As our design agency grows, we look for new ways to build efficiencies. Most recently, we realized we needed a way to track print jobs and the specs that went with them. At the time, we didn’t have a way to index production jobs by client or vendor, and this was a functionality that appealed to us.

We decided to use Evernote to manage client print jobs, since it’s versatile, doesn’t irritate the designers, and doesn’t need a lot of upkeep on the admin side. It acts as a searchable vault for the details that accompany a print job (there are a lot). And the graphic designers just forward e-mails to Evernote and then get right back to work. No time-consuming data entry. No distraction.

This is why using Evernote to manage projects works for ST8MNT:

• Reads handwritten notes
• Low maintenance
• Doesn’t bug people
• We can expand the system to other processes
• Tags can sort by vendor/client/job code/search term
• Quality of search and accessibility is superior to Outlook

NEW SYSTEM: Open Evernote in a browser or from your mobile device (very handy if doing a press check), use search bar to pull up print history. Use Evernote tags to sort by client and vendor.

One of the really cool things about this method is that we’ll be able to share data without having separate Evernote accounts for everyone at the agency (which would require more money and shared folders). I don’t have to worry about getting Evernote accounts for each of my designers, and they can log into our agency account anytime they need to mine print data or contact information.

Can’t wait to see the new Evernote 5 coming soon!

If you’re interested in learning more about using Evernote to manage projects or client print jobs in your graphic design agency, download our free Evernote guide, “How to use Evernote in Your Design Agency.”