Meeting Notes with Evernote and Things 3

When the makers of Agenda announced they were adding support for Reminders, I immediately began envisioning a future where action items were seamlessly captured and imported into Things via its Import from Reminders feature as I took meeting notes. Unfortunately, in practice, the process wasn’t nearly as seamless as I hoped.

When creating a reminder in Agenda, the developers’ expectations were that users would want to process the details of task immediately. In my opinion, there are two problems with this line of thinking:

  1. It’s often best to capture action items quickly and worry about adding in the details (due dates, sorting them, etc) later so that you can maintain your focus on the meeting.
  2. You may not have all the details of a task up front. You might need to reword it or you may need to spend time thinking about when to tackle it. Processing a task properly requires additional thinking, which is why it’s often a separate step in a planning process.

Another important but missing feature is a lack of any way to view all of your outstanding reminders in one place inside Agenda. You have to use the Reminders app. You can view dated reminders within the calendar view in the sidebar, but undated reminders only reside within the note. If you’re a Things user, like myself, any imported reminders are immediately deleted from the Reminders app after they’re imported to Things, so for my use case, they’re basically lost in Agenda. The suggested workaround in their forums is to not only create a reminder, but also add a tag to it such as #todo. By tagging the reminder, you could then create a saved search based on that tag to see any outstanding reminders, which is more work on my part.

Now before I continue, I want to say the guys behind Agenda are great. In fact, they already have a few solutions up their sleeves to solve the problems I mentioned above. Unfortunately, those features don’t have any definite release schedule, and with my premium subscription up for renewal, I wasn’t sold on paying for a note taking app I was only using for meeting agendas when I already pay for similar apps.

In the end, I decided not to renew my subscription and opted to move all my meeting notes back Evernote.

A few of you long time readers might be thinking, “But wait a minute, Andrea. You said you moved to Agenda because you like keeping your meeting agendas separate.” But in the time since that post, I’ve seriously rethought how I use tags, which has allowed me to create a saved search to quickly see all my active meeting notes throughout Evernote.

The saved search simply looks for all notes tagged with a “#meeting note” tag that’s not tagged with an “archive” tag. I’ve saved it as a shortcut so all of my active meeting notes are just a click away.

by default 2019-08-21 at 8.54.30 AM

And now you might be asking, what about your vision of a seamless integration with Things? Evernote definitely hasn’t added any integration for Things nor do they have plans to, but the ever-trusty Keyboard Maestro can automate just about anything, so that’s what I did.

I set up a macro triggered by typing the string “/todo”. By typing “/todo” at the end of a line in Evernote, Keyboard Maestro copies the current line of text, launches the Things Quick Entry pane, pastes the current line of text into the Quick Entry Pane and saves the task. It then returns me to Evernote where it formats the line as a To-do item. You can see it in action here:

evernotethings

The whole process takes mere seconds, and instead of shifting my attention away from the meeting, I can remain focused on what’s being discussed in the moment knowing my action items will be waiting for me to process them in the Things inbox later. It’s exactly the seamless process I was hoping for.