Data, Views, and ~~Actions?~~ Data, Views, and Interfaces Move Highlights, tags, and filters to Views. Group Interfaces by , Indexes, and Indexes: Welcome, Action, Reference, Share WARS CRUD(S): Create, Read, Update, Delete (Share) Create: New project, logged hours, add idea, new quote. Read: Hours logged for the month, invoice amounts per client, Open tasks, Open projects, Past ideas Update: Task and Project Statuses Delete: remove from Favorites directory, Share: document ## Data - Databases - Data tables, spreadsheets - File Folders ## Views Views can be mixed and matched on a page by theme? - Pivot tables - Table views Notion - Smart folders - Sort by Group ## Interfaces Indexes, Directories, and Dashboards. - **Interfaces** - **Directories**: Groups of unrelated items based on current needs. - **Highlight Directories**: Groups of unrelated items. Added on a per item basis, with no system criteria input. Used for reminding, shortcut access to items related to unrelated and related project or tasks. System provided filtered views. Requires maintenance as most items are time related (current projects, etc.). - **Flag and Favs Directories**: - Pin Directories: Used for reminding. - **Garden Directories**: For large digital spaces. Creates a inter-webbing directory of multiple views. Significant maintenance required. - **Indexes**: Groups of related items Added through query with user criteria required. Mix of user curated and system provided views. - Primary Indexes: - Front door of system. - Should include all basic abstractions. - Action Indexes: - Provides a list of items related to a specific task. - Navigation should be in highly visible location like Notion sidebar. - Tag Indexes: - Tags and hashtag views. - User-generated criteria - Good for high level abstractions. - Tendency to get overused. - Filter Indexes - Features like smart folders that filter items based on classification or date criteria. - User generated criteria. - Good for recents and file types. - **Dashboards**: Calculated data based on various abstractions. Requires some maintenance. #### Example: iCloud Drive Directory: Favorites Sidebar Dashboard: ? Smart folders kinda. Status bar kinda Indexes: Documents Folder Filter Indexes: Smart Folders Tag Indexes: Tags sidebar Gardens: Alias Folders Profiles: Locations sidebar (iCloud, Mac, External Drive) ### Flag Directories Navigation lists of unrelated items and spaces you frequent or inform that's timely and relevant— favorites, bookmarks, flags, featured. Highly visible and easy to find. Best directories are non-destructive. Folders make for bad directories. Examples of Flag Directories - iCloud Favorites sidebar - Notion Favorites Sidebar - Outlook Flagged emails, Folder Favorites sidebar ### Pin Directories Good for reminders but can be overused - iCloud Desktop - Notion? Tabs? - Outlook Pin email to top ### Dashboards Calculations of data displayed by entities. ### Indexes Nav lists of pages grouped by topic. Ex [Build Happy Digital Spaces](app://obsidian.md/Build%20Happy%20Digital%20Spaces) Indexes Examples: - iCloud Documents folder - Notion Team Space sidebar - Outlook folders sidebar ### Tag Indexes Data view filtered by a tag or hashtag in order to create groups of related content. [Patterns](app://obsidian.md/Patterns) and [Concepts](app://obsidian.md/Concepts) could be Tag Indexes. Or, manually curating a group of items based on a topic. Good for high level abstractions: Entities, Actions, Elements. The best types of tag indexes allow you to add context annotations specific to the topic. ### Filtered Indexes Allows views based on criteria. Good for file types, recent activity, and grouping elements. Example Smart Folders iCloud Drive, iA Writer. ### Gardens After a while you need a new type of page to organizes your directories, dashboards indexes, and tag indexes. ### Profiles and Public Spaces (Advanced) Profiles: Shows Actions, Elements and abstractions for entities. Lists related entities. Public Spaces: FTP folders, public Notion sites. How to group and theme? - By time? Activity? - Recents: good for finding single item. - Data entry points? - Downloads: good for finding single item - Favorites section, pin to top: - good for finding single item. - Good for frequent and timely. - For hard to find items but not necessarily frequent. - File type (smart folder) - Good for design files sorted by recent. Views are non-critical structures that a user should be able to dispose without damage to the system. Views may reference, filter, sort, and calculate Data using non-destructive methods to the data itself. For example, a spreadsheet may calculate the data from another spreadsheet using a formula. But the result should never be written into the data spreadsheet. Not all related data can live in the same database. For example, Projects and Tasks should each of its own table. So how do you know when to use a database and when to use a view when you need a partition? Separate items by blocks, view blocks through filtered views. Data, Views, and Profiles? Elements belong to entities and expressed through modifiers. In the middle of an action you need things stored in the action level. When done, you need it stored in the entity level. Actions are short term. Entities are long term. Elements are most permanent as they can outlive the existence of an Entity. Actions are scoped, and Elements are created. Entities exist. Actions get assigned and measured. Elements get manipulated and stored. Assets get filed. Artifacts exist in the apps they're made in. For Artifacts to convert to Assets, it needs to be properly filed for portability and archival. Entities ## Attributes ### Modifiers Non-permanent, fluid abstractions of elements. - Activity (Current, Last, Next, Recent, Old, New) - Status (Not started, paused, in process, blocked, completed, cancelled) - Priority (Urgent, Critical, Optional) - Starred, Flagged - Assigned - Sent Received Approved ### Classifications - Arbitrary categories - Sent / Received (email) - Region - Published status draft - File Type - Strategic, Operational, Compliance - Product lines - Departments A note on tags and hashtags: should be reserved for high level abstractions. ### Date Types - Start / End - Period, quarter, year - Created, last modified - Deadline ### Monetary Values - Price - Cost - Value ## Abstractions Actions, Elements, Entities. ### Entities (@1) Person, place, or thing. Implies ownership. People (1) - Employee - Client - Customer - Companies (External, Clients, Vendors) - Properties (Store fronts, Offices) Clients are @1.1.02 Place - Regions - Markets Things - Products Ideas Major minor? - websites - Curb appeal ### Elements (@2) Things entities create, delivery, possess. Artifacts - Info (Updates, Minutes, Memos, Agendas) - Docs (Summaries, Website Copy,) - Records (Specific contracts, quotes, receipts, legal) Assets - Digital Assets (Logos, images, fonts, design files) - Digital Resources (Templates and other evergreens) ### Actions (@3) Internal (1) - Objectives (1) - Projects (2) - Tasks (3) Tasks is @3.1.3 External (2) - Sales (1) - Returns (2) - Exchanges (3) Returns is @3.2.2