Overview

You can create Note Categories in DoorLoop to help you organize and find notes. This can be helpful if your workflow requires you to create many notes on a single thing in DoorLoop.

The Steps

Step 1

From the main menu, select Settings, go down to the Related Lists section and click on the Note Categories button.

Step 2

Click on + Add Line Item link and type in a Tag Name for your new Note Category.

When you are finished, click on the green checkmark to save it.

Step 3

You can add more Note Categories by clicking on the + New Line Item link again.

Step 4

To edit a category, click on the pencil and pad icon to the right of the Tag Name.

Update the name and click on the green checkmark to save it.

Step 5

To delete a category, simply click on the red trash can icon on the right side of the line and then click it again to confirm.

Step 6

Once you have created, edited, or deleted your desired categories, click the X icon in the upper right corner of the Note Categories window to exit these settings.

Well done! Now you can filter your notes using these Note Categories.

Next Steps

Did this answer your question?