Weekly Review

Talk
#1

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.

#2
  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.”

7 Likes
#3

Thanks Pat

#4

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!

1 Like