Weekly Review

Hi

I’d love a way to quickly view all notes created in a certain timeframe for review.

My usual workflow at the end of a week is to review my notes from all meetings, see if any actions need follow up and then add them to my task list.

It would be great to have a separate Overview area to do this quickly.

  1. Go to Search All
  2. Press the little calendar button
  3. Select the days that represent the past week
  4. Press “Filter”
  5. Press “Save Search as Overview”

The panel defaults to a relative date search which is “previous six days and today.”

6 Likes

Thanks Pat

Great workflow idea and great solution!

Is it possible to great a link to a saved search, like to a note? Then I could include the link in a reminder to do a weekly review!