Lesson 3 - Staying Organized

As your card collection grows, organization is what

keeps NoteDex useful instead of overwhelming

Here's how workspaces, groups, tags, and search

work together

Workspaces are the biggest container, a separate

space for each area of your life, like home, work

or study, each with its own stacks and its own

background

Click the Workspace dropdown, top left, to switch

instantly

Your stacks and cards stay exactly as you left

them

To create one, open the dropdown, choose Add/Edit

Workspaces option, give it a name, and pick a

background

The Home workspace is the default and can't be

deleted, but you can restyle it however you like

We'll quickly create a new workspace, select a

background, and then add a stack to the new

workspace

Inside a stack, use groups to break things into

sections

Think subfolders or chapters in a notebook

Click Add Group in the left panel to create one

Then use the menu on any card to move it into that

group

All Groups shows everything

Ungrouped shows what's still unsorted

Tags work differently and allow you to visually

categorize cards

A card can carry several at once and are added by

using the dropdown on the card, like we showed in

the previous video

Tags show up as a small color bar above each

thumbnail, so you get a visual read on status

before you even open a card

The nice thing about tags is that you can filter by

them using Select Tags in the filter bar on the

cards overview

There are two levels of search

From the homepage, the search box hunts across

every stack in your current workspace, titles and

body content both

Inside a specific stack, the filter bar has its own

search box that narrows results to just that stack

One easy mistake to avoid

If you can't find something, double-check you're in

the right workspace first, since search only looks

at the one you're currently in

We have an extra special feature called Smart

Stacks in NoteDex

These are smart folders whose content is defined by

a search term

In this example, we defined a smart stack to show

all cards across all workspaces whose tag is To Do

This makes it really easy to see all your cards in

one place

You can create a smart stack and specify the search

criteria

You can set your query to match some text or a tag

or even both

To summarize, workspaces separate the big areas of

your life

Groups organize within a stack

Tags cut across everything, and search finds it all

in seconds

Next up, bring your stylus and start handwriting

directly on your cards