Saving and Finding Pins

Part of the In-Depth Guides series.

What Are Pins?

A Pin is a fact or snippet you want to be able to look up later. It's the simplest note category in ChatNotr — no due date, no checklist, no schedule. Just a piece of information you want saved and within reach the moment you need it.

Pins are perfect for the kind of thing you'd otherwise scribble on a scrap of paper and lose: a phone number, a measurement, a password hint, a reference code, something someone told you that you don't want to forget.

How to Save a Pin

(Utilizing your assistant through the chat screen)

Tell ChatNotr what you want to remember. The word "pin" gives it an immediate, unambiguous signal — but you can be more casual too and it will still figure it out.

ChatNotr will pre-fill the Pin form for you and bring up the save screen. If everything looks right, just press save. If anything needs adjusting, you can update it right there before it gets stored. Either way, what gets saved is exactly what you intended.

How to Retrieve a Pin

(Utilizing your assistant through the chat screen)

Ask for it the same way you'd ask a person. You don't need to remember exact wording — just describe what you're looking for.

ChatNotr filters your saved Pins and displays the results as cards you can swipe through. Even if there are several matches, the list is already narrowed down to what's relevant, so finding exactly what you're looking for takes just a swipe or two. Swipe up or down to browse through your Pin cards.

How to Edit or Delete a Pin

To edit or delete a Pin, look for the delete mode toggle in the top right of your screen and turn it on.

ChatNotr app on a phone showing the delete mode toggle button located at the top right of the screen
The delete mode toggle sits at the top right of the screen. Turn it on to edit or delete your Pins.

Once delete mode is on, your saved Pins become interactive:

ChatNotr will not ask for confirmation. This is intentional by design. The delete mode toggle acts as your safeguard, so once you turn it on, editing and deleting is smooth and uninterrupted.

Adding Pins Manually

If you prefer to add a Pin manually, tap the New button at the bottom of the screen and fill in your details yourself.

ChatNotr Pin screen showing the New button at the bottom for manually creating a new Pin
Tap the New button at the bottom of the Pin screen to create a Pin manually.

To save a pin, you need two things: a cue and details. The cue is a short hint that tells you what the pin is about — think of it as a label or reminder word. The details is the full description or the actual information you want to save.

ChatNotr app on a phone showing the add pin form with fields for cue and details
Fill in the cue and details fields to save a new pin. The cue is a short hint and the details is the full information you want to store.

You can also search Pins directly from the Pin screen. Just type a keyword into the search box and press the search button to filter the cards.

ChatNotr Appointments screen showing the search box filtering appointment cards in real time
Type a keyword in the search box and your Pin cards to filter what's relevant.

ChatNotr filters your saved Pins and displays matching results as cards you can swipe through. The list is already narrowed to what's relevant, so finding your appointment takes just a swipe or two. Swipe up or down to browse through your Pin cards.

Examples of What to Pin

Anything you might otherwise forget or have to hunt for makes a good Pin:

ChatNotr knows when to open the Pin screen for you, but you can also get there yourself in two ways: by tapping the tab icon at the top of the screen, or by swiping left or right to move between screens. Be sure to turn off the delete mode toggle so you don't accidentally delete your pins.

ChatNotr app on a phone showing the tab icons at the top of the screen used to navigate to the Pin screen
Tap the tab icon at the top of the screen or swipe left or right to navigate to and from the Pin screen.

Tips

What's Next?

Continue to the Appointments Category to learn how ChatNotr helps you organize and manage your schedules.

← Back to How It Works