Using tags and notes

Tags and notes give you two complementary ways to annotate your project beyond the category hierarchy. Tags are coloured labels for cross-cutting classification; notes are free-text annotations for recording your thoughts.

Tags

Tags are coloured labels you can apply to almost any object in your project — insights, categories, documents, memos, and more. They are useful for marking items that share a quality that cuts across your category structure, such as "priority", "follow up", or "contradicts hypothesis".

Default tags

Every new project comes with three generic tags (A, B, C) and a system tag called "Manually added" that is automatically applied to insights you create by hand. You can rename the generic tags to suit your project.

Applying tags

1. Click any item to open its action panel.
2. Click Add tags (or Edit tags if tags are already applied).
3. The tag editor shows all project tags. Click a tag to toggle it on or off for the selected item.

Applied tags appear as small coloured circles with a single-letter abbreviation next to the item throughout the interface.

Filtering by tag

In the spreadsheet view, click the Filter by tag button to show only items that carry one or more selected tags. Select the tags you want to filter by and the view updates immediately. Click Reset to clear the filter.

Managing tags

In the near future, you can create new tags or rename existing ones from the tag editor. Each tag has a colour that helps distinguish it visually across views.

Notes

Notes are free-text annotations you can attach to insights, categories, documents, quotes, and other objects. Use them to record observations, flag questions for your team, or document your analytical reasoning.

Adding a note

1. Click any item to open its action panel.
2. Click Add note icon.
3. Type your note in the text area and press Enter or click Save.

Notes display the author name and a timestamp showing when they were last edited.

Editing and deleting notes

To see notes, click any object (document, insight, or category) to open its pop-up panel. Notes are listed at the bottom of the panel.

Click on a note's text to edit it in place. To delete a note, hover over it and click the delete button. Deleted notes cannot be recovered.

Collaborative use

Notes are visible to all project members, making them useful for team discussions. Each note shows its author, so you can see who wrote what.