Getting Started with Manage It

Evernote integration

If you already use Evernote to manage your notes, Manage It makes it easy for you to manage your Evernote notes on any device. A few of the things you can do in Manage It include:

  • Attach Evernote notes to tasks.
  • Attach Evernote notes to a project.
  • Attach Evernote notes to a comment.
  • Assign Evernote tasks to other people in your project.
  • View notes without leaving the app.
  • Quickly search for and find your notes.
  • Create new Evernote notes.
  • Works on Android, iPhone, iPad, Windows Phone, BlackBerry Phone, BlackBerry PlayBook, ChromeBooks, and in your web browser.

If you haven't done so already, create your free Manage It account now.

Adding an Evernote to a task

To attach an Evernote note, click the paper clip icon on a task, then click Evernote:

Next browse to and choose the note that you would like to attach to the task:

Adding an Evernote to a project

To add an Evernote note to a project, click the files tab, click "add file or photo", then click Evernote:

Next browse to and choose the note that you would like to attach to the project:

Create a new Evernote

To create a new Evernote note, click the "+ Create new note" button and enter the note details:

Viewing an Evernote

To view the note, click the paper clip icon and click on the note you would like to view:

Assigning an Evernote

To assign an Evernote to someone in your project, click the person icon on the task then check the person you would like to assign it to:

Adding a note to a comment

You can also add a note into a conversation. A few examples of where this would be helpful is if you would like to get someone's feedback on a note or you would like to upload a screen shot or photo to help explain something better. To add an attachment into the conversation, first open the comments for a task, click the paperclip icon at the bottom of the dialog, then select the type of file you would like to add.

Searching for notes

To search for a note, click on the Files tab, then start typing in the "Find Files" field:

Evernote and Manage It work great together, if you have any suggestions on how we can make it even better let us know.

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