I'm not a pro, and I am not online all the time so there may be some delay in answering. But, you asked for email help & if the file materials Ellen Smith mentioned still leave you with questions, try writing me.
I did look at the last work you did, for Catherine Finney Finney-2429 and did a little editing. which you can look at and get ideas. For example, putting 4 ~ in front of each Research Note will sign & date it so others can know how old it is & who to contact.
I've mostly learned by clicking the Edit button on a nice profile & looking to see what format/codes others have used (and then exiting without making changes). I also keep a cheat sheet on my computer to help me find things again. For example, when I added the cemetery, it wasn't popping up when I tried typing it in Categorization. So I went to my saved link to look up the state/county & see how it was labelled.