2. What is this filter doing?
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Assign emojis to your notes, so you can classify them
at a glance. You can e.g.:
visualize categories your notes belong to
contacts 👤, emails ✉, appointments 📅 etc.
visualize states of your to-dos
open ⬜, overdue ❗⬜, done ✅
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We show you now 3 different options to classify
your notes:
1. visualize by tags
2. visualize the source your note is coming from
3. visualize your to-dos
4. Visualize by tags
Let’s start by marking a note with an emoji,
that has a special tag, e.g. a contact tag.
So we want to add an 👤 to all contact
notes.
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6. It’s more likely for you, if the emoji is at the end of your
title?
No big deal, add 👤 as title suffix.
Good to know: You can add as much
different emojis as you want to every
note.
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Visualize your tags
7. Visualize the source of your note
Probably you have notes with content from e.g.
other services or websites. So you maybe use
the Evernote webclipper or send emails in your
Evernote to store them?
Then it is helpful to see the sources at a look.
We will show you now one filter to assign an 🌐
to all notes created by Evernote webclipper.
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8. This is necessary to build
that filter:
Choose note source as
condition and select
Webclipper (last entry).
Then you have to decide
whether you want the 🌐
as title prefix or title suffix.
Apply what you like most.
Visualize the source of your notes
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9. Visualize your to-dos
Do you use reminders in Evernote for your to-dos, but
sometimes it’s hard to stay on top of things?
Then you will love this automation!
Distinguish your task in:
⬜ open
❗⬜ overdue
✅ done
and let Filterize automatically add respective emojis.
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10. You need 4 basic filters to realize it!
Filter 1: Set ⬜ for open tasks
We want to set a ⬜ if the task is not done yet. So
you need to know, how to negate a condition.
Pick one you want to negate, e.g. reminder, and
activate Negate condition.
Visualize your to-dos
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11. Now all the rest is no longer
dark magic:
You need a filter, that process all
notes, which have reminders,
but are not done yet.
Those notes should become an
⬜ as title prefix.
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Visualize your to-dos
12. Filter 2: Set❗for overdue reminders
Now it’s helpful, that it is allowed to use as many
different emojis per title as you want. And you can
add them with as many filters as you want.
To mark our note as overdue, we now just add an❗with
a second filter.
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Visualize your to-dos
13. So if notes are
overdue and
not done yet
add an❗as title prefix.
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Visualize your to-dos
14. Filter 3: Remove❗
If you reset an overdue reminder, the note
must be set back to ⬜open as well.
So the only thing that needs to happen, is
the removal of❗.
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Visualize your to-dos
15. Now you need to know a new condition: replace title parts.
You can search for signs, single words or word groups and
replace it by something new.
If want to delete title parts, then enter nothing at replace
with.
Good to know: Default setting is
case-sensitivity. So match case
or disable this setting!
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Visualize your to-dos
16. This filter process notes, if
they have
reminders, which are
not overdue
and remove the❗.
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Visualize your to-dos
17. Filter 4: Mark to-do as done ✅
The last filter will mark notes as done, if the
reminder is done.
Attend, that you not just set a new emoji, you also
have to remove❗and ⬜.
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Visualize your to-dos
18. So if a note is getting marked as
done, our filter has to do 3
actions:
1. Remove❗from title.
2. Remove ⬜ from title.
3. Add ✅ as prefix.
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Visualize your to-dos
19. At the end we can extend our first
filter, which sets an ⬜ to all open
tasks.
Assume, you mistakenly mark a note
as done. For the moment the emoji
would not be corrected automatically.
That’s why we add a second action to
our first filter. If there is a ✅, we
remove it from title.
Problem solved!
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Visualize your to-dos
20. With those 4 basic filters you see
at first glance
what is really urgent,
what you generally should do and
what you have already completed.
And you have automated your
first process!
A little more effort, but a great
impact!
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Visualize your to-dos
21. Discover more filters and craft your own!
You have problems or questions? Contact us or our
community on facebook!
You have developed an awesome filter? Share it with
the Filterize-Community.
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Now it’s your turn!