Project Loom

Documentation Workflow Guide

3 min read

 
```markdown
---
type: documentation
id: PL-DOC06
created: 2026-07-19
tags: [workflow, daily, guide]
---
 
# Workflow Guide
 
## Daily Research Routine
 
### Morning: Review (5 minutes)
 
1. Open `00 Dashboard`
2. Check "Recently Modified" — what did you work on yesterday?
3. Check "Untagged Notes" — anything need categorization?
4. Pick one note to develop today
 
### Reading Session: Capture (30-60 minutes)
 
When you encounter a new source:
 
1. **Create Source Note**
   - Ctrl+P → "Templater: Insert Template" → Source Template
   - Fill in author, year, URL/DOI
   - Save to `01 Sources/`
 
2. **Read and Highlight**
   - Read the source
   - Highlight key passages
   - Note page numbers
 
3. **Create Literature Note**
   - Ctrl+P → "Templater: Insert Template" → Literature Note Template
   - Summarize: What did the author say?
   - Analyze: What are the strengths and weaknesses?
   - Link: Connect to existing Permanent Notes
   - Save to `02 Literature Notes/`
 
### Thinking Session: Develop (30-60 minutes)
 
When you have an idea:
 
1. **Create Permanent Note**
   - Ctrl+P → "Templater: Insert Template" → Permanent Note Template
   - Write ONE idea in your own words
   - Cite supporting Literature Notes
   - Link to related Permanent Notes
   - Save to `03 Permanent Notes/`
 
2. **Strengthen Existing Notes**
   - Find a Permanent Note with few links
   - Add evidence from Literature Notes
   - Improve the argument
 
### Writing Session: Produce (60+ minutes)
 
When ready to write:
 
1. **Create Project Note**
   - Ctrl+P → "Templater: Insert Template" → Project Note
   - Outline the output
   - Link to supporting Permanent Notes
   - Save to `04 Projects/`
 
2. **Draft**
   - Write in the Project Note
   - Cite Permanent Notes as [[PL-XXX]]
   - Track status: draft → working → stable
 
3. **Move to Outputs**
   - When complete, move to `05 Outputs/`
   - Update status to "done"
 
## Using AI (Copilot)
 
### When Reading
 
1. Paste article text into Copilot
2. Run "Summarize Note" prompt
3. Compare AI summary to your own
4. Note where you disagree — that's your critical analysis
 
### When Connecting
 
1. Open a Permanent Note
2. Run "Find Connections" prompt
3. Review suggested links
4. Add the ones that make sense
5. Ignore the ones that don't
 
### When Stuck
 
1. Run "Suggest Tags" on an untagged note
2. Review tag suggestions
3. Add relevant tags
4. Use tags to find related notes
 
## Emergency Shortcuts
 
| Task | Shortcut |
|------|----------|
| New note | Ctrl+N |
| Insert template | Ctrl+P → "Templater: Insert Template" |
| Toggle edit/preview | Ctrl+E |
| Quick switcher | Ctrl+O |
| Command palette | Ctrl+P |
| Search | Ctrl+Shift+F |
| Graph view | Ctrl+G |
 
## Weekly Review (30 minutes, every Sunday)
 
See [[Weekly Review Checklist]]

Graph View