Free trial for GTD fans

Welcome to your 21-day free trial of eProductivity!

To start off, we recommend the "Stand-alone" version: It's
  • Fast and easy to set up
  • Separate from your Notes mailbox
  • Locally installed only; does not replicate with a server

If you really want to go all-out and use the full power of eProductivity integrated with your Notes mailbox, check out this page first.

To get started quickly and easily:

Choose your version of Lotus Notes and click the button to begin your download.

For: IBM Notes 8.5.x or 9.x
Version 3.5.5 for Notes 8.5.x & 9.x

For: Lotus Notes 6, 7, & 8
Version 3.5.5 for Lotus Notes

Setup instructions for new stand-alone users:

Follow these three steps to set up eProductivity Stand-alone:

1. Save the eProductivityStandalone.nsf file

When you click on the download button above, your browser should automatically save the file to your computer. You should see a dialog similar to this:

Download eProductivity Reference

Click 'Save' to specify a location for the file.

2. Move the eProductivity file to a safe location

Since this file will contain all your eProductivity information, store it somewhere safe on your computer. We strongly recommend that you save the file to your IBM\Notes\Data folder*.

*If you don't know where your Notes Data folder is, see here for instructions on how to locate it.

Download Save As

3. Open the file and follow the prompts

Installing eProductivity Stand-alone is simple: just double-click the file to open it. The file will open up inside of Lotus Notes. Follow the prompts to complete the setup.

Welcome Screen

You may receive 'Execution Security Alerts' during setup. This is normal.

Depending on how your system is configured, you may receive one or more 'Execution Security Alerts' during the setup process. This is a normal. If you receive any alerts, be sure to select "Start trusting the signer to execute this action" to continue.

ECL Security Alert Example

Need help? Please visit our FAQs or our Support page.

Note: To help you get up and running quickly, this eProductivity Stand-alone application is not encrypted. For most users this will be fine, as your local computer and Lotus Notes password will control who may access the information. If you need to create an encrypted version of this application, please download the eProductivity Integrated templates and follow the instructions provided to create a new application.

icon Learn more about the free Essentials Edition:

The free Essentials Edition is a member of the Stand-alone product family. When you first install eProductivity Stand-alone, your software will run in Trial Mode for 21 days. During that time, you can experience the full range of eProductivity's world-class information management features.

After 21 days, your software will automatically convert over to the free Essentials Edition. In the free Essentials Edition, you will continue to have access to most of eProductivity's features. However, you will be limited to 25 open actions. If you need more, you can always purchase a key.

See which features are included in the Essentials Edition

  • Learn more about eProductivity Stand-alone vs eProductivity Integrated
  • Learn more about the free eProductivity Reference App

If you encounter problems upgrading eProductivity Stand-alone:

Here are the two most common issues users encounter when upgrading eProductivity Stand-alone:

“Design refresh failed”
“cannot locate design template” error appears on the Lotus Notes Status bar during the design refresh process:


Or, you see an error dialog like this:


Lotus Notes cannot find the template in the Lotus\Notes\Data folder on your computer.

Download the template again (see step 1.) and make sure to put the saved file in the Lotus\Notes\Data directory. TIP: You can easily locate your Lotus\Notes\Data folder by searching for the file “names.nsf”.

The “Refresh Design” menu option is not visible on the Application Menu
Depending on how your Lotus Notes administrator set up your Lotus Notes 8.x, the “Refresh Design…”option may not be visible to you. The good news is that you can usually enable it by selecting “View” and “Advanced Menus” from the Action Bar, like this:


If, after selecting the option above, the “Refresh Design…” option still does not appear, your Notes Administrator may have disabled it. Contact your Notes Administrator for assistance.

Need help? Please visit our FAQs or our Support page.

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"GTD®" and "Getting Things Done®" are registered trademarks of the David Allen Company. Lotus® and Lotus Notes® and IBM Notes® are registered trademarks of IBM Corporation.