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How I Built an Efficient PKM System Through Note-Taking

  • Writer: remio
    remio
  • 5 days ago
  • 10 min read

Updated: 2 days ago

meeting table

I used to feel stressed by my messy notes. Whenever I needed something important, I spent too much time searching. I looked through notebooks, apps, and random files. This mess made me tired and upset. I saw that without a system, my ideas were getting lost.


Then, I learned about personal knowledge management systems. By taking better notes, I turned my messy habits into a clear process. It wasn’t just about sorting notes—it was about making a system that fit me. This experience showed me how note-taking for PKM could bring focus and help me get more done.


Key Takeaways


  • Begin by sorting your current notes. Put them all together and group them to build a solid base.

  • Add tags and links to connect your thoughts. This makes it easy to find related notes and sparks new ideas.

  • Try out tools like Notion, Obsidian, RemNote, evernote, and remio. Each tool has special features to improve your note system.

  • Check and update your system often. Daily and weekly reviews keep your notes tidy and useful for efficient note-taking.

  • Don’t worry about being perfect. Focus on small changes to make your system better over time.


The Problems with Messy Notes


The Trouble with Random Notes


I thought my messy notes were fine. But soon, they became a problem. I wrote ideas on sticky notes, in random notebooks, and saved files with unclear names. When I needed something, it was hard to find. It felt like looking for a needle in a haystack. This mess slowed me down and made me feel unready.


Studies show disorganization can cause problems. For example:

Problem

Explanation

Messy Workspaces

Students with cluttered desks often had trouble doing well.

Being unorganized led to worse grades and poor preparation.

Staying Organized

Organized students lost fewer items and did better overall.


This showed me my messy habits weren’t just annoying—they were holding me back.


Seeing the Need for a PKM System


I knew I had to change. My notes weren’t just random thoughts; they were important ideas. I started learning about personal knowledge management system. These systems didn’t just store information. They helped connect ideas and made finding things easier.


One story inspired me. Someone shared how they fixed their messy notes using Notion. They tried other apps but found Notion worked best. Their success gave me hope that I could do it too.


Taking Charge of My Knowledge


Things changed when I found tools that worked for me. Notion was my first step to organizing my notes. It let me sort, tag, and link ideas. I also tried tools like Obsidian and remio, which had cool features for note-taking.


I tracked my progress. I checked how fast I could find things and how often I used my notes. Over time, I got better. My work felt easier, and I felt more confident managing my knowledge. This wasn’t just about tools—it was about taking charge of my growth.


Exploring Tools and Methods for Note-Taking for PKM

books on shelf

Comparing Digital and Analog Note-Taking


When I worked on better note-taking, I tried both digital and paper methods. Each had good and bad points. Writing on paper felt personal and helped me think creatively. It also made it easier to remember ideas. But, it was hard to search and connect with other tools. Digital notes, however, were easy to organize and search. They worked on different devices and let me share ideas during meetings.


Here’s a simple comparison I made:


Aspect

Paper Notes

Digital Notes

Creative Thinking

Great for free ideas

Not as good for free ideas

Memory

Helps you remember better

Doesn’t improve memory as much

Tool Connections

Hard to connect with other tools

Works well with calendars and projects

Searching

Hard to find things

Easy to search and organize

AI Features

None

Has smart tools like summaries and suggestions


In the end, I picked digital tools because they were flexible. But I still use paper for brainstorming.


Experimenting with Tools like Notion, Obsidian, and remio


I tried many apps to see which one worked best. Notion was easy to use and let me organize projects well. It became my favorite for linking ideas. Obsidian was great for showing how notes connect. Its graph view helped me see links between ideas. I also used remio, which had smart features. It saved time by organizing notes and giving helpful tips.


Here’s a quick look at the tools I tested:


Tool

Good Things

Bad Things

Notion

Easy to use, customizable, connects with other tools

Some features still being made, not great on phones

Obsidian

Stores data locally, shows note links, very customizable

Hard to learn, not great on phones

remio

Smart features keeps data private, organizes well

Only support Mac with Apple Silicon, not available in some OS

Logseq

Keeps data private, links notes both ways, customizable

Hard to use, not great on phones


Each tool had something special. For example, remio’s smart search and privacy made it great for safe note-taking.


Testing Note-Taking Methods: Zettelkasten, Cornell, and More

I also tried different ways to take notes. The Zettelkasten method was cool because it linked ideas together. It helped me see how concepts were connected. The Cornell method was good for summarizing lessons and meetings. It made me focus on key points and think about what I learned.


Studies show these methods work well. For example:


By mixing these methods, I made a system for different tasks. I used Zettelkasten for deep research. Cornell worked best for quick meetings and summaries.


Building My PKM System

a pencil with a notebook

Picking the Best Tool for My Work


The first step was finding the right tool. I thought about what I needed and how I worked. I wanted something to organize ideas, link them, and fit my style. To decide, I used a clear plan:


How I Chose Tools

What I Did

Know My Needs

I listed goals like staying focused and managing tasks better.

Check My Current Workflow

I found problems, like wasting time searching for notes.

Set Clear Goals

I made goals like finding notes faster and tracking work easily.


After trying many tools, I liked Notion the most. It let me connect ideas and stay organized. Obsidian helped me see how notes were linked. Remio stood out with its smart features and privacy. Each tool added something special, and together, they built my PKM system.


Organizing Notes with Tags and Folders


After picking tools, I worked on organizing my notes. I used tags, folders, and links to keep everything neat. Folders grouped similar topics, while tags connected ideas across categories.


For example:


  • Status Tags: Showed if a note was "draft" or "final."

  • Context Tags: Told where the note came from, like a meeting or book.

  • Idea Tags: Summarized main points to find related notes quickly.


I also used the PARA method. This split notes into Projects, Areas, Resources, and Archives. It kept my notes useful and easy to manage. By mixing folders and tags, I made a system that was simple to use.


Making a Habit to Keep My PKM System Working


Building a system is one thing, but keeping it working takes effort. I made a daily habit to review and update my notes. Each morning, I checked yesterday’s notes. I added tags, linked ideas, and archived old ones. This kept my system fresh.


Every week, I looked at my progress. I asked if my system was helping me reach my goals. If not, I made changes. This routine boosted my productivity and helped me learn more. Over time, I built a strong library of ideas that helped me think and make decisions.


Keeping a PKM system is like caring for a garden. With daily care, it grows into something amazing.

Actionable Steps to Build Your Own PKM System


Start Small: Organize and Categorize Existing Notes


Starting small makes building a PKM system easier. First, I organized my notes to create a strong base. Here’s how I did it:


  1. Collected all notes from notebooks, apps, and files.

  2. Made one place to store everything together.

  3. Grouped notes by topics or projects into clear categories.


This method helped me find patterns and useful ideas quickly. For example, I put meeting notes under "Work" and personal thoughts under "Creative Projects." Organizing gave me control and made things less confusing.


Tip: Try using PARA or Johnny.Decimal methods. These systems make organizing simple and help you find notes fast.

Use Tags and Links to Create Connections


After organizing, I added tags and links to connect my notes. Tags grouped similar ideas, while links showed how concepts were related. For example, I tagged notes with "Research" or "Ideas" and linked them in tools like Notion and Obsidian.


This made my work faster and easier. I spent less time searching and more time using my notes. Tools like Obsidian made linking notes simple and effective. Tracking my time showed big improvements in my workflow.


Insight: Connecting notes turns scattered ideas into a helpful knowledge web. This boosts creativity and helps with decisions.

Experiment with Tools like remio for Enhanced Productivity


Trying different tools helped me find what worked best. Notion was great for organizing projects, and Obsidian showed how notes connect visually. But remio stood out with its smart features. It saved time by summarizing and sorting notes automatically.


For example, remio captured my web browsing and highlighted key points. It also kept my data private, which made me feel secure. Research shows AI tools like remio can improve productivity by saving time and simplifying tasks.


Takeaway: Test new tools to find what fits your needs. Each tool has unique features that can improve your PKM system and workflow.

Regularly Check and Improve Your System


A PKM system works best when you keep it updated. I learned this after ignoring my notes for weeks. My system became messy, and finding things got hard again. That’s when I saw how important regular reviews are.


Each morning, I spend 10 minutes checking my notes. I fix old info, add missing tags, and connect new ideas. This habit keeps my system useful and ready when I need it. Once a week, I spend more time reviewing. I check if my system helps me reach my goals. If not, I make changes like fixing folders or improving tags.


Here’s my review process:


  1. Daily Reviews: Spend a few minutes checking recent notes. Add tags or links to keep them organized.

  2. Weekly Fixes: Take time to find problems in your system. Make changes to improve it.

  3. Monthly Updates: Think about your workflow. Make sure your system fits your current needs.


Tip: Treat reviews like an important task. Doing them often keeps your system strong.

Updating your system is also important. As my work and hobbies change, I adjust my tags and categories. This way, my system stays useful and doesn’t feel old. By reviewing and updating often, I’ve made my PKM system a great tool for staying productive and creative.


Lessons Learned from My PKM Journey


Why Being Consistent Matters in Note-Taking


Being consistent changed how I took notes. I noticed that taking notes only sometimes left gaps in what I knew. By making it a daily habit, I kept my knowledge system strong. Each day, I spent a few minutes writing ideas, adding tags, and linking notes. Over time, this small effort built a big collection of useful ideas.



I also started thinking deeply about ideas. Instead of just writing quick thoughts, I looked for connections between them. This helped me understand topics better and made my notes more helpful. Being consistent wasn’t just about doing it often—it was about doing it well.


Making Your PKM System Fit You


Everyone works differently, so I made my system fit me. I tried different tools and methods to find what worked best. For example, I liked using digital tools like remio and Obsidian. These tools matched how I worked and made organizing ideas easy.



I also changed my system when my work changed. For creative projects, I added tags for ideas and inspiration. This made my system stay helpful and up-to-date. By making it fit my style, my PKM system became a great tool for managing my ideas.


Learning to Improve and Accept Imperfection


At first, I wanted my system to be perfect. I spent too much time trying to organize everything perfectly. But I learned that aiming for perfection slowed me down. Instead, I started simple and made small improvements over time. This made the process easier and more fun.



I also accepted that my system wouldn’t be perfect. Some notes might be messy, and that’s okay. What mattered was that it worked for me. By focusing on getting better instead of being perfect, I built a system that helped me reach my goals.


Turning my messy notes into a useful PKM system has been amazing. I went from feeling lost with scattered ideas to being in control of my knowledge. This change didn’t happen quickly. It took steady effort, trying new things, and being open to changes.


One big lesson I learned was to start small. Organizing a few notes at a time made it easier. Trying tools like remio showed me features that matched how I work. For instance, its auto-capture and sorting saved me lots of time.


Looking back, I saw big improvements in handling information. Here’s a quick look at the changes:


Metric Type

What It Tracks

Example

Data Quality Issues Log

Tracks problems in data and fixes made.

Fixing duplicate customer records reduced errors and improved an old system.

Checks data health, like accuracy and completeness.

A dashboard showing '92% Complete Customer Data' helped set clear goals.

Data Governance Scorecard

Measures how well rules and compliance are followed.

Tracking departments with Data Owners sped up solving issues.


This journey showed me that being consistent and personalizing my system is important. By making it fit my needs, I built something that grows with me. I encourage you to begin too. Start small, try tools like remio, and create a system that helps you grow.


Tip: Your PKM system doesn’t need to be perfect. Focus on improving it step by step.

FAQ


What is a PKM system, and why should I build one?


A PKM system is a way to organize and connect your knowledge. It helps you find ideas quickly and use them effectively. I built mine to reduce stress and improve productivity. It transformed how I work and think, and it can do the same for you.


How do I choose the right tool for my PKM system?


Start by listing your needs. Do you want to link ideas, store data locally, or use AI features? I tested tools like Notion, Obsidian, and remio. Each had unique strengths. Experimenting helped me find the perfect fit for my workflow.


Can I use remio for both work and personal projects?


Absolutely! I use remio to manage work tasks and personal ideas. Its auto-capture and tagging features make it versatile. Whether I’m brainstorming creative projects or organizing meeting notes, remio keeps everything in one place and easy to access.


How often should I review my PKM system?


Daily reviews keep your system fresh. I spend 10 minutes each morning updating notes and adding tags. Weekly reviews help me spot issues and make improvements. Regular maintenance ensures your system stays useful and grows with you.


What if my PKM system isn’t perfect?


Perfection isn’t the goal. I learned to embrace imperfection and focus on progress. Start small, improve over time, and let your system evolve. A flexible PKM system grows with you and adapts to your changing needs. That’s what makes it powerful.

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