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 activeinactiveterminatedcompleted
  • 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 activeinactiveterminated
  • 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)

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