How Can I Exchange Data between Merlin Project and Evernote?


The note taking application Evernote is often used by project managers for the extended documentation. Therefore, the question of data exchange between the two programs is obvious.

First, you should think about linking. Every text field in Merlin Project can receive a hyperlink. Conveniently, Evernote offers the access to each note via hyperlink. Add these links simply in Merlin Project. Then simply add these links to Merlin Project (see also here).

Another option is the data transfer via AppleScript. Download this complimentary AppleScript and open it in the macOS ScriptEditor.

From Merlin Project to Evernote…
Script 'Evernote' transfers items of your project scheduling to Evernote. You may forward just selected items, or the complete scheduling.

To transfer the selection, simply select tasks (in a work breakdown view) or resources (from a resources or assignments view) and call the script. When prompted how the script should work, choose 'Selection'.
If you want to transfer all activities of the project, just click any row and choose 'Transfer all'.

Note: A new notebook by the name of your project will be created in Evernote. Notes will show the title, notes and tags of the Merlin items.

From Evernote to Merlin Project…
Script 'Evernote>Merlin' can be used to link information from Evernote notes to a Merlin Project.

Simply open the Merlin Project you would like to get the information attached, select the notes in Evernote and call the script.

Note: Information attachments will be inserted with links to the Evernote notes. They are all attached to the project row (ie row #0) and contain an URL of the individual evernote note. The script won't create new information for already linked notes.

Note To AppleScripts from ProjectWizards: You may incorporate this ProjectWizards sample code into your program(s) without restriction. This ProjectWizards sample code has been provided "AS IS" and the responsibility for its operation is yours. You are not permitted to redistribute this ProjectWizards sample code as "ProjectWizards sample code" after having made changes. If you're going to redistribute the code, we require that you make it clear that the code was descended from ProjectWizards sample code, but that you've made changes.
To modify this or other AppleScript samples, please refer to the Scripting Merlin Project document. You'll find there various samples and code snippets ready to use.

Merlin Project on the Mac and iPad

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