Organizing with tags

Amplenote uses tags to help categorize and prioritize notes. With tags, you can easily organize, search your notes by tag, quickly return to important items, or filter on notes you’d like to share with others.

linkAdding tags to notes

Click the "Add a tag" link in the note header and enter the word or phrase you wish to use to categorize the note

Hit the Enter or Return key to save the tag

You can add multiple tags to a single note.

Click on the # icon next to the tag to change the tag color for at-a-glance organization.





When adding tags to a note, you will see a drop-down list with any existing tags that match the entered keyword. If you wish to categorize the new note in an existing tag, select the tag from the drop-down.







linkDeleting tags from notes

To remove a tag from a note, simply click the gray "x" next to the tag in the note header.





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linkTag naming rules to prevent duplicate hierarchies

One of the most frustrating long-term problems felt by long-term, avid note takers is the problem of duplicate hierarchies. For example, on the first day you use the app, you're inclined to tag your blog draft as tech-blog/drafts. But maybe a month later, you create another blog post and apply the tag Tech_Blog/Draft. Now there are two possible places that you might need to look when you want to see drafts of your tech blog posts. As creators of Amplenote, we suffered through this problem enough times to know that early measures would be necessary to avoid it ending up in a haunted house of dead ends and false leads.


These are the rules & tactics we apply to prevent duplicate tags in your Amplenote notebook:

Tag hierarchy names are always lower-cased. If you type in Blog/Draft, we'll automatically convert that to blog/draft so that you don't end up with a bunch of tag names like Blog/Draft, blog/Draft, Blog/draft to consolidate as your collection of notes grows.

All spacing and punctuation is replaced by "-". For example, if you type Tech Blog/Drafts, we will automatically convert that to tech-blog/drafts. Ditto Tech_Blog/Drafts, which also becomes tech-blog/drafts.

Auto-suggest always available. Whether you're probing for the right tag to apply on web or mobile, in the note header or in the double-bracket note creation, we will always provide suggestions for existing tags that match some portion of the tag name you are currently entering.


We have found this set of tactics work together effectively to minimize the duplication of tag hierarchies. See Five recommendations for choosing hierarchy/nested tag names for more ideas on how to choose tag names that scale.




linkHow do nested/hierarchical tags work? How can I manage multiple projects with them?

Nested tags, sometimes called "hierarchical tags" are tags like hobby-projects/golf-tournament or todo/dev/client-a are the best way to juggle many project-specific tasks. One or more nested tags can be applied to any note, and all of the tasks within a note can be found via any of the note's nested tags.


Since nested tags are such an integral part of an effective Amplenote experience, we recommend taking a couple minutes to understand how they work and how they can benefit you.


If you are going to use Amplenote to manage multiple projects, we strongly recommend also checking out Five recommendations for choosing hierarchy/nested tag names.


linkTwo common types of nested tags

Users with evolving lives have evolving needs for nested tags. However, there are two types of nested tags that Amplenote users gravitate toward. Amplenote Founder Bill Harding discusses this idea in this Youtube video, around the 5:15 mark.


linkKnowledge Management collections and Project Knowledge notes

When you collect notes around evergreen topics that you will want to refer to later. Examples (inspired by our recommendations for naming tags):

gitclear/blogs

recipe/thai

personal/dev/devops

people/influencers/reddit

personal/blog/my-favorite-hobby-to-blog-about

personal/nice-things-said

amplenote/competition

amplenote/help/organizing-tags

movie/reviews/comedy

seattle/coworking-offices

These notes may or may not contain tasks. To the extent they do contain tasks, they're assumed to be ephemeral tasks that were only useful in the context of the day that research was being done.


linkProject Tasks

These are tag hierarchies that are destined to become Tag Shortcuts within the Task View hierarchy, or within Task Domains. Examples:

todo/gitclear/dev

daily-jots/may-2021

todo/personal/hobby

todo/personal/chore

blog/to-write

todo/personal/family

recipes/ingredients-to-buy

Why not just use the same nested tag structure for Knowledge Management and Project Tasks? It's certainly possible to do so, especially if you don't create many notes. The reason we separate these is that it's not uncommon that a Knowledge Management system can have notes that contain ephemeral to-dos. For instance, while researching Roman architecture, you might have a list of additional cities to look up. But you probably don't want those tasks to show up when you're scheduling your week.


linkWhen a note is knowledge and tasks

Often a note contains knowledge to be remembered and tasks to follow up on. That's when it can become very handy that Amplenote allows you to tag any note with as many tags as you please. If you're creating a note that compiles the best Indian cooking recipes, you could tag it with recipes/indian, todo/grocery and personal/recipes/favorites. It's not common that you actually want to apply 3+ tags to a particular note, but for expert Zettelkasten note takers, their hierarchies can grow rich and numerous.


linkManaging tasks across multiple projects with nested tags

After you have identified which notes contain the tasks you want to work on, choose a tag to apply to them. If you're not feeling creative, just tag the note with todo/project-a and todo/project-b. Then, when you visit Tasks View mode, you will have a list of all your tasks for project-a, extracted from the notes that had that tag applied.


Or, if you use the Amplenote Calendar with Task Domains, the nested tags that you use to indicate work tasks can be grouped together in a "Work" Task Domain. Then, when you're ready to schedule your day, just hold shift and click to select the particular project tag from the list of possibilities:



Within a single task domain, holding shift and clicking a nested tag will show only tasks from notes that contain that tag


This makes it very convenient to get a list of tags that pertain only to a specific project (work or personal) and see a list of applicable tasks to be dragged on to your calendar (which syncs to your Google or Outlook calendar, if desired).


linkFinding nested tags to be applied

Applicable tag suggestions will be shown as you enter your hierarchy:


Suggestions are given while typing tag so as to prevent duplicate hierarchies


Then you can browse through your note hierarchy to see all notes with the tag:




You can also reference notes that match your hierarchy by using Quick Open:




This will allow you to see note titles that match the query, plus a holistic filter to view all notes with the nested tag in a row, alongside each other. In tasks mode, nested tags is the primary means to move from one productivity context to another.


linkMulti-tag selection

In some scenarios, it is useful to list all the notes that are tagged with a combination of tags. To achieve this, Shift-click on every tag name you want to include (and Shift-click again to exclude).


Filtering by multiple tags might prove especially useful for browsing your tasks, for instance when you want a list of all your work-related tasks that are also part of collaborative notes (tagged with shared-with-me).

Filtering notes by combinations of tags can also be achieved by using the in: selector and a comma-separated list of tags in the search bar. For example, to search for Amplenote help pages that haven't been updated recently, I would type in: amplenote/help-pages, auto-archived.




linkTag Shortcuts, and the Default Shortcut

All Amplenote modes with a tag sidebar (Jots, Notes and Tasks) allow you to set up "Tag Shortcuts" so you can jump straight into a desired productivity context when switching between modes. Tag Shortcuts are listed below the four view modes, like this:




The "Default Shortcut" is the shortcut you will have selected when you first enter a new mode, and it can be set separately for each mode. For example, in the screenshot above, every time the user enters "Tasks" view mode, they will have their todo/alloy tag filter applied, which means they will see only tasks that exist within notes that have the todo/alloy tag applied to them. To set a tag as your Default Shortcut, click it's star icon within the list of shortcuts:


Changing the Default Shortcut to amplenote

To create a new Tag Shortcut, hover over a tag in the left sidebar, then click it's triple-dot and choose "Add to Shortcuts":


Adding a new Tag Shortcut

Tag Shortcuts and the Default Shortcut are a high leverage target if you're trying to nudge yourself to focus on a particular area of your life. When you set a tag as the Default Shortcut, you will be reminded of the recent tasks and notes (respectively) that have been created surrounding that topic.


One common productivity trick employed by Amplenote users is to set different Default Shortcuts as you progress through the day. This helps you stick to your past intent to focus on a particular project over a given time window.




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Creating a new note with tag hierarchy

As described in the Double Bracket Note Link Syntax help article, you can specify a tag hierarchy when you're creating a new note by prefacing the note title with its hierarchy. For example [[recipes/pizza/BBQ Hawaiian Pizza]] will show as:







linkRenaming, merging, and deleting tags

This topic earns its own help page 🙂