Groups

Groups are how you organize notes into collections and create consistency across your knowledge base. Think of them as smart folders that not only contain your notes but help you standardize how your team works together.

What Are Groups?

Groups are containers for related notes that give you two main features:

• Folder structure: Browse notes like a traditional folder structure through the sidebar

• Table view (group page): See all your notes as a spreadsheet with properties as columns

Why Groups Matter

Organization

Keep related notes together:

• All meeting notes for a project

• Research materials for a specific topic

• Documentation for a product feature

• Team onboarding resources

Standardization

The table view lets you see and enforce consistency across all notes in the group:

• Ensure all meeting notes have the same properties (Date, Attendees, Action Items)

• Standardize project tracking across similar notes

• Normalize tag usage and property values

• Spot missing information at a glance

Creating Your First Group

1. Create the group: Use the folder icon or right-click to create a new group

2. Add notes: Drag existing notes into the group or create new ones directly inside

3. Set up properties: Define the properties that make sense for this type of content

4. Use table view: Switch to table view to see and edit all notes' properties at once

Table View: The Power Tool

The table view transforms your group into a powerful database where you can:

See Everything at Once

All notes in the group become rows, all properties become columns. Instantly spot:

• Which notes are missing key information

• Inconsistent property values

• Notes that need attention based on status or priority

Normalize Properties

Before normalization (messy):

Meeting 1: Status = "done"
Meeting 2: Status = "finished" 
Meeting 3: Status = "complete"

After using table view (clean):

Meeting 1: Status = "Complete"
Meeting 2: Status = "Complete"  
Meeting 3: Status = "Complete"

Bulk Edit Properties

Change multiple notes at once:

• Mark several meeting notes as "Complete"

• Assign the same person to multiple tasks

• Update priorities across related notes

• Add consistent tags to similar content

Group Strategies

Project Groups

Create a group for each major project:

📁 Website Redesign
  └── Properties: Status, Owner, Priority, Due Date
  └── Notes: Research, Design Spec, Development Plan, Testing Notes

Use table view to track project progress and ensure nothing falls through the cracks.

Meeting Series Groups

Keep all meetings for a team or project together:

📁 Weekly Design Reviews
  └── Properties: Date, Attendees, Decisions Made, Action Items
  └── Notes: March 1 Review, March 8 Review, March 15 Review...

Table view shows attendance patterns and tracks action item completion.

Documentation Groups

Organize related documentation:

📁 API Documentation  
  └── Properties: Last Updated, Reviewed, Status, Version
  └── Notes: Authentication, Endpoints, Examples, Troubleshooting

Ensure all docs have consistent review dates and status tracking.

Research Collections

Gather research materials:

📁 User Research Q1
  └── Properties: Research Method, Participants, Date, Key Findings
  └── Notes: Interview 1, Survey Results, Usability Test, Findings Summary

Team Collaboration with Groups

Establish Standards

Use groups to create consistency across your team:

• Property templates: Define which properties every note type should have

• Value standards: Establish consistent options for select properties

• Review processes: Use table view to track review status across documents

Onboard New Members

Groups make it easy for new team members to understand:

• How your team organizes information

• What properties are expected on different note types

• Where to find and contribute to different types of content

Quality Control

Regularly review groups in table view to:

• Find notes missing important properties

• Spot inconsistent tagging or categorization

• Ensure team standards are being followed

• Identify notes that need updates or review

Advanced Group Usage

Nested Groups

Create hierarchies for complex projects:

📁 Product Launch
  📁 Research Phase
  📁 Design Phase  
  📁 Development Phase
  📁 Marketing Materials

Each sub-group can have its own property standards while rolling up to the main project view.

Cross-Group Connections

Notes in groups can still link to notes anywhere else in your knowledge base. Groups provide organization without breaking your connection web.

Template Groups

Create "template groups" with example notes showing your team's standards, then duplicate the group structure for new projects.

Pro Tips

Start with properties: Before adding many notes to a group, define the key properties that make sense for that content type.

Use table view regularly: Make it a habit to check table view when reviewing project status or looking for missing information.

Standardize gradually: Don't try to create perfect standards immediately. Let patterns emerge, then formalize them.

Name consistently: Use clear, descriptive group names that your team will recognize and search for easily.

Review and clean: Periodically review groups to remove outdated notes and update property standards.

What's Next?

Now that your notes are organized in groups, learn how to make the most of your organized knowledge:

• Searching notes - Find specific notes across all your groups

• Tags and properties - Deep dive into property types and usage

• Templates - Speed up consistent note creation within groups

Ready to organize your team's knowledge? Create your first group and start building standards! 📁