Support Center

Tags

Last Updated: Aug 06, 2013 05:10PM CDT
Tags let you group information together. The advantage of tags over folders is that you can assign multiple tags to a note, document, or to-do, allowing you to organize each item multiple ways.
 
NoteSuite's tags are shared across your notes, documents, and to-dos. This lets you gather all your information about a particular subject together in one place. For example, a salesperson might organize items by customer, allowing all notes, documents, and to-dos related to the customer to be viewed together.



Creating Tags
 
Tags can be created three ways:
 
 Tags Bar: When working with a note, tap the Tags button in the menu bar. This opens the Tags Bar, which allows you to select an existing tag or create a new tag. To create a new tag, just type in the Tags Bar. You can have multiple words in a tag. Separate multiple tags with commas.
 
 New Tags Button: While "Tags" is selected in your directory, tap the New Tag icon to create a new tag. Using this method also lets you attach contact info to your tag, if you'd like. This is helpful if your tag is a person or place.
 
From a To-do: When creating to-dos, select a to-do by tapping its name. Then, tap "Tags" for the to-do you have selected. Then, select "New Tags" in the Tags popover.



Assigning Tags to Notes and Documents
 
When viewing a note or document, tap the Tags button in the main toolbar to assign tags. This opens the Tags Bar, allowing you to create new tags or assign existing tags to the note or document.
 
There are two ways to assign existing tags to a note or document from the Tags Bar:
 
1. As you begin typing, NoteSuite will display a popover
    containing tags that match the words you're typing. Just
    tap on the tag you'd like to assign.
2. Press the Tags List button on the right corner of the Tags
    Bar to display a list of all your tags. Tap on the one you'd
    like to assign.
 
You can assign many tags to a note or document. Each tag can have multiple words. Separate multiple tags with commas.

 
 
Viewing Notes and To-dos by Tag
 
To view notes and documents by tag, tap the Tags option at the top of the Notes directory. Then, select the tag you'd like to view. NoteSuite will display all your notes, documents, and to-dos with this tag together. 
 

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