The publishing flow: from idea to published note

Some notes are just references — a recipe, a code, a quote. Others are ideas you'd like to share one day on your Keepsake Page, once you've worked on them. The publishing flow lets those notes travel a clear path, at your own pace: Idea → In progress → To review → Ready → Published. It's entirely optional, and its stages are yours to rename, recolor, add or remove.

The stages of the flow

By default, the flow has five stages. A note only enters it when you decide so: most of your notes (recipes, references, codes) stay No status, outside the flow — and that's intended.
1

Idea

The seed of a text you might publish. It's the first stage: Keep to publish puts the note here.

2

In progress

You're writing, gathering, shaping. This stage replaces the former Draft: notes that were drafts are now In progress.

3

To review

The note is written and needs a re-read — to check the wording, trim, verify.

4

Ready

Reviewed and ready to go: it waits for the right moment.

5

Published

When a note is published on your Keepsake Page, it moves to Published automatically and stays there as long as it's online. You can also set this stage yourself for a text you published elsewhere (your blog, a newsletter).

Tip

These five stages are only a starting point. Rename them, add your own or remove those you don't use — see Customize your stages.

Put a note into the flow

Most of the time, a note enters the flow straight from your Inbox, while you sort it.
1

Keep to publish

On every note in the Inbox, next to Keep as note, the Keep to publish button (To publish on a phone) keeps the note and puts it into the flow at the first stage, Idea. On a computer, the U key does the same.

2

Several notes at once

In the Inbox, select several notes, then click To publish: they all enter the flow together.

3

A note you already kept

In the Notes view, a note outside the flow shows a small empty circle among its actions (on a computer, when you hover over it). Click it and choose a stage.

Move a note from one stage to the next

Each note in the flow carries a colored badge with the name of its stage. You can read where your writing stands at a glance.
1

Click the badge

A small menu lists the stages in order, the current one highlighted. Pick any stage — forward or back — or No status to take the note out of the flow.

2

One step forward

In an open note, the Move to: To review button (it always names the next stage) moves the note one step forward in a single click.

3

Several notes together

In the Notes view, select the notes, click Stage and choose where to move them: they all change together.

4

Published notes

A note published on your Keepsake Page stays at Published: its badge can't be changed as long as the note is online. To take it out of this stage, unpublish it.

See where your writing stands: the flow bar

At the top of the Notes view, the flow bar shows each stage in order with its number of notes: All, then Publishing followed by your stages (Idea › In progress › To review › Ready › Published), and No status.

The Notes view with the publishing flow bar at the top
1

Publishing: what you're working on

Choose Publishing to see every note in the flow that isn't published yet, grouped by stage — from the most advanced to the most recent.

2

One stage at a time

Click a stage to see only its notes; click it again to come back to All. On a computer, ⌘-click (Ctrl-click on Windows) adds or removes a stage to combine several.

3

Find what's almost ready

Ready before a publishing session, To review when you have ten minutes to polish, No status to rediscover your reference notes.

Tip

The flow is a way to think, not a rule to obey. Use the stages that help you — a note can go straight from Idea to Published if that's how you work.

Customize your stages

Open Settings → Publishing flow. Everything you change there is saved right away.
1

Rename a stage and change its color

Type a new name directly in the stage's field, and click the color square next to it to pick another one: badges and the flow bar follow immediately.

2

Add a stage

Your way of working has a step the default flow doesn't? Add it: Layout, Illustrations…

3

Remove the stages you don't use

If the stage still contains notes, Keepsake asks you where to move them before removing it. Nothing is lost.

4

Always one Published stage

There is always exactly one Published stage. It stays last and can't be removed: that's where your published notes land. You can still rename it and change its color.

Why the Inbox shows no stages

The Inbox and the Notes view play two different roles, and the flow lives in the Notes view.
1

The Inbox is for fast sorting

In the Inbox, you read quickly, decide, and move on: keep as note, keep to publish, task, journal, delete. Notes there never carry a stage — Keep to publish simply sends the note into the flow, and it leaves the Inbox.

2

The Notes view is the workshop

This is where you take your time: you reread, refine, and move your notes from stage to stage until they're published.

3

Publishing right away still works

For a finished fragment (a photo, a quote), the Publication item of a note's “…” menu in the Inbox publishes it directly on your Keepsake Page — it then goes to Published.

With your AI assistant

If you've connected an AI assistant (Claude…) to Keepsake, it knows your flow too. Ask it for the notes at a given stage — "show me what's to review" — or to move a note to the next stage.

Questions?

Click your name at the bottom of the sidebar (on mobile, your avatar at the top right) and choose Give your feedback to reach us directly. We usually reply within a few hours.

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