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Roam Research: Understanding the Sidebars in Roam

Dan Silvestre·
5 min read

Based on Dan Silvestre's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Roam’s left sidebar starts with Daily Notes, Graph Overview, and All Pages, each optimized for different navigation tasks.

Briefing

Roam Research’s left sidebar is built for fast navigation across your knowledge base, while the right sidebar supports side-by-side research without leaving the page you’re working on. On the left, the sidebar starts with Daily Notes, Graph Overview, and All Pages—each serving a different purpose. Daily Notes lets users jump directly to a specific date’s page; Graph Overview shows the connections between pages (initially limited to the pages that exist in the database, such as March 6, 7, and 8); and All Pages provides a searchable list with metadata like word count, dimensions, and last updated/created information.

A key behavioral detail is how navigation changes depending on where you click. Selecting Daily Notes while already on a Daily Notes page doesn’t move the user, but clicking Daily Notes from another page returns to the previously active Daily Notes page. Graph Overview behaves like a map of relationships: with no connections created yet, it only displays the pages currently in the database, and clicking a node takes you to that page. All Pages functions as a broader index, where each entry shows useful attributes—such as the created date tied to the page title for daily pages—making it easier to find and audit content.

For frequent access, Roam includes a favorites mechanism via shortcuts. Users can “star” a page (for example, March 8) to add it to the shortcuts list, then return to it quickly from the sidebar. The interface also updates the top-level icons when viewing Daily Notes: a calendar view appears alongside controls for filtering, opening a graph in the sidebar, and adding the current page to shortcuts. Removing a page from shortcuts is just a second star click, and the workflow is optimized for pages that are revisited multiple times per day or week rather than every daily note.

Roam also supports a focus mode by letting users hide the left sidebar. Clicking the three-line control collapses it so the page fills the screen, then clicking again restores it—useful when writing without distractions but still needing sidebar access for linking and navigation.

Keyboard shortcuts are integrated into this workflow through the help panel (question mark), which lists commands for editing blocks and navigating Roam. One highlighted shortcut toggles the left sidebar visibility: Command + backslash hides and shows the sidebar.

Finally, Roam has a right sidebar that enables multi-page research while staying anchored in the current page. By using Shift + click on a page, users open that page in the right sidebar as an additional tab. Content written in the main page can appear in the right sidebar’s outline (for example, planning lessons on March 6 while working on another page), and users can switch back to earlier pages to review what was captured. Tabs can be reordered by dragging, closed individually with an X, or the entire right sidebar can be dismissed using the three-dots control at the top.

Cornell Notes

Roam Research’s left sidebar organizes navigation into Daily Notes, Graph Overview, and All Pages, with shortcuts for frequently revisited pages. Daily Notes jumps by date, Graph Overview visualizes page connections (showing only existing pages when no links exist yet), and All Pages lists pages with metadata like word count and last updated. The left sidebar can be hidden for distraction-free writing, and keyboard shortcuts (including Command + backslash) toggle its visibility. A separate right sidebar lets users open other pages as tabs while staying on the current page, using Shift + click to keep research visible and update outlines across pages.

How do Daily Notes, Graph Overview, and All Pages differ in what they show and how navigation works?

Daily Notes is date-based navigation: clicking it from another page returns to the previously active Daily Notes page, while clicking a specific date opens that date’s page (e.g., March 8). Graph Overview shows relationships between pages; if no connections exist yet, it displays only the pages currently in the database (like March 6, 7, and 8) and clicking a node takes you to that page. All Pages is a broader index that lists every page and includes metadata such as word count, dimensions, and when each page was created/last updated (for daily pages, the created date aligns with the page title).

What are shortcuts in the left sidebar, and when should they be used?

Shortcuts are a favorites list managed with the star icon. Star a page (like March 8) to add it to shortcuts, then click it later to navigate quickly. Star again to remove it. Shortcuts are best reserved for pages revisited many times per day or week, rather than every daily note.

What changes appear in the Daily Notes view, and what do the icons do?

When viewing Daily Notes, the top-level icons shift from a calendar-only view to a set of controls: one for filtering, one to open a graph in the sidebar, and one to add the current page to shortcuts (the star). Clicking the star adds that date page to shortcuts for quick access.

How can the left sidebar be hidden and restored for focus work?

The left sidebar can be collapsed by clicking the three-line control. When collapsed, the page covers the screen; clicking the control again brings the sidebar back. A keyboard shortcut also toggles it: Command + backslash hides the sidebar and pressing it again restores it.

How does the right sidebar support research while writing on a page?

The right sidebar keeps additional pages open as tabs without leaving the current page. Using Shift + click on a page opens it in the right sidebar. Multiple pages can be opened at once, and the right sidebar’s outline reflects what’s written in the main workspace (e.g., planning lessons on March 6 while working elsewhere shows up in the right sidebar outline). Tabs can be closed with an X, reordered by dragging, and the entire right sidebar can be closed via the three-dots control.

Review Questions

  1. When would you use Graph Overview instead of All Pages, and what would you expect to see if no connections have been created yet?
  2. How do you add and remove a page from left-sidebar shortcuts, and what kind of pages are shortcuts intended for?
  3. What’s the difference between hiding the left sidebar and using the right sidebar tabs while writing?

Key Points

  1. 1

    Roam’s left sidebar starts with Daily Notes, Graph Overview, and All Pages, each optimized for different navigation tasks.

  2. 2

    Graph Overview displays page nodes and connections; with no links created yet, it only shows the pages currently present in the database.

  3. 3

    Shortcuts (starred pages) enable fast jumps to frequently revisited pages; starring again removes them.

  4. 4

    The left sidebar can be hidden for focus work, and Command + backslash toggles its visibility.

  5. 5

    The right sidebar lets users open other pages as tabs using Shift + click, keeping research visible while staying on the current page.

  6. 6

    Right-sidebar tabs can be reordered by dragging, closed individually with an X, and dismissed entirely via the three-dots control.

Highlights

Daily Notes, Graph Overview, and All Pages form a three-part navigation system: date jumps, connection mapping, and full indexing with metadata.
Shortcuts turn repeated navigation into one-click access, but they’re meant for high-frequency pages rather than everything.
Command + backslash is a quick toggle for hiding and restoring the left sidebar during writing.
Shift + click opens pages in the right sidebar so research stays in view while the main page remains active.

Topics

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