Personal Knowledge Management
My Obsidian Note Taking System
Goals
- Goals are notes, not tags (e.g., Example Goal).
- Goal note uses template: goal template
- Goal note is under “Goals” folder
- Goal note has #goal tag (specified in frontmatter, see template)
- Goal state is specified with goal tag (e.g., #goal/active) (specified in frontmatter, see template)
- Goal states are
active
, inactive
, terminated
, completed
- Goal note has
creation date
field (specified in frontmatter, see template) - Goal note has
completion date
field (specified in frontmatter, see template) - Goal note contains a dataview query for backlinks projects to that goal note
Areas
- Areas are notes, not tags (e.g., Example Area).
- Area note uses template: area template
- Area note is under “Areas” folder
- Area note has #area tag (specified in frontmatter, see template)
- Area state is specified with area tag (e.g., #area/active) (specified in frontmatter, see template)
- Area states are
active
, inactive
, terminated
- Area note has
creation date
field (specified in frontmatter, see template) - Area note does not have
completion date
field (specified in frontmatter, see template) - Area note contains a dataview query for backlinks projects to that area note
Projects
- Projects are notes, not tags (e.g., Example Project).
- Project note uses template: project template
- Project note is under “Projects” folder
- Project note has #project tag (specified in frontmatter, see template)
- Project note has
creation date
field (specified in frontmatter, see template) - Project note has
completion date
field (specified in frontmatter, see template) - Project state is tracked just with Kanban (Kanban Plugin) in “My Kanban” note
- Project note has links to goals or areas (see template)
Tasks
- Tasks are not notes, nor tags.
- Task is tracked just in Kanban (Kanban Plugin) in “My Kanban” note under link for Project
- Task is not persistent for long term, only archived in Kanban (or deleted once the project is completed)
Daily Notes
- Daily notes are notes, not tags.
- Daily note uses template: daily template
- Daily note is under “Daily” folder
- Daily note has #daily tag (specified in frontmatter, see template)
- Daily note has
date
field (specified in frontmatter, see template) - Daily note contains a dataview query for backlinks projects to that daily note
Weekly Notes
- Weekly notes are notes, not tags.
- Weekly note uses template: weekly review template
- Weekly note is under “WeeklyReviews” folder
- Weekly note has #WeeklyReview tag (specified in frontmatter, see template)
- Weekly note contains a dataview query to retrieve projects with
completion date
field in that week time window
Monthly Notes
- Monthly notes are similar to weekly notes, just with different time window
- Monthly note uses template: monthly template
Yearly Notes
- Yearly notes are similar to weekly notes, just with different time window
Meeting Notes (Recurring Meetings)
- Meeting notes are notes, not tags.
- Meeting note uses template: meeting template
- Meeting note is under “Resources” folder
- Meeting note has #meeting tag (specified in frontmatter, see template)
- Meeting note doesn’t have a state.
- Meeting note has
creation date
field (specified in frontmatter, see template) - Meeting note does not have
completion date
field (specified in frontmatter, see template) - Meeting note contains link to Daily note as a H3 (
###
) header for specific meeting notes for that date - Next meeting will create new H3 (
###
) entry with new linked date
People
- Person notes are notes, not tags.
- Person note uses template: person template
- Person note is under “Resources” folder
- Person note has #person tag (specified in frontmatter, see template)
- Person note contains a dataview query for backlinks notes to that person note
- can be split to multiple queries by type (e.g. #project, #meeting, #role)
Resources
- Resources are notes, not tags.
- Resource note uses template: resource template
- Resource note is under “Resources” folder
- Resource note has #resource tag (specified in frontmatter, see template)