Use Case, Query

How To Navigate A To-Do List In Roam With Kanban And Queries

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❏ Kanban Queries

Inside Roam Research, one can conduct queries to consolidate tags, pages, text or checkboxes across an account. Here are two examples of “to do” use cases inside a kanban setup. As well, I go over how to narrow a basic query to return particular tags.

How To Turn A Line Of Text Into A Checkbox To Do

Forward slash + “to do”

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The To Do Structure In Roam Research

For every “To Do” checkbox created, two backlinks (pages) are made:

  1. TODO

  2. DONE

Upon entering the “TODO” page, every checkbox that is not clicked will appear as a list of references.

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Query All To Do’s Across Roam

Under circumstance that “to-dos” are littered across multiple pages, a command (query) may be useful to gather all checkboxes in one place. Here is how the command looks: (trigger: /query)

{{query: {and: [[TODO]]}}}

Every page that contains a “TODO” reference will appear in a toggle with checkboxes hidden within.

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Query All Empty (ToDo) And Checked (Done) Boxes In Roam

To display all references of TODO and DONE, use a query command that looks like this:

{{[[query]]: {or: [[TODO]] [[DONE]]}}}

Note: All checkboxes can be ticked and edited inside a query.

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KanBan View Of To Do And Done Lists

Separate “To Do” and “Done” lists in two columns inside a kanban (trigger: /kanban) with the following function.

  • {{[[Kanban]]}}

  • To Do

    • {{[[query]]: {and: [[TODO]]}}}

  • Done

    • {{[[query]]: {and: [[DONE]]}}}

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Assuming there is a page bullet that you want to focus on (in this case, Notion), let’s put every todo associated with the “excelFormulas” tag in a “Working” column and every todo associated with the “notionFunctions” tag in a “On Deck” column. Here is how you can narrow a query.

  • {{[[kanban]]}}

    • Working

      • {{[[query]]: {and: [[TODO]] [[excelFormulas]]}}}

    • On Deck

      • {{[[query]]: {and: [[TODO]] [[notionFunctions]]}}}

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Drag And Drop Queries Inside KanBan

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