avatarNuno Campos

Summary

The article outlines the author's Obsidian setup for managing quick notes, focusing on the Inbox folder, plugins, and templates for efficient note-taking and organization.

Abstract

Nuno Campos details his Obsidian setup for capturing quick notes using an Inbox folder at the top of his vault. He describes three methods for capturing notes: via mobile, using the QuickAdd plugin, and applying a quick note template with Templater. The template includes tags for easy querying with Dataview and status metadata to categorize notes as unread, pinned, attention, or read. The setup utilizes plugins like Supercharged Links and Style Settings to automate icon and color changes based on status, and MetaEdit or Metadata Menu for quick status updates. The workflow ensures that each quick note is linked back to the daily note of its creation date.

Opinions

  • The author believes the Inbox folder is crucial for storing temp notes, quick notes, or notes from mobile.
  • QuickAdd and Templater plugins are considered essential tools for streamlining the quick note creation process.
  • The use of status metadata and plugins like Supercharged Links and Style Settings is seen as a way to enhance note visualization and management.
  • The author values the ability to quickly change a note's status, suggesting the use of either MetaEdit or Metadata Menu plugins for convenience.
  • Linking quick notes to daily notes is deemed important for maintaining context and organization within the Obsidian setup.

My Obsidian Setup (Part 13) — Inbox Folder / Quick Note Capture Workflow

The Inbox folder, which is on top of my vault, is one of the most important folders of my workflow. This is where I store my temp notes, quick notes, or notes captured on my mobile.

I’ve already explained in my previous article how I quickly capture on my iPhone.

There are 3 ways that I use to capture a quick note: using mobile, using QuickAdd plugin and creating an empty note, and using Templater to apply my quick note template.

---
tags: type/quicknote
status: unread
---
Created On :: [[<%tp.date.now("YYYY-MM-DD")%>]]

This is my simple quick note. Because a quick note is supposed to be simple, right 😜?

And here’s my QuickAdd action:

QuickAdd quick note. Image by Nuno Campos

Let’s go through the template.

The tag type/quicknote is meant to classify the file type in order to easily query all files using Dataview.

Now, the interesting part. I have different quick note statuses.

  • 🚩 Unread — unread note
  • 📌 Pinned — like an evergreen quick note
  • ⚠️ Attention — important quick note, that I must not forget
  • Read — read temporary quick note, not that important
My Inbox folder. Image by Nuno Campos

The quick notes’ icons and font color are set automatically based on the status metadata. How is it done? Supercharged Links and Style Settings plugins. Let’s have a look:

Supercharged Links plugin. Image by Nuno Campos
Style Settings plugin. Image by Nuno Campos

And how do I quickly change quick note status? I’m doing this in 2 different ways. Using MetaEdit plugin or using Metadata Menu plugin.

MetaEdit

Using MetaEdit plugin. I have configured an hotkey to Run MetaEdit.

Obsidian hotkeys. Image by Nuno Campos

And added the following Auto Properties:

MetaEdit plugin settings. Image by Nuno Campos

Now, from within a quick note, I press ctrl+shift+M and:

Image by Nuno Campos
Image by Nuno Campos
Image by Nuno Campos
Image by Nuno Campos

Metadata Menu

Using this plugin, you just have to right click the note and click Update status.

Metadata Menu usage. Image by Nuno Campos
Metadata Menu usage. Image by Nuno Campos

For do this way, you have to go to Metadata Menu settings and add a new field, in this case status.

Metadata Menu settings. Image by Nuno Campos

And then add the possible values.

Metadata Menu settings. Image by Nuno Campos

Link to Daily Note

Finally, I also have the template insert a backlink to today’s date, so the note is linked to the Daily Note of the day it was created.

Image by Nuno Campos

This is my Inbox folder and quick note capturing workflow.

Check out my other articles on My Obsidian Setup:

Productivity
Obsidian
Notes
Notetaking
Illumination
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