NoteDex was designed for the Project Manager looking for a more intuitive, visual and efficient way to capture, organize and retrieve project information. A simple, reliable visual project information management tool to support your memory and help you be more productive and achieve project Zen!
As a Project Manager you are likely managing more than one project - and you are also probably a very 'visual' person - using many tools like mindmaps, gantt charts, whiteboards, and kanban boards, to manage your projects. You expect to see and retrieve all your information quickly and visually. These tools are great for managing project tasks and timelines but don't lend themselves to the 'other' information you need to capture for a project. And tools like Evernote and OneNote just don't cut it. That's why we created NoteDex - one place where you can efficiently capture and organize your project meeting notes and actions.
Use NoteDex to plan your project - use our structure to plan your project using project management professional (PMP) best practices Phases, Stages and Tasks. Use NoteDex as a Project Information Organizer to capture notes from each meeting, along with information and document links. Share your notes with project team members. Most importantly, our mini-note previews allow you to see your notes and find that information you are looking for to be more productive and organized in your projects.
Capture Project Meeting Notes
Take project meeting notes on a single card - even with a digital pen. One Note - One Topic is a good way to take project notes to capture all the important information, conversations, minutes and action items. Plan project status update meetings and rapidly find information during your meeting. Using the advanced slider view you can also take notes while scrolling through previous notes!
Fit Your Whole Meeting on a Card
You might think you can't write a lot on a card but you are wrong. You can both scroll down and reduce the text down to a small font and capture all your meeting minutes and action items. Great for reviewing before your next meeting and planning your strategy. You can even create your own templates and insert as backgrounds to make you more productive.
Project Creativity on a Card
Truth be told, one of the reasons we created NoteDex was to capture ideas with a digital device. Capturing creativity is our raison d'être. Take one card, add pen, and let your project creativity flow. Share your cards to collaborate and foster greater team innovation. You can even load your own project template!
Organize Multiple Projects
NoteDex is a great note-taking app for project meeting notes. In fact, this was the reason we built NoteDex. Use one stack for each of your projects and use an image so you can visually separate your projects and feel more organized with your information. All your project notes under the same topic project! Create different projects for different clients or ventures and even share with colleagues.
Create Phases, Stages and Tasks
Core to a good project is good structure. You need outline and think creatively, then plan tasks and then monitor progress and notes. This is how advanced project managers work - especially those PMP trained. Create Project Phases, Stages and Tasks using our Groups, Tags and Cards functions.
Share your Project Notes
Designed as a cross platform app from the start, you can take project notes on one device and continue on another. NoteDex works on PC, Mac, iOS, Android and the Web. Share your project information via any web browser to your company colleagues easily - even specify which groups of information to share.
Visual Project Information Management and Organization
During a project you need to manage many people, projects, articles and documents full of information. You will also have a lot of different ways to record notes - paper, digital, audio, and video. As well as being attentive to the conversation at hand, you will be wanting to document the key action items and tasks, all the while being aware of the issues and problem solving conversations happening around you as your company tries to improve its performance! NoteDex is more than just note-taking. It's about visual project information organization and retrieval.
NoteDex works well with all your existing note-taking apps, such as Evernote or OneNote, or your preferred project system. Continue to write unstructured notes in your long form editors, using your favorite project meeting template (such as Cornell note-taking template), and even using a digital stylus pen for taking handwriting or generating mind maps. After the meeting is finished you can structure and document the key outcomes, key points, tasks and actions in a NoteDex card. This will allow you to summarize your writing and reference the key information needed to help your team. You can even include a hyperlink to the Evernote or OneNote page link (sneak peak: we are adding document support soon!).
As a result this process will allow you to create a visual view of your project notes, help to supercharge your outlining, planning and productivity and be an improvement over creating lots of notes but then not being able to see them quickly afterwards. Your project notes will be ready when you are gathering the team for the next meeting.
You will have more clarity of thought to plan out your project and help to reach it's goal. While there are many methods and no one single software, template or 'best practice' we think you will be more productive and efficient in your job when managing your information using NoteDex. The skill of being able to distill your project notes for efficient decision-making and writing is an art worth practicing to create good project minutes. NoteDex is ideal to plan out your project meeting agenda before your team meeting - while you are taking notes you can refer to the agenda on the NoteDex card.
These days information is coming at you from all directions - such as Microsoft Teams or in your Outlook email or from your Google calendar. Again, having a system to organize such information is essential.
Whether you are using Microsoft Windows, Apple Mac, iOS iPad or Android, NoteDex has software apps for all devices including using our desktop class web browser - ideal if you can't install apps on your corporate device. NoteDex continues to innovate with its thoughtful yet simple note-taking features.
Tips for planning projects:
1) In the Project Initiation phase always have a kick=off meeting and use this meeting to get project stakeholder buy-in including identifying who is the project sponsor. At this time start to create a new project stack in NoteDex and customize the stack image - I often use the logo of the company I am working with so that it is very easy to visualize the project on the NoteDex home page.
2) Use a mind-map to help plan out the 'big picture' of the project - don't get caught in linear thinking at this early stage. Even better, get up onto a whiteboard! A real one preferably so you can use a pen to draw out ideas from your head about all the different Stages of your Project - and some of the key sub-tasks. If you don't have access to a whiteboard then you can use a mind-map tool.
3) Once you had created your mind-map then use NoteDex to create cards for each task - and use the groups function for your stages. You can also instead use Tags - depending on how you like. NoteDex has this two dimensional category capability so you can use it for your flexibility.
4) Now that you have laid out your project you can use these task cards for your reference, you can use them as a basis to put into another tool for managing a timeline (e.g. gantt chart or kanban board).
5) As the project progresses you can capture project meeting notes and information in cards within that project stack. This will keep all your information together and ready for your next meeting. Use the task cards and your meeting notes to plan out the agenda checklist for the next meeting.
We like to use pen (stylus) when taking meeting notes using NoteDex - it helps you to remember information. Here is a link to the research on this topic. And don't forget to share your creations with your project team colleagues - it helps to foster an atmosphere of accountability in your team! You can share a web link to instantly share the whole stack of cards, or just a group, or even just a card! You can also attach a note card as an image to an email, or perhaps in other collaboration and productivity systems you use like Trello or Teams. Super simple sharing - no need for your team colleagues to create yet another account in yet another system. We designed NoteDex sharing to be super easy - so there is zero friction in sharing information.
Let us know what other features you might like to have in NoteDex to help you manage your projects!