If you have personalized your .When context tags during the installation process, you have to do small adjustments at “ToC Manger” at my.filterize.net:
Open a table of contents filter, like “Now overview” and click “edit".
Go to "Edit search" and change the second part of the Evernote Search Query: Tag:"1-Now” needs to be replaced by your "now" context tag., e.g. tag:”now”.
But only that second part! Otherwise the dashboard notes won’t work. Do the same with all the other overviews and !Daily, if you use another diction as !Daily.
Skip this step, if you delete the .When context before archiving todos or if you delete finished todos instead of archiving them in a “Completed” notebook.
In case you use a “Completed" notebook, you have to do a preprocessing step at Evernote to make sure, the dashboards you create in the next step are just showing your current todos. We have prepared a work-around:
Go to your “Completed” notebook in Evernote and select all notes, e.g. edit —> select all.
Now you can add to all of them the tag “Filterize-do”. This way Filterize knows all those notes. Filterize then removes the “Filterize-do” tag and the .When context tag. It will take a little while to process all notes. Whether Filterize is finished, you can see at “Activity Log” at my.filterize.net.
Set up your first context dashboard note in Evernote.
Go to your Evernote and create a new note. The title of this new note must be the name of the tag you use for the context. For example, you want an overview of all your todos you only can do at home. Those you mark with the tag: @home. So the title of this note has to be only @home.
Now add the tag “Dashboard”.
Sync Evernote at least 2 times. Then a template appears and all your todos are assigned to the categories from 1- Now to 6-Waiting.
This way you can set up dashboard notes for all your contexts.
Depending on how many dashboards you want to have in the end, it might be helpful to create a new Dashboards notebook as well, to collect them.
Activate and set up your calendar export. Visit “Calendar” at my.filterize.net. There you have a list with all your notebooks. Scroll to your “Action Pending” notebook and click the white toggle to activate the calendar export for this notebook. Now you can set a default appointment duration and what kind of calendar you use (app or web). Then just copy the link below, the second one is for Outlook-User only. Open your calendar and make a new “Calendar subscription” and paste the link. How often your calendar search for new entries you can mostly set also here.
What if you need more or less time for your todo then you have set as default duration?
We prepared a work-around for you. You can add a tag, like 45-min or 90-min and because of that tag Filterize adjusts the duration of this calendar entry. (Filter: e.g. 30 minutes appointment duration)
Of course you can edit them or add new to have your most often used times. If you need special durations, like 25 minutes, then have a look at “Filter” at my.filterize.net. Just copy or edit one of your rules, like "30 minutes appointment duration" and set a new tag and the corresponding duration time.
Try it and let us know, what you think about this workflow!