Guide

Organise Your Thoughts with Smart Notes

Never lose a thought again. This guide walks you through FlowBeam's note-taking system — from quick capture to organised categories, pinned priorities, and powerful search. Learn how to build a knowledge base that grows alongside your focus sessions.

📖 4 min read🔢 6 steps✨ Includes Pro preview

1

Open Your Notes

Your notes live in the Notes page, accessible from the "Plan & Organize" menu. The overview shows your stats at a glance — active notes, pinned items, notes created today, and any overdue items. Tabs let you filter between active, pinned, completed, and archived notes instantly.

Notes page overview with stats bar showing active, pinned, and today counts

Your Notes dashboard — everything at a glance

💡

Quick access. Use the "Plan & Organize" dropdown in the top navigation to jump to Notes from anywhere in the app.

2

Create a Note in Seconds

The inline note input sits right at the top of the page — no modals, no extra clicks. Type your thought, optionally set a category, tags, priority, and deadline, then hit Save. The note appears instantly in your grid below.

Inline note creation form with title, category, tags, and priority fields

Capture ideas instantly with the inline note input

✍️ Inline creation🏷️ Tags & categories🎯 Priority levels📅 Deadlines
3

Organise with Categories & Tags

As your notes grow, organisation becomes essential. Use categories (Work, Personal, Ideas, Learning) to group notes by domain, and tags for cross-cutting topics. The filter tabs at the top let you slice your collection by status — active, pinned, completed, or archived — so you always find what you need.

Notes grid filtered by category with tag badges visible on cards

Categories and tags keep your notes organised as they grow

🧪

Pro tip: Use consistent tag naming like "project-name" or "meeting-notes" to create virtual collections. Tags work like folders, but a note can belong to multiple tags.

4

Pin What Matters Most

Found a note you reference daily? Pin it. Pinned notes appear in their own dedicated tab and are always easy to find. Use pins for your current project brief, weekly goals, or any note that needs to stay front and centre while you work.

Pinned notes tab showing high-priority notes with pin icons

Pinned notes stay front and centre — no more searching

✦ Pro Feature

Unlimited notes for unlimited ideas

The free plan gives you 50 notes — plenty to get started. But ideas don't stop at 50. Pro users can create as many notes as they need with no cap, no upgrade prompts interrupting their flow, and no worrying about which notes to delete to make room for new ones.

Free Plan
50 notes
Limit indicator at 45+ · Upgrade prompt when full · Must archive or delete to add more
Pro Plan
Unlimited
No limits · No prompts · Full archive access · Build your knowledge base freely
Upgrade to Pro →
5

Search Across Everything

With dozens (or hundreds) of notes, search becomes your best friend. FlowBeam's search looks across titles, content, tags, and categories. Results appear instantly as you type, so you can find that meeting note from three weeks ago in seconds.

Search results showing matching notes with highlighted terms

Instant search across all your notes — find anything in seconds

Quick Capture. See the floating button in the bottom-right corner? That's Quick Capture — press it from any page in FlowBeam to jot down a note without leaving your current context.

6

Connect Notes to Focus Sessions

Notes are most powerful when connected to your work. FlowBeam links notes to your daily plan — if you have a focus task called "Prepare client presentation," any note with that title or tag shows up as a related note in your plan. This creates a natural bridge between capturing ideas and executing on them.

Daily plan showing a task with linked related note

Notes and tasks work together — ideas connect to action


Your Note-Taking Workflow

Smart Notes is designed for speed and simplicity. The workflow is:

✍️
Capture
Quick inline input or Quick Capture button
🏷️
Organise
Categories, tags, and priority levels
📌
Pin
Keep important notes front and centre
🔍
Find
Instant search across everything

As you capture more thoughts, your notes become a personal knowledge base. Combined with focus sessions and daily planning, they form the backbone of a productive workflow.

Start capturing your ideas

Sign up for free and create your first note in seconds. No credit card needed.

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