How do I organize notes?
Link notes to records, group them in folders, pin the ones you use most, and search everything.
- notes
- folders
- pins
- search
- links
Link a note to a project or person
- Open the note.
- Click Link to… under the title.
- Pick projects, contacts or organizations. Click again to unlink.
The note now appears on each record's Notes tab. To see one record's notes in Notes, use Filter by record in the rail. Archived projects aren't in the list to pick from, and archived notes stay out of each record's Notes tab.
Folders
Folders are shared across your studio, and a note can be in several.
| To | Do this |
|---|---|
| Make a folder | Click New folder in the Folders section, or choose Add to folder → New folder… in a note's menu |
| Put a note in a folder | The note's ··· menu → Add to folder → tick the folder |
| Take a note out | Untick the folder in the same menu |
| Rename or delete a folder | The folder's ··· menu |
Deleting a folder keeps its notes. They just leave the folder.
Archive
Archiving takes a note out of the list, the folders and each record's Notes tab without deleting it. Choose Archive note in a note's ··· menu, or use Select notes to archive in the rail's options to archive several. Show archived brings them back into view, with an Archived badge and Restore. Archived notes don't count toward Basic's 10 notes. See how to archive or restore a note.
Pins
Click the pin on a note to keep it at the top of your list. Pins are yours alone: everyone in the studio pins their own notes.
Search
Type in Search notes at the top of the rail. Plya searches titles and the full text of every note. Press Escape to clear.
Right-click a note
Right-click a note in the list, or on a record's Notes tab, for Open, Pin, Add to favorites, Add to folder, Download, Copy as plain text, Archive note and Delete note. The note's ··· shows the same list, without Open, Pin and Add to favorites, which sit in the header's Open in menu. In Add to folder, tick several folders in one go, or choose New folder… and type its name.
Right-click a folder at the bottom of the list for Rename and Delete folder, the same as its ···. A note inside a Resources collection has the note's list too.
Related
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