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I use checkboxes to quickly capture information about customers when I'm on calls with them. I would not call this list of checkboxes todos, but more just ways to understand information about a customer. In the screen shot attached you can see a small list of checkboxes that I would either check or leave unchecked based on the results of my call. How can I search on these? Let's say I want to find all customers that have embedded and dashboard checked?

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Let's say I want to find all customers that have embedded and dashboard checked?

 

I don't think you can.

 

You could find Notes (which may or may not be customers) that:

  1. Have the text "Embedded" and "Dashboard"  (which may or may not be on a checkbox line)
  2. Have at least one checkbox checked
  3. Are related to a Customer by having a "Customer" tag
  4. Are from an interview, IF you have assigned a "Interview" tag

Here are the Search terms:

embedded dashboard todo:true tag:customer tag:interview

 

Unfortunately, this would also find Notes where neither "Embedded" and "Dashboard" were checked.

 

Workarounds

  1. Use 3rd party ToDo/Task apps that integrate with Evernote
  2. Write an AppleScript that scans the contents of a Note and sets Tags based on which checkboxes are checked.

    (doable, but not easy)

Good luck and let us know what you work out.

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