Tag a Note

How to create tags (called categories in the app), add them to a Note, and how a Note's tags decide which queue times it can take.

Tags are labels on a Note, like "Personal" or "Promo". In the app's tag picker they are called categories. Besides organizing Notes, tags decide which reserved queue times a Note can take.

Add a tag to a Note

  1. Open the Note in the editor.
  2. Click the tag button in the toolbar ("Add a category").
  3. Turn on the switch next to each tag you want. A Note can have several tags.

On a Note card in My Notes, the tag icon opens the same picker.

Create a tag

  1. Open the tag picker.
  2. Type a name in New category....
  3. Press Enter or click Add.

If no tag matches what you typed, the picker shows "Press Enter or click Add to create a new tag".

Change a tag's color or delete it

In the tag picker, hover a tag and open its menu. Pick a new color, or click Delete.

How tags affect scheduling

Each time in your weekly template is one of three kinds:

TimeWho can use it
Any noteTagged and untagged Notes
Reserved for tagsNotes that share at least one of its tags
Only untagged notesNotes with no tags

When you click Add to Queue, a tagged Note takes the first Any note time or matching reserved time, whichever is sooner. An untagged Note never takes a reserved time during normal routing. The full rules and examples are on Tags and slots.

The Add to Queue button shows the time it will use. If it is a reserved time, the tag name follows the date.

Tips

  • Changing a Note's tags doesn't move it if it is already scheduled. Tags only matter when the Note is placed.
  • If you create a Note from an empty reserved time in the queue, it starts with that time's tags.
  • In a CSV import, the tag column adds one tag per Note. See Write a Note.

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