Though it wasn’t very heavily requested so far. But we left it like this because there were plans to make it work in a different way (through a repeat link). Unfortunately, the user interface is a bit confusing on this and should be grayed out. No recurrence.Ĭurrently, repeat doesn’t work from non-calendar notes. But once I completed that task, it just vanished. I got to the first July 1st, so far, so good. And I set it to repeat every year on July 1st. And in that document, I made a task called “do annual website audit”. I made a customer document, “XYZ Company”. I don’t recall exactly what it I tried Noteplan initially based on your suggestion, and this was where it broke down for me. The distinction between notes and daily notes is a little weird too. Repeating tasks has always been a shortcoming, as can be seen on their subreddit. I do like NotePlan, I continue to try to use it regularly, but I often find it’s just more fiddly than I’d like. You have to constantly peruse back through old daily notes to ensure you haven’t forgotten anything, or use plugins to close many gaps in things like repeating tasks, or reviewing all open tasks. It can quickly get into the weeds as you’ve noticed. You get tasks from emails sent to you, or meetings you have, or you have a list of regularly recurring things you have to check-in on for others, etc… I think this approach feels lacking. However if you’re more of a helper worker (what I’m dubbing it for now as I can’t think of anything better), meaning you receive your tasks from other people. If you are primarily a knowledge worker, or your own boss, by which I mean you are researching and looking stuff up on a regular basis, need to make mental notes of thoughts you are having throughout your day, or you are the one who sets up everything you are doing in a day, etc… I think this approach works well for that workflow. You live & breathe in the daily notes, and then offload things to regular notes as necessary. I think the way that the app/developer wants most people to work in NotePlan is a “daily notes first” approach. So am I missing something and doing Noteplan an injustice? I wanted to love Noteplan but while tasks may not be second class citizens repeating tasks certainly felt like they were. Yes i could move all repeating tasks to reminders but with 70+ clients this is very quickly going to get messy and probably negates at least 50% of the reason for using Noteplan in the first place. Noteplan does not have a way to automate this, and thats a pain and prone to error So i am left with using a plugin and basically writing Taskpaper syntax “repeat (2w)” however plugins have to be triggered manually on the page where the task lives. Also the options daily weekly monthly quarterly annually are restrictive. No option I could find to repeat indefinitely. Repeating tasks have to be set for a period (the restriction of using a daily note system) ie repeat monthly for 6 months or annually for 7 years. I also have a similar situation with admin tasks, run server review, process bank statements etc. I have a lot of repeating single action tasks for clients, issue domain renewal, issue hosting invoice, send catch up letter etc. Now i can see that in relation to projects, its flexible just use a single project note or a folder with backlinked notes all integrated with tasks, a great idea and one with the limited run i gave it appeared to work well. Now to what Noteplan says are not second class citizens, tasks. It integrates with Calendar apps (as do many programs ) and it can also show reminders, so far so good. Here after less than a week are my superficial thoughts.Īs a note taker it’s really good, markdown renders as you type its themeable and the daily notes concept appealed and was something I could see myself adopting. I just ran a trial in Noteplan which i really liked the concept of, and instead of doing my usual feet first all in approach i read the blog, watched some videos.
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