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)