Sort notes by drag and drop
1
Enable the Triage filter
In the notes list, enable the Triage filter.Only notes with no folder linked are shown.
2
Drag a note onto a folder
Drag a note from the list onto a folder or document in the left navigation sidebar.The sidebar stays visible during the drag.Release directly on the target folder — a confirmation appears.
3
Repeat until the triage is empty
Continue until the Triage view is empty. The main list now shows only sorted notes.
Improve a voice note when linking it
When you link a voice note that already has an AI summary to a folder or document, you’re asked: Improve this note? Choosing Improve note retranscribes the audio using the linked document for context — or, if you linked to a folder, its most recent document — for example the participants from its Attendance block, to recognize names and improve accuracy. The AI summary is regenerated at the same time, giving a more explicit, better-structured note. Choose Not now to keep the note as it is.Remove a note from a folder
Open the menu on the note, then choose Remove from “[folder name]”.Sort folders in the sidebar
By default, folders follow the manual order you set by drag and drop. To sort them automatically instead:- Hover the folder list header in the sidebar and click .
- Choose a sort mode: name (A–Z or Z–A), date created (newest or oldest first), or date updated (newest or oldest first).
Reordering items requires Manual order. You can still drag items into folders in any sort mode.