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Table of Contents
1. Organize Notes with Folders and Subfolders
2. Use Rich Formatting and Checklists
3. Insert Media and Files for Context
4. Use Tags and Search Smartly
5. Sync Across Devices and Share Notes
6. Create Quick Notes with the Menu Bar
Home System Tutorial MAC How to use Apple Notes effectively on Mac

How to use Apple Notes effectively on Mac

Jul 31, 2025 am 10:35 AM

Create folders and subfolders for better organization like Work, Personal, or Projects. 2. Use rich formatting with Cmd shortcuts, headings, checklists, and indentation for clarity. 3. Insert images, files, PDFs, and drawings to add context and enhance notes. 4. Apply hashtags (#work, #ideas) and use powerful search, including text within images via Live Text. 5. Enable iCloud sync to access notes across devices and share notes or folders for real-time collaboration. 6. Use Quick Notes with a trackpad gesture or keyboard shortcut to capture ideas instantly, which are saved automatically with contextual tags. By organizing notes, enriching content, and leveraging sync and search, Apple Notes becomes a powerful, all-in-one knowledge hub that is free, fast, and fully integrated across Apple devices.

How to use Apple Notes effectively on Mac

Using Apple Notes on Mac can be surprisingly powerful once you know the right tricks. It’s not just a place to jot down quick thoughts — with the right habits, it can become a central hub for organizing ideas, tasks, and even collaboration. Here’s how to use it effectively.

How to use Apple Notes effectively on Mac

1. Organize Notes with Folders and Subfolders

One of the biggest mistakes people make is dumping all their notes into the default “Notes” folder. To keep things manageable:

  • Create folders for different areas of your life (e.g., Work, Personal, Recipes, Travel).
  • Use subfolders for more granular organization (e.g., Work > Projects > Website Redesign).
  • Right-click in the sidebar to create a new folder, and drag notes or folders to nest them.

This structure makes it easy to find what you need later — especially if you have dozens (or hundreds) of notes.

How to use Apple Notes effectively on Mac

2. Use Rich Formatting and Checklists

Apple Notes supports more than plain text. Take advantage of formatting to make your notes clearer and more actionable.

  • Press Cmd B, Cmd I, or Cmd U for bold, italic, and underline.
  • Highlight text and click the Aa button to add headings, lists, or quotes.
  • Create checklists using the checkbox tool (or type - [ ] and press space).
    • Great for to-do lists, shopping, or project steps.
    • Completed items can be hidden (right-click a checklist → “Hide Completed Items”).

You can even indent list items by pressing Tab, which helps create nested tasks or outlines.

How to use Apple Notes effectively on Mac

3. Insert Media and Files for Context

Apple Notes lets you enrich your notes with visuals and attachments:

  • Drag and drop images directly into a note.
  • Click the camera icon to insert a screenshot or take a photo (if you have an iPhone, use Instant Notes).
  • Add PDFs, documents, or spreadsheets by dragging them in — they appear as thumbnails and can be opened inline.
  • On supported Macs, you can even draw or sketch using your trackpad or iPad (if Handoff is enabled).

This turns Notes into a lightweight project notebook — perfect for brainstorming, research, or collecting inspiration.


4. Use Tags and Search Smartly

While Apple Notes doesn’t have advanced tagging like some apps, you can use hashtags (#work, #ideas, #waiting) to label notes.

  • Type something like #meeting or #recipe in your note.
  • Later, search for #meeting in the search bar to find all related notes.

The search is powerful — it even indexes text inside images and PDFs (thanks to Live Text). So if you snap a photo of a whiteboard or a business card, you’ll be able to search for words in that image later.


5. Sync Across Devices and Share Notes

Make sure Notes is synced via iCloud (System Settings → Apple ID → iCloud → Notes). Once enabled:

  • Your notes appear on iPhone, iPad, and Mac instantly.
  • You can share a note or folder with others (click the share button).
    • Great for collaborative lists (e.g., gift ideas, event planning).
    • Shared notes support real-time editing, comments, and presence indicators.

Just remember: only share notes you’re okay with others seeing — there’s no password protection for individual notes.


6. Create Quick Notes with the Menu Bar

macOS has a Quick Note feature that lets you jot down ideas without opening the Notes app.

  • Swipe with two fingers from the bottom-right corner of the trackpad (or set a keyboard shortcut in System Settings → Desktop & Dock → Quick Note).
  • A small note pops up — perfect for capturing ideas while browsing or in a meeting.
  • These notes are saved automatically and tagged with context (e.g., linked to a website or app).

You can also pin Quick Notes to the side of your screen for easy reference.


With a little setup, Apple Notes goes from basic to brilliant. Use folders, formatting, media, and search to turn it into a reliable knowledge hub. It’s free, fast, and already built in — so you might as well make the most of it.

Basically, keep it organized, enrich your notes, and let iCloud do the rest.

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