Folders & Tags
Organize your knowledge effectively with Lokus’s powerful folder and tag system. Use folders for hierarchical structure and tags for flexible cross-references.
Version: 1.3.1 | Tag System: Nested | Smart Folders: Yes
Overview
Organization Methods
Folders:
- Hierarchical structure
- File location based
- Easy visualization
- Traditional navigation
- One location per file
Tags:
- Flexible categorization
- Multiple per file
- Cross-cutting concerns
- Advanced queries
- Nested hierarchies
Best Practice: Use both! Folders for primary organization, tags for relationships and themes.
Folder Organization
Creating Folders
Quick Create:
Shortcut: Cmd+Shift+N
1. Press Cmd+Shift+N
2. Enter folder name
3. Optional: Use slash for nesting
Example: "Projects/2025/Q1"
4. Press EnterContext Menu:
1. Right-click file tree
2. Select "New Folder"
3. Enter name
4. Press EnterFolder Strategies
PARA Method
workspace/
├── 1-Projects/ Active work with deadlines
│ ├── Website-Redesign/
│ ├── Book-Draft/
│ └── Research-Paper/
├── 2-Areas/ Ongoing responsibilities
│ ├── Health/
│ ├── Finances/
│ └── Learning/
├── 3-Resources/ Reference material
│ ├── Articles/
│ ├── Books/
│ └── Courses/
└── 4-Archive/ Completed or inactive
└── 2024/Zettelkasten Method
workspace/
├── 1-Inbox/ Fleeting notes (unsorted)
│ └── quick-capture/
├── 2-Literature/ Reading notes
│ ├── books/
│ └── papers/
├── 3-Permanent/ Processed ideas
│ ├── concepts/
│ ├── principles/
│ └── models/
├── 4-Projects/ Active work
│ └── current/
└── 5-Index/ Entry points
└── maps-of-content/GTD (Getting Things Done)
workspace/
├── Inbox/ Unprocessed items
├── Next-Actions/ Tasks to do
│ ├── calls/
│ ├── computer/
│ └── errands/
├── Projects/ Multi-step outcomes
├── Waiting-For/ Delegated items
├── Someday-Maybe/ Future possibilities
└── Reference/ Archived informationDate-Based
workspace/
├── Daily/
│ └── 2025/
│ ├── 01-January/
│ │ ├── 2025-01-01.md
│ │ └── 2025-01-02.md
│ └── 02-February/
├── Weekly/
│ └── 2025/
│ ├── Week-01.md
│ └── Week-02.md
└── Monthly/
└── 2025/
├── 2025-01.md
└── 2025-02.mdNested Folders
Creating Deep Hierarchies:
Method 1: Create path during file creation
"Projects/Web/Frontend/Components/Button.md"
Method 2: Create folders step-by-step
1. Projects/
2. Projects/Web/
3. Projects/Web/Frontend/
4. Projects/Web/Frontend/Components/Best Practices:
Yes Limit depth to 3-4 levels
Yes Use descriptive names
Yes Consider mobile navigation
No Avoid very deep nesting (6+ levels)
No Don't duplicate folder names at different levelsFolder Navigation
Keyboard Navigation:
↓ / ↑ Move between items
→ Expand folder
← Collapse folder
Enter Open selected item
Cmd+B Toggle sidebar
Cmd+Shift+E Focus file treeQuick Jump:
1. Click folder name
2. Start typing folder name
3. Folders filter as you type
4. Press Enter to openFolder Properties
View Folder Info:
Right-click folder → Properties
Shows:
- Path
- Number of files
- Total size
- Date created
- Last modified
- Subfolders count
- Tag distributionTag System
Using Tags
Inline Tags:
This note is about #productivity and #workflows.
Tags can appear anywhere: #project/work #status/active
Multi-word tags: #machine-learning #deep-learningFrontmatter Tags:
---
tags:
- productivity
- workflows
- tutorial
---Tag Syntax:
Yes Valid tags:
#tag
#multi-word-tag
#nested/tag
#project/2025/q1
No Invalid:
# tag (space after #)
#tag with spaces (unquoted spaces)
##tag (double hash)Nested Tags
Creating Hierarchies:
#work
#work/projects
#work/projects/website
#work/meetings
#work/meetings/standup
#personal
#personal/health
#personal/health/fitness
#personal/health/nutritionBenefits:
- Organize by category
- Filter at any level
- Inherit from parents
- Visual hierarchy in tag browser
- Quick drill-downViewing Hierarchy:
Tag Browser shows:
work (15)
├── projects (8)
│ └── website (3)
└── meetings (7)
└── standup (5)
Click 'work' → See all 15 notes
Click 'work/projects' → See 8 notesTag Management
Tag Browser:
Access: View → Tag Browser
or: Cmd+Shift+T
Features:
- View all tags
- See tag counts
- Click to filter notes
- Hierarchical display
- Search tags
- Rename tags
- Merge tags
- Delete unused tagsRenaming Tags:
1. Right-click tag in browser
2. Select "Rename Tag"
3. Enter new name
4. All notes automatically updatedMerging Tags:
1. Select multiple tags (Cmd+Click)
2. Right-click → "Merge Tags"
3. Choose primary tag name
4. Confirm merge
5. All notes consolidatedDeleting Tags:
1. Right-click tag → "Delete Tag"
2. Options:
- Remove from all notes
- Keep in existing notes
3. Confirm deletionTag Autocomplete
Inline Completion:
1. Type #
2. Start typing tag name
3. Suggestions appear
4. Use ↑↓ to navigate
5. Press Enter to insertFuzzy Matching:
Type: #proj
Matches:
- #project
- #projects
- #work/project
- #personal/projectRecent Tags:
Most recently used tags appear first
- Last 20 tags tracked
- Ordered by recency
- Across all notesTag Statistics
View Tag Analytics:
Tag Browser → Statistics
Shows:
- Total unique tags
- Most used tags
- Orphaned tags (no notes)
- Tag growth over time
- Tag distribution chart
- Related tag suggestionsSmart Folders
Creating Smart Folders
Based on Tags:
1. Right-click in sidebar
2. "New Smart Folder"
3. Name: "Active Projects"
4. Criteria:
- Has tag: #status/active
- Has tag: #project
5. SaveBased on Dates:
Name: "This Week's Notes"
Criteria:
- Created: Last 7 days
- OR Modified: Last 7 daysBased on Properties:
Name: "Incomplete Tasks"
Criteria:
- Contains: - [ ]
- NOT contains: - [x]
- Type: task-listCombined Criteria:
Name: "Urgent Work Items"
Criteria:
- Tag: #work
- Tag: #priority/high
- Modified: Last 3 days
- Contains: TODO or URGENTSmart Folder Examples
Personal Dashboard:
Smart Folders:
1. "Today" (created today)
2. "This Week" (modified this week)
3. "Untagged" (no tags)
4. "Favorites" (starred)
5. "Drafts" (tag: #draft)Project Management:
1. "Active Projects" (#project + #active)
2. "Blocked" (#project + #blocked)
3. "Review Needed" (#needs-review)
4. "Completed" (#project + #done)Learning System:
1. "To Study" (#learn + #pending)
2. "In Progress" (#learn + #active)
3. "Completed" (#learn + #done)
4. "Review Queue" (#review-due)Saved Searches
Creating Saved Searches
Basic Search:
1. Cmd+Shift+F (Global Search)
2. Enter query
3. Click "Save Search"
4. Name it
5. Choose icon
6. Appears in sidebarAdvanced Query:
Query: tag:#work AND (urgent OR priority)
Name: "Urgent Work Items"
Saved in: Searches sectionRegex Search:
Query: /TODO:.*urgent/i
Name: "Urgent TODOs"Search Query Syntax
Tag Searches:
tag:#work Single tag
tag:#work OR tag:#personal Multiple tags
tag:#work AND tag:#urgent Combined tags
tag:#work/projects Nested tag
-tag:#archive Exclude tagContent Searches:
"exact phrase" Exact match
word1 AND word2 Both words
word1 OR word2 Either word
word1 NOT word2 Exclude word
file:projects/ In folder
path:2025 Path containsProperty Searches:
created:today Created today
modified:>2025-01-01 Modified after date
created:<7d Last 7 days
wordcount:>1000 Word count over
has:tasks Contains tasks
has:links Has wiki linksTag-Based Workflows
Knowledge Management
Progressive Summarization:
Tagging levels:
1. #inbox (first capture)
2. #inbox + #type/article (categorized)
3. #processed + #topic/ai (highlighted)
4. #evergreen + #topic/ai (summarized)
5. #moc + #topic/ai (map of content)Spaced Repetition:
1. #learn (new concept)
2. #review (needs review)
3. #mastered (understood)
4. #refresh (periodic review)
Auto-tag based on review intervalsProject Management
Status Tags:
#status/planning
#status/active
#status/blocked
#status/review
#status/done
#status/archivedPriority Tags:
#priority/urgent
#priority/high
#priority/medium
#priority/lowContext Tags:
#context/work
#context/home
#context/computer
#context/phone
#context/errandsResearch Workflows
Source Tags:
#source/book
#source/paper
#source/article
#source/video
#source/podcast
#source/conversationProcessing Tags:
#to-read
#reading
#to-extract
#extracted
#to-summarize
#summarizedFolder Templates
Creating Templates
Template Structure:
templates/
├── project-folder/
│ ├── README.md
│ ├── notes/
│ ├── resources/
│ └── archive/
├── research-folder/
│ ├── papers/
│ ├── notes/
│ └── summaries/
└── area-folder/
├── journal/
├── goals/
└── reviews/Applying Templates:
1. Right-click sidebar
2. "New Folder from Template"
3. Select template
4. Name new folder
5. Structure created automaticallyTemplate Variables
In Template Files:
---
title: {{FOLDER_NAME}} - Overview
created: {{DATE}}
tags:
- {{FOLDER_NAME_SLUG}}
- project
---
# {{FOLDER_NAME}}
Created: {{DATE}}
Status: PlanningBest Practices
Folder Best Practices
Yes Do:
- Use descriptive names
- Maintain consistent depth
- Create logical hierarchies
- Archive old folders
- Use templates for common structures
No Don't:
- Create too many top-level folders
- Nest too deeply (3-4 max)
- Use special characters
- Duplicate structure with tags
- Create single-file foldersTag Best Practices
Yes Do:
- Use lowercase
- Be consistent
- Create hierarchies
- Review periodically
- Merge similar tags
No Don't:
- Over-tag (5-7 max per note)
- Use very similar tags
- Create too many levels (3 max)
- Forget to tag important notes
- Use spaces (use hyphens)Combined Strategy
PARA + Tags:
Folders (Where):
1-Projects/
2-Areas/
3-Resources/
4-Archive/
Tags (What/How/When):
#type/note #type/task #type/reference
#status/active #status/done
#priority/high #priority/low
#context/work #context/personal
#topic/productivity #topic/healthTips & Tricks
Power User Tips
Quick Tag Entry:
Create tag templates:
#work/project/{{name}}
#status/{{status}}
Assign to keyboard shortcutsTag Combinations:
Saved searches for common combinations:
- #work + #urgent → "Work Urgent"
- #personal + #goal → "Personal Goals"
- #learn + #review → "Review Queue"Folder Bookmarks:
Right-click folder → "Add to Bookmarks"
Quick access from sidebar
Keyboard shortcut: Cmd+1-9Bulk Operations
Bulk Tagging:
1. Select multiple notes
2. Right-click → "Add Tags"
3. Enter tags
4. Apply to allBulk Moving:
1. Select notes
2. Drag to target folder
3. All move together
4. Links update automaticallyBulk Re-tagging:
1. Tag Browser → Select tag
2. "Rename" or "Replace With"
3. All notes updatedRelated Documentation
- File Management - File operations
- Search - Advanced search queries
- Workflow - Automate organization
- Templates - Folder templates
Last Updated: January 23, 2025 | Version: 1.3.1