Using Evernote for Scouting Notes

A lot of people have asked me throughout the years how I use Evernote for my scouting notes. Evernote is a cloud-based note-taking and document-aggregating app that works on both mobile and desktop platforms. That means that if you ever lose your iPhone or laptop, you can simply log in to another web-connected device and voila, there are your notes!

Here is the process of note-taking I developed, and have been honing:

At start of a job, in my case these days a commercial, I create a Notebook for that job. The name of that Notebook is predicated on my start date on the job, then the client name followed by the production company name. So for example a Samsung commercial I did last year for the production company Stink was named: “150523 Samsung Stink”. I write it out as a two-digit year, then two-digit month, and finally the two-digit day. This way all my Notebooks are kept in alphabetical order in the sequence I worked on them for.

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Here are some of the Notebooks I created to keep notes organized 

Within the job’s Notebook I’ll create a “General Note” with all the company’s info: address, phone number, website and job number. I’ll also add the pertinent info that will eventually go on the permit, like Director, Producer, Production Manager, etc.

After that I create a “Scouting Notes” note inside the same Notebook. Here is where I write what I am scouting for and then create a date followed by all the notes for the day. Based on the research I gather; phone numbers, addresses, email addresses, and the date I’ve called and left messages with anyone. It all goes in here.

What’s great about Evernote is that any address, phone, email or website you input will instantly create a link. That way you can tap to call, email or see a webpage.

As the book-end for my scouting photos of each location, I take a shot of my iPhone’s screen showing the contact info for that location. That way the info is also stored with my images.

Then, once locations are locked, I create a separate note per location. That way all my parking, catering area, neighbors info, etc gets stored into one note.

Another great feature of Evernote is its strong search capabilities. Since I started using the service in 2010 I’ve been able to look back on notes/locations for pertinent info when I need again.

Do you use Evernote to keep organized? How are some of the ways you use Evernote? Leave a comment below.

 

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