I am wondering if anyone can help me build a workflow with Joplin - i have been reading the forum, documentation and testing, but could very well missing something.
(I will not go into details on why here, as it will make the post unnecessarily long, however in discussion I can certainly provide more detail. However, I have been looking at my workflow for many years to get where I am, analysing what works well and what doesn't work well - so I feel I have a fairly good understanding of the way I want to work)
what I would like to achieve is
- virtual collections of notes, based on tags (it looks like I can do this with search, and the favorites plugin is progressing to make a saved search I can use; it would be good to have the ability to have a hierarchy of saved favourites - for example work/meetings/ work/customers etc)
- the reason for this is that I find categorization very hard, most of what I work on is not a single topic. Meetings and work applies to multiple notebooks - and this is dynamic (yes, I know others have also requested smart notebooks / dynamic notebooks)
- the ability to just write, without thinking about where a note should stored - the focus should be to just capture what ever I am thinking; ideally capture everything in a flat structure, and be able to view it as "virtual notebooks"
- the ability to capture tasks, action points, todo's etc in the middle of notes
- when working on a task, that might be "next steps" which are fixed and become tasks
- equally this might be more abstract, thoughts and ideas, which aren't critical, but would be good to be able to easily find again AND be reminded of after some time so I can action/close/snooze
- for example, when viewing a notebook, have a widget showing the open tasks, questions, todos for that collection; a widget that shows references and resources collected
- some way to capture a overview of work to be done - ideally a kanban board (currently using Todoist), ok to use an external tool, but then some sync between Joplin and the tool
- a good way of capturing the chronology of work - as I build, i have found it useful to go back and look at when i did something and the surrounding context can be important - so i generally timestamp my work.
- have at least two notes open side-by-side; 1) what I am currently working 2) a scratch pad for quickly capturing anything not related to what im doing, but just to capture it
In the past I have found the most successful way of working is to have a single Markdown page for each day, and i just write; this has some downsides which are getting painful
- good ideas, todo's, tasks, APs easily get lost - i have to go back and re-read notes to find them. This is not a bad thing, in that reviewing past notes is a useful practice; but i find I come back to ideas from sometimes a year ago, and reviewing multiple years of notes to find something is not practical -> documentation is only as good as your ability to retrieve and make use of it
- having notes per day is great for capturing a day's work, and project chronology (which is useful for me) - however, projects that run for long periods of time require you to go backwards all the time to find where an AP was created and somehow link it to where the answer is
- there is no easy way to list all the work for particular topic
Todoist has shown to be very useful as a task management system - if there could be a good way to sync Joplin and Todoist, that would be great - though that is perhaps a complex / difficult task.
My thinking so far is to not use notebooks in Joplin, but just have notes in a single list. Use tags on each note, and then use search as required. Hopefully one day dynamic notebooks based on tags will come - i can also potentially achieve this by extending the web application that is being developed. I can use some specific metadata with todo's and then write a plugin which can list them (or even a bash script could be a starting point) - when i have a fixed task to do, i can create a task in Todoist, with a link to where they are in Joplin (though as I understand, it is not possible to link to Joplin from external apps?)
thanks in advance - hoping and looking forward to a discussion and solving my workflow once and for all!