Weekly Planning
complete
Eduard Metzger
A system or a note which allows planning for a full week as opposed to just a day.
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- Add more calendar notes in addition to daily notes: weekly, monthly, quarterly, yearly.
- In the preferences, you could turn off the timeframes not needed to reduce confusion and clutter.
- Each view shows one blank note for the selected timeframe.
- Add links to a week, month, quarter, year like >2021-W07 (check ISO dates).
- Overlapping timeframes could be linked to each other. Like daily notes could display the planned tasks from their weekly note in the Backlink panel and you can drag & drop items between them (see mockup A))
Workflow
1) On a Morning (for example) you plan out your week till Sunday in the weekly note, which is a blank page you fill out.
2) Open the daily notes on Monday and see the linked Week you just filled out at the top. Open it to drag out tasks you want to do today. The task gets either moved or scheduled-by-copy from the weekly note into today (moving, i.e. cutting, is probably better).
3) Using daily notes as a catch-all inbox, you might add new items during the day. Drag them back into the weekly view if you want to do them later this week.
4) Similarly, if you couldn't finish a task, don't push it to tomorrow necessarily, push it to the week.
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Prerequisites:
- ✅ Drag from references into the note (so you can take off tasks from the weekly note into the daily note)
- ✅ Drag from the note into references (so you can move back tasks from the daily into the weekly scope)
- ✅ (next 3.6.1 update) Weekly date tags, such as >week31
Changes:
- ✅ Add a Calendar Notesheading housingDaily NotesandWeekly Notes(later more)
- ✅ Clicking on Weekly Notesshould show one weekly note at a time, just like Daily Notes, but it saves the notes toYYYY-W.mdwhere "W" is the week number.
- ✅ Automatically reference week and daily notes, even if there's no content yet.
- ✅ Show week numbers in the calendar?
- Optionally turn on monthly and yearly notes.
H
Huma Jackson
This planning system offers comprehensive scheduling beyond daily tasks, incorporating weekly, monthly, quarterly, and yearly notes. Users customize preferences to reduce clutter. Daily notes reference tasks from the weekly note for continuity, mirroring how emergency room schedules ensure seamless patient care transitions at http://topcareemergency.com/. Drag-and-drop functionality aids efficient task management. With features like automatic referencing, users maintain productivity, akin to emergency room workflows ensuring optimal patient care.
Emma Jackson
I propose enhancing our planning system with weekly, monthly, quarterly, and yearly calendar notes, tailored to our MRI & CT Scan services at Maxresolutionimaging.com. This approach streamlines task management, ensures clarity, and enables seamless transitions between daily and long-term objectives. Let's optimize our operations and deliver exceptional service!
Craig Pinegar
Nice job, Eduard!
Eduard Metzger
complete
I think this can be considered fully completed!
The beta has now monthly, quarterly and yearly notes (turn them in the Calendar preferences).
The official release is also near!
TestFlightL: https://testflight.apple.com/join/fm9q4OjE
Stu Willis
Very keen to have CW numbers in the mini-calendar, as per Fantastical. Click on the CW and it'll take you to that weekly note. Also makes it easier to remember/lookup what week a date falls upon. See side-by-side comparison below.
Rob Grace
This feature is already so useful. One thing that would be even more useful, would be a special ">thisweek" link that could be associated with a task or bullet item, to place that item in the week view "references" and would behave in the same way ">today" does for daily tasks.
So many of my tasks (from either daily or undated notes) have to be done "soon", but don't need to be in my face every day... seeing in week view instead would be a nice balance.
NOTE: this is diffeeent than say ">week-W41", because it wouldn't disappear from view at the end of that week, but be still visible in the view of the next week when it arrives
T
Tor-Einar Rogn
It would be great if drag’n drop from the weekly note / other backlinked notes would create a synced block. In that way we don’t loose the context of the task. 👌🏼
Eduard Metzger
Tor-Einar Rogn: This works if you press CMD while dropping the dragged reference
T
Tor-Einar Rogn
Eduard Metzger: Yes, but not on iPhone?
Colin Gold
As I continue to refine my processes, I too, feel it would be helpful to either have dates in the "move to weekly notes" command instead of just 2022-W35, or add week numbers to the calendar on the right side.
Marcin Ignac
Would it be possible to show only todos and not bullet points in the weeks overview in a daily note? Basically skip/hide them just like text paragraphs are not shown. After making weekly review every daily note has full review outline on top of it (1.5 screen of bullet points). Attaching simplified example.
Frank Epperlein
This also drives me crazy, I already created a separate issue for it, but it did not get too much attention yet.
Over the week when i check all the todos, the today view becomes more and more unusable.
J
Jason Hunt
On iOS, it would be really helpful to have a way to jump from viewing/editing a weekly note to a daily note. Like if I click in the calendar while in weekly notes, it just jumps to the note for that week.
I think it would more intuitive to see Week #s listed down the left side of the calendar, and you access weekly notes by tapping the week # and daily notes by tapping the day. Then you wouldn't even need a Weekly Notes view, you could access weekly notes from the Daily Notes view.
Stu Willis
Jason Hunt: I agree. That's how i have my calendars setup and would love to see that carried across here.
Rob Grace
Jason Hunt: agree that this is cumbersome, and you have an elegance one-tap Solution.
A workaround for now is to have ">today" link at the top of your weekly template. Of course, you will need to remove this once you move on to the next week, but I only do this when the tasks in the prior week are cleaned up (else they remain in my daily "References" to bug me until I do so!)
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