Tags & Tag Hub

Tags in PraxisNote work across all features — tasks, notes, and meetings share the same tag system. Create a tag once and apply it anywhere. The Tag Hub gives you a bird’s-eye view of all your tags and everything associated with them.

Getting Started

Tags are created inline where you use them:

1. Open any task, note, or meeting.
2. Click the tag area (tag icon, “Add tag” button, or + in the tags row).
3. Type a tag name — if it exists, select it from the dropdown. If it’s new, press Enter to create it.
4. The tag appears as a colored chip on the item.

Once a tag exists, it’s available across all features. Apply it to related tasks, notes, and meetings to create cross-cutting project views.

Naming conventions

Use lowercase, short tag names. Common patterns:

• Projects: q1-launch, redesign, onboarding
• Areas: backend, design, marketing
• Status/type: blocker, follow-up, idea

Adding Tags

Tags can be added from three places:

Feature	Where to add
Tasks	Click the + button in the tags row on the task card, or click the tag icon tab at the bottom
Notes	Click “Add tag” in the footer bar of the note editor
Meetings	Click the tag area in the meeting editor’s details section

In all cases, a search input appears. Type to filter existing tags or create a new one. The dropdown shows tag names with their usage counts to help you pick the right tag.

Creating a New Tag

If the text you typed doesn’t match any existing tag, a “Create [name]” option appears at the bottom of the dropdown. Click it or press Enter to create the tag and immediately apply it.

Note

Tag names are normalized to lowercase. Creating “Backend” and “backend” results in the same tag.

Removing Tags

Click the x button on any tag chip to remove it from that item. The tag itself is not deleted — it still exists and can be applied to other items.

Tag Hub

The Tag Hub is a central page for browsing and managing all your tags. Open it from the Tag Hub link in the sidebar.

Selecting a Tag

The Tag Hub features a dropdown selector at the top:

1. Click the tag selector dropdown.
2. Use the built-in filter to search by name.
3. Each tag in the dropdown shows its name and total usage count.
4. Select a tag to view all items associated with it.

A summary line below the selector shows the breakdown: e.g., “3 meetings · 5 notes · 2 tasks”.

Browsing Tagged Items

Once a tag is selected, all associated items appear in a chronological list grouped by date:

Date Group	Contents
This Week	Items from Monday of the current week onward
Last Week	Items from the previous week
This Month	Items from earlier in the current month
Earlier	Everything older

Each item shows:

• Type icon — colored badge (purple for meetings, green for notes, blue for tasks)
• Title — the item name
• Metadata — varies by type:
  • Meetings: date and attendee count
  • Notes: “Updated X ago”
  • Tasks: status badge (Todo, In Progress, Done), priority dot, due date
• Relative date — when the item was created/updated

Navigating to Items

• Click an item row to navigate to it
• Open in new tab — click the external link icon (hover-revealed on desktop, always visible on mobile)

Managing Tags

Each tag in the dropdown has a three-dot action menu with these options:

Rename

1. In the tag selector dropdown, hover over a tag and click the three-dot menu.
2. Select Rename.
3. An inline text field appears with the current name.
4. Edit the name and press Enter to save, or Escape to cancel.

Renaming a tag updates it everywhere — all tasks, notes, and meetings that use the tag immediately show the new name.

Merge Tags

Merge combines two tags into one, transferring all associations from the source tag to the target.

1. Click the three-dot menu on the tag you want to merge away (the source).
2. Select Merge into….
3. A dialog opens — choose the target tag (the one that will remain).
4. The dialog shows a preview of what will happen:
   • Source tag item counts (tasks, notes, meetings)
   • Target tag item counts
   • Resulting counts after merge
   • Overlap count (items that already have both tags)
5. Click Merge to confirm. The source tag is deleted and its associations move to the target.

Caution

Merge cannot be undone. The source tag is permanently deleted. All items that had the source tag will now have the target tag instead.

Delete Tag

1. Click the three-dot menu on the tag you want to delete.
2. Select Delete.
3. A confirmation dialog shows which items will be affected (e.g., “3 meetings · 2 notes · 1 task”).
4. Click Delete tag to confirm.

Deleting a tag removes it from all associated items. The items themselves are not deleted.

Caution

Tag deletion cannot be undone.

AI Chat

When a tag is selected and has associated items, an Ask AI button appears. Click it to open an inline AI chat panel where you can ask questions about the items tagged with the selected tag.

For example, if you select a project tag, you can ask:

• “Summarize the key decisions from recent meetings”
• “What tasks are still outstanding?”
• “What are the main themes across these notes?”

The AI has context about all items with the selected tag and can provide synthesized answers.

Tips & Best Practices

Keep your tag set small

A handful of well-chosen tags (5-15) is more useful than dozens of rarely-used ones. If you have too many tags, use Merge to consolidate similar ones.

Tag consistently across features

The real power of tags emerges when you apply them across tasks, notes, and meetings. Tag a meeting with “q1-launch”, then tag the follow-up tasks and related notes with the same tag. The Tag Hub then shows your complete project view.

Use AI Chat for project reviews

Select a project tag and use AI Chat to get a quick summary of where things stand — what was discussed in meetings, what tasks are pending, and what’s been documented in notes.

Merge instead of rename for synonyms

If you discover two tags that mean the same thing (e.g., “backend” and “server”), use Merge rather than deleting one. Merge preserves all associations from both tags.

Clean up unused tags

Periodically visit the Tag Hub and check for tags with zero usage counts. Delete these to keep your tag list clean and the dropdown easy to navigate.