What’s better than having all your business documents in one place? Well, having your task management and your full knowledge base in one. And this is exactly what the powerful combo between Swipes and Evernote Business can offer you.
Let’s walk you through the benefits of using them together for your business needs.
What Swipes is all about
Swipes is a task-manager with a built-in productivity system that changes the way you manage your tasks.
Swipes helps you achieve your goals by focusing on the most important work that you need to get done in the moment. Great for both personal and business task organizing, it’s already available on iOS, Android, web and Mac, so the app is always there where you need it.
The idea behind Swipes is based on three key stages:
Collect, Organize and Take action.
You collect your tasks from email, notes and calendars, and then you organize them by focusing on the most important ones and snoozing everything that’s not relevant at the moment for later.
Swipes reminds you when you need to take action on them – but only at the right time. This gives you the mental capacity to focus and get absorb in only the one task is your current priority.
Now, to make this process better fit into your existing workflow, Evernote Business is a great helper during the Collection phase, as with the Swipes integration with Evernote
, you can easily turn your notes into actionable tasks.
Achieving more in your work with Swipes and Evernote Business
So what happens when you combine the magic of Swipes’ tool and productivity system with the powerful note-taking platform of Evernote Business?
The integration solves the problem of losing your tasks in notes and forgetting important deadlines. By adding a ’swipes’ tag to a note, it’s automatically turned it into a task. Its check marks are displayed as actions steps for you, which makes it easier to complete them. For more on that, check out the full tutorial for Swipes with Evernote
The powerful combo works great for team work too. Let’s say you have a meeting, and while you are discussing the agenda, a few tasks pop up. You can easily jot them down in Evernote as a checklist. You add the tag “swipes,” sync it with your Swipes
, and get the check list as action steps. Each team member can do the same through their personal Swipes app, while the note remains unchanged.
Let’s consider a use case for real estate agents to give you an even more specific example for teamwork.
Swipes + Evernote Business = Happy real estate agents
So how can you apply this in, say, your real estate business?
Many companies are using Evernote as a way to keep track of their contacts and clients. In the case of real estate, it’s often used to manage properties. Your notebook is likely to consist of notes named after the addresses of the properties you’re managing. Within the note, you can add a checklist with all the tasks that need to be done every time the property is rented out. You can use this as your knowledge base and reuse the template.
If you are currently working with the property, you add a ’swipes’ tag, receive it as a task and start working on the different action steps, along with your other to-dos. The static information is turned into an activate plan of to-dos.
You can set the task as recurring every month or year. Once the checklist is completed and the property is rented out, you can swipe it as done. And a next task will be scheduled for the recurring period with reset check boxes.
Your colleagues who are part of the notebook will also receive the note and see the progress you’re making. The knowledge base gets constantly expanded, while the actionable steps are used by each team member whenever they need them. Soon Swipes will offer a handy task delegation feature too, which would allow you to directly assign steps of the task to different team members.
Try the power combo today
This smart process of integrated work between Swipes tasks and Evernote notes can be applied also to sales teams who are working with contact management systems, or to accounting companies managing the monthly reports for their clients.
It can be used by production companies that keep templates of procedures to be followed.
Swipes simply adds a layer of tasks to the flexibility and agility of Evernote that can be applied to any industry and small business.
Interested in trying it out for your own company?
Just get the Swipes app
and quickly integrate it with your Evernote Business. Then you’re good to go on your business productivity hike.