Best Note-Taking & Personal Knowledge Management (PKM) Setup for Busy Professionals
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- Опубліковано 22 лип 2024
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In this video, Tom discusses the concept of Personal Knowledge Management (PKM) and explains why we use multiple tools for the process. The three tools mentioned are Reader from Readwise, Tana and Heptabase, and Tom outlines how each plays a role in the ICOR® methodology for taking digital notes and managing personal knowledge. The video details the process from information capture to the final storage of information, with Reader for initial capture, Tana for swift categorizing and quick-thinking 'Shallow Thinking', and Heptabase for more complex, visual organization for 'Deep Thinking'. The concept of Shallow vs Deep Thinking is explored throughout with a focus on using these thinking styles in conjunction with the three tools to fully understand, synthesize, and store information. Other tools like Miro and Snipd are mentioned strategically to cater different types of information. The effectiveness of each tool is demonstrated through real-life examples and usage scenarios.
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🛠️ TOOLS WE USE AT PAPERLESS MOVEMENT
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Project Management - ClickUp: clickup.pxf.io/YgryoO
Task Management - Todoist: get.todoist.io/thomasroedl6111
PKM Deep Thinking - Heptabase: get.heptabase.com/ctyxf9zausft
Team Deep Thinking - Miro: miro.pxf.io/QO79z3
Email Management - Superhuman: try.sprh.mn/paperlessmovement
AI Meeting Notes - MeetGeek: get.meetgeek.ai/wfm3tlzntmx0
MacOS Productivity Boost - Raycast: raycast.com/?via=pm
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🎥 VIDEO CHAPTERS
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00:00 Introduction to Personal Knowledge Management Tools
00:45 Understanding the Role of Reader, Tana, and Heptabase
02:38 The Concept of Shallow Thinking and Deep Thinking
04:50 The Importance of Fast Capturing and Information Flow
06:54 The Role of Visual Tools in Knowledge Management
07:27 The Use of Tana and Heptabase for Different Thinking Processes
10:00 The Process of Information Capture and Retrieval
13:34 The Importance of Inbox Management in Knowledge Management
14:42 The Ultimate Goal: Turning Information into Action
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This is a great way of breaking down how to use these kinds of apps. I wish I knew this before the Second Brain which is more abstract.
Have you moved completely away from using hand-written notes with Apple Pencil/Notability or Remarkable?
Curious to know this too
Awesome stuff!
When will there a public release for Tana? It feels like it take ages until you get access.
Isn’t the journal in Heptabase an inbox?
Hi Tom, thanks for the great content. I’ve been following your videos for a few months now and as a Notion User i wonder in the example you highlight here where exactly would you put Notion in that flow please ?
Thanks
Thanks for your kind feedback! We've made a note for Tom. Maybe you'll see a follow up video on this. Stay tuned! 💚
Hi Tom, thank you very much for a very interesting video! A question arises in my mind. When you create a snippet, it is automatically forwarded to Readwise and from there to Tana and Heptabase. How do you decide which snippet ends up in Tana and which in Heptabase and how does it work technically? Or is the snippet automatically saved in both apps? If this is the case, isn't it counterproductive to maintain the same information in two different places? Just a thought. I would be very happy to receive an answer from you. BR Holger
Hey Holger! You are right! Unfortunately it saves it all in both spots which is counterproductive at first sight and I‘d love to get more control over what syncs to what. In fact, syncing it to Tana only would be the best option. However, I consider the highlights already distilled content and the way it’s stored away and accessible in Tana and Heptabase makes it less of a problem as it’s lucky not filling up my inbox. However if I do a search it takes my highlights into consideration which is useful for Serendipity which is the main reason why I keep syncing it to both places. Hope this clarifies my thought process a bit more?
I agree with you, it would be better if you had more control over which highlight goes into which "single source of truth", but I can understand your thoughts. Thank you for your quick answer! BR Holger @@tomsolidPM
Hi Tom! I realy like your Videos and i think i will give your courses a try. I ve played around with many PKM tools like Obsidian, Capacities, Notion, Heptabase, Clickup etc. but didn't find the fitting all in one solution for me. Maybee Tana is the way to go, but i m not able to try it because i am still on the waiing
list...
Thanks so much for your kind words! We cannot wait to meet you inside the membership community! Tom and Paco are both there to help you succeed with your goal to find the best app. Just keep in mind, once you understand the tool agnostic foundation of your PKM, you could make ANY tool work for you and it would be YOU deciding what works best. Let's ICOR!!! 🚀✨ paperlessmovement.com/join
Tana is similar logseq a outliner, where you can move information around as bullet point, similar to logseq. In logseq you can also add plugin to show bulletpoints as mindmap. This mindmap feature is currently missing why here is heptabase used instead.
Downside of logseq is sync between different devices. And depending on the device you dont have plugin aviable there where tana or other online tools has them power.
Nice, clean website, Tom. Did you design the site in-house, or was it commissioned?
Thanks for the great feedback! We are working with Neozink, another one of Paco’s four companies. So yes, you can consider this in-house 😁👍