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How to Organize Notes with Categories

Overview​

Structure your notebook with categories, tags, and folders for easy access.

Steps​

1. Create Categories​

  1. Go to Notebook
  2. Click "Manage Categories" or "+ Category"
  3. Enter category name
  4. Save

Screenshot: Create category

2. Assign Notes to Categories​

  1. Open or select note
  2. Choose category from dropdown
  3. Note moves to category
  4. Auto-saves

Screenshot: Assign category

3. Use Tags​

  1. Add tags to notes
  2. Multiple tags per note
  3. Create tags as needed
  4. Click tag to filter

Screenshot: Adding tags

4. View by Category​

  1. Click category in sidebar
  2. View all notes in category
  3. Quick navigation
  4. Drag-drop between categories

Screenshot: Category view

Success!​

Your notes are organized and easy to find.

Category Structure Examples​

By Trading Style​

📁 Day Trading
📁 Swing Trading
📁 Position Trading
📁 Scalping

By Content Type​

📁 Strategies
📁 Market Analysis
📁 Trade Reviews
📁 Learning Notes
📁 Templates

By Priority​

📁 Active Strategies
📁 Testing Ideas
📁 Archive
📁 Reference

Screenshot: Category examples

Tag System​

Common Tags​

🏷️ Strategy Tags: #breakout, #reversal, #momentum
🏷️ Asset Tags: #equity, #options, #futures
🏷️ Status Tags: #active, #testing, #archived
🏷️ Priority Tags: #important, #review, #urgent

Tag Best Practices​

✅ Use consistent naming
✅ Limit to 5-7 tags per note
✅ Create tag hierarchy
✅ Review and clean unused tags

Color Coding​

Assign Colors​

Each category can have color:

  • Visual identification
  • Quick scanning
  • Priority indication
  • Status representation

Screenshot: Color coding

Nested Categories​

Create Subcategories (Pro)​

📁 Strategies
  └─ 📁 Intraday
  └─ 📁 Swing
📁 Analysis
  └─ 📁 Technical
  └─ 📁 Fundamental

Moving Notes​

Reorganize​

  1. Drag-drop notes between categories
  2. Or edit note category
  3. Bulk move multiple notes
  4. History preserved

Pinning Notes​

Quick Access​

  • Pin important notes to top
  • Stays visible in all views
  • Easy reference
  • Unpin when done

Screenshot: Pinned notes

Smart Categories​

Auto-Categorization (AI)​

System can suggest:

  • Category based on content
  • Relevant tags
  • Similar notes
  • Organization tips

Archiving​

Archive Old Notes​

  • Move to Archive category
  • Hidden from main view
  • Searchable if needed
  • Restore anytime

Quick Tips​

  • Create categories before notes
  • Use both categories and tags
  • Pin frequently used notes
  • Color-code priorities
  • Archive completed items
  • Regular cleanup

Search Within Categories​

  1. Select category
  2. Use search box
  3. Searches only in category
  4. Fast results

Export by Category​

Export Organization​

  • Export entire category
  • Maintains structure
  • PDF or markdown
  • Backup purposes

Screenshot: Export category

Next Steps​

Troubleshooting​

Category not showing? Refresh notebook page
Can't delete category? Move notes out first
Tags not applying? Save note after adding tags
Lost category? Check archived categories
Need help? Contact support@tradelyser.com