Create and Use Note Categories
Learn how to link notes with categories to help you keep track of them.
Nolan Hofstee avatar
Written by Nolan Hofstee
Updated over a week ago


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

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