Smart Folders - or new vault

Options
100mark
100mark
Community Member

Hello
I was thinking of separating say finance details from general login details - can u=you advise if that needs a new vault ? Not sure what smart folders do - and if that is a better direction... Thank you

Comments

  • Stephen_C
    Stephen_C
    Community Member
    Options

    I use tags to do what you want to do: very easy and straightforward. For example, just edit one of the logins and type "Finance" in the tag field. That will create the tag, which will then auto-complete when you edit any other item and add the tag. You can show tags in the side panel and choose easily which you want to see.

    I think the difficulty with a smart folder is that you'd have to set up a rule which catches all your "finance details" and I'm not sure how you'd do that (unless you'd tagged them first and used that as a rule...which is duplicating effort really!). The advantage of a smart folder is that if you have a relevant rule any new items within that rule will be automatically added to the folder. With tags you have to remember to add a tag every time you create a new item. (Although I have a smart folder "No tag" which shows me at a glance any items not tagged.)

    I would not be inclined to put finance items in a separate vault simply because at present you can't search across multiple vaults so it might make finding what you want a little more difficult.

    I hope this helps but please post again if you have more questions.

    Stephen

  • Penelope Pitstop
    Penelope Pitstop
    Community Member
    Options

    Hi @100mark‌,

    I see Stephen_C has already given you some helpful tips.

    Hello I was thinking of separating say finance details from general login details …

    Knowing what you want to achieve through this separation might enable us to help you more. Why will this separation help you?

  • 100mark
    100mark
    Community Member
    Options

    hey penelope - the seperation would perhaps make it safer - incase anyone sees me on 1 password where I have many general low risk items - and they noticed some banking details populating the list.... thats all I was thinking . thank you - Mark

  • 100mark
    100mark
    Community Member
    Options

    Thank you Stephen for your reply too - that is helpful:)

  • 100mark
    100mark
    Community Member
    Options

    Another related q please: So I assume tags are just like categories - except they are ones you add yourself... Also if I have added items in say the category "software licenses" or "secure notes" - is there a way to edit them into a different category ?

  • Ben
    Ben
    edited December 2014
    Options

    Hi @100mark‌

    Categories are more like templates... They define which fields an item has. Tags are a bit like folders, but an item can exist under multiple tags whereas they can only exist in one folder at a time. The category of an item cannot be changed, but the tags can.

    Thanks!

  • Penelope Pitstop
    Penelope Pitstop
    Community Member
    Options

    the seperation would perhaps make it safer - incase anyone sees me on 1 password where I have many general low risk items - and they noticed some banking details populating the list....

    Oh I get it. In that case Stephen_C's suggestions are just what you want. Probably best to tag all those items you regard as falling into that sensitive category and then create a smart folder for all items that don't have that tag. Make sure that is selected and do your browsing in there. One slight issue with that is search would still be across the whole vault so those sensitive items would still show up. Also 1Password won't remember to select that non-sensitive item folder for you after restarting the app (I think I'm right on that).

    If that search is an issue, another vault would do the job but might make automated logins a bit more complicated because you would need to flip to the right vault.

  • 100mark
    100mark
    Community Member
    Options

    Thank you - case closed:)

  • Drew_AG
    Drew_AG
    1Password Alumni
    Options

    If you need anything else, we're here for you! :)

This discussion has been closed.