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How to Create Smart Folders for Notes on iPhone
Create Smart Folders in the iPhone Notes app by tapping the New Folder button and selecting Make Into Smart Folder to filter notes by tags and dates.
To organize your family research, you can build custom smart folders within the Notes app on your iPhone by tapping the New Folder button, entering a name, and tapping Make Into Smart Folder Apple Support.
Creating a New Smart Folder
Go to the Notes app on your iPhone and tap the New Folder button Apple Support. If you have more than one account, you must choose an account before you enter a name and tap Make Into Smart Folder Apple Support.
Next, choose one or more filters for your folder Apple Support. You can choose to include notes that match any of your selected filters, or notes that match all of the selected filters Apple Support. The app allows you to filter your notes by dates, tags, mentions, and more Apple Support. As a practical suggestion, applying specific keyword tags to your individual family research notes makes them much easier to filter.
Creating Smart Folders from Tagged Lists
You can also create a Smart Folder directly while you are viewing a list of tagged notes Apple Support. From this view, tap the Folder Actions button, and then tap Create Smart Folder Apple Support.
Converting Existing Folders
If you already have a standard folder containing notes, you can change it into a smart folder. While viewing the folder you want to convert, tap the Folder Actions button, and then tap Convert to Smart Folder Apple Support.
When you convert a folder, its notes are moved to the Notes folder Apple Support. Those converted notes are then tagged with the name of the Smart Folder Apple Support.
Folder Conversion Limitations
Not every folder is eligible for conversion. You cannot convert a shared folder into a Smart Folder Apple Support. Additionally, you cannot convert a folder that has a subfolder, and you cannot convert a folder that contains locked notes Apple Support. It is advisable to review the contents of your existing research folders to temporarily unlock items or move subfolders before attempting a conversion.