Workflow Assistance/Help (GTD)

[uxamanda]

@ClubmanPlus850

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"

I use a notebook called .Inbox for this that I go through every now and then to sort things.

I have been using Plugin: inline tags to quickly add tags as I write notes, so sometimes I just go to a top level tag i.e. <Clients:Client Name> and quickly drag the notes out of Inbox into their appropriate folder. This means I rarely start a note with categorization in mind, just jump to the Inbox, done.

(Plugin Idea: I wish there was a keyboard shortcut to create a new note in a specific folder.)

@ClubmanPlus850

the ability to capture tasks, action points, todo's etc in the middle of notes

I use the Convert Text to New Note Plugin for this. As I read back through the note, I can quickly branch out notes / ideas / etc that need to be handled elsewhere, and since that plugin leaves a link, it is easy to see how they are related.

(Plugin Idea: I have wondered about a plugin that did this step by default. For example, I often write things like ??? or --> at the start of a line to remind myself to follow up on something or expand on something. A "language" around that that performed actions like branching into new notes / todos when you hit a button would be awesome. I would use it at the end of every meeting!)

@ClubmanPlus850

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

With the workflow above, the Automatic backlinks (with manual insert option) helps with this at the note level (if you use the workflow I describe above).

@ClubmanPlus850

some way to capture a overview of work to be done - ideally a kanban board

Cannot wait for this plugin! Kanban Board Project

@ClubmanPlus850

• 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

I often create a temp note called i.e. "Scratch Pad" that I open in an external editor (Sublime Text) at the start when I know I am about to use Joplin for writing or researching. I use the Note Tabs Plugin and the Saved Favorites Plugin, so it is pretty easy to switch between notes within Joplin. I do still wish you could have multiple notes though!

@ClubmanPlus850

having notes per day is great for capturing a day's work

I generally create a log each day but start it by copying the day before (among other setup / automated questions / etc). This means that something I work on a lot has many backlinks to these log entries.

@ClubmanPlus850

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.

Saved Favorites + Note Overview plugins have gotten me really far. I now tend to use notebooks for really big categorization (different clients and projects) and have moved more and more things into flat folders with tags.

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Thanks for the q, it had me really consider my own workflow. Plus it made me realize how much of my Joplin experience depends on Plugins! Hope it helps.

@ClubmanPlus850

looking forward to a discussion and solving my workflow once and for all!

Where's the fun in that?!