File storage - I’m not talking the “save 10,000 PDFs” kind of online storage here.For meeting minutes, I need a way to quickly type minutes during a meeting, a way to reference those minutes after a meeting, and a way to export those meeting minutes should a financial institution or law firm require them. As a result, it’s nice to keep this sort of task glued to the client’s permanent file, which I can reference in a flash. There’s no specific date, no delivery date (other than a tax deadline), and no particular idea of how long that task will take to perform. Tasks and Meeting Minutes - I rely more heavily on Things 3 to keep track of to-do lists, but sometimes a specific task needs to be performed for a client and that task needs to be completed the next time I jump into their file.Roam Research made this sort of linking table stakes and I’ve come to rely heavily on it. From inside that permanent folder, I need to be able to see the daily note reference and be able to click into that respective daily note to see what kind of work I performed. In each daily note, I’ll backlink to that client’s respective page to create a calendar record of each time I jumped into the client’s work. Back-linking - I like having a dedicated “permanent file” for each client where information pertaining to that client is stored.My needs aren’t too complex, but I find I need the following: In general, I attempt to track my work day each day - specifying which client’s work I’m performing, for how long I’m performing the work, and storing meeting and phone call notes for later reference. Each has its own intricate set of features and shortcomings, and I’m still not perfectly jumping for joy with any option.ĭaily notes are the core driver of this specific type of note-taking. The search started with Roam Research, then moved over to NotePlan 3, and now rests in Craft. 'Close' the link again by adding the parenthesis.I’ve bounced around daily note-taking apps for the last 18 months or so. You can 'break' the link by deleting the parenthesis at the end and then edit the URL. URLs tend to get very long in Markdown links like (.), now they will be hidden and replaced with a link symbol. So the headings stay folded after re-opening the note and the state will also be synced. The folding state is preserved by saving a " …" at the end of the heading into the plain text file. If you paste it outside NotePlan, it will expand the folded text. The folded contents will be copied as well. You can also copy and paste a folded heading. NotePlan will hide the text and show an ellipsis button which you can click to expand the text again. On iOS, a new arrow button was added to the toolbar above the keyboard. Hide the text below a heading on Mac by hovering over the heading and clicking on the arrow button left of it or use the CMD+/ shortcut anywhere in the text you want to hide. In this video I'm explaining the new features (6 min): But the longer the URL part, the more cluttered your day looked like - not anymore with v3.0.18 (Mac and iOS). When you have long notes you can remove a lot of distractions now by folding the headings and focus on the paragraph you need to write now.Īlso new: Markdown URLs will be hidden and replaced with a link symbol, so the clutter in your text is reduced.įor example, you paste links to blogs or websites from your browser into NotePlan to read them later? NotePlan automatically creates a markdown link. Folding text is one of the most requested features, and it was not easy to build, to be honest! But I got it done, and it's here.
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