How to integrate note-taking & task management with Roam

Harry van den Bergh
4 min readOct 16, 2020

Just like many people I have gone through tons of productivity apps to create the perfect workflow. Things, Todoist, Evernote, Notion. I have used all of them, and on their own, these are all great apps. However, one thing I always missed was adding tasks while making notes, without the need to go to a different app. For some time I am now using Roam Research, and this is the first app that allows me to make notes and add todos in a single workflow.

What is Roam? There has been a lot of hype recently around Roam Research. Basically, it is a note-taking application that provides backlinks. So if you refer to specific information, that information will automatically link back. Sounds complicated? Well with Roam you can do very complicated things. But at the same time, you can start very simple. In this article, I will explain the integration of note-taking and task management at the basic level to share the idea. Your implementation can be as simple or complex as you like.

Roam is very different than your regular note-taking or todo app. With Roam, you start every day with a page for that date. That page can be blank. Or it has information that references to that specific date. So if you made a note or added a todo that mentions the date of today, you will see it on that page.

The Daily Note as your start page

--

--

Harry van den Bergh

| Alliances at SUSE | Foodie | Digital Creative | Electric Camper | Running | Yoga | hvandenbergh.com | https://me.dm/@hvandenbergh