Nodetag documentation

apps/website/app/(docs)/docs/roam/navigation.ts

@@ -17,6 +17,10 @@ export const navigation: NavigationList = [
         title: "Creating Nodes",
         href: `${ROOT}/creating-discourse-nodes`,
       },
+      {
+        title: "Tagging Candidate Nodes",
+        href: `${ROOT}/tagging-candidate-nodes`,
+      },
       {
         title: "Creating Relationships",
         href: `${ROOT}/creating-discourse-relationships`,

apps/website/app/(docs)/docs/roam/pages/tagging-candidate-nodes.md

@@ -0,0 +1,41 @@
+---
+title: "Tagging Candidate Nodes"
+date: "2025-09-16"
+author: ""
+published: true
+---
+
+## Purpose - quickly bookmark notes that could later become formal discourse nodes
+
+While you're taking notes, often you'll write down something that could later become a formal discourse node like a Claim, Evidence, or Result. But sometimes you don't want to break your flow to formalize it in the moment, or you may want to clarify/revisit it later to be sure that you want to turn it into a Claim/Evidence/Result.
+It's helpful to quickly tag these. Later, you can search for them and formalize them in one click.
+
+## Setup - define candidate nodes
+
+In the discourse graphs settings, for each node type, list a "candidate node" tag label:
+
+![Tagging Candidate Nodes Demo](/docs/roam/tagging-config.gif)
+
+⚠️ _Important: A tag cannot use text that is already part of its associated node's format. For example, if the "Claim" node format is CLM, you cannot use #CLM as its tag. You'll get an error message if you attempt to do this._
+
+## Tag candidate nodes
+
+Tag candidate nodes with the keyboard shortcut: `\`
+
+![Tagging Candidate Nodes keyboard shortcut](/docs/roam/tagging-demo.gif)
+
+Click or use the down arrow key to select a candidate node type.
+
+💡 _If you've customized the keyboard shortcut for creating nodes, this keyboard shortcut will change too_
+
+## Formalize candidate nodes
+
+Hover your mouse over the node tag, and click "Create Evidence"
+
+<!-- TODO: update this gif with smoother UX, including auto-remove tag -->
+
+![Formalizing Candidate Nodes](/docs/roam/tagging-formalization.gif)
+
+## Candidate node styling
+
+Candidate node styling is currently controlled in roam/css. You can borrow our node styling here: [template-lab CSS page](https://roamresearch.com/#/app/template-lab/page/X8V4gy32s)