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C h a p t e r F i v e - U s i n g C a t e g o r i e s & Te m p l a t e s
U s i n g N o t e Ta k e r, v e r s i o n 2 . 1
66
Categorize Entries for Quick Retrieval
You can classify notebook entries in categories, such as a Project Deadlines or Birthdays
category. Then quickly look up all your deadlines, birthdays, or other related information,
later--in your notebook's Index or using the Highlight & Summarize tool.
To see available categories, open the NoteTaker Tools panel to the Categories tab
(choose Tools > Categories or click the Tools icon in your toolbar).
To categorize an entry, browse to the category in the Tools panel and drag it to the
entry. Or select one or more entries and double-click the category in the panel to
categorize all the entries at once.
WHAT ELSE?
If you use categories a lot, put the Tools icon on your toolbar. See "Build Your Own Toolbar" on page 132.
To find out all the ways you can take advantage of categories, see: "Create Templates for Quick "Form" Entry"
on page 68, "Create Summary Reports" on page 80, "Index Your Notebook" on page 82, "Sort and
Alphabetize" on page 75, "Build an Address Book From Scratch" on page 90, and "Manage a Freeform
Database" on page 71.
Tools Icon
Opens the Tools panel
where you can access
categories
These groups list categories for
school, work, and contact
management
Categories are organized in groups
Categories in the NoteTaker group are
assigned to entries automatically
Drag a category to an entry
NoteTaker categories have icons that
appear when Category Icons are
turned on (in the View menu)
Click here to view category labels (or
choose View > Categories)
Control-click to the left of an entry to
open a menu for assigning,
reassigning, or removing its category