Notes

In Plottr, you can use the Notes section to brainstorm and jot down ideas.

This article provides an overview of Notes.

Use Cases

There are many different ways to use Notes — here are some ideas to get you started:

  • Brainstorms (e.g. story ideas, character ideas)
  • Research (e.g. story background, history, article links)
  • Story Lore
  • Important Items

Toolbar

In the Notes section, the toolbar provides options to help with creating and viewing notes:

  1. New: Create a new note
  2. Attributes: Set up custom fields that will appear in all notes
  3. Categories: Create a list of categories that can be assigned within each note
  4. Filter: Filter the notes by books, characters, places, categories, tags, and custom attributes
  5. Sort: Sort the notes in order by title, last edit date, or custom attribute

Creating a Note

To create a new note:

  1. Click the “New” button on the Notes toolbar, or click the plus (+) button by the Notes heading
  2. Add a title, image, and/or text
  3. Assign relevant categories, books, characters, places, and tags
  4. When you’re done, click the “Save” button

Editing and Deleting Notes

To edit a note:

  1. Click on the note’s name; the edit button on hover; or the details area
  2. Update the note title, image, and/or text
  3. Click “Save”

To delete a note:

  1. Click on the the note you’d like to delete
  2. Click the “Delete” button
  3. When prompted, confirm you’d like to delete the note

Note Images

To add a note image:

  1. Open the note’s editing pane (see above)
  2. Click the “Choose an image” button from the editing pane
  3. Click “Upload a new image” to add a new image OR click on an existing image to select it
  4. Click “Choose” to save the image

To remove a note image:

  1. Open the note’s editing pane (see above)
  2. Click the “Remove” button from the editing pane
  3. Click “Save”

Connecting Notes with Books, Characters, Places, and Tags

You can easily connect your notes to books, characters, places, and tags for filtering and organizational purposes.

Connecting Notes with Books

To link your notes with books in your project:

  1. Click on the note you’d like to edit
  2. Hover over the word Books in the sidebar
  3. Click the plus (+) button that appears
  4. Select the book you wish to link with the note

Connecting Notes with Characters

To link your notes with characters in your project:

  1. Click on the note you’d like to edit
  2. Hover over the word Characters in the sidebar
  3. Click the plus (+) button that appears
  4. Select the character you wish to link with the note

Connecting Notes with Places

To link notes with places in your project:

  1. Open your note
  2. Hover over the word “Places” in the sidebar
  3. Click the plus (+) button that appears
  4. Select the place you wish to link with the note

Connecting Notes with Tags

To link your notes with tags in your project:

  1. Open your note
  2. Hover over the word “Tags” in the sidebar
  3. Click the plus (+) button that appears
  4. Select the Tags you wish to link with the note

Removing Books, Characters, Places, and Tags from Notes

You can easily remove elements linked with your notes at any time.

To delete a book, character, place, or tag from a note:

  1. Hover over the element you wish to delete
  2. Click the X button that appears

Custom Attributes

Using the ‘Attributes’ button in the toolbar, you can add custom fields that will appear in all your notes.

Attributes can be set up as quick response details, or you can select the ‘Paragraph’ checkbox to utilize the full text editor.  

Attributes can be reorganized by adjusting the order (using the 3 lines on the left) or deleted selecting the X icon on the right. 

Once you’ve added the attributes you’d like to include in your notes, click ‘Close’. You’ll see those attributes appear in each of your notes now.

Note: Similar to how adding attributes will add them to every note in that project, deleting an attribute will remove it from every note. Be careful when deleting any attributes and make sure you don’t need them somewhere else. 

Categories

Using the categories you added through the ‘Category’ button on the toolbar, you can now select the appropriate category for your note by using the drop-down menu in the top-right of the note.

Categories are especially useful when filtering and sorting.

Filtering Notes

The filter button lets you easily view only those notes you have connected to specific books, characters, places, tags, categories, and custom attributes. All other notes will be hidden until you reset the filter.

To filter your notes:

  1. Click the “Filter” button
  2. Select the specific elements for which you’d like to filter the notes
  3. To reset the filter, individually uncheck the elements or click the X by the filter alert that appears on the menu.

If you’d like to filter for notes with ANY of the listed books, characters, places, categories, tags, or custom attributes, click the corresponding title (e.g. Characters) instead of selecting individual options.

Note: Filtering in Plottr currently uses OR logic, meaning it will display scene cards with ANY of the criteria you have chosen, not ALL of them. (For example, if you select two tags, the notes section will display cards that have any one of them — regardless of whether they have both.)

Sorting Notes

The sort function allows you to rearrange the order of your notes using title, last edit date, or custom attribute. 

Additional Resources

Common Questions

How are notes ordered?

Notes are currently listed in the order in which they were last modified.

Can I custom order notes?

While you can’t arrange them in any custom order, you can sort them by title, last edit date, or custom attribute.

Updated on June 23, 2021

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