You should stick to one note-taking system and fiddle with it as little as possible.
That's a myth.
In the PKM we space often chuckle a bit at people who discover a new app every couple of weeks and switch their note-taking over. Folk wisdom is that they are wasting time, their sense of "productivity" is false, that fiddling with their system is a hobby and not serious work.
Like most folk wisdom there's a kernel of truth, grown into a thicket of nonsense.
Fiddling with your note-taking system is good.
Only by constant adjustment do you keep conscious of your process and able to improve it.
When I coach people how to use Roam for their note-taking, the people who fiddle with their system the most are the ones easiest to teach.
The reason is that they are the ones who know the best what they actually want out of their system, and where their process is failing them.
People who are switching to a new system for the first time have it much harder to adjust to new ways of doing things – from inertia and from a lack of perspective on their current system.
Believing that you should fiddle as little as possible with your note-taking system is holding you back.
Play The Fiddle
The key is to fiddle with your system consciously, in a directed way.
Funnily enough, there's a single fix for two types of people: whether you're fiddling with your system too much or too little, the simple but effective solution is to schedule time to consciously explore new ways of doing things.
This will either let you reign in your impulses to jump on shiny improvements immediately, or give you space to explore new ways of doing things.
Apart from scheduling time, also consider the following tips:
**Tip 1: Keep a list of things to try.** Instead of jumping on any improvement in the moment, keep a list of things to do and schedule time to go through that list.
**Tip 2: Write down the goals of the system. ** Write down what you want to get out of your note-taking system, so you can better choose what things to try.
**Tip 3: Don't stress about it.** Whether you play with it too much or too little, don't stress about it too much either way.
Fiddling with your note-taking system as little as possible is keeping you from small but compounding improvements.
So __do__ fiddle with your note-taking system, in a directed way.
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Ambient impression from teaching @RoamResearch to individuals and teams in large corps: One problem Roam has is that contrary to other software, "dog fooding" (using the thing you make) creates more problems than it solves.
Even in workshops where only people _interested_ in learning Roam are present, i.e. people open to new things, the constant refrain is: "I see the power, but it's still way too hard to learn, UX is shit, no way my colleagues will be on board".
I teach absolute beginners how to use Roam every day, and even for me it's sometimes hard to see just how difficult it is to get up to speed.
For a team that does all its work in Roam, I bet it's almost impossible to keep touch with that difficulty.
For the last 15 years I've ignored one fundamental truth: real constraints exist.
Distorting reality in this way has had its benefits – I would not be writing here if it hadn't. But failing to acknowledge the reality of some constraints has set me up for continuous self-doubt and anxiety purely of my own making.
Most social constraints are fake, but physical constraints are real.
Looking at the real constraints hurts, but it hurts less than a groundhog day of disappointments.
But after just writing three hours on my dissertation, I can tell you: sometimes you actually need to context switch to keep going.
Read on below 👇
I'm just coming off a three hour writing session on my dissertation.
There's still so much work today, but I know that I can't do any of that work right now. I can't see the structure of my writing in my head anymore, I've exhausted my ability to think clearly about this topic.
Constraints breed creativity, but not all constraints are made equal.
Finding the right constraint for your current situation is key to getting the most out of it.
So here's a small framework for choosing the right constraint.
Constraints breed creativity, but some constraints are better than others.
Which constraint you should create for yourself depends on what your problem is. If you have trouble starting, set tight format constraints. If you have trouble finishing, set tight time constraints.
Format constraints for the procrastinator, time constraints for the perfectionist.
Don't make the same mistake I did last year and take too little notes on what you're working on.
Better notes on what you're working on has three key long-term benefits you don't want to miss out on.
I am LIVID at how bad my interstitial journaling practice was last year.
Recently I had to revisit a paper I was writing for my dissertation, and the last time I had closely looked at it was a year ago. Going over my notes from then I found...nothing. Nothing actionable at least.
So let me tell you why I wish I had done interstitial properly last year.
Which means selecting the right tools and learning to use the tools right is time well spent.
Your brain doesn't know when you're using a tool.
A sword, like in the movies. A violin or guitar. Your keyboard. The app you're using. Your brain doesn't know. If you know how to use the tool, your brain just...acts and does what needs doing.
Ergo: selecting the right tools and learning to use the tools right is time well spent.