Filterize - Getting started - Filter 2 - Set emojis
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This document describes how to use Filter 2 in Filterize to visualize notes with emojis. It provides three examples: 1) Visualize notes by tags by adding emojis to denote tags like contacts or categories. 2) Visualize the source of notes by adding emojis to denote sources like notes from the web clipper. 3) Visualize to-dos by adding emojis like checkmarks, squares, or exclamation points to denote the status of reminders as open, overdue, or complete. It explains how to set up the necessary filters for each example to automatically apply the emoji visualization.
Filterize - Getting started - Filter 2 - Set emojis
- 1. Getting started with Filter 2: Visualize notes with emojis filterize
- 2. What is this filter doing? filterize 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 ✅
- 3. filterize 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. filterize
- 5. Visualize by tags filterize All you need is a filter with one condition: tag is contact and one action: add 👤 as title prefix.
- 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. filterize 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. filterize
- 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 filterize
- 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. filterize
- 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 filterize
- 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. filterize 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. filterize Visualize your to-dos
- 13. So if notes are overdue and not done yet add an❗as title prefix. filterize 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❗. filterize 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! filterize Visualize your to-dos
- 16. This filter process notes, if they have reminders, which are not overdue and remove the❗. filterize 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 ⬜. filterize 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. filterize 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! filterize 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! filterize 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. filterize Now it’s your turn!