Notes Page
Learn about the notes page layout, clinical and personal context switching, client-session tree, filtering, search, view modes, and note cards.
Page Layout
The notes page consists of two main sections: the navigation panel on the left and the note listing area on the right. These two sections work together to provide quick access to your notes.
Left Panel (Navigation)
Clinical and personal context toggle, client-session tree (clinical) or folder tree (personal) are located here. The panel is collapsible — when collapsed, only icons are visible.
Right Area (Note List)
Status tabs (Active / Archived / Trash), search bar, filter and sorting tools, note cards, and pagination are located here.
Clinical and Personal Context
Use the two buttons at the top of the left panel to switch between clinical and personal context. Each context offers a different navigation structure and different filter options.
Clinical
Displays your clinical notes linked to clients. The left panel shows a client list with sessions listed in a tree structure underneath. Session Mode and Mental State filters are only available in this context.
Personal
Displays your private personal notes. The left panel shows the folder tree. You can organize your notes using folders.
When you switch context, all filters, search, and page number are reset — you start with a clean view in the new context.
For detailed information on creating notes and context settings:
Creating and Managing Notes
Note creation wizard, context and type settings
Status Tabs
Filter your notes by their status using the three tabs at the top of the note list. Each tab shows the count of notes in that status.
Active
The default tab. Your current, active notes are listed here.
Archived
Your archived notes are listed here. Archived cards are displayed in amber tones with a faded appearance.
Trash
Your deleted notes are listed here. Trash cards are displayed in red tones with strikethrough titles. Each card shows "Will be permanently deleted in X days" information.
For details on archiving and deleting:
Archiving and Deleting Notes
Archiving, deleting, restoring and permanent deletion
Search and Filtering
Search
Start typing in the search field at the top of the note list to filter your notes by title, content, and tag information. Use the × button in the search field to clear your search.
Filters
Click the "Filters" button next to the search field to open the advanced filter panel. The number of active filters is shown on the button.
Created Date
Filter using quick options (last 7 days, last 30 days, this month, last month) or a custom date range.
Updated Date
Same structure as created date, filters by the note's last edit date.
Tag
Your tags can be selected from the list. Select multiple tags to perform an intersection search.
Note Type
System note types and your custom note types are listed. You can select multiple types.
Session Mode
ClinicalOnly visible in clinical context. Filters session-linked notes by session mode.
Mental State
ClinicalOnly visible in clinical context. Filters session-linked notes by mental state.
Active Filters
When filters are applied, your active filters are displayed above the note list. Use the × next to each filter to remove it, or "Clear All" to reset all filters.
Sorting and View Modes
Sorting
You can arrange the note list with three different sorting options:
Last Modified
Default sorting. Most recently edited notes appear at the top.
Created Date
Most recently created notes appear at the top.
Title (A-Z)
Notes are sorted alphabetically by their titles.
View Modes
You can display note cards in two different views:
Compact
A card view showing note information in summary form. Arranged in a 1, 2, or 3-column grid depending on screen size.
Preview
A card view showing a miniaturized preview of the note content. Hover over the card to zoom in for better readability.
Note Cards and Quick Actions
Each note card summarizes the key information of a note and provides quick actions. Click a card to open the note in the editor.
Card Content
Note Type Icon
The icon for the note type is shown in the top-left corner of the card.
Title
The note title is displayed in a single line. Long titles are truncated.
Breakthrough Badge
Notes marked as breakthroughs display a purple badge.
Context Info
Client name (clickable — opens profile page), session date (clickable — opens session detail), or folder name is displayed.
Tags
The first 2 tags are shown. If there are more, "..." is displayed; hover to see all tags listed.
Connection Count
Shows the total number of connections to other notes and goals. Click to view the connections.
Last Updated
Shows when the note was last edited (e.g., "2 days ago").
Deletion Countdown
For notes in trash, instead of tags and connection info, a "Will be permanently deleted in X days" warning is shown.
Quick Actions
The three-dot menu in the top-right corner of the card (visible when you hover over the card) provides the following actions:
Active Note Actions
Create Connection
Link this note to other notes or goals.
View Connections
View the note's existing connections.
Archive
Moves the note to archive. An "Undo" option appears on screen.
Delete (Move to Trash)
Moves the note to trash. Recoverable for 30 days.
Archived Note Actions
Unarchive
Returns the note to active status.
Delete (Move to Trash)
Moves the note to trash. Recoverable for 30 days.
Trash Note Actions
Restore
Returns the note to active status.
Delete Permanently
Permanently deletes the note. This action cannot be undone.
Status Visuals
Archived note cards are displayed with an amber background and amber border. An "Archived" badge appears in the top-left corner.
Trash note cards are displayed with a red background and red border. The title appears with strikethrough and a "Trash" badge in the top-left corner.
Important Notes
When you select a client, session, or folder from the left panel, the note list is automatically filtered. Navigation works as an additional filter alongside your other filters.
When you switch context (Clinical ↔ Personal), all filters and search are reset.
Session Mode and Mental State filters are only visible in clinical context — they are hidden for personal notes.
In preview mode, hover over a card to zoom into the note content — you can quickly glance at a long note without opening it.
Notes in trash are automatically permanently deleted after 30 days. Restore any notes you want to keep before this period expires.
Use the "+" button at the bottom-right of the page to create a new note matching your current context.