Note Migration and Cleanup Plan
Move from one notes app to another without losing the useful parts.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
Plan a migration of my notes. Current app and number of notes: [CURRENT_APP_AND_VOLUME]. New app: [NEW_APP]. Types of content (text, images, attachments, web clips, tables, audio): [CONTENT_TYPES]. What I use my notes for: [USES]. Deadline and tolerance for disruption: [TIMELINE]. Create a checklist with boxes: [ ] Back up everything first (full export in the app's standard format, plus a copy of attachments), and verify the backup opens [ ] Check export and import options for the two apps (formats such as Markdown, HTML, or proprietary), what is lost (formatting, links, tags, dates, attachments), and run a test with 20 representative notes [ ] Audit: sort notes into Keep, Archive, Delete (a rule of thumb: if I haven't opened it in two years and it has no reference value, archive or delete) [ ] Decide structure in the new app before importing (folders, tags, naming) [ ] Import in batches; verify links, images, tables, and dates; record problems [ ] Fix metadata (created dates) and standardize titles where needed [ ] Keep the old app read-only for 30 days, then export a final archive [ ] Update capture shortcuts, web clippers, and phone widgets [ ] Check privacy settings and encryption in the new app [ ] Write down the new system in a one-page guide Add a timeline of weekends or evenings, a decision rule for when not to migrate (the cost exceeds the benefit), and a verification sample of 30 notes.
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