How to handle trip planning?

baptea

Consider someone who goes on a trip every year and wants to use this system to collect notes for both trip planning and also logistics during the trip itself. This would include:

A main trip note. This provides summary details of the trip along with links to supplementary notes.
Supplementary Notes for various aspects of the trip - transport tickets, etc.
Supplementary Notes for various events happening during the trip. For example the PDF map of a theme park being visited.

Would the main note be the only one tagged with #trip?

Would we exclusively rely on links from the main trip note to the supplementary notes to find them?

Is it okay if the Supplementary Notes have no tags?

mettlerr

I think that would depend on how you like to “find” the notes again. If you tag them all, you can find them via the tag filter easily. If you always want to have the main note as a starting point, only tag that, and you would only find the main note in the tag filter.

Why not do both? Tag the all and link them together. If you make sure that the note title of the main note denotes it as such, you can either jump directly to a “sub-note” or navigate to it via the main note.

Matthias

Great question and very insightful answer. And as even though I agree with both approaches having their benefits, I think for the Forever ✱ Notes method it’s best to tag all notes rather than just top-level notes. Tagging every note creates a consistent habit, making it easier to find any note with a quick tag-based search, without worrying if it’s a top-level note or not. This approach also keeps your system future-proof, ensuring that no notes feel “lost” or overlooked. While tagging all notes might take a bit more time upfront, it provides a more reliable and thorough organization method in the long run, aligning with Forever ✱ Notes’ focus on simplicity and efficiency.

mettlerr

Matthias What I did in addition, is create a smart folder containing all the notes which have no tags. It’s easy that way to find out what you still need to tag and what has a tag already.

baptea

mettlerr Yeah I did similar and called this my '✱ Inbox'.

baptea

In addition to tagging all the notes, I like the idea of having a quick way of seeing just the main trip notes as it feels tidier. Perhaps I'll use an additional tag for that such as #Headline or #Overview.

Matthias

I call my notes collection ✱ Trips and all trip notes have their own tags, e.g. #2025summerHoliday.

baptea

Matthias Is the ✱ Trips collection then configured with each of the individual trip tags?

Matthias

baptea Each trip note has 2 tags, #trip and #2015summerHoliday

Deeyaa

Matthias can you explain this further. I have a similar problem for Managing projects, book notes, and area notes.

MahmoudFahiem

Matthias If I follow the PARA mehtod and "2015 summer holiday" is a project, then you are saying that we better use tags for projects instead of notes?

shokk

Matthias

Would you then have a master ✱ Trip note that has #trip and #2015summerHoliday and #2016ChristmasTrip and #2019DecHubeiProvinceTrip, etc?

Matthias

Let me explain how I handle trips (the same works for projects though):

As I have many trip notes, I have a tag called #trip and a collection ✱ Trips, which shows all notes tagged with #trip. I use trip notes for planning, storing receipts of booked tours as well as keeping a travel journal for that trip.

So on my "2015 Summer Holiday" note which is tagged with both #trip as well as #2015SummerHoliday I have sections (Headings) for Journal, Itinerary, and Planning. In the Planning section I might have Sub-headings for Hotels, Tours, etc. with links to external websites. But I also create new notes that include receipts or more information for a specific aspect of that trip. These notes don't get the tag #trip, they only get the tag #2015SummerHoliday. And as good practice, they all have a link to the main "2015 Summer Holiday" note.

So in your ✱ Trips collection, you can easily find your trip note for the 2015 Summer Holiday, and within it you'll find all linked resources.