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Keep It for Mac 是一款集笔记记录、剪贴簿、文档管理与知识组织于一体的强大生产力工具。它不仅是信息的容器,更是构建个人知识系统的核心枢纽。本文将详细介绍其界面布局、核心工作流、高效操作技巧及常见问题解决方案,助您全面掌握并高效运用此软件。
一、核心界面与工作区详解
Keep It 采用经典的三栏式设计,逻辑清晰,便于导航与管理。初次打开,您会看到左侧的导航面板、中间的内容列表以及右侧的预览或编辑器。这种布局在信息密度与视觉清爽之间取得了很好的平衡。通过调整分隔线,您可以自定义各栏的宽度,以适配不同的工作场景。
1.1 主要界面区域
- 侧边栏(左侧): 包含资料库的核心导航结构。这是您组织信息的起点。
- 收藏夹栏: 位于最顶部,可将常用文件夹、捆绑包或搜索结果拖入此处,实现一键快速访问。建议将每日必用的项目固定于此。
- 文件夹列表: 以树状结构展示所有文件夹和子文件夹,用于层级化分类管理。拖拽即可调整顺序或嵌套层级。
- 捆绑包列表: 展示所有已创建的捆绑包。捆绑包是一种虚拟集合,一个项目可同时属于多个捆绑包,实现多维度归类。例如,一篇文章可以同时属于“项目A”和“设计参考”两个捆绑包。
- 标签列表: 显示所有已创建的标签,点击可快速筛选出带有该标签的所有项目。标签是比文件夹更灵活的分类方式。
- 智能列表: 包含“所有项目”、“最近添加”、“待办事项”、“已加星标”等根据条件自动生成的动态列表。您也可以创建自己的智能列表。
- 项目列表(中间): 显示在侧边栏所选容器(文件夹、捆绑包、标签等)下的所有项目。支持列表视图和图标视图(按
⌘+4 切换)。列表视图信息密度高,图标视图更直观。
- 内容查看器/编辑器(右侧): 当在项目列表中选择一个项目后,此处会显示其完整内容。对于笔记、文本、Markdown文件,此处为可编辑区域;对于网页链接,可显示实时预览;对于PDF、图片等文件,则提供预览窗口。
1.2 工具栏与状态栏
- 工具栏: 位于窗口顶部,包含创建新项目(笔记、文件夹等)、全局搜索、切换视图、分享等常用操作的按钮。您可以右键点击工具栏选择“自定义工具栏”来增减按钮。
- 状态栏: 位于窗口底部,显示当前列表的项目数量、存储位置(iCloud/本地)等信息。这里还会显示同步状态,让您随时了解数据是否最新。
二、完整操作流程:从创建到导出
以下流程以创建一个包含附件的笔记,并将其整理后导出为PDF为例。这个流程覆盖了Keep It最核心的日常操作。
2.1 创建新项目
步骤1:创建新笔记
- 方法: 点击工具栏“新建”按钮(+图标),或使用快捷键
⌘+N。
- 位置: 新笔记将出现在当前选中的文件夹或列表中。若想在特定文件夹创建,请先在侧边栏选中该文件夹。
步骤2:编辑笔记内容
- 在右侧编辑器中直接输入文字。Keep It的文本编辑器支持富文本排版。
- 使用编辑器上方的格式栏添加加粗、斜体、标题、列表、待办清单等丰富格式。您也可以使用Markdown语法快速排版。
- 粘贴或拖入图片、PDF等文件,它们会自动作为附件插入笔记底部。您也可以拖拽调整附件顺序。
2.2 组织与分类
步骤3:重命名与添加元数据
- 重命名: 在项目列表中慢速双击项目名称,或按
↩ Enter 键。一个好的命名能极大提升后续搜索效率。
- 添加标签: 选中项目,点击工具栏的“标签”按钮,或按
⌘+L,从列表中选择或创建新标签。建议建立统一的标签体系,例如“#项目A”、“#灵感”。
- 移动到文件夹: 将项目从列表中直接拖拽到侧边栏的目标文件夹。这是最直观的组织方式。
- 添加到捆绑包: 选中项目,点击工具栏“信息”面板(
⌘+I),在“捆绑包”标签页中添加。捆绑包允许一个项目存在于多个逻辑分组中。
2.3 保存网页与文件
步骤4:保存网页链接
- 方法1(共享扩展): 在Safari或任何浏览器中,点击分享按钮,选择“Keep It”。这是最推荐的方式,可以保存网页的完整标题和URL。
- 方法2(拖拽): 直接将浏览器地址栏的URL拖入Keep It的项目列表或侧边栏文件夹中。
- 保存后,Keep It会生成一个带实时预览的链接项目,并可选择离线保存为PDF或Web档案。离线保存后,即使断网也能查看内容。
2.4 搜索与查找
步骤5:快速定位内容
- 使用顶部全局搜索框(快捷键
⌘+F),可搜索项目名、内容、标签、文件内文字(OCR支持)等。搜索框支持布尔运算符和自然语言。
- Supports natural language search, such as: “last month images tag: design”. Keep It intelligently parses these query conditions.
2.5 Export Projects
Step 6: Export to PDF
- Select the notes or documents to export.
- Click the menu bar “File” → “Export” → “PDF” (or choose other formats like plain text, Markdown). Exporting PDF preserves all formats and layouts.
- In the pop-up window, specify the save location and file name, then click “Save”. You can also drag the project to the Finder to directly copy the file.
Three, Advanced Usage Tips
Mastering these techniques will elevate you from a regular user to a Keep It expert, significantly improving your information processing efficiency.
3.1 Efficient Input and Editing
- Quickly add to-do items: In notes, input “- [ ] ” (minus, space, left curly brace, space, right curly brace, space) to automatically create a checkbox to-do. Check it, and the project will automatically mark as completed.
- Markdown Instant Preview: For .md files, click the “Preview” button in the top right corner (or press
⌘+R) to switch between edit and preview modes. This separates writing and layout, making it more focused.
- PDF Annotations: During PDF preview, use the toolbar’s “Highlight” and “Note” tools to make annotations directly on the PDF. These annotations are saved in Keep It’s library and can be searched.
3.2 Smart Organization
- Saved Searches: After executing a complex search, click the “Save” button on the search box to save it as a smart list, permanently displaying the latest projects that match the conditions. This is a powerful tool for dynamic archiving.
- Slim Mode: Click the menu bar “Show” → “Enter Slim Mode” (
⌃+⌘+S). The window will shrink to a single column, ideal for focused content or dragging to collect information. In this mode, all features are still available.
- Copy Internal Links: Right-click any project or list, choose “Copy Link”, and you’ll get a
keepit:// link. Paste this link anywhere and click to jump directly to Keep It. This is very useful for cross-referencing notes.
3.3 Automation and Integration
- Folder Operations: In Finder, drag files into a directory set to “Keep It Folders”, and the files will be automatically imported into Keep It’s library. You can specify this “Monitor Folder” in Keep It’s preferences.
- AppleScript Support: AppleScript scripts can be used to automate tasks like adding tags, exporting projects, etc. For example, you can write a script to automatically tag daily screenshots with the date.
Four, Common Issues and Solutions
During long-term use, users may encounter some common issues. Below are 5 frequent problems and their solutions.
4.1 Synchronization Issues
- Issue: Slow iCloud synchronization or projects not updating across multiple Macs or iOS devices.
- Solution:
- Ensure all devices are logged in with the same Apple ID, and iCloud Drive is enabled and contains Keep It.
- In Keep It’s preferences (press
⌘+,), confirm the storage location is set to “iCloud”.
- Try selecting “File” → “Synchronize Now” to force a sync.
- Ensure devices are connected to a stable Wi-Fi network and that iCloud storage is sufficient.
4.2 Search Not Finding File Content
- Issue: Text within imported PDFs or images cannot be found through search.
- Solution: Keep It uses OCR to recognize text within images and PDFs. This process may occur in the background. Ensure the software is running and give it some time to complete indexing. You can also try rebuilding the index: go to “Keep It” menu → “Preferences” → “Advanced”, and click “Rebuild Index”. This process may take a few minutes but can fully resolve the search issue.
4.3 Attachment Management
- Issue: Deleted attachments within notes or need to manage them separately.
- Solution: Attachments are actually stored within Keep It’s library package. A safer approach is to add files as independent projects within Keep It, then link to this project from the note using the “Copy Link” feature. Deleting the note won’t affect the original file. You can also view and manage the attachment’s storage location in the “Info” panel.
4.4 Library Damage or Unavailability
- Issue: Keep It crashes or prompts a damaged library upon startup.
- Solution: First, try restoring from backup. Keep It automatically creates Time Machine backups. Next, you can try using Keep It’s built-in “Repair Library” feature: press the Option key to start the software, which will prompt a repair dialog. If the issue persists, contact official support and provide the crash log.
4.5 How to Migrate Library to a New Mac
- Issue: How to migrate Keep It library from an old Mac to a new Mac.
- Solution: The recommended method is to use iCloud synchronization. If the library is large, you can transfer the library file (typically found at ~/Library/Containers/com.reinvented.KeepItMac/Data/Library/Application Support/Keep It/) via an external hard drive or network. After opening Keep It on the new Mac, place the library file in the corresponding path and then start the software.
Five, Summary of Keyboard Shortcuts for Mac
Mastering keyboard shortcuts is key to enhancing your operational efficiency. Below is a compilation of the most practical keyboard shortcuts from Keep It, which I recommend printing out or saving as a desktop image.
| Function |
Shortcut |
| Create a new note/project |
⌘ + N |
| Create a new folder |
⇧ + ⌘ + N |
| Move a project to the Trash |
⌘ + ⌫ Delete |
| Open/Close the sidebar |
⌥ + ⌘ + S |
| Switch between list/icon view |
⌘ + 3 / ⌘ + 4 |
| Focus the search box |
⌘ + F |
| Show/Hide the Inspector (Info Panel) |
⌘ + I |
| Add a tag to a project |
⌘ + L |
| Star/unstar a project |
⌘ + . |
| Enter/Exit Simplified Mode |
⌃ + ⌘ + S |
| Switch between Markdown editing/view |
⌘ + R |
| Print the current project |
⌘ + P |
| Open Preferences |
⌘ + , |
| Quickly open the All Projects list |
⌘ + 1 |
| Quickly open the Recently list |
⌘ + 2 |
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Six, Practical Case Study: Building Your Personal Knowledge Base
More than theoretical explanations, a practical case study is more direct. Suppose you are a UI/UX designer who needs to collect a large amount of inspiration, organize design standards, and manage project files every day.
6.1 Inspiration Collection Workflow
- Discovering Inspiration: When you see an excellent design on Dribbble or Behance, use Safari’s share menu to save it to Keep It with automatic saving of the title and link, and the option to save as a PDF offline.
- Initial Categorization: Drag it into the “Inspiration Collection” folder and tag it with “#UI Design”, “#Motion”, “#Color” and other tags. Use the bundle feature to group the same design into “Project X” and “Color Reference” at the same time.
- Deep Processing: Write your thoughts about this design in the note, and use internal links (
keepit://) to link to related design specification documents.
6.2 Project Management and Review
- Project Launch: Create a new folder “Project X” and create multiple notes within it: requirements document, competitive analysis, design version records.
- During the Project: Drag the design sketches exported from Sketch or Figma into Keep It, use the PDF annotation feature to directly annotate the draft with your comments. Use the to-do list to track the development progress.
- Project Review: After the project ends, export all related files as a PDF or package them as a bundle, as the project archive. Use the “Saved Search” feature to create a smart list that automatically aggregates all projects marked as “Completed.”
Seven, Summary and Recommendations
Keep It for Mac is not just a note-taking software; it’s more like a personal knowledge hub tailored for you. From daily inspiration collection to complex project management, it provides clear and efficient solutions. We recommend that you start by moving at least one workflow to Keep It, such as web bookmarks or project notes, starting today.
At first, you may find it a bit awkward, but once you get used to its folder, tags, bundles, and smart lists, you’ll find your information world becomes more orderly than ever. Remember, the ultimate purpose of tools is to serve your thinking, not to add to the burden. I hope this article helps you better master Keep It, and take your Mac productivity to the next level.
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