Imagine you need to hire someone at work-a new account rep. This is where it can help to have different filtered notes widgets, each one dedicated to a different stage in a process. Some tasks require you to track multiple points in a workflow and to reference various types of information every step of the way. Learn more about advanced search syntax here. This means you can have a filtered notes widget that shows notes based on the location they were created, using geodistance syntax or based on combinations of keywords and other criteria, using Boolean operators like “AND”, “OR”, “NOT.” You can even use parentheses for grouping complex conditions. #Open multiple evernote windows professionalPower tip: The Evernote Professional plan also lets you use Boolean and geographic search. Once you’ve set up your personal and work-related filtered notes widgets, arrange them prominently on your Home dashboard, right alongside related information from other widgets like your calendar or scratch pad, to make both projects easier to tackle. This might mean filtering for notes that contain the word “proposal” or adding a “proposal” tag to all the notes with relevant information and then filtering by that tag in your widget. Set up your widget to filter for notes located in your “Personal Projects” notebook with the keyword “bathroom.” As long as that keyword appears somewhere in each relevant note, they’ll all appear in your widget.Ĭreate a similar widget showing only the notes you need in order to draft your proposal at work. The filtered notes widget can save you from having to sift through that notebook to find what you need. Let’s say you have a notebook titled “Personal Projects,” where you’ve been adding notes related to improvements you want to make around the house, including your bathroom remodel. Tired of personal projects getting pushed aside by what’s going on at work? Make your next personal project just as prominent on your Home dashboard as your top professional priority.įor instance, if you want to start remodeling your bathroom around the same time that you’re preparing a big proposal, you could set up a filtered notes widget for each of these projects. This means that the more filters you add, the fewer results you’ll see. The filters act as “and” operators (not “or” operators). Power tip: While there are many filter options to choose from, use the fewest number of filters possible to get what you want. If you’ve been using that keyword for a while and only want to see what’s relevant to what you’re working on right now, then set another filter by notes you’ve updated recently. If you like adding keywords to note titles, set a keyword filter. You can filter by plenty of other criteria. When you convert a lead into a client, remove the “leads” tag from their note, and it’ll no longer show up in the widget. When you set up your filtered notes widget, filter by the “leads” tag, and the widget will populate with all the right notes. Use it to get oriented at the start of the day, and to stay organized for the rest of it.Ĭustomize your filtered notes widget to display the most relevant notes for any given project, so you can quickly see its current status and take action, all from your Home.įor example, if you’re looking for new clients and need to contact leads, you could create a note for each potential client then apply the tag “leads” to each of these notes. Whether you have multiple projects at work, a mix of work and personal projects, or you use a productivity method like GTD, the filtered notes widget unlocks new potential for Home as the one must-see view of your active projects and deadlines. This can give you an instant overview of any project or workflow-transforming Home into mission control for all your major workstreams. If you’re subscribed to an Evernote Professional plan, you can see multiple filtered notes widgets simultaneously. This addition to the Home dashboard allows you to choose from a selection of filters to see exactly the notes you want. Now there’s an easier way to keep your projects under control.Įnter the filtered notes widget. It’s hard to know what needs to happen next, and important details can fall between the cracks. When you’re dealing with multiple projects at once, things can get complicated-fast.
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