avatarNuno Campos

Summary

This context describes the author's personal knowledge management setup using Obsidian, a bi-directional note-taking app, focusing on folder structure, resources, and quick access.

Abstract

The author discusses their Obsidian setup for personal knowledge management, explaining their use of the Minimal theme and custom CSS for colorful folder organization. They detail their folder structure, which includes an Inbox for temporary notes, a PKM folder for work-related notes, and other folders for personal notes, writing, and evergreen notes. The PKM folder is organized into 2-level folders based on subjects, with a MOC page for each top-level subject listing all relevant notes and tasks. The author also describes their use of QuickAdd plugin for adding new content and their Resources folder for storing important contacts. They conclude with a quick navigation area for easy vault area switching and a summary of their tasks and stats.

Bullet points

  • The author uses Obsidian for personal knowledge management, with a focus on folder structure, resources, and quick access.
  • They use the Minimal theme and custom CSS for colorful folder organization.
  • Their folder structure includes an Inbox for temporary notes, a PKM folder for work-related notes, and other folders for personal notes, writing, and evergreen notes.
  • The PKM folder is organized into 2-level folders based on subjects, with a MOC page for each top-level subject listing all relevant notes and tasks.
  • The author uses QuickAdd plugin for adding new content.
  • They store important contacts in the Resources folder, with each contact having its own file.
  • They have a quick navigation area for easy vault area switching.
  • They provide a summary of their tasks and stats.

My Obsidian Setup (Part 1)

Obsidian is an excellent tool for managing your personal knowledge. There is some sort of a cult following online for this “second brain”. And that includes me. After migrating all my notes into Obsidian, I haven’t looked back. For note-taking, writing, research, and task management, I use it almost every day.

Obsidian is a bi-directional note-taking app that offers security and longevity using plain text Markdown files stored in a local folder. Some of its best features include tags, syntax highlighting, markdown tables, backlinks, graph view, and note Multiplexer. Obsidian also has a community marketplace where you can find and install plugins to extend its capabilities. You can even apply custom CSS code.

In this first part, I’ll go through the PKM part, and in the following articles, I’ll go through the Task Management and plugins I use and how I configure them.

Folder Structure

Folders

In the Inbox folder, I keep my temporary notes. In other words, notes that are not meant to be kept on my knowledge base, or are not ready yet to be placed there.

I’m using the Minimal theme, but for the coloured folders I’m using the CSS snippet from here: Iterative Rainbow Folder Colors css — Share & showcase — Obsidian Forum

The PKM folder is where I store notes about my work. How something is done, how I solved that problem, etc., all organized in a 2-level folder. I just have these top-level subjects, like Active Directory, MS Exchange, Windows, Linux, etc. Then for each top subject, I have a MOC page where I list all notes inside the folder, plus, as I also use tags, all notes with that subject tag. I use both folders and tags for organization because I don’t like to keep all notes in the same folder, and some notes may fall in more than one subject. This way I see all relevant notes on the MOC files. I also include all tasks with that subject tag in the top subject MOC files. Using this method, I have a list of all tasks organized by subject.

Here’s the markdown used on the MOC pages.

Notes:

```dataview
List 
from #ad and #type/note
SORT file.name ASC
```

Tasks:

```tasks
done
description includes #ad
sort by start date
```

Daily Log (will explain later):

```query
block:(/.*🧾.+#ad.*/ OR /.*🧾.+#ad.*/)
```

And this is my simple new note template:

[[Home]] | [[01 PKM|PKM]] 
#type/note 
[Created On :: [[<%tp.date.now("YYYY-MM-DD")%>]]]

I use QuickAdd plugin to add new content to my vault. In this case, for new Knowlege note, I’m first prompted for where I want to store it and the name of the note. Here’s the QuickAdd config for the new PKM note:

QuickAdd: New PKM note

Resources

Resources

Well, the subfolders’ names are self-explanatory about the Resources folder. Just a quick note for the People folder, which is where I store important contacts. Each contact has its own file, and I list all of them in a table with the DB Folder plugin. Having each contact in a separate file, allows me to link notes, tasks or projects to contacts.

Other Folders

The remaining folders are Life OS, where I keep my personal notes; Writing, where I store articles for Medium; and Evergreen, for evergreen notes.

Quick Access

Quick Access

This is just a quick navigation area, with links to the different areas of my vault, for easy area switch.

Then I have today’s tasks:

```tasks
due on today
hide backlink
hide due date
hide edit button
not done
```

And some stats:

```dataviewjs
let ftMd = dv.pages("").file.sort(t => t.cday)[0]
let total = parseInt([new Date() - ftMd.ctime] / (60*60*24*1000))
let totalDays = "You have been using *Obsidian* for "+total+" days,"
let nofold = '!"misc/templates"'
let allFile = dv.pages(nofold).file
let totalMd = " with "+
 allFile.length+" notes, "
let totalTag = allFile.etags.distinct().length+" tags, "
let totalTask = allFile.tasks.length+" tasks created. "
dv.paragraph(
 totalDays+totalMd+""+totalTag+""+totalTask
)
```

I hope you found this article useful, thanks for reading. If you have any questions or comments, feel free to send me a message.

In the next part, I’ll explain my tasks and project management workflow.

Checkout my other My Obsidian Setup articles:

Obsidian
Productivity
Knowledge Management
Notetaking
Building A Second Brain
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