Evernote recurring reminders are on the way, according to this interview with Evernote CEO, Chris Philbin.

In the meantime, here’s how you can set up recurring reminders in the next few minutes. It’s a solution that continues to work very well for me. The usual disclaimer that your mileage may vary applies, of course.

For recurring monthly payments, create and shortcut an Evernote note listing them and schedule a reminder on that note every month for the 1st bill paying day. After you’ve finished paying a one-time bill, move it to the “Paid Bills” folder in Evernote. For iOS Users: Add Location- or Time-Based Reminders with ERA (Evernote Reminder App) ERA ($2.99) is an iPhone-optimized app that sets reminders for Evernote notes based on your location or time. Organize & set reminders. Once Post-it® Notes have been captured into Evernote, you can organize them into notebooks, tag them, and set reminders as you would with any other note in Evernote. For the best experience, however, use Post-it® Notes optimized for Evernote (Post-it® Notes in Electric Yellow, Limeade, Electric Blue, and Neon Pink) where each Post-it® Notes note color can be automatically assigned to one Evernote notebook, one Evernote tag, and one Post-it® Notes reminder. Sign up for FollowUpThen. FollowUpThen is free email reminder service that can send you all types. Recurring Tasks With Evernote by David Grant / December 20th, 2017 One reason I’ve heard that Evernote won’t work for even simple task management is the inability to create recurring tasks.NOT TRUE! Let me show you how to set up recurring tasks with reminders, uti.

Evernote is just one of the tools that I use to run my business every day. I now have a (free) preferred tool for recurring reminders.

For more details on that, check out this new post.

Evernote Recurring Reminders Hack

FIRST: You’ve got to have a system for using Evernote that borrows from something like David Allen’s GTD. (Although you might know I’m not a huge fan of the bells and whistles and prefer a more simplistic approach.)

Simply put, the system you’ll need to have in place is one that uses a single Evernote notebook as your default dumping ground. Let’s call it @INBOX (the @ symbol means it will stick to the top of your favorites list in your Evernote sidebar.)

Nothing should ever remain in your @INBOX once you’ve reviewed it. Where you put it is up to you, but don’t leave it in your default notebook. That’s for processing only.

You can set this up under General Preferences:

SECOND: You need to regularly review your @INBOX – once a day or once every two days is good – and assign due dates to notes that need acting upon.

Dumping everything into your @INBOX and adding reminder dates later frees you up from having to assign a date when you’re creating notes on the fly, from your phone, for example.

THIRD: Create an account over at IFTTT and link your Evernote account.

FOURTH: Use this recipe that I’ve created for you to create a new note at a particular day and time:

Customize it as you see fit (day of the week, time, content of the note)

Evernote Recurring Reminders

LAST STEP: When you’re doing your daily review of your Evernote @INBOX, you can assign a date (and thus create a reminder) to this note, and move it out of your @INBOX. Delete it or mark it as done when you’ve finished.

That’s it.

(There are other ways of doing this, including sending your Evernote account an email on a repeating basis, using any of the tools that take care of that kind of thing. But this one works for me.)

If you’re not yet an Evernote user, or you ARE an Evernote user but you’ve never really got to grips with it, I recommend Evernote Essentials by Brett Kelly as an excellent starting point.

If you use checklists in Evernote, you will have noticed an uncomfortable detail. At the end you have to uncheck all your checkboxes by hand! But every problem has a solution. So we have implemented a new filter action: uncheck all checkboxes.

Idea 1: Uncheck all checkboxes after you have check the last checkbox.

Imagine you have a packing list for your vacations. You always need the same things, so you can use the list over and over again. It is definitely helpful not tot forget anything. But what about the list after you have checked the last checkbox? Let Filterize uncheck them all during the next Evernote syncs!

Therefore you need exactly this filter:

Actions:
miscellaneous –> uncheck all checkboxes

Conditions:
todo –> any todo
todo –> open todo –> negate condition

Idea 2: You have a weekly or monthly checklist? Combine it with a recurring reminder!

If you have to work through the same checklist every week or month again, it will greatly simplify your workflow if the reminder is automatically set to the next time you need to look at the note, e.g. in 7 days. Therefore, the second filter extends the first one by two reminder actions.
Checking the last checkbox clears the current reminder and sets a new one for in 7 days, or whatever you need. And of course also all checkboxes are unchecked as well.

Recurring Reminders In Evernote

Therefore you need this filter:

Actions:
miscellaneous –> uncheck all checkboxes
reminder –> delete reminder
reminder –> add reminder time

Conditions:
todo –> any todo
todo –> open todo –> negate condition

Idea 3: Uncheck also unfinished checklists

This time you didn’t need some of the items on your packing list. Even though you have not checked all the checkboxes, are you ready to leave. Then just use a tag to clear the checkboxes.
After you add the tag, your checklist will be reset and the tag will be removed from the note.

Therefore you need this filter:

Actions:
miscellaneous –> uncheck all checkboxes
tag –> remove tag (e.g. uncheck)

Conditions:
tag –> tag (e.g. uncheck)

I hope this new action will help you to truly 💚 checklists in Evernote!

Yours,
Sandra.

Filterize is a cloud service that acts as your personal Evernote assistant. Tell the software how you organize your notes or just let its Artificial Intelligence learn how to do it automatically. Filterize will then manage your notes in the background, eliminating repetitive tasks, avoiding errors and saving you time.

Evernote Recurring Reminders Account

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