756: Exploring NotePlan with David Roth

I wasn’t aware that cloudkit encryption was independent. This support page suggests you need to enable ADP to have E2E encryption with cloudkit.

Third-party app data stored in iCloud is always encrypted in transit and on server. When you turn on Advanced Data Protection, third-party app data stored in iCloud Backup and CloudKit encrypted fields and assets are end-to-end encrypted.

1 Like

I’ve been using NotePlan since this episode came out, thanks again David and Stephen for costing me money! I couldn’t be happier though with this switch away from OmniFocus and Apple Notes. In my role as a people manager at a hardware development company this was what I needed. My entire workday is spent in various types of meetings where I take notes, analyze information, and delegate action items (AIs) or record action items for myself. With NotePlan I can have all of that in one place.

Here is my setup:

  • Note titled Inbox where I can add new AI’s for myself either from the app or from Alfred
  • Folder titled People where I have dozens of notes each titled with my colleague’s names. Each note includes:
    • A backlog of topics to discuss next time we meet
    • A list of items I’ve delegated to them along with any due dates
    • A collection of minutes from our previous meetings
  • Folder titled Notes where I have scratchpad type notes of things I’m thinking about or working memory type text/links that I need to refer back to at various times

The biggest benefit I’ve seen from switching to NotePlan has been the reduced mental load of trying to tie together minutes, notes, AI’s and delegated AI’s. The developer is very responsive and continues to pump out great improvements to the app.

10 Likes

I started using NotePlan about 15 September and I’ve been using it hard ever since.

The biggest blockers to me using NotePlan was the price of NotePlan and the file format earlier notes apps used (Bear and Agenda). These apps put a title into the beginning of each note; a difficulty because NotePlan doesn’t use a title at all. Downloaded a copy of BBEdit, loaded all of my 1800+ notes and used it to delete the first line and the next blank line of every note with a regular expression. Then looked for and removed all of the tags that Bear put in. I only used tags to create “folders”. I made sure the tags were in the bottom of each note. That all took about a minute or two. Then I removed the dashes in the daily note filenames with Rename X. My daily files’ names were already in ISO 8601 format.

In retrospect, I wish I had done that conversion way earlier. NotePlan is worth it.

I think the biggest reason I like NotePlan is you don’t have to create a note first to start typing. If I want to reschedule a task to a future date, I just "format → ‘mark as scheduled’ " and it’s there. When I’m on a phone call, I can simply click on the date in question and start typing. It’s so much faster.

I’m also finding that the weekly notes are helpful for keeping track of unfinished business. If I bring forward any business from the previous week, I put a header “forwarded from week XX.” I move the contents of the previously weekly note to the current weekly note, so I only have the current weekly note to reference. I can’t really plan at all other than that: when a customer calls, I work.

I don’t have to go to the weekly note to actually see what’s in it. I can simply drop down the metadata indicator at the top of today’s note and then I can see what’s there.

I only have one Project and that’s Clients, with a page for each client that has text data that I need to reference. For a long time, I didn’t know what to do with the Areas section. I’ve figured out that’s for general business, caregiving, church and personal information. Reference data that I need on my phone when I’m in the field is in the Resources section of NotePlan.

From most of my computing career, I’ve never had a really nice computer. I’ve always tried to be frugal and consistent in what programs I used. With my M2 Air, I now have a computer that is powerful enough I don’t have to worry about that anymore.

I still watch how my programs behave with various types of data, so I don’t like putting lots of images and PDFs into a program that is basically text file oriented. For that I’ve found I can use Keep It by Reinvented Software. I already had a perpetual license. I have turned off iCloud and Finder Integration, but it’s a lot better at web clipping and displaying PDFs and e-books than other programs I’ve used. I can now search in huge Windows technical books and find what I’m looking for.

Remove first line globally if starts with “#”
Find: ^(?<![\s\S\r])#.*$\n
Replace with: Empty
Credit: (https://stackoverflow.com/questions/60090875/match-the-beginning-of-a-file-in-a-vscode-regex-search)

4 Likes