Commentarii Roamani

We’re continuing our series: Pages/Systems Worth Building with a sequence of issues on using Roam for collaboration, or Roam as shared brain🧠

We're building systems for daily check-ins, weekly progress, meetings, projects and so on... all while keeping things flexible enough for different team styles.

Systems Worth Building: Team Workflows
​Part 1

Step 1: 🛠️ Getting Your Graph Ready for Collaboration

Before building a shared system, make sure your graph is set up for other people to access and contribute.

1. Share Access

Go to Settings → Sharing and invite collaborators by email. This keeps the graph private to your group but accessible to those you've added. You can choose whether each person can edit or view only.

🕯️ If you're using an Encrypted Graph, don't forget to share the password with your teammates.

2. Optional Adjustments

• Edit Icons

Roam displays a colored bullet next to blocks that were edited by you or others. Each person gets a unique color, making it easier to see who contributed what, at a glance.

• Immutable Blocks

By enabling Immutable Blocks, only the original author can modify their own blocks. This can help prevent accidental edits by other team members, as well as keep accurate track of individual contributions.

🤝 Team Workflows in Roam

Once your graph is shared and set up, you’ll need a way to work together inside it.We'll be sharing a few core workflows that can serve as a foundation. Adapt them to match your team’s dynamic.

🗓️ Daily, Weekly, and Monthly Rhythm

Roam works best when it reflects the natural tempo of your team. Here's a simple structure you can use across three layers of time:

• daily execution
• weekly tracking, and
• monthly review.

In this issue of the newsletter, let's look at a daily and weekly system. This is how it works:

At the start of each day, the first person who becomes active opens this Team Daily template in the Daily Note (type ;; to toggle the template dropdown menu) for everyone.

The [[Dropzone]] section is for comments and conversations

🕯️ Pro Tip: Want to get someone’s attention?

Instead of tagging their name as a page reference ([[Name]]), tag it as a block reference from that day’s Daily Note. This way, they’ll see a notification next to their name.

Each person works under their own name's bullet in the Daily Notes. Depending on your team's size and working style, people might organize their tasks differently.

That said, we highly recommend using a shared format we call the [[Rolling Summary]].

The [[Rolling Summary]] 🛼

At the start of the week (usually Monday), open the [[Rolling Summary]] template under your name.

Fill in the dates, then list your Priorities and Tasks for the week, and add other categories you want.

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The next morning, head to the new Daily Note and

1. block reference the [[Rolling Summary]] from the previous day
2. replace it with original (this leaves a trace of references behind that you can conveniently open under the original!)
3. block reference all the unfinished tasks and replace them with originals too
4. add new tasks, events, meetings ([[Priorities]]) as needed

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Repeat this each day. By the end of the work week, you’ll have a full trace of what got done, what's left to do or abandoned, and how your time was spent.

🌱 Quality of Life Improvements

• The billing page has a new home: roamresearch.com/#/billing​
• Images now open in a better viewer: you can zoom, pan, copy, or download them.

🐞 Bug Fixes

• YouTube links using youtu.be now display correctly when embedded with {{video:}}
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