Heptabase Fundamentals 103: Managing card databases with tags and properties

Summary

在这个Haptabase教程的第三部分中，Alan探讨了如何在Heptabase中使用标签和属性。他通过一个投资者研究半导体供应链公司的实例，展示了标签在比较具有相同类型的笔记时的优势，如股价、收入和洞察力等关键信息。Alan强调，虽然白板擅长将复杂知识分解并可视化，但标签更适合组织相同类型的笔记，如会议记录、投资者更新、用户反馈等。他建议用户根据需要灵活运用这两种工具。

Takeaways

• 📌 在Heptabase中，标签（tag）和白板（whiteboard）都可以用来组织卡片，但它们各有优势。
• 🔍 当需要比较同一类型的笔记时，如比较不同公司的股价、收入等信息，使用标签更为有效。
• 🏢 通过给卡片添加标签，可以将它们在表格视图中集中显示，便于管理和比较。
• 📈 可以为标签添加属性（properties），如股价、收入等，以便快速查看和比较数据。
• 🔗 利用标签之间的关系，可以创建跨卡片的联系，如公司与其CEO之间的关系。
• 📝 标签不仅可以用来添加新属性，还可以复用在其他标签中已存在的属性。
• 📊 通过标签，可以对卡片进行排序，如按收入大小排序。
• 🔄 利用状态属性（如研究状态），可以创建看板视图（kanban view），管理研究进度。
• 🎯 白板擅长将复杂知识分解并可视化，帮助理解概念间的关系。
• 📌 标签用于组织相同类型的笔记，如会议记录、投资者更新、用户反馈等。
• 🚀 视频中提到，标签和白板的选择取决于个人需求，但提供了如何有效使用标签的具体示例。
• 📅 下一视频中将讨论如何使用日记（journal）和任务（task）功能来构建日常的工作流程。

Q & A

在Heptabase中，标签和白板的主要区别是什么？

标签用于组织相同类型的笔记以便于比较，而白板则擅长将复杂知识分解为原子单位并可视化它们之间的关系。

为什么在某些情况下使用标签比白板更有用？

当需要比较多个具有相同属性的项目时，如比较不同公司的股价、收入等信息，使用标签可以一目了然地查看这些信息。

在Heptabase中如何给多个卡片添加标签？

可以通过多选白板上的卡片，然后给它们添加一个标签，如示例中的'company'。

在Heptabase中如何跟踪公司的股价？

可以为标签添加一个名为'Stock Price (USD)'的数字属性，并输入相应的股价。

如何使用标签来记录对公司的投资情况？

可以创建一个名为'invested'的复选框属性，以标记是否已对特定公司进行了投资。

在Heptabase中如何创建和管理跨卡片的关系？

可以通过选择关联到另一个标签的CEO标签来创建关系，例如将公司标签与CEO标签相关联。

如何使用标签来整理不同类型的笔记？

可以为不同类型的笔记创建不同的标签，如会议记录、投资者更新、用户反馈等，而不是用于研究特定主题。

在Heptabase中如何使用标签来改善日常工作效率？

可以通过使用标签来组织和跟踪会议记录、投资者更新、待办任务等，从而更有效地管理日常工作。

在Heptabase中，如何通过标签快速查看已研究和未研究的公司？

可以添加一个名为'research status'的状态属性，并使用自定义过滤器仅显示非空状态的卡片，从而快速查看研究情况。

在Heptabase中，如何使用看板视图来管理研究状态？

可以利用看板视图将公司卡片按照已研究、待研究和正在进行研究的状态进行分类和排序。

Heptabase中标签的使用建议有哪些？

建议根据笔记的类型而非主题来使用标签，例如会议记录、投资者更新、用户反馈等，以便更有效地组织和比较信息。

Outlines

00:00

📚 利用标签和属性在Heptabase中整理笔记

Alan在这一系列Heptabase教程的第三个视频中，介绍了如何使用标签和属性来组织笔记。他通过一个关于半导体供应链的白板示例，展示了在某些情况下，使用标签比白板更有用的情况。Alan解释了如何给卡片添加属性，比如股票价格、公司收入和投资状态，并展示了如何通过标签来比较不同公司的这些关键信息。此外，他还介绍了如何使用关系标签来链接不同卡片之间的CEO信息，以及如何通过标签来跟踪研究状态和创建看板视图。

05:01

🔍 标签与白板的不同优势

在第二个段落中，Alan进一步阐述了标签和白板的不同优势。他指出，白板擅长于将复杂知识分解为原子单位，并通过连接和可视化来更好地理解概念之间的关系，适合用于阅读书籍、观看在线课程或阅读长篇文章。而标签则更擅长于比较具有相同类型的笔记，如在示例中比较不同公司的关键信息。Alan还分享了他个人在日常生活中使用的标签类型，如会议记录、投资者更新、用户反馈、博客草稿和长期任务，并强调标签用于组织相同类型的笔记，而不是用于研究特定主题。

10:05

🚀 利用日记和任务构建日常工作流程

在视频的最后部分，Alan预告了下一个视频的内容，他将讨论如何在Heptabase中使用日记和任务来构建日常工作流程。他鼓励观众在发现标签有用时采用本教程中提供的建议，并期待在下一个视频中与观众见面。

Keywords

💡Heptabase

Heptabase是一个学习与研究工具，用户可以通过创建白板和标签来组织卡片，从而整理和分析信息。在视频中，Alan通过Heptabase展示了如何使用标签和属性来更有效地组织和比较半导体供应链中的不同公司。

💡标签（tags）

在Heptabase中，标签是一种用于组织具有相同类型的笔记的工具。与白板不同，标签更适用于比较和整理同类信息，如公司股价、收入和领导层等。

💡属性（properties）

属性是Heptabase中用来存储和展示卡片上具体信息的字段。用户可以为卡片添加各种属性，如数字、文本、复选框等，以便更好地管理和比较数据。

💡白板（whiteboards）

白板是Heptabase中用于组织不同学习与研究主题的虚拟板。用户可以在白板上创建卡片，并将它们分类到不同的部分，以可视化地展示信息之间的关系。

💡半导体供应链（semi-conductor supply chain）

半导体供应链是指涉及半导体生产和销售的整个流程，包括设计公司、代工厂、设备供应商等。在视频中，Alan通过Heptabase展示了如何使用标签来分析和比较半导体供应链中的不同公司。

💡投资（investing）

投资是指将资金投入某个项目或公司，以期望在未来获得收益。在视频中，Alan以一个投资者的角度，探讨了如何使用Heptabase中的标签和属性来辅助投资决策。

💡CEO

CEO即首席执行官，是公司的最高管理职位，负责公司的日常运营和战略决策。在视频中，Alan通过创建一个单独的'CEO'标签，来记录不同公司的CEO信息，并与'company'标签建立关联。

💡Kanban视图

Kanban视图是一种可视化的工作管理工具，通常用于跟踪任务的进度。在Heptabase中，用户可以通过Kanban视图来组织和查看不同状态的卡片，如已完成、进行中和待处理等。

💡自定义过滤器（custom filter）

自定义过滤器是Heptabase中的一项功能，允许用户根据特定的属性值来筛选和显示卡片。这有助于用户专注于特定的信息集合，提高信息管理的效率。

💡属性关联（relation）

属性关联是Heptabase中的一种功能，允许用户在不同的卡片之间建立联系。通过关联，用户可以在一个卡片上引用另一个卡片的信息，从而创建跨卡片的信息网络。

💡洞察（insights）

洞察指的是对某个主题或问题的深刻理解与见解。在视频中，Alan使用'Insight'属性来记录他对不同公司的看法和分析，如NVIDIA在AI革命中GPU销售的重要性。

Highlights

本视频是Haptabase教程系列的第三部分，主要介绍如何在Heptabase中使用标签和属性。

在Heptabase中，除了白板，还可以使用标签来组织卡片。

标签的使用取决于个人需求，但在某些情况下，标签比白板更有用。

通过一个实际例子，展示了在投资研究中标签相对于白板的优势。

介绍了如何通过多选卡片并赋予它们“公司”标签来整理信息。

展示了如何在标签视图中添加属性，如股票价格和公司收入。

说明了如何使用复选框属性来标记已投资的公司。

演示了如何通过标签创建关系，例如公司与CEO之间的联系。

介绍了如何利用标签跨卡片创建关系，以及如何通过后链看到这些关系。

解释了如何在标签中添加已有的属性，如“洞察”。

展示了如何通过添加排序功能和状态属性来进一步组织信息。

介绍了如何使用看板视图来管理研究状态，并通过拖动卡片来更新研究进度。

讨论了如何创建自定义过滤器来显示具有研究状态的卡片。

强调了标签和白板的不同优势：白板适合分解复杂知识，而标签适合比较同类笔记。

提供了个人日常使用标签的例子，如会议记录、投资者更新、用户反馈等。

建议观众根据自己的需求决定是否使用标签，并推荐了一些使用技巧。

预告了下一个视频将讨论如何在Heptabase中使用日记和任务来构建日常工作流程。

Transcripts

Hi, I'm Alan and welcome back to this new series of Haptabase tutorials.

This is the third video of the entire series

In this video, I'm going to talk about how to use tags and properties in Heptabase.

In the previous video, we have already shown you how you can use whiteboards to organize your cards into different learning and research topics.

However, as you might have already noticed in the left sidebar

In Heptabase, you can also organize your cards using tags.

That leads to an important question

Which is when and why should I use tag instead of whiteboard to organize my notes?

The short answer is you don't need to use tag unless you find it useful.

But that brings us to another question

When will tag ever be more useful than whiteboards?

I'm not planning to give you a long theoretical explanation of why tag is useful.

Instead I'll just show by an example to let you see when you might want to use tag.

Here I have a whiteboard called Semi-conductor Supply Chain.

Let's imagine that you have some savings and you are becoming an investor

You want to invest these savings into some popular companies in the market.

You realize that modern technology is all powered by semi-conductors.

So you are looking into the semi-conductor industry and all the companies inside it.

One thing that most Heptabase users would do is they will create a whiteboard and put a lot of different companies into it.

Categorize them into different sections and see the relationship between them.

For example, there are fabless design company like NVIDIA, Apple, Qualcomm and AMD.

There are also foundries company like TSMC, Global Foundries.

There are also companies that's selling equipments like ASML and Applied Materials.

So there are all these different companies in the semi-conductor supply chain.

The next question is, which should I invest?

Just by staring at this whiteboard, you'll notice that we still lack a lot of information.

For example we don't know the stock price of these companies.

We don't know the revenue of these companies.

We don't know where these companies are located.

We also don't know who's in the leadership and how trustworthy are the leader of these companies.

We have zero information of all this data just by staring at this whiteboard.

Despite that this whiteboard gives us a useful representation of the industry

It doesn't really have enough information to guide us on investing our money.

This is actually a case where tag can be more useful than whiteboard.

Let me just multi-select all the cards on this whiteboard and give them a tag called company.

Let's enter this tag.

You'll notice that all cards we selected are now displayed in the table view of this tag.

For example, if I want to track the stock prices of these companies.

I can simply add a number property.

Let's call it Stock Price (USD).

I can add the numbers for them.

For example this one is $67.76

And this stock price is $119.65

This one is $1245.1

This one is $884.55

Qualcomm is $166.92

I can simply add the stock price and compare them at a glance.

I can also add revenue of this company and make it per billion dollar.

So the revenue of Marvell seems to be $5.92B.

The revenue of AMD is $22.7B

The revenue of Broadcom can is $35.8B

The revenue of Nvidia is $27B

And the revenue of Qualcomm is $35.82B

So now we can see the stock price and also the revenue.

I might also want to add the property of whether I have invested in this company already.

So I can create a checkbox called invested.

For example, let's say I have invested in NVIDIA and Qualcomm.

I can just put a check on it.

I can also add a leadership property like the CEO of the company by choosing from a relation to another tag.

Let's find another tag called CEO.

When I choose it, I can create a relation between this tag and that tag.

So CEO is actually another tag.

In this tag I have the name of the CEO and the start date of the CEO.

So in the company tag I can easily choose the card from the CEO tag like Matthew Murphy is the CEO of Marvell

Lisa Su is the CEO of AMD.

Hock Tan is the CEO of Broadcam.

Nvidia is led by Jensen Huang and Qualcomm is led by Christiano Amon.

In that way I can create relations across cards that are under different tags.

Let's enter this card, you can see the backlink also exists from the relation property.

Not only can I create new properties on the tag, I can also add some properties that already exist in other tags.

For example I can click plus button here and see that there's a text property called Insight.

I have been using this property across other three tags and I also want to use this property in this tag as well.

So let me choose it and call it Insight.

For example I have some insights about NVIDIA like "they sell a lot of GPUs which is important to AI revolution"

Let me wrap cells so I can see the entire content here.

I can add insignts to this company as well as all the other companies.

Now we have like all this information laying in front of us.

I can also add a sort function to sort them by revenue.

And some of the companies below here I haven't really researched yet.

So I can also add a status property.

Let's choose the "select property" and call it "research status."

Here I can say this one is researched.

This one is also research as well, and this one is ongoing.

This one is also ongoing, and this one is nextup.

I will put some of the other companies into the backlog.

Now I have a status property where I can show my research status.

I can use it to create a kanban view.

I can see the companies that I have already researched on, the companies that is still in backlog, and the companies I'm currently research on.

So whenever I finish researching a company, I can simply drag it to another column in the kanban view.

If I want to hide all the cards that has no research status

I can simply create a custom filter where I choose the research status and only display the card that is not empty.

So that way I can easily see all the cards that have research status.

That's it.

That's a brief introduction of how you can use tag for your learning and research.

I hope with this example you can see how in some scenarios tag could be more useful than whiteboard.

The key insight that I want to convey in this video is that tag and whiteboard have very different strengths.

Whiteboard is particularly good at breaking down complex knowledge into atomic pieces and connect and visualize them to better see the relationship between ideas.

For example, if you are reading a book, watching online courses, or reading a very long article

You can easily use whiteboard to break things down and make sense of them.

But on the other hand, tag is particularly good at comparing notes that has the same type.

For example in our demo today we are using tag to compare many different companies.

We compare the key information such as stock price, revenue and insights.

You can see all this information at one glance in a dense format.

That is what tag is very good at.

You usually don't use tag to organize a topic but you use tag to organize notes that has the same type.

For example, these are all the tags that I personally use in my daily life.

I have a tag that is purely for recording meeting notes

Every single card inside this tag is a meeting note that happens at a specific date with a specific person.

Investor update is another tag where every month, I as a CEO of the company write an investor update to our investors

I store all investor updates in this tag.

I also have a tag for all the feature requests that out user sent

I have a tag for all the users that I have interviewed before.

I have a tag for some drafts that I am planning to publish on my blog.

I also have a tag for all the bigger tasks that I have to work on over the course of the past two years.

You can see that the name of this tag is not a topic.

It's not a topic like semiconductor supply chain.

No, it's a description of what this type of card is about

Like it's a meeting, it's a investor update, it's a task.

So you don't use tag for researching a topic.

You use tag to organize notes that have the same type.

When you do that, you'll find tag much, much more useful.

All right, that's everything I want to cover in this video about tags and properties.

As I mentioned in the beginning, you don't need to use tag unless you find it useful.

But if you decide to use it, I highly recommend you to follow some of the tips that I provided in this tutorial.

In the next video, I'm going to talk about how you can use journal and task to construct your daily workflow in Heptabase.

I'm looking forward to see you there.