Overview
You can create Note Tags aka 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.
Note: Note Tags and Note Categories are not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.
The Steps
Add a Note Tag
To add a note tag, click Settings on the main menu and then click Note Tags under the Related Lists section.
Click on + Add Line Item link and type in a Tag Name for your new Note Tags.
When you are finished, click on the green checkmark to save it.
You can add more Note Tags by clicking on the + New Line Item link again.
Once you have created your desired note tags, click the X icon in the upper right corner of the Note Tags window to exit these setting
Edit a Note Tag
To edit a Note Tag, 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.
Once you have edited your desired note tags, click the X icon in the upper right corner of the Note Tags window to exit these setting
Delete a Note Tag
To delete a Note Tag, simply click on the red trash can icon on the right side of the line and then click it again to confirm.
Once you have deleted your desired note tags, click the X icon in the upper right corner of the Note Tags window to exit these setting
Next Steps