Use this short worksheet after reading the Roam Research alternatives guide. It helps you test one or two realistic next directions against work you already know — before making a full migration.
1. Decision boundary
2. Non-negotiables
Choose or write up to three things your next direction must preserve.
3. Two real work samples
One active project
One older research or reference area
4. Shortlist boundary
Limit the trial to no more than two candidate directions or tools.
Candidate A
Candidate B
5. Trial checks
Record what you observe in your own work. These are not product claims or a score.
Candidate A
Candidate B
6. Trade-off note
7. Decision output
Return routes
Return to the Roam Research alternatives guide if you want to re-check the direction before extending the trial.
If the trial clarifies a need, revisit the relevant fit page: Roam Research for staying, Obsidian for local files, Logseq for a local-first outline, or Notion for a shared workspace.
If your decision is broader than this transition, use the Thinking Tools Picker or Note-taking Apps Picker.