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How to use note categories

Set up note categories to organize your project notes.

Liz Splain avatar
Written by Liz Splain
Updated over 7 years ago

We like to keep things organized!  Shocker, right?

You can use note categories to easily organize and sort through your project notes.

To create a note category:

  1. Go to the Setup Menu  in your left-side menu.

  2. Locate Note Categories and select Proceed .

  3. To add a new note category, select the + Add button in the top right corner.

  4. Give your note category a name and select Create Note Category .

  5. Add types to your category by selecting the Add  button.  Think of the category as your binder, and types as your folder headers.  You apply the types  to your individual notes.

To apply a note category to a note:

  1. Go to the project you are working on.

  2. Enter your note.

  3. Select the Category  and Type  from the drop-down menus below the note.  

  4. Select Done to post the note.

Now you can easily search notes by categories and types on your project page.  Just another way molti helps you stay organized!

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