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Wednesday, September 8, 2021

Productivity: Take Note!

Two pens on an open, white notebook

There are lots of note-taking tools out there. You don't even have to venture out of Google Workspace to find several that might work for you. But the tricky part is not where to take notes, but how to organize them in a way that will make it easy to find what you are looking for later on -- quickly. Hello, Productivity!


While I enjoy some of the features of Google Keep (Google's ad-hoc note-taking tool), like OCR or optical character recognition to grab the text out of images for easier note taking, I miss the organized layout of Google Drive.


Tips for end-users and small businesses:


So, having experimented with Google Keep for a while, I have decided to keep it (pun intended) for shopping lists, but have settled back on Google Drive, and primarily Docs as my note taking tool:


💎 I recommend creating a dedicated "Notes" folder in which to keep notes files per topic or client. My default file type is Docs.


💎 You can get the same OCR as you get in Keep if you upload a file into Drive and right click to open it with Docs.


💎 You can change the color of your "Notes" folder so it will stand out. 


💎 You can add extra symbols in the folder name so it gets sorted to the top.


💎 You can come up with a naming convention for your files; you can even create subfolders.


💎 You can sort them in a variety of ways.


💎 You can add action items for yourself from Comments that you can then find from a Drive search.


💎 You can even dictate your notes!


💎 You can surface the notes using shortcuts into other folders.


💎 And best of all, you can look at your notes files in List view or in Grid view with a click.


💎 Searchability is excellent in Drive, and the results are easy to view!


💎 And alluding to our previous post: "If it has a URL, it can be linked!" -- You can drop links into a Google Doc for anything you need to reference.



Tips for mid-size companies and large enterprises:


💎 Introduce your users to different ways of note taking so everyone can find one that works best for them. When it comes to note taking, people's preferences vary quite a bit.


Do you prefer Drive or Keep for note taking? Let me know in a Comment.


Need help with Google Workspace? Contact me for a free first consult: 

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