Organize your content
Connect and find your content without building elaborate systems.
Workflowy gives you a few ways to connect related ideas without forcing you to build a complicated system. Start with plain bullets, then add tags, dates, links, mirrors, and templates only when you need to get a bit more organized.
The goal isn't to build a complicated system. It's to add just enough structure to help you do what you're trying to do.
Tags
Tags group related content across your whole account. They are useful when the same idea, project, person, status, or area appears in many different places and you want one quick way to pull those items together.
Use tags for flexible relationships: #research, #waiting, #client-a, or @sam. A tag can cut across your outline without changing where anything lives.
See Tags and mentions for adding tags and filtering with them.
Dates
Date tags attach time to ordinary content. They are useful for deadlines, follow-ups, meetings, reminders, and anything that should appear when you search or review a particular day, week, month, or range.
See Date tags for supported date formats, natural language dates, and date preferences.
Internal links and backlinks
Internal links connect one Workflowy item to another. They are useful when two parts of your outline need to reference each other but you want to keep them separate.
Backlinks show where something is linked from, giving you a breadcrumb to follow. This works well for notes, topics, projects, and people.
See Links and backlinks for internal links, backlinks, and external links.
Mirrors
Mirrors are live copies of your content. A mirrored item can appear in multiple places, and edits update everywhere.
Use mirrors when you want to use the same list, table, board, project, or note in more than one place. They are stronger than links because the content itself appears in each place, not just a reference to it.
See Mirrors for creating, finding, and removing mirrors.
Templates
Templates allow you to reuse bullets or structures you use often. They are useful for meeting agendas, plans, project checklists, content briefs, onboarding flows, and anything you don't want to build from scratch.
See Templates for turning reusable outlines into templates.
Putting it together
These tools are designed to blend together. A client meeting note might use a #client-a tag, link to the project plan, include a mirrored checklist, and have a date tag for the follow-up. Each tool adds a small kind of structure, while the original node stays simple.
As a rough rule:
- Use tags when many items share a label.
- Use dates when timing matters.
- Use links when one item should point to another.
- Use mirrors when the same content should live in more than one place.
- Use templates when you want to reuse a structure as a new copy.
Start small, and add more structure as you go.
- Chat with other Workflowy users on our Community
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