This document provides suggestions for creating an effective dashboard in Evernote using Filterize. It begins by explaining what a dashboard and Filterize are. It then lists over 40 categories that could be included in a dashboard for personal, professional, business, hobby, or time management purposes. Specific suggestions are given from Getting Things Done and an Evernote consultant. The document concludes by explaining the three step process to build a Filterize dashboard with automatically updating tables of content.

1. 40+ Content Suggestions
for Your Evernote
Dashboard
How to collect all your important information in
one place and keep it up-to-date automatically

2. What is a Dashboard in Evernote?
A dashboard is your most important note.
§ It functions as a gateway to your
Evernote database.
§ It gives you one-click access to the
information you need most often.
§ It is organized into meaningful
categories.

3. Why Dashboards are Useful
If you use Evernote intensively, …
§ you will have 100s or even 1000s of notes that are distributed among dozens
notebooks,
§ you need to access a small part of that information quickly and frequently,
§ you need a way to organize your notes to make that possible.
A dashboard solves this problem for you.

4. What is Filterize?
Filterize is a web-based software product that adds intelligent
functions to your Evernote.
What Filterize does:
§ Increases convenience by carrying out repetitive tasks automatically.
§ Reduces the risk of making an error while organizing your notes.
§ Saves you time with self-refreshing tables of contents.

5. Filterize Enables Better Dashboards
Your notes are constantly changing.
§ Your dashboard should be able to change automatically with them.
§ However, Evernote does not provide this functionality.
With Filterize, you can create a Table of Contents (ToC):
§ This ToC will update automatically
whenever its content changes.
§ It is therefore always up-to-date.
“One of the best hacks we’ve
seen.”
(A tweet by Evernote when they
saw a Filterize dashboard)

6. What Should You Include in Your
Dashboard?
There are many different ways to use a dashboard:
§ Personal
§ Professional
§ Business
§ Time-management / self-management
§ Hobbies, interests and leisure
§ …
The next few slides present 40+ suggestions for dashboard
categories.

7. Dynamic Categories
Categories that help you to manage your day-to-day activities
and your Evernote usage:
1. To-dos with missed deadlines
2. To-dos that are due in the next three days
3. Notes that were most recently modified
4. Most recent emails
5. Notes with no tags
6. Evernote tips

8. Professional Categories
Dashboards are great for collecting professional information:
7. Business analytics
8. KPIs
9. Meeting protocols
10. Ongoing projects
11. Team information
12. Task lists
13. Notes and resources for reports

9. Personal Categories
Here are some ideas for your personal and private life:
14. Inspirational quotes
15. Reading list
16. Ideas (for hobbies or leisure
activities)
17. Recipes you want to try out
18. Upcoming birthdays and special
events
19. Family photos
20. Wishlist
21. Progress towards personal
goals
22. Fitness and health information
23. Financial and stock market
information

10. Getting Things Done
The self-management system Getting Things Done (GTD) is very
popular with Evernote users.
Here are the seven dashboard categories you need for a simple
GTD implementation:
24. Pending
25. To-dos
26. Projects
27. Appointments
28. Maybe
29. References
30. Inbox

11. Skye Stout's Dashboard
Evernote Certified Consultant Skye Stout
(www.skye-stout.com) has these 12
categories in his dashboard:
31. Clarify
32. Engage
33. Reflect
34. Actions
35. Contacts
36. Projects
37. Calendar
38. Journal
39. Someday
40. Checklists
41. Reading
42. Focus

12. How to Build a Dashboard with Filterize
Creating a Filterize dashboard requires three steps:
1. Create the dashboard note in Evernote.
2. Create the ToCs in Filterize.
3. Add the Filterize ToC codes to the dashboard note.
The dashboard will now refresh automatically every time any
information that it monitors changes.

13. First, create the note that will become your dashboard.
In this small example, we have used a 3x2 table with the
categories: To-Dos, Projects and Family Stuff:
Step 1: Create the Dashboard Note

14. Step 2: Create the ToCs in Filterize
Now create your ToC rules in your Filterize account.
Example:
§ Create a ToC containing all notes that are tagged with todo at the location in
a note that is identified by the code [to-do].
This is how Filterize displays the resulting rule:

15. Add the ToC Codes to Your Dashboard
In your dashboard, enter the codes that tell Filterize where to
place the self-refreshing ToCs.
In this example, we are using the codes [to-do], [project] and
[family]:

16. The End Result
This is the dashboard if you have four notes tagged with todo:
Any new notes tagged with todo, project or family will now
appear automatically in the appropriate locations in the
dashboard.

17. Using ToCs in the Notes
Each of the linked notes in the previous
example consists of a self-refreshing ToC.
For example, the note Next 30 days
might look like this à
It refreshes automatically to display all
notes with reminders that are due in
the next 30 days.

18. About Filterize
Filterize is a tool that improves your Evernote productivity by …
§ automating repetitive data management tasks,
§ creating self-refreshing tables of contents,
§ using AI to discover new ways to organize your notes.
Filterize was developed for people who use Evernote intensively
and are interested in boosting their productivity.
Visit us at https://filterize.net/