Course outline
Module 1
Module 1: What Is Roam Research?
What Is Roam Research?
Knowledge check
Q1. What is the core unit of information in Roam Research?
- A. A folder
- B. A block ✓
- C. A tag
- D. A template
Why: Roam Research organizes content into blocks, which are individual bullet points that can be nested, referenced, and linked. Everything in Roam is built from these blocks.
Q2. What does Roam Research use instead of traditional folders to organize notes?
- A. Color-coded labels
- B. Hierarchical file trees
- C. Bidirectional links and page references ✓
- D. Desktop shortcuts
Why: Roam relies on bidirectional links and page references rather than folders, so notes connect to each other through links and can be found through the connections they form.
Q3. What is a 'daily note' page in Roam Research?
- A. A page that is automatically deleted each day
- B. A page automatically created for each date that serves as a journal entry point ✓
- C. A read-only summary of your week
- D. A shared page for team announcements only
Why: Roam automatically generates a page for each date, which is used as a default place to capture thoughts, tasks, and journal entries without needing to create a new page manually.
Q4. What does a double-bracket link such as [[Page Name]] do in Roam Research?
- A. It bolds the text on the page
- B. It creates a link to a page with that name, creating the page if it does not exist ✓
- C. It hides the text from search results
- D. It encrypts the content of the block
Why: Typing double brackets creates a link to a page with the enclosed name. If the page does not yet exist, Roam creates it, and the link also appears in the page's linked references section.
Q5. What is the purpose of the 'Linked References' section on a Roam page?
- A. To list all pages you have never visited
- B. To display every block elsewhere in your graph that links to the current page ✓
- C. To show the page's version history
- D. To export the page as a PDF
Why: Linked References automatically collects every block across the graph that references the current page, which makes backlinks visible and supports the bidirectional nature of Roam.
Module 2
Module 2: Setting Up Your Graph
Setting Up Your Graph
Knowledge check
Q1. What is the fundamental unit of content in Roam Research?
- A. A folder
- B. A block ✓
- C. A page title
- D. A tag
Why: In Roam Research, everything is built from blocks, which are individual outliner bullets that can be nested, linked, and referenced. Pages are collections of blocks rather than the basic unit themselves.
Q2. What does the double bracket syntax [[Page Name]] do in Roam Research?
- A. It bolds the text
- B. It creates a bidirectional link to a page, creating that page if it does not exist ✓
- C. It hides the block from view
- D. It converts the text into a code snippet
Why: Typing [[ ]] creates a page reference that links to a page with that name. If the page does not exist yet, Roam creates it automatically, and the link appears in the page's linked references so connections go both ways.
Q3. What is the purpose of the Daily Notes page in Roam Research?
- A. It is a locked archive that cannot be edited
- B. It is a default page for each date where you can capture thoughts without first deciding where they belong ✓
- C. It stores only your account settings
- D. It lists all pages created in the past year
Why: The Daily Notes page is a journaling space automatically generated for each day, letting you capture information quickly and link it to other pages later, which reduces friction when recording ideas.
Q4. What does the hashtag #Tag do in Roam Research?
- A. It deletes the block after a set time
- B. It functions as a page reference, equivalent to [[Tag]] ✓
- C. It changes the font color of the text
- D. It exports the block to an external file
Why: In Roam, #Tag is simply an alternative syntax for [[Tag]]. Both create a link to a page of that name and show up in its linked references, so the choice between them is largely a matter of style.
Q5. Which keyboard action is used to indent a block under the block above it in Roam Research?
- A. Ctrl+Shift+D
- B. Tab ✓
- C. Alt+F4
- D. Esc
Why: Pressing Tab indents the current block, nesting it under the previous sibling, while Shift+Tab outdents it. This nesting structure is central to how Roam organizes information in its outliner format.
Module 3
Module 3: Blocks, Pages, and Bidirectional Links
Blocks, Pages, and Bidirectional Links
Knowledge check
Q1. In Roam Research, what is the fundamental unit of content that every piece of text is stored as?
- A. Page
- B. Block ✓
- C. Tag
- D. Folder
Why: Roam Research is built around blocks: every bullet point is a block, and blocks can be nested, referenced, and linked. Pages are collections of blocks rather than the basic unit itself.
Q2. What syntax creates a bidirectional link to a page named 'Project Alpha' in Roam Research?
- A. [Project Alpha]
- B. #Project Alpha without any brackets
- C. [[Project Alpha]] ✓
- D. {{Project Alpha}}
Why: Double square brackets [[ ]] create a page link in Roam. If the page doesn't exist yet, Roam creates it automatically, and the link appears in the linked references of the target page.
Q3. What are 'Linked References' on a Roam page?
- A. A list of external websites cited on the page
- B. A list of every block elsewhere in the graph that links to the current page ✓
- C. A table of contents generated from headings
- D. A history log of edits made to the page
Why: Linked References automatically display all blocks across your graph that reference the current page, which is what makes links bidirectional: you can navigate from either end and see the connection.
Q4. How do you embed a block inside another block in Roam Research so that its content is displayed live rather than copied?
- A. Copy and paste the block text
- B. Type ((block reference)) using the block's UID ✓
- C. Type [[block]] followed by the text
- D. Drag the block into a new page title
Why: Block references use double parentheses ((...)) containing the block's unique ID. This embeds a live reference, so edits to the original block update everywhere it appears, unlike copied text which becomes a separate duplicate.
Q5. What does indenting a block under another block (pressing Tab) accomplish in Roam Research?
- A. It deletes the parent block and merges the text
- B. It makes the block a child of the block above, creating a hierarchical outline ✓
- C. It converts the block into a page
- D. It hides the block from search results
Why: Indentation creates parent-child relationships between blocks, forming the nested outline structure that is central to Roam. Children can be collapsed or zoomed into, making hierarchy a core organizing principle.
Module 4
Module 4: Daily Notes and Capture Workflows
Daily Notes and Capture Workflows
Knowledge check
Q1. What is the main purpose of the Daily Notes page in Roam Research?
- A. To archive completed projects permanently
- B. To serve as a default, date-stamped page where you can quickly capture thoughts and tasks each day ✓
- C. To store only meeting agendas and calendar events
- D. To replace the graph overview as the home screen
Why: Daily Notes pages are automatically created for each date, giving you a low-friction place to capture ideas, tasks, and observations as they happen without first deciding where they belong.
Q2. Which keyboard action is commonly used to quickly open today's Daily Note from the main Roam interface?
- A. Pressing Ctrl+Shift+D to delete the current page
- B. Using the Go to Today or Daily Notes shortcut from the left sidebar or command palette ✓
- C. Typing /today inside any existing block only
- D. Exporting the graph and reopening it
Why: Roam provides a Daily Notes entry point in the sidebar and command palette, letting you jump straight to today's page without navigating through the page list.
Q3. Why do many Roam users prefer capturing notes first in the Daily Notes page rather than creating new pages immediately?
- A. Daily Notes pages cannot be linked to other pages
- B. It reduces friction, so you capture thoughts before deciding how to organize them, and you can later link or move blocks ✓
- C. Daily Notes are automatically deleted at midnight
- D. New pages require a paid subscription
Why: Capturing in Daily Notes separates the act of recording from the act of organizing. Blocks can be referenced or moved into topic pages later, which keeps capture fast and prevents premature categorization.
Q4. What is a common way to surface tasks captured in Daily Notes so they are not forgotten?
- A. Deleting completed blocks each day
- B. Using the TODO command to create checkbox tasks and reviewing them via a query or linked reference ✓
- C. Renaming every block to start with a date
- D. Turning off block references
Why: Roam's TODO syntax creates checkbox blocks, and queries or linked references can aggregate open tasks across Daily Notes so unfinished items resurface for review.
Q5. What does the Daily Notes page structure enable when you later build a weekly review workflow?
- A. It automatically rewrites your notes in a new language
- B. You can query or scroll across multiple dates to revisit and synthesize captured thoughts ✓
- C. It locks past pages so they cannot be edited
- D. It removes all tags from your graph
Why: Because every Daily Note is a dated page in the same graph, you can use queries or sequential review to revisit a week or month of captures and extract patterns or action items.
Module 5
Module 5: Navigating with Backlinks and Linked References
Navigating with Backlinks and Linked References
Knowledge check
Q1. In Roam Research, what is the primary purpose of a backlink?
- A. To change the font style of a block
- B. To connect a block to another page so the connection is visible from both ends ✓
- C. To export a page as a PDF file
- D. To lock a page from being edited by others
Why: A backlink connects a block to another page, and Roam automatically shows the connection from both pages, letting you navigate in either direction.
Q2. Where can you find all the blocks that reference a particular page?
- A. In the page's Linked References section ✓
- B. In the Roam settings menu under Themes
- C. In the daily notes page only
- D. In the sidebar's Favorites list only
Why: The Linked References section at the bottom of a page lists every block across your graph that links to that page.
Q3. What is the difference between Linked References and Unlinked References?
- A. Linked References show blocks that contain the page title as plain text without a link, while Unlinked References show blocks that explicitly link to the page
- B. Linked References show blocks that explicitly link to the page, while Unlinked References show blocks that mention the page title as plain text without a link ✓
- C. Linked References are only visible to the page author, while Unlinked References are public
- D. There is no difference; they are two names for the same feature
Why: Linked References contain explicit [[links]] or tags to the page, while Unlinked References surface plain-text mentions of the title that could be converted into links.
Q4. What happens when you type [[Page Name]] inside a block in Roam?
- A. It deletes any existing page with that name
- B. It creates a new page if one doesn't exist and links the block to it ✓
- C. It highlights the text in yellow without creating anything
- D. It sends the block to another user's graph
Why: Typing double brackets creates a link to a page with that name, and if the page doesn't exist yet, Roam creates it automatically.
Q5. Why are backlinks valuable for building a personal knowledge base in Roam?
- A. They automatically delete outdated notes
- B. They reveal unexpected connections between ideas by surfacing related content across your graph ✓
- C. They reduce the file size of your graph to save storage
- D. They prevent you from writing more than one note per page
Why: Because backlinks show every place an idea is referenced, they help you discover relationships between notes you may have forgotten about, supporting non-linear thinking.
Module 6
Module 6: Organizing Knowledge with Tags and Queries
Organizing Knowledge with Tags and Queries
Knowledge check
Q1. In Roam Research, what is the primary difference between a tag (#tag) and a page link ([[page]])?
- A. Tags can only be used on daily notes, while page links work anywhere
- B. Tags and page links both create references to a page, but tags are a lighter-weight shorthand for the same underlying linking mechanism
- C. Tags hide the referenced page from the sidebar, while page links make it visible
- D. Tags create a separate database that cannot be queried, while page links are searchable
Q2. Which syntax correctly creates a query in Roam Research that finds all blocks referencing the page 'Productivity'?
- A. {{query: [[Productivity]]}}
- B. {{[[query]]: [[Productivity]]}}
- C. [[query: Productivity]]
- D. #query(Productivity)
Q3. What does the 'Linked References' section on a Roam page show?
- A. Only the pages that you have manually bookmarked
- B. All blocks across your graph that contain a link or tag pointing to that page
- C. A list of all pages created on the same day
- D. Only the blocks on that page that have been edited recently
Q4. Which of the following is a good practice when organizing knowledge with tags in Roam Research?
- A. Create a unique tag for every single idea so nothing overlaps
- B. Avoid using tags entirely and rely only on folder hierarchies
- C. Use a consistent, small set of tags for recurring topics so related notes can be easily found together
- D. Tag each block with the current date so notes stay chronological
Q5. What is the main advantage of using an attribute-style query (such as 'Status:: Active') in Roam Research?
- A. It automatically deletes blocks that have not been viewed in a month
- B. It stores structured metadata in a block that can later be filtered and queried across the graph
- C. It converts the block into a PDF file for export
- D. It makes the text bold and changes its color for easier reading
Module 7
Module 7: Building a Personal Knowledge System
Building a Personal Knowledge System
Knowledge check
Q1. What is the fundamental unit of organization in Roam Research?
- A. Folders
- B. Blocks ✓
- C. Tabs
- D. Pages only
Why: Roam Research is built around blocks, which are individual pieces of content that can be nested, referenced, and rearranged. Pages are collections of blocks, but the block is the basic unit.
Q2. What does the double-bracket syntax [[ ]] do in Roam Research?
- A. It formats text in bold
- B. It creates a bidirectional link to a page, creating that page if it doesn't exist ✓
- C. It hides the enclosed text
- D. It creates a code block
Why: Typing [[Page Name]] creates a link to that page and, if the page doesn't exist yet, creates it automatically. Roam also automatically records backlinks so you can see every place the page is referenced.
Q3. What is the purpose of the Daily Notes page in Roam Research?
- A. It archives completed projects
- B. It serves as a default, date-stamped entry point for capturing thoughts as they occur ✓
- C. It stores only calendar events
- D. It is used to export notes to PDF
Why: The Daily Notes page gives you a fresh, date-stamped space each day to quickly capture ideas, tasks, and observations, which can later be linked to topic pages.
Q4. What is a block reference in Roam Research?
- A. A citation to an external website
- B. A way to embed or reference a specific block from elsewhere, so the same content stays synced in multiple places ✓
- C. A password-protected section of a page
- D. A reminder attached to a due date
Why: A block reference (created with ((...)) syntax or by copying a block's reference) lets you reuse a single block in multiple locations. Edits to the original block are reflected wherever it is referenced.
Q5. Why is building a personal knowledge system with Roam Research valuable?
- A. It requires you to memorize every note verbatim
- B. Linking and backlinks let ideas connect across contexts, helping you discover relationships and build understanding over time ✓
- C. It eliminates the need to write anything yourself
- D. It automatically sorts notes into fixed categories you cannot change
Why: A personal knowledge system works best when notes are densely interconnected. Bidirectional links and backlinks surface relationships between ideas that a rigid folder hierarchy would hide.