Not sure if many people do what I do, but instead of taking notes I make commented functions in bash. My philosophy is: If I can’t automate it; I don’t understand it. After a while you build enough automation to build your workstations, your servers, all of your vms and containers, your workflows, etc, and can automate duplicating / redeploying them whenever required. One tarball and like 6 commands and I can build my entire home + homelab.
Sure. I have an r630 that is configured as an NFS server and a docker host called vacuum. There is a script called install_vacuum.sh that with a single command, can build the server to my spec from a base install of Ubuntu 24.04. it has functions to install base packages from repositories, add new repositories, set up users, create config files for NFS, smb, fstab, crontab, etc… once an NFS server exists on my network, any other server could be my docker host. My docker host is set up from a script install_containers.sh. as with before, it does all the things to get me a basic docker host, firewalled, and configured for persistence via my NFS server. It also has functions to create and start docker containers for all of my workflows (Plex, webserver, CA, etc), and if those containers don’t exist, it will build a docker image for said workflow based on a standardized format (you guessed it) bash build script for the containers. There is automation via cron on whatever host runs docker to build and update the containers once a week, bare-metal servers update themselves nightly, rebooting when necessary via unattended-upgrades.
Basically, you break everything down into the simplest function possible, have everything defined via variables in shared configurations that everything sources before running, and you have higher and higher level functions call other functions until you have a single function that cascades into a functioning system. Does that make sense?