Lane

    Great ever note suggestions. I will be trying this system of note taking starting tonight. Thanks

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  • http://twitter.com/davidhooper @davidhooper

    Am in the only one who still likes pen and paper? Love my iPad, but find it a distraction in meetings.

  • Nicholas Madden

    Alrhough I don’t have an iPad I love taking notes on my iPod touch. It’s not bulky like a paper notebook. I love you idea for making sure the notes stay organized, I’ve always been thinking there must be an easier way. One day I’ll buy an iPad for taking note, specifically sermon notes/outlines.

  • http://realworldba.com Karie Price | Real World BA

    I recently came upon Evernote and now don’t know how I ever lived without it! I haven’t used it for meeting note taking though – duh! – so will now expand my use for that. Thanks for sharing your quick notation for various actionable items! I’m going to give that a try.

  • http://www.shutterdad.com Allyn Edmonds

    Michael, nice post. I’ve tried Evernote many times, but it never seemed to stick with me. Decided to give it another try because of your article and some of the resulting comments people have posted. I’m curious, what task manager do you use? I’ve recently downloaded the Nozbe iPad app and signed up for their cloud service (web), I really like. Have you used it and what are your thoughts?

    BTW: Love the blog and have just added you to my Google Reader. =)

    • http://www.michaelhyatt.com Michael Hyatt

      Thanks for that Allyn.

    • http://www.michaelhyatt.com Michael Hyatt

      I have just converted from Things (on the Mac) to Nozbe myself. I love it. It does everything I need, including could sync which Things doesn’t offer.

  • Cheriehepburn

    I have been using the IPad for a short time and getting happier daily. When I discovered Evernote I was very happy!!! I can communicate with clients and employer, sharing docs and meeting note easily. Everything from web projects to organizing the Christmas party.

    Now we don’t have sticky notes all over the office and half completed projects.

    Now, the only down side to taking notes with my iPad is the general attitude from others and it is often referred to as a toy. This was a typical 90′s attitude but I was surprised to see that it still exists. I worked for one company that tried to confiscate IPhones every morning. That lasted about three days. :-)