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Roam Research Cheatsheet

A quick reference guide for Roam Research, including essential shortcuts, commands, and formatting tips to boost your note-taking efficiency.

Navigation & Basic Commands

Essential Navigation

Ctrl+Shift+Right/Left

Navigate forward/backward through page history.

Alt+Right/Left

Jump to next/previous linked reference.

Ctrl+O

Open quick switcher to find pages or blocks.

Ctrl+K

Open graph overview.

Ctrl+H

Open daily notes page.

Ctrl+Shift+U

Toggle dark/light theme.

Basic Editing

Enter

Create a new block.

Shift+Enter

Insert a soft break (new line within the same block).

Ctrl+Enter

Move block to the bottom of the page.

Tab

Indent a block (make it a child).

Shift+Tab

Outdent a block (make it a parent).

Ctrl+D

Duplicate the current block.

Formatting & Structure

Formatting Text

*text* or _text_

Italicize text.

**text** or __text__

Bold text.

~~text~~

Strikethrough text.

text

Inline code.

^^text^^

Highlight text.

Creating Links & References

[[Page Name]]

Create or link to a page.

((block reference))

Create or link to a block.

[Display Text](URL)

Create an external link.

#tag

Add a tag to the block.

{{embed: ((block uid))}}

Embed a block.

Lists and Checklists

- (followed by space)

Create an unordered list.

1. (followed by space)

Create an ordered list.

{{[[TODO]]}} or {{[[DONE]]}}

Create a TODO or DONE tag. Can use Ctrl+Shift+C to toggle.

Advanced Features

Queries

Queries allow you to search and display blocks based on specific criteria.

Basic Query:
{{query: {and: [[Page Name]]}}} - Displays blocks linked to ‘Page Name’.

Advanced Query (using TODO):
{{query: {and: [[TODO]] {not: [[DONE]]}}}} - Displays blocks tagged as TODO but not DONE.

Templates

Templates allow you to quickly insert pre-defined content.

Create a Template:

  1. Create a page named roam/templates.
  2. Add blocks under this page representing your templates.

Use a Template:
Type ;template_name (e.g., ;meeting) and press Tab to insert the template.

Daily Notes Page

The Daily Notes Page is your home for each day’s notes. Access it with Ctrl+H.

Tips:

  • Use the date as a central hub for all activities and thoughts for that day.
  • Link to projects, people, and ideas as they come up.
  • Use queries to pull relevant information into your daily notes.

Collaboration

Sharing

Share entire graph

You can share your entire roam graph with other users by exporting as markdown and sharing the file or sharing your Roam account.

Share specific pages

You can share specific pages by exporting as markdown and sharing the file.

Collaboration

Real-time collaboration

Roam Research allows multiple users to work on the same graph simultaneously, making it ideal for team projects and collaborative note-taking.

Roles and permissions

Define Roles and permissions for different users in a graph to control access and editing privileges, ensuring data security and integrity.