If you use @RoamResearch and you would love to manage your tasks and projects there, let me just say:
It is SO worth it. 🔥💖
If the only thing stopping you is not knowing if it would work, or if you’re afraid you would set it up wrong...
Keep reading.
I started using Roam in March of 2020. Within three weeks I was hooked on the notetaking, and I knew I had to get my tasks and projects set up in Roam, too.
I started building my system—using my Todoist flow as a model—and by late April I had a workflow I liked using.
Between then—April 2020—and now (January 2022), I have developed and iterated on my productivity system until it is a finely-oiled machine.
Here's the thing, though: it's MY machine, tailored to the way *I* think and work.
⭐️ You need YOUR machine, and I can help you build it.
Keep reading for tips, but I wanted to make sure you see this. If you sign up for my live cohort course AP Productivity today, you'll get the 15% ($75) Early Bird discount.
Your Agenda answers the question "What do I want to do?" on a daily basis.
👉 I call this process “Choose your work”
If your Projects & Recurring Actions are set up well, they will surface the work you can choose from. (And setting them up well is something I can help with!)
Your Log answers the question "What am I doing?" on a task by task basis.
👉 I call this “Track your work as you do it”
Two advantages: 1. Comparing your Log and Agenda during a review helps you spot friction. 2. Committing to “what I am doing now” helps you focus.
Your Inbox is involved in 2 workflows:
👉 “Capture your ideas, tasks, projects, etc.” Per @gtdguy: have as many Inboxes as you need, and as few as you can get by with
👉 “Connect what you captured to your work.” Process your Inbox(es) with Do/Defer/Delegate/Delete
Defer into…
Projects & Recurring Actions
Tasks in Projects surface with tags—e.g., “next”, “office”, etc.
Recurring tasks live in a SmartBlock that surfaces them based on the day of the week/month/year.
And it’s a “Daily CYCLE” because that brings us back around to “Choose your work”!
Does all this sound too complicated?
If you take my course, you’ll have functional (though streamlined) versions of all components from Day One.
And I’ll be there with you for 8 weeks as you add features, iterate, and make the workflows your own.
You’ll learn as you use it!
If you know, in your heart of hearts, that you would thrive if your tasks, projects, & productivity workflows lived in @RoamResearch—but you’ve struggled to build that on your own—
If you want to build effective workflows using Tools for Thought (@RoamResearch, @amplenote, @obsdmd, etc.), you have to get comfortable with Systematic Iteration.
“Ah, right, R.J.,” you might say.
…and then add: “But what on earth does THAT mean?”
Iteration is a fundamental meta-process—meaning, it’s a process that underlies other processes.
Life itself relies on iteration, copying and changing our DNA to create the next generation.
Reliable workflows do the same: they revisit and refine material.
Pass 1: Copy what you read, along with its metadata
P2: Re-word what you copied
P3: Connect what you re-worded to other knowledge
P4+: “Converse” with your knowledge to develop further knowledge
If you’re always looking for ways to work more efficiently & effectively, then—like me—you’ve probably tried different apps and methods to improve your #productivity
But even when they seem to work, sometimes we don’t use them consistently.
Why does that happen? 👇
1/🧵
One word: Friction.
Do you struggle to get motivated to do little tasks—even when you know they’ll make a big difference for you?
Do you get done what you absolutely HAVE to get done—especially for clients—but struggle with tasks that could make your work more efficient?
2/🧵
You may feel like you lack discipline, but I promise: It’s not a character flaw. It’s friction.
Something in your system is making it just a bit harder to do what you need to do, and THAT’S what you need to fix.
Find that friction and eliminate it, and you’re good to go.
I've been that failing plate spinner—too many projects, too little time.
Productivity is attention, and we can only reliably attend to one thing at a time. The challenge is overcoming the fear that setting a plate down means you'll never get it spinning again.
2/🧵
In Week 1 of my live cohort course AP Productivity, I teach a process for opening and closing loops.
Or, in our analogy, taking plates off their poles and setting them safely down, knowing that you can quickly get them spinning again when you need to.
Here’s something I hear from new #Roamans on a regular basis:
"I'd love to use @RoamResearch for managing tasks and projects, but I'm afraid I'll lose track of them."
or
"I'm worried I'll set things up the wrong way and it won't work."
or… 👇
1/🧵
“I’ve used every #productivity app out there. They all start out amazing but after a few weeks things pile up and then I get lazy and it stops working. Why should I invest EXTRA effort to create a custom system in Roam when the real problem is ME and no app can fix that?”
2/🧵
Let’s set aside the fact that it ISN’T you (it’s system friction).
If you’re still reading this thread 3 tweets in, then you’ve seen the magic of Roam and you want that magic to be working for YOU and YOUR work.