I’m a big believer in doing periodic reviews. I do reviews each morning, night, week, month, quarter and year.
Using dataview I can easily keep track of metadata that I want to review inline in the page and have it roll up into the bigger timeframes. For example I can track the things I want to improve and use dataview to display the previous day’s value to reflect on. I can also track how well I’m completing my habits each day and see the results and average of those values for the week and month.
Here are examples of my daily and weekly templates. The screenshots are zoomed way out to show more of the page. You can probably open them in a new page to get a closer look.
Inbox
button
name Add New
type note(New Item) template
action Inbox Template
class dataview-button
dataview
table striptime(file.ctime) as Created, striptime(file.mtime) as Modified
from #Inbox
sort file.ctime asc
Daily Tracking
Basic Info
Week:: [[{{date:YYYY}}-W{{date:ww}}]]
Eternal Week:: [[Week {{date:ww}}]]
Month:: [[{{date:YYYY-MM}}]]
Eternal Month:: [[{{date:MMMM}}]]
Eternal Quarter:: [[Quarter {{date:Q}}]]
Quarter:: [[{{date:YYYY}}-Q{{date:Q}}]]
Weekday:: [[{{date:dddd}}]]
Day:: [[{{date:MM-DD}}]]
Yesterday:: [[{{yesterday}}]]
Tomorrow:: [[{{tomorrow}}]]
Morning Journal
Good Morning!!
How was your sleep last night?
- Sleep Comments::
How are you feeling this morning?
- Morning Comments::
- Energy Level::
Morning Pages
I’m grateful for
- Grateful for::
What would make today great?
- Make today great::
Affirmations. I am…
- Affirmations::
How can I be better today?
- Yesterday I completed
=[[{{yesterday}}]].habits-completed
of my habits. - I wanted to improve:
=[[{{yesterday}}]].need-to-improve
.
Be better::
Mindset
Visualization
Take a minute to visualize the day ahead…
Meditation
Do 5 minutes of meditation in Headspace.
- Mark off Today’s Meditation Task
- Meditation::
Health Stats
Ketones::
Blood Oxygen::
Blood Pressure Dia::
Blood Pressure Sys::
Body Temp::
Weight::
Fitness
- [[Coda Fitness Page]]
Today’s Workout
button
name Add Workout
type note(New Workout) template
action Workout Template
class dataview-button
Workouts
dataview
table Type, Sets, Reps, max-hr, Calories
from #workouts
where date = this.file.link
Exercises
dataview
table pr, weight, goal-weight, master-exercise
from #exercises
where date = this.file.link
Habits
- Meditation::
- Sunlight::
- Journal::
- Book::
- Exercise::
- Eye Exercises::
- Walk::
- Music::
- Inbox Review::
- Japanese::
- Mobility::
- Pocket::
- Email Review::
- Sunlight::
- Nightly Review::
End of Day Wind-Down
Daily Journal::
Today’s Wins::
[[Accomplishments]]::
Need to Improve::
[[Disappointments]]::
Day Rating::
Diet Rating::
Stress::
Illness::
Habits Completed::
#dailyjournal
Tasks
button
name Add Task
type note(New Task) template
action Task Template
class dataview-button
Available Tasks
dataview
table Completed, Priority, Project, defer-date as "Defer Date", due-date as "Due Date", recur-length as "Recur Length", defer-date + recur-length as "Next Date"
from #tasks
where defer-date < date(now) and completed != 1
sort doDate asc
Readwise
dataview
table Author, elink(URL) as URL, file.mtime, file.size, file.tags
from [[{{date:YYYY-MM-DD}}]] and #Readwise
sort file.name asc
Daily Notes
#weeks
Days:: [[{{sunday:gggg-MM-DD}}]], [[{{monday:gggg-MM-DD}}]], [[{{tuesday:gggg-MM-DD}}]], [[{{wednesday:gggg-MM-DD}}]], [[{{thursday:gggg-MM-DD}}]], [[{{friday:gggg-MM-DD}}]], [[{{saturday:gggg-MM-DD}}]]
Focus::
Objective::
Month::
Tasks Completed this Week
dataview
table file.mtime as Modified, Priority, defer-date as "Defer Date"
from #tasks
where contains(this.days, completed-date)
Review
- Review [[Purpose and Mission]]
- Review [[Accomplishments]]
- Review [[Disappointments]]
- Review Previous 2 weeks → Does anything need follow-up?
- Review Upcoming 3 weeks → Need to prepare for anything?
- Review [[Projects]] → Have 1 active Task for each Project.
Projects
dataview
table Status, length(tasks) as Total, sum(tasks.completed) as Completed, sum(tasks.completed) / (length(tasks)) * 100 + "%" as Progress, tasks[0] as "Next", file.mtime as Modified
from #projects
where Status = "Active"
sort file.mtime asc
Highs, Lows and Lessons
This week I was grateful for: =this.days.grateful-for
Gratitude::
This week my wins were: =this.days.todays-wins
My accomplishments were: =this.days.accomplishments
Highs::
After this week I need to improve: =this.days.need-to-improve
My disappointments were: =this.days.disappointments
Lows::
Lessons::
Weekly Stats
dataview
table Days.Ketones as Ketones, sum(Days.Ketones)/7 as "Avg Ketones", Days.energy-level as "Energy Level", sum(Days.energy-level)/7 as "Avg Energy", Days.day-rating as "Day Rating", sum(Days.day-rating)/7 as "Avg Day Rating", Days.diet-rating as "Diet Rating", sum(Days.diet-rating)/7 as "Avg Diet Rating"
from #weeks
where file.name = this.name
Finances
- Update Debts
- Update Assets
- Update Investments
- Review Bills
Trading
- Update [[Trading Tracker]]
- Add new [[Weekly Trade Review]]
- Review previous [[Weekly Trade Review]]
Admin
- Clear out Email Inbox
- Clean iMac Desktop and Download Folder
- Clean MacBook Desktop and Download Folder
- Run CleanMyMac on iMac and MacBook
- Add Focus and Objective for next week
I have similar templates for the larger timeframes and everything ties into eachother.
I also have dataviews set up so I can see all of my days, weeks, months, etc. Example for days:
#databases
Area:: Reviews
dataview
table Day as "_Day_", Weekday, row["Sleep Comments"] as "Sleep Comments", Week as "_Week_", Month, row["Morning Comments"] as "Morning_Comments", row["Make today great"] as "Make_Today_Great",row["Grateful for"] as "_Grateful_For_", row["Energy Level"] as "Energy Level", Ketones, day-rating as "Day Rating", diet-rating as "Diet Rating"
from #dailyjournal
where !contains(file.name, "Template")
sort file.day desc
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