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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