Views Guide
This guide provides a comprehensive overview of each view in the Research Project Tracker and how to use them effectively.
đ Projects View (High-Level Project Overview)
Purpose: Manage all your research projects from a high-level perspective.
Functionality
The Projects view gives you a birdâs-eye view of all your active research initiatives. Each project acts as a container for related tasks, goals, and resources.
Key Features:
- Project Cards: Visual cards displaying project name, status, priority, and progress
- Status Tracking: Mark projects as
Active, Planning, On Hold, or Completed
- Priority Levels: Assign
Critical, High, Medium, or Low priority to each project
- Progress Indicators: See at-a-glance how many tasks are completed vs. total tasks
- Quick Actions: Edit, archive, or delete projects directly from the overview
- Filtering: Filter projects by status, priority, or search by name
Common Use Cases:
- Track multiple concurrent research projects (e.g., thesis, side projects, collaborations)
- Monitor overall project health and identify bottlenecks
- Prioritize which projects need immediate attention
- Archive completed projects while maintaining their history
Example Projects:
- âDissertation Researchâ - Your main thesis work
- âConference Paperâ - A paper submission for an upcoming conference
- âLiterature Reviewâ - Systematic review of related work
- âLab Experimentsâ - Ongoing experimental work
đ
Deadlines View (Deadline Tracker)
Purpose: Track all important deadlines including conferences, paper submissions, and task due dates.
Functionality
The Deadlines view consolidates all time-sensitive items in one place, ensuring you never miss an important date.
Key Features:
- Upcoming Deadlines: Chronologically sorted list of all upcoming deadlines
- Conference Deadlines: Pre-populated list of major academic conferences
- Color-Coded Urgency: Visual indicators for deadlines that are approaching or overdue
- Red: Overdue or within 3 days
- Yellow: Within 1-2 weeks
- Green: More than 2 weeks away
- Deadline Types:
- Task deadlines (from your kanban board)
- Conference submission deadlines
- Goal deadlines
- Custom milestone deadlines
- Quick Add: Add new deadlines directly from this view
- Calendar Integration: View deadlines in a calendar format
Customizing Conference Deadlines
The tracker comes pre-loaded with deadlines for major conferences in computer science, engineering, and related fields. You can customize this list to match your research area.
To Add a Conference Deadline:
- Navigate to the Deadlines view
- Click âAdd Conference Deadlineâ
- Enter:
- Conference name (e.g., âNeurIPS 2026â)
- Submission deadline date
- Notification preference (e.g., 1 week before, 1 month before)
- Conference website URL
- Save
To Edit Existing Conference Deadlines:
- Click on any conference deadline in the list
- Update the information
- Save changes
Conference List Management:
- The default conference list is stored in
/deadlines/conferences.json
- You can edit this file directly to add your fieldâs conferences
- Format:
{
"name": "Conference Name",
"deadline": "2026-05-15",
"website": "https://conference-website.com",
"notifyBefore": 30
}
Pro Tips:
- Set notification reminders for 1 month, 2 weeks, and 3 days before major deadlines
- Link conference deadlines to specific âConference Paperâ projects
- Use tags like
#conference or #submission to organize related tasks
â
Kanban Board (Low-Level Tasks & Checklists)
Purpose: Manage day-to-day tasks and break them down into actionable checklists.
Functionality
The Kanban board provides a visual, drag-and-drop interface for managing individual tasks and their progress through your workflow.
Board Columns:
- To Do: Tasks that havenât been started
- In Progress: Tasks youâre actively working on
- Review: Tasks awaiting review or feedback
- Done: Completed tasks
Key Features:
Task Cards
- Title & Description: Clear task identification
- Priority Flags: Visual indicators (đ´ Critical, đ High, đĄ Medium, ⪠Low)
- Due Dates: See deadlines directly on cards
- Tags: Quick visual categorization
- Progress Indicators: Checklist completion percentage
Checklists
Break complex tasks into smaller, manageable subtasks:
- Add unlimited checklist items to any task
- Check off items as you complete them
- Track completion percentage
- Reorder checklist items with drag-and-drop
Example Task with Checklist:
Task: "Write Literature Review"
Checklist:
â Identify 20 key papers
â Read and annotate papers
â Create synthesis matrix
â Write first draft (2000 words)
â Get advisor feedback
â Revise and finalize
Advanced Features
- Drag-and-Drop: Move tasks between columns to update status
- Filters: Show only tasks for specific projects, tags, or priorities
- Search: Find tasks quickly by title or description
- Bulk Actions: Archive multiple completed tasks at once
- Resource Links: Attach links to Google Docs, Overleaf, GitHub repos, or any URL
- Comments/Notes: Add notes to track progress or issues
Common Workflows:
- Daily Task Management:
- Start your day by moving 2-3 tasks from âTo Doâ to âIn Progressâ
- Focus on completing checklist items
- Move completed tasks to âDoneâ at end of day
- Paper Writing:
- Create tasks for each paper section
- Use checklists for subsections and revision rounds
- Link to your Overleaf or Google Docs
- Experiment Workflow:
- Create tasks for experimental phases
- Use checklists for experimental steps
- Attach data files or analysis notebooks
Pro Tips:
- Keep âIn Progressâ to 3 tasks or fewer to maintain focus
- Use color-coded tags for quick visual scanning (e.g., đŚ Reading, đŠ Writing, đŞ Coding)
- Add estimates to checklist items to improve time management
- Archive completed tasks weekly to keep the board clean
đ¨ Whiteboard (Brainstorming & Idea Capture)
Purpose: A free-form space for capturing ideas, brainstorming, meeting notes, and parking lot items.
Functionality
The Whiteboard is your digital scratch pad - a flexible space for capturing thoughts before they become structured tasks or projects.
Key Features:
Idea Capture
- Quick Entry: Rapidly jot down ideas without structure
- Rich Text: Format with headers, lists, bold, italic
- Categories: Organize ideas with color-coded labels
- Timestamps: Automatically track when ideas were added
Use Cases
1. Research Ideas Repository
Capture future research directions and questions:
- âWhat if we applied technique X to problem Y?â
- âPotential collaboration with Dr. Smithâs labâ
- âInteresting application: use our method for climate modelingâ
Organization:
- Tag ideas as
#short-term, #long-term, or #exploratory
- Mark ideas as
đĄ New, đĽ Hot, or âď¸ Backburner
- Link related ideas together
2. Meeting Notes
Document discussions with advisors, collaborators, or lab meetings:
- Meeting Structure:
- Date and attendees
- Discussion points
- Action items
- Follow-up questions
- Integration: Convert action items into Kanban tasks with one click
Example Meeting Note:
Meeting with Advisor - Jan 7, 2026
---
Discussed:
- Literature review progress
- Experimental design for Phase 2
- Conference submission timeline
Action Items:
â Revise intro section [convert to task]
â Run baseline experiments [convert to task]
â Draft conference abstract by Friday [convert to task]
Questions for next meeting:
- Budget approval for equipment?
- Co-author expectations?
3. Parking Lot
Store ideas that arenât ready to become tasks yet:
- âMaybe try approach X after current experimentâ
- âPotential future project: extend work to domain Yâ
- âTechnical debt: refactor analysis pipelineâ
Benefits:
- Prevents idea loss during busy periods
- Reduces mental clutter
- Creates a backlog for future work
- Provides a record of your thinking process
Organization Features
Boards:
Create multiple whiteboards for different purposes:
- âResearch Ideasâ
- âMeeting Notesâ
- âWeekly Reflectionsâ
- âPaper Brainstormingâ
Templates:
Create reusable templates for common note types:
- Weekly meeting template
- Paper planning template
- Experiment design template
Search & Filter:
- Full-text search across all whiteboards
- Filter by date, category, or tags
- Quickly find that idea you had last month
Moving from Whiteboard to Action
Converting Ideas to Tasks:
- Select an idea or note section
- Click âConvert to Taskâ
- Choose the destination project
- The idea becomes a structured task on your Kanban board
Converting Ideas to Projects:
- Select a mature idea
- Click âConvert to Projectâ
- Set initial properties (status, priority)
- Start adding related tasks
Example Workflow:
- đ¨ Brainstorm paper ideas in Whiteboard
- â Mark the most promising idea
- đ Convert to a âConference Paperâ project
- â
Break down into tasks on Kanban board
- đ
Add conference deadline
- đ Start working!
Pro Tips
- Daily Brain Dump: Spend 5 minutes each morning capturing ideas and todos
- Weekly Review: Review whiteboard items weekly and convert ready ideas to tasks
- Color Coding: Use consistent colors (blue=ideas, green=meetings, yellow=questions)
- Archive Old Notes: Archive meeting notes older than 3 months to keep the whiteboard clean
- Link to Tasks: Reference specific tasks or projects in your notes using
#task-123 notation
- Screenshots: Paste screenshots or diagrams directly into whiteboard notes
đ Workflow: Using All Views Together
Hereâs how these views work together in a typical research workflow:
1. Planning Phase
- Whiteboard: Brainstorm project ideas and approach
- Projects: Create a new project for the research initiative
- Deadlines: Add key milestones and conference deadlines
2. Execution Phase
- Kanban: Break project into actionable tasks
- Tasks: Work through checklists day-by-day
- Whiteboard: Capture insights and meeting notes
3. Review Phase
- Projects: Review project progress and health
- Deadlines: Check upcoming deadlines
- Whiteboard: Document lessons learned and next steps
4. Completion Phase
- Kanban: Move all tasks to Done
- Projects: Mark project as Completed
- Whiteboard: Archive notes and ideas for future work
đŻ Best Practices
For Graduate Students
- Projects View: One project per major commitment (thesis, coursework, TA duties)
- Deadlines: Track qualifying exam, dissertation defense, course deadlines
- Kanban: Daily task management with advisor feedback as review items
- Whiteboard: Meeting notes with advisor, research questions, paper ideas
For Faculty
- Projects View: Research projects, courses, committees, grant proposals
- Deadlines: Paper submissions, grant deadlines, course milestones
- Kanban: Day-to-day academic tasks across all projects
- Whiteboard: Lab meeting notes, student discussions, grant ideas
For Postdocs
- Projects View: Research projects, job applications, papers in review
- Deadlines: Application deadlines, paper revisions, conference submissions
- Kanban: Research tasks, networking activities, application materials
- Whiteboard: Research ideas for job talks, collaboration opportunities
đĄ Customization Tips
All views are customizable to match your workflow:
- Rename Views: Change âWhiteboardâ to âLab Notebookâ or âResearch Journalâ
- Add Custom Fields: Extend projects and tasks with custom metadata
- Create Views: Add custom views like âPublicationsâ or âExperimentsâ
- Modify Workflows: Adjust Kanban columns to match your process (e.g., âData Collectionâ â âAnalysisâ â âWritingâ â âRevisionâ)
See CUSTOMIZATION.md for detailed customization guides.
Questions? Check the FAQ or open an issue on GitHub.