Notes View

Notes view shows a scrollable list of your notes alongside a full detail panel for the selected note. It's ideal for browsing through notes one at a time and editing individual records. This page covers navigating, searching, sorting, and editing in Notes view.

Structure

Notes view uses a three-column layout:

  1. Notebook sidebar (left) — Your notebooks and groups.
  2. Note list (center) — All notes in the selected notebook, sorted and searchable.
  3. Note detail (right) — The full content of the selected note, with inline editors for every field.

Click a note in the list to view and edit it in the detail panel.

The three-column Notes view with sidebar, note list, and note detail

Browsing Notes

Each note in the list shows:

  • Title — The first field's value (or a custom title, depending on your notebook settings).
  • Subtitle fields — Any fields you've marked as visible with the eye icon in the Fields editor.
  • Creation date — When the note was created.
  • Unread indicator — A blue dot appears on notes that haven't been viewed yet. This is especially useful when new notes arrive from web form submissions or shared notebook sync.

The total note count appears at the bottom of the list.

Searching

The search bar at the top of the note list lets you filter notes in real time. Type any text and the list narrows to notes that contain a match in any field value. The search is case-insensitive.

Clear the search by clicking the X button or deleting the text.

Sorting, Grouping, and Filtering

The View Options button on the note list's toolbar (the sliders icon) holds three tools for shaping the list:

Sort By

Four options:

  • Newest First (default) — Most recently created notes at the top.
  • Oldest First — Oldest notes at the top.
  • A to Z — Alphabetical by note title.
  • Z to A — Reverse alphabetical by note title.

Group By

Organize the note list into collapsible sections by a field's value — the same grouping the Table view offers:

  • Tags — One section per tag value (notes with multiple tags appear in multiple sections), plus a "No value" section.
  • Toggle — "Yes" and "No" sections.
  • Rating — Sections from 5 stars down to 1, plus "No rating".

Click a section header to collapse or expand it. Pick None to return to a flat list.

Filter By

Opens the same type-aware filter editor as the Table view — add as many conditions as you need (a note must match all of them), with operators tailored to each field type. See the Table view's filtering guide for the full operator list; the behavior is identical here.

All three settings are saved to the active layout and sync across your devices.

Layout Tabs

Just like the Table view, the notes list supports Layouts — saved combinations of sort, grouping, filters, and collapsed sections that you can switch between with one click. The notes view keeps its own layouts, separate from the Table view's.

  • Turn on the layout tabs with Show Layout Tabs — the first item in the ⋯ (More) menu, or in the View menu on Mac and iPad.
  • Everything else works exactly as in the Table view: one undeletable default layout ("Main"), the + button or View → New Layout… to add more (up to 5), long-press/right-click to Edit Layout (rename + tint color) or delete, and Ctrl+Tab / Ctrl+Shift+Tab to cycle.
  • Layouts sync across your own devices — including which one is selected and whether the tabs are shown — and are always private to you in shared notebooks.

See the Table view's Layout Tabs guide for the full details.

Editing a Note

Click a note in the list to open it in the detail panel on the right. The detail panel shows:

  • Title area — Either the first field value or an editable title field, depending on your notebook's title mode setting.
  • Created date — Displayed below the title.
  • Author info — In shared notebooks, you'll see who created the note and who last edited it.
  • Field cards — Each field appears as its own card with a type-specific inline editor.

Every field type has its own editor:

  • Text fields show a text input or expanding text area.
  • Contact fields show a text input with a tap-to-action button (email, call, open URL).
  • Number and Currency fields show a numeric input with stepper controls.
  • Rating shows tappable stars.
  • Date shows a tappable pill that opens a calendar date picker. Optionally captures a time too, and can color-code dates that are today — both via per-field toggles in the field editor.
  • Toggle shows a switch.
  • Tags show checkboxes for each available option.
  • Checklist shows a to-do list with add, toggle, and delete.
  • Image shows a preview with options to pick a file or drag and drop.
  • Secret shows dots with a tap-to-reveal button that requires biometric authentication.
  • Reference shows a picker to select a linked note from another notebook.
  • Formula shows the computed result (read-only).
  • Color shows a color picker, a hex text input, and a swatch preview.
  • Duration shows separate inputs for hours, minutes, and seconds.
  • Percent shows a numeric input with a progress bar that fills proportionally.
  • Barcode shows a text input for the barcode string. When a value is entered, a Code 128 barcode image is generated below. On iPhone and iPad, a Scan button opens the camera to scan a physical barcode.
  • QR Code shows a text input for the QR code value. When a value is entered, a QR code image is generated below. On iPhone and iPad, a Scan button opens the camera to scan a QR code.
  • Layout fields (Divider, Description) display as visual elements with no interaction.

Changes save automatically as you edit. There's no save button.

Watch tutorial

Reordering Fields

On Mac: drag field cards up and down in the detail panel to change the field order. Grab a field card and move it to a new position. A colored indicator shows where it will land.

On iPhone and iPad: open the Edit Fields sheet from the toolbar's three-dot menu, then drag fields up and down in the list.

Either way, this changes the field order for the entire notebook, not just the current note. All notes will reflect the new order, and the table view columns will update to match.

Creating and Deleting Notes

Creating a Note

Click the compose button in the toolbar or press Cmd+N on Mac. A new note appears in the list with all fields empty and ready to fill in.

Duplicating a Note

Right-click a note (or use the note's menu) and choose Duplicate Note, or press Cmd+D on Mac with a note selected. The copy includes all of the note's field values.

Deleting a Note

There are a few ways to delete a note:

  • Three-dot menu — Click the three-dot menu in the note detail toolbar and choose Delete Note.
  • Swipe — On iPhone and iPad, swipe left on a note in the list to reveal the delete button.
  • Keyboard — Select a note and press Delete on Mac.

A confirmation dialog appears before the note is permanently deleted.