Heptabase: The Ultimate Visual Note-Taking Beginner's Course

[@paperlessmove]

If you want to go beyond the basics and integrate Heptabase into your (work) life, then watch the Heptabase like a Pro course next 👉 paperlessmovement.com/heptabase-course/

[@AlexanderSchwarz]

Is the pro course already available or still in production?

[@paperlessmove]

@@AlexanderSchwarz the pro course is available for a month already! :) Here are all the details: paperlessmovement.com/heptabase-course/ We'd love to welcome you in the movement, Alexander 💚

[@AlexanderSchwarz]

If I choose the monthly deal to have a look, will this be discounted if I decide to go lifetime during the month?@@paperlessmove

[@JoeNardi]

🎯 Key Takeaways for quick navigation: 00:00 *📝 Introduction to Heptabase and Meta Apps* - Overview of Heptabase structure and meta apps. - Explanation of cards, maps, and journal functionalities. - Importance of understanding Heptabase basics for productivity. 02:05 *📋 Creating and Managing Cards* - Demonstrating the creation of cards and their features. - Importance of blocks within cards for organization. - Utilizing backlinks and navigation between cards. 05:39 *🔍 Exploring References and Whiteboards* - Explaining referencing system within Heptabase. - Creating and utilizing whiteboards for organization. - Demonstrating how cards are referenced in various contexts. 08:23 *📊 Filtering and Organization with Properties* - Utilizing properties for organizing cards effectively. - Demonstrating filtering options for card library. - Creating and managing custom views for better organization. 11:43 *🏷️ Enhancing Context with Tags and Properties* - Explanation of how tags and properties provide context to cards. - Demonstrating the creation and use of tags and properties. - Creating connections between cards and utilizing date properties. 19:18 *🔄 Leveraging the Journal and Final Tag Management* - Utilizing the journal for tracking updates and references. - Final discussion on tag management and organization. - Importance of leveraging Heptabase features for efficient note-taking and productivity. 20:58 *🧩 Visualizing Information in Heptabase* - Heptabase emphasizes the visualization of information. - Whiteboarding and mind mapping are key features. - Interconnectivity allows for seamless navigation through information. 21:54 *🖌️ Working with Whiteboards in Heptabase* - Whiteboards serve as the top-level organization in Heptabase. - Users can connect cards dynamically and customize connections. - Grouping items, creating sections, and managing filters enhance organization. 25:04 *📊 Organizing and Managing Content in Whiteboards* - Cards can be easily added, moved, and removed from whiteboards. - Visual feedback distinguishes between cards on and off the whiteboard. - Sections and color-coding offer further organization and clarity. 28:19 *🔄 Syncing and Referencing Information in Heptabase* - Heptabase automates syncing across different whiteboards, eliminating manual duplication. - Synced blocks ensure updates propagate across all references. - Mentioning cards maintains consistency and accessibility across various contexts. 31:05 *📂 Managing Complexity with Heptabase* - Users can easily reorganize complex whiteboards by creating new sections or whiteboards. - Sub-whiteboards help in managing intricate structures within larger contexts. - Navigation features like breadcrumbs facilitate seamless movement between levels of organization. 34:06 *📑 Leveraging PDFs and Highlights in Heptabase* - PDFs can be integrated seamlessly into whiteboards as interactive cards. - Highlights and notes within PDFs are easily accessible and shareable within Heptabase. - Integration with Readwise streamlines the management and categorization of highlights. 37:20 *🎓 Taking Heptabase to the Next Level* - Heptabase offers extensive interconnectedness and contextual understanding. - The Heptabase Like a Pro course provides in-depth guidance on utilizing Heptabase effectively. - The platform caters to various users, from knowledge workers to busy professionals, aiding in information management and action implementation. Made with HARPA AI

[@SaskisNerdtalk]

I tried Heptabase and I understand how to use all the features - but I felt the friction of always having to think about on which whiteboard I should put a card. For now I will stick with Logseq - I can just write and still use whiteboards in the specific use cases where I need them. Thank you still for this helpful video.

[@daniel-tw]

That's not how you should use heptabase you should start by quickly capturing idea with journal or just creating a card when you need to organize the thought then start using whiteboards and add cards into the board

[@WarrenKirkpatrick]

@@daniel-twI agree with you apart from your first point.. I think all journaling should be done in books, think it’s better for the mind being analogous at times but agree with the rest.

[@PaDutchRunner]

You can put cards into as many whiteboard as you want and you can even put whiteboards into other whiteboards. Zero friction.

[@daeheo4901]

Auto duplicate information is very useful... nice video thank you.

[@twosballer]

Hi Tom, what does the Paperless Movement use for quick capture of thoughts?

[@paperlessmove]

In our "PKM like a Pro" course, we delve into the critical distinction between Shallow Thinking and Deep Thinking. We introduce Heptabase as a tool specifically designed for Deep Thinking exercises. When it comes to capturing thoughts, the nature of the thought matters, and we guide you in categorizing them effectively across various platforms. This ensures that you can instantly decide where to store any information, regardless of its complexity. We primarily utilize Reader by Readwise for Shallow Thinking and Heptabase for Deep Thinking. Furthermore, our course provides actionable strategies for transitioning information from Shallow to Deep Thinking systems and, ultimately, transforming that information into meaningful action. If you're interested to learn more about our approach to knowledge management, we invite you to explore the course further: paperlessmovement.com/pkm-course/ This being said, when it comes to the general capture process we have another course called "Digital Note-Taking like a Pro" in which we dive a lot deeper into general note-taking. There we also talk about "temporary notes". Tom for example uses Apple Notes a lot in order to just jot things quickly down, but then processes those notes later on. For more details, have a look here: paperlessmovement.com/digital-note-taking-course/ Does this answer your question? We are here if you need anything else 💚

[@twosballer]

@@paperlessmove sort of, so Apple Notes? Unless you also use Readwise Reader for quickly capturing your thoughts throughout your day

[@tomsolidPM]

Hey there @@twosballer ! Paco (our Co-Founder) and I are forcing the things to really move relevant information into the correct Single Source of Truth(es). This also includes Project Management software (in our case ClickUp). If there is an idea, we have an Idea Incubator inside ClickUp. Thoughts relevant to any bucket in Heptabase, it goes there directly. If there is no time or a tool that is not easy to quick capture, then we use intermediate tools (even just Todoist, to quickly jot things down and then calmly process it later into it's final destination) What's the point of quickly capturing thoughts in an app/paper note book, just for the sake of it. Also, it's crucial not to capture everything you see. I always ask myself, would I find it faster by just googling it again, than going to my PKM? If so, I don't even capture it at all. This being said, a lot more videos are coming going deeper into the differentiation and that it's running flawlessly, without friction or overcomplicating things. So either checkout the courses as mentioned by the team before, or stay tuned on this channel to learn more. :) This being said, what do you use for quick capture? Just one tool for all or any methods?

[@TheAaronJ16]

Great video! I found HB thanks to you guys and I’m all in. Curious how you get the Assistant tool shown below Tag. Is that an AI plugin?

[@AndresIbanezVasquez]

How can we add a card to a whiteboard from Android? Cannot seem able to do it!!

[@draftermyself]

WOW! Cool 💯

[@shahriarpahlevan1831]

What video editing tool are you using to track your cursor? It's nice and smooth.

[@heartandsoultribe]

he gone keep that answer to himself, its been done before in another video, smh.

[@shahriarpahlevan1831]

​@@heartandsoultribe I'm new to the channel. Has it been explained in a previous video on the channel? Which one?

[@paperlessmove]

Tom uses Screen Studio for those recordings 👍

[@liveleethree273]

nice presentation , excellent👍

[@ksoonsoon]

Monthly membership is the only way to get the HB like a pro course?

[@paperlessmove]

Currently yes. However, if you are just interested in the Heptabase like a Pro course, then you can sign up for monthly and cancel anytime.

[@ksoonsoon]

@@paperlessmove ok

[@artofdao]

i tumble between capacities and Heptabase. Heptabase has no graph view with links for quick overview, the maps view is quite big and overwhelming if you'd do research or thinking. capacities has a Graph view and a wall for overview. but no map. i don't know what is better for me cause I come from Devonthink but hated that there was no views just lists. a map is big and a good overview. now I am in obsidian but all the plugins , no way. canvas is nice but but but... there I no video out there for Heptabase vs capacities and both apps grow extremely fast the last months. what is you views on both. even I see your Heptabase minded. ?

[@muratmuhaddisoglu4404]

Mac version is good but ios version is too slow