Notes

Folders

Organize notes into folders by client, project, or topic.

Folders keep notes grouped — by client, by project, by topic, however you think about your work. Folders are flat (no nesting today, by design — keep it simple).

What you can do

  • Create a folder — “create a folder called Acme”
  • Move a note — “move my Acme proposal note to the Acme folder”
  • Rename a folder — “rename Acme to Acme Inc”
  • Delete a folder — notes inside aren’t deleted; they move to the default folder
  • Default folder — notes without a specified folder go here

Auto-routing

You can set rules so new notes containing specific keywords or related to specific people auto-file. Settings → Notes → Folders → Auto-route.

Examples:

  • Notes mentioning @acme.com → “Acme” folder
  • Notes containing “1:1” → “1:1 Notes” folder
  • Notes linked to an event → folder named after the event series

If you have under ~50 notes, search alone works fine. Folders become useful past 100+ notes when search results need pre-filtering. Don’t over-organize early.