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. What do you need to change?
2. What must the new setup preserve?
Write down up to three things your new setup must preserve.
3. Two examples from your own work
One active project
One older research or reference area
4. Pick up to two tools to try
Compare no more than two tools at a time.
Candidate A
Candidate B
5. Check each tool with your notes
Record what happens with your own notes, including anything you need to rebuild or change.
Candidate A
Candidate B
6. Which trade-offs can you accept?
7. What will you do next?
Review the options
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 OG for a local Markdown-file 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.