Comment by jbjbjbjb

3 years ago

I’ve found a nice Roam workflow that makes use of the daily notes, tags for projects, todos and dates. That’s enough to list out tasks each day and add a reminder. I can also set up queries to filter by dates, task status and projects for reporting.

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jbjbjbjb

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vladvasiliu  3 years ago

Would you care to share that? Combining notes and to-dos is something I've been trying to achieve for a while now, without much success.

  • jbjbjbjb  3 years ago

    It is very loosely based on GTD which really makes sense to me. But I can't stand tracking tasks in dedicated software like Outlook or Todoist, there's just too much going on and too much to clicking to do. Roam's text interface eliminates all that and is perfect for quickly recording tasks with little ceremony.

    I started off having a single page for all my tasks but it soon got very cluttered so I started making use of the daily notes instead. I found that the fresh page in daily notes each morning is much more inviting and it is helped make this process a part of my daily routine.

    If a task comes up I'll write it down in the daily notes and put a `/todo` and `#Project-{some-project-i'm-working-on}`. I'll check off the tasks as I work, and if I feel stuck I will add more bullet points to break the task down into smaller chunks to help me get through it.

    For any tasks with a due date or that I think I could use a reminder later on I will add a date using the date picker on that todo.

    To see all my todos in one place I can go to the TODO page. This is better than scrolling through my daily notes and I can prune my tasks from the TODO page from time to time.

    For anything I see that I won't do I can just delete it or I will put a `#someday-maybe` for anything that I can put off or won't get around to soon. I have a filter enabled ignoring anything with `#someday-maybe` to makes the TODO page more focused.

    Sometimes I will go to the `#Project-{some-project-i'm-working-on}` page to review what's been done recently, this is good for quarterly reviews and at appraisal time.

    That's about it all there is to it. I'm looking into making use of the query syntax to improve reviews but I found ordering by date is not working.