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Getting started 

with
Filter 2:

Visualize notes with emojis
filterize
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 ✅
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
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
Visualize by tags
filterize
All you need is a filter with
one condition:
tag is contact
and one action:
add 👤 as title prefix.
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
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
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
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
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
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
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
So if notes are



overdue and

not done yet
add an❗as title prefix.



filterize
Visualize your to-dos
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
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
This filter process notes, if
they have 

reminders, which are 

not overdue 

and remove the❗.
filterize
Visualize your to-dos
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
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
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
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
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!

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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!