101.6 Card Category Tags and Favorites

You can categorize cards with tag labels.

It can be helpful to use different category tags, so you can visually pick out cards, or even use to filter cards.

Tags (Categories) have a name and a color. 

By default all tags you add to a Stack are unique to that Stack. However, if there are tags you use a lot across all your stacks you can add them in a Global Tags list.

Create and Add Tags

Click icon to edit Tags
Click icon to edit Tags

Once you click on 'Edit Tags' you can create a number of tags by entering the name, change the font or background color, then click 'Add Tag'

Create a Tag window
Create a Tag window

For example if you are creating a set of cards to hold different recipes, one of your categories might be 'Smoothies'

Type name of Tag in blue area, then click 'Create Tag' button to add Tag to your list
Type name of Tag in blue area, then click 'Create Tag' button to add Tag to your list


Tag created
Tag created

Once the Tag is created you can close the window, and then click the Tag dropdown again on the card and you will see the new Tag(s) you created.

Select Tag
Select Tag

Now you can select it for the card if desired.

Tag Selected
Tag Selected

You will also notice that if a Tag has been selected for a card, it will no longer show in the list of Tag choices.

The Tag dialog box allows you to edit Tags for any Stack. There is a dropdown at the top that allows you to navigate around. 

Global Tags

We have a special list called 'Global Tags' - at the top of the dropdown.  Tags that you put into the Global tag list are available across the app on any card you click the dropdown.  Userful, for example, if you want to just define one 'To-Do' tag across the app.  

Use Global Tags to have a list of Tags that are shared across the app. 
Use Global Tags to have a list of Tags that are shared across the app. 

For example you can aldd a number of 'To-Do', 'In Progress', and 'Completed' Tags which are useful tag across all stacks in general.

Global Tags show in all Stacks - so you don't have to keep creating common ones
Global Tags show in all Stacks - so you don't have to keep creating common ones

Note: Global Tags appear below the Tags defined for a given Stacks in the Tag list. 

If you delete a Tag it is removed from all cards. There can be a processing delay while NoteDex removes Tag references.

To Delete a Tag from a stack click the 'Edit Tags' and it will bring the pop-up menu like where you can click 'Delete' for the Tag to delete.  You can also edit an existing Tag name.

Delete a Tag
Delete a Tag

Favorites

Finally, you can also mark a card as a 'Favorite'. You can see the 'star' icon on the toolbar.

Mark a Card as a Favorite
Mark a Card as a Favorite

You can filter cards easily as favorites and also see favorites in the sidebar. This is a special tag type in the system. 

Sort cards by Favorites simply by clicking this icon
Sort cards by Favorites simply by clicking this icon

Using Tags to Link Similar Cards Together

While at the moment we don't provide the 'Zettelkasten' feature to link card to each other, you can use the Tags to connect/group related cards together as a work around.

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101.5 Using a Card Template or Custom Image
101.7 Group Folders, Moving Cards, Moving Multiple Cards