I’ve been using DT3 pretty heavily over the past 2 days, and to my mind, the biggest workflow change is the collection of all inboxes and tags in a single location in the sidebar rather than in the item list of each database. I want to keep playing with this layout more, but so far, I find it very disruptive and inefficient.
As a long-term DTPO user, I was reticent to experiment with DT3 betas until DT 3.0beta6 and 6 started messing with my DTPO settings. Rather than continue using DTPO and assured that beta6 has been deemed stable, I have now switched entirely to DT 3.0beta7.
My initial impression is that DT3 is not as intuitive as DTPO. So I started to consider it more logically - challenging for me as I’m not particularly logical in my way of doing things!
Now that I have organised the sidebar, I realise that (at least for my purposes) DT3 is a marked improvement on DTPO. Although I used to be a tag priority user, I have come to realise that tags are not necessarily the best way of organising, let alone finding entries.
In all Inboxes, I have about 17,250 items, per screenshot. As well as the global inbox, the inbox for each of my databases is shown. I have renamed those inboxes the same as my database names. Useful for the target in Sorter. The only Inbox that I have not renamed is the global inbox.
Under each of my database inboxes is a DT automatically sorted list of all Groups and Smart Groups. SGs collect automatically but if I want to move an item from the database inbox to a Group all i have to do is drag it or context menu move.
All of my database inboxes are as I have said renamed the same as the database. So it is simply a matter of clicking on the appropriate database inbox tag to find the tags in each database. As the database tags are in the same order as the databases, I could show or hide all or show specific.
I think, however, that if I had not renamed all my database inboxes but left them each as Inbox then I should get into a muddle. I think too that as Smart Groups with tag searches have a habit of including Groups having the same tag, organising and finding entries would also be a muddle, as i have found with DTPO.
Groups and Smart Groups:
With DTPO, I used a mixture of Groups and Smart Groups but with DT3 I am planning on leaving all items in the database inbox (renamed) and mostly using Smart Groups. I expect i shall be able to design a system to suit my requirements which might minimise the use of tags, instead perhaps flag or rate or colour code. The snag with tags I found with DTPO is that the slightest mistake when typing a new tag could result in a tag having similar names - for example: wanted, Wanted.
For efficiency on my part I prefix each entry with the date or year and the equivalent of a tag for description. For example, an entry today would be: 2019-09-04 - Investment - Brexit impact on the £ good for exports. Using Smart Group(s) to search Filename for 2019 and/or Investment and/or Brexit and/or exports …could be quicker than using tags for the item.
Open Databases. I have all my databases open so for me there is no need to show them.
Tags: Having tags sorted to the database order is very useful, so too the total number of tags. Currently I have a grand otal of >17,000 items of which just over 11,000 are tagged. I can either tag the untagged or use another way to search.
On balance, I anticipate that the more I use DT3 the more efficient I shall find it. During the transition, any disruption to my previous workflow is simply a matter of forgetting how DT was before and remembering how to use DT now and in future.