Notes - Categories

You can place your Notes into Categories to help you organize them – by default, notes are listed as Uncategorized. This article explains how to use Note categories in Plottr for Desktop and Web.

What this Article Covers

Adding a Note Category

You can add an unlimited number of Note categories:

  1. Click the "Categories" button to open the Notes Category menu 
  2. Type in the name of the category you wish to create under "Add Category"
  3. Click the "Add" button

Editing a Note Category

To edit existing Note categories:

  1. Click the "Categories" button to open the Note Categories menu
  2. Click on the name of an existing category
  3. Update the name of the category 
  4. Click the "Close" button OR "Enter / Return" to save 

Ordering Note Categories

You can easily order Note categories however you like to help organize them on the notes screen:

  1. Click the "Category" button to open the Note Categories menu
  2. Click and hold the three bar icon to the left of the category title 
  3. Drag and drop the category to order it where you would like it to be

Deleting a Note Category

Deleting a Note category is easy and does not delete the notes in it – they are simply re-labeled as Uncategorized.

  1. Click the "Categories" button to open the Note Categories menu
  2. Click the "X" button next to the Category you wish to remove
  3. Click the "Delete" button to confirm

Organizing Notes into Categories

You can organize notes into categories when you create them or by editing them afterwards:

  1. Click on the Note you wish to categorize
  2. Select the appropriate category from the category dropdown

Known Limitations

We are aware of a few limitations with note categories, which we intend to address with future updates:

  • Notes cannot currently be assigned to different categories based on the books in which they relevant
If you need additional assistance, please contact support or ask a question in our Facebook Group.
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