How To Use Obsidian: Project Management
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- Опубликовано: 23 июл 2024
- There's a new video for an updated version: • How To Use Obsidian: P...
In this tutorial, I delve into the intricacies of managing multiple projects using Obsidian. From setting up a simple project to detailing the processes of a complex one, this video is chock-full of helpful tips and guidance. You'll learn how to sort projects, use plugins, create calendars, construct pipelines, and much more.
However, there are two persistent pet peeves that might get in your way during project management. Is it a deal-breaker or something you can ignore? You get to decide by the end of the video. Either way, this is a must-watch for anyone who is a die-hard fan of Obsidian, graphical user interfaces, hotkeys, and organized productivity.
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⏰ Timestamps ⏰
0:00 Projects Plug In For Obsidian
01:18 Quick Installation
01:57 Setup
05:08 Get Started
06:58 Table View
09:03 Million Dollar Secret To Productivity
11:33 Board View
17:30 Calendar View
21:12 Gallery View
26:16 Dealbreakers?
30:20 Final Judgement
32:34 Outro
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Hello, Obsidian expert! I want to express my gratitude for your valuable insights. As a newcomer to obsidian, I've been using Notion for about four years. Recently, I decided to explore obsidian, and I've found it to be exceptionally well-suited to my thought processes. The design conception of obsidian aligns perfectly with the way I want my notes to flow freely in my mind, without being confined to folders.
In addition to personal note-taking, I also rely on Notion for project management in various aspects of my life, including work, studies, and research. Being an engineer, effective project management is crucial for me. Initially, I felt that Obsidian lacked the capability to meet my project management needs, especially with the seemingly confusing nature of the plugin dedicated to projects. However, after coming across your video and following your step-by-step guidance, I realized that the issue wasn't with Obsidian but with my own understanding.
I sincerely appreciate your insightful content, and it has greatly helped me navigate the functionalities of Obsidian. I'm eager to see more of your videos, not only focusing on Obsidian but also delving into other productivity tools and strategies. Thank you once again for your valuable contributions.
Hi Luke, thank you so much for sharing that. You just made my day!
the DO vs DUE date tip is truly a game changer! So glad I came across this video.
Welcome to a whole new world! 🙏
Love that you honestly share the little snags during your explanation of the tips/tricks. It really helps me understand how to problem-solve. Appreciate your content so much. Thank you.
Thanks! I've had someone with autism say it's distracting because they remember the snags as part of how it works so it builds in barriers. So that's u fortunate, but on the whole I think it's important to not make it look too slick & have people think it has to work that way. Otherwise they'll never try it!
Also, did you see the new version of the video I posted this week? ruclips.net/video/tYC7n-sDApU/видео.html
@@plus1creator wow -- no i didn't realize you'd updated! will check it out now, thank you. :-)
@@jayanti2371 Talk about perfect timing! Hope you enjoy it.
28:51 You can have empty columns but you have to predefine them as and option for your Status field first. No need for place holders
> Go to Table View and click on the menu option next to the tile of the field you want to set (the 3 vertical dots). In our case it's Status.
> Click the Configure field option with the gear icon
> In the window that opens, go down to the Options section where it say "Allows you to auto-complete using predefined values..."
> Now you can add all the options you want like On Deck, Scripting, Filming etc and they will appear as a list when you you edit the field.
They will also appear on the board view weather they have notes in them or not
The not being able to custom sort note is a bit of a pain for some. I guess it's a feature we can recommend to the developer.
You're totally right; that keeps the column visible which is great. Another quirk showed up; I couldn't drag and drop notes between columns. It's such a wonky thing that I refuse to jump through that many hoops to get that done. As I said in the video, I'll have to put this down until it works like any other kanban board I've ever tried in terms of drag it where I want it & it stays there. Otherwise I love the plugin.
@@plus1creator Agreed. If only we those basic functions Trello has locked down We would be all set. I'm just playing around with it myself so I'm learning it's limitations as I go. Have you tried Cardboard? It's a similar plugin to Kanban but has it's quirks as well.
Thanks a lot, I had a hard time trying to find this, but now it is working! :)
Great!
Excellent and honest review - much appreciated
Thanks for watching!
I really love your videos. I really apreciate your effort and work here. Keep it going!
You're the best, thank you!
Cool, very handy to know and I like the straight-up delivery :)
Thanks, Jake! And I hate to break it to you; I *just* did an updated version last week. There are a couple important updates that make me way happier with it: ruclips.net/video/tYC7n-sDApU/видео.html
AMAZING hook - sheeeeesh 🔥
A'thank you!
Thanks for the DO vs DUE date tip!!!
Glad you like it; it just might change your life! Do > Due
Not being able to re-order is a deal breaker for me too. I appreciate your video - saves me the time of trying out this plugin myself.
Going to check out the Kanban and Cardboard plugins instead.
Glad it saved you some time. And I see from your other comment you mentioned Cardboard. I just gave it a whirl and it's completely unusable to me. I'd have to change a *lot* about how I use click-button list items. It pulled in thousands of them as actionable tasks when really they're more of a stylistic choice for my notes. I use "Reminder" which needs a "(@" trigger to associate a time with them and _those_ get pulled in as to-dos in my sidebar. Plus, I have a kanban set up for things I order. I want a full note so I can keep details, order date, etc in it; not visible in the state column (ordered, shipped, arrived, picked-up).
Kanban is really getting long in the tooth, would make me nervous to commit to it. Cardboard seems freshly maintained. Which did you end up using?
@@perotinofhackensack2064 After trying the different plug-ins and not finding the right workflow, I realized I didn't want my notes and tasks mixed. So now I use a separate tool/app for my tasks and calendar.
14:53 , I would love to see a series on "Stumbling through obsidian plugins with Jonathan Pritchard" thats a great niche, and that's what i do all the time! 😃👍
Glad to know it's working for you, too! That's why I decided to leave in the brick walls I hit & the times when it doesn''t do what I expect it to do. I figured that it would help other people like me be confident that they don't have to be perfect with it to make it work eventually.
When I installed the plugin, I just let it show me the Demo Project that had all the properties needed for the different views to work. He should have started out with the Demo. IMHO
By he you mean me?
Is the add property button a plugin? When I click all properties I don't get that button.
Hi 8Bit Hero, watch this video for the answer: ruclips.net/video/JFUvhtT2Nsc/видео.html
Thanks for this amazing tutorial video you created! Truly useful for a PM. But pls kindly guide me, how to add different properties as shown in the video, as I didn't have as much as your properties options in my obsidian, any plugin needed?
You'll want to watch this video I made about properties! Hope it helps. ruclips.net/video/JFUvhtT2Nsc/видео.html
Thank so much!🧡
I also REALLY would like to know, regarding the issue encoutnerd around 5:40, where the project doesn't automatically show up after creating it, and only do so by Commend + P and go for "Show Project" is there a fix to it? Also if it exist but merely doesn't show for some mysterious reasons, where is the project file saved in the Obsidian folder?
Becuase I encountered the same issue after following your video instruction in using Project Plugin(across different platforms, PC, iPad), however if the Project isn't saved as a file, how can it be saved for the future and synced across differet devices?
Really would appreaciate if you could clarify this!
Good questions; not sure what the answers are. Might need to hit up the developer of the plugin to get the right info! Thanks for watching 🙏
As far as I can tell, the project data is saved in json format under the vault settings folder, at ".obsidian/plugins/obsidian-projects"
@@quietbydayYT good find.
I think if I did this, I would have all of the video workflow statuses (ie - filming, scripting, editing, etc.) together on one calendar. I would color code where each one as an individual color. This way you could look at one calendar and see all of the upcoming steps at once.
Sounds legit!
can you help me to learn dataview for Project management? My task everywhere from articles I read everyday. I work on marketing, how to make them unite in the same place? and Obsidian for PM still space to improve because it hasnt present Gantchart yet. And use Kanban plugin for task seem less headache than this project funtion, not many automation and smart feature so I think I still use Microsoft Project for now
Hello, the best video I have for you is this one: ruclips.net/video/JFUvhtT2Nsc/видео.html Hope it helps!
Thank you for all the work you put into yet another helpful vid! The app from this feels wonky. First off Obsidian is a note taking app. Maybe adding full on project management is asking too much. Second, maybe the shortcomings that drive you crazy are in part due to not really using the app's full potential, like for example by combining it with dataView and setting up the PM system with this combination from the ground up. For me as a beginning Obsidian user this is WAY too complicated. I love exploring what is out there and your videos are an excellent way to do just that. Thank you for sharing!
Might be that it needs dataview to really get the most out of it, buuuuuuut that sounds too much like work. X^D Thanks for watching!
genuine question from someone willing to explore different notetaking apps: why do you need to be able to use coding or rely on someone else's code (plugins) if Notion already has it all in a nicer noncoder friendly way? or is Obsidian for exclusively for people with coding experience?
I appreciate you asking. I think big picture it boils down to what you need to get done. Obsidian is stronger in some ways. Notion is stronger in others. I'm nowhere near a coder, so obsidian is very non-coder friendly. In terms of relying on other people's code; the plugin you're dependent on when you download it, but then it's on my computer forever. For Notion, you're borrowing your data everyday from the company. If they shut down tomorrow they probably would let you have it all, but it's in their proprietary formats. Also, they wouldn't have to let you access it; it's their data after all. Obsidian gives you total control since it works locally and uses Markdown for a majority of files you create. That ostensibly makes it easier to check the boxes you were asking about. Am I understanding your question right?
Notion is a great tool , but Obsidian is storing files in Markdown files which is accessible by any text editor , so you can update your Obsidian files from any number of tools/editors. I always felt I had to worry about Notion disappearing one day, if Obsidian disappears I can just move my files into any other markdown making tool.
@@billcarpenter5615 my feelings exactly. It's way more future-proof & helps me feel a lot more confident that I'm building my systems with tools I own forever instead of worrying that Notion is going to unilaterally wreck my life somehow.
Saved me a lot of time... Not being able to reorder tasks is a dealbreaker
It's a weird quirk, right? Glad it helped out. 🙏
How about start note names with two digit numbers then sort that way?
While that might technically work, that's far enough into "I have to obey the software's quirks rather than change my environment to fit my quirks" territory that it's simply not worth it to me. I want to use my tools MY way, and if they don't work for me then I don't use them.
@@plus1creatorIt's always nice for tools to bend to our will but after using many programs and OSes for 40 years, I have not yet found perfection in any program. There are many that get very close, but, developers always leave something out that I want or do some things in weird ways. So I find workarounds in the meantime. 🙂
@@michaeltodd2012 I dimly remember trying to add numbers to the front of titles, and then trying to reorder them with 1.1 to get it between 1 and 2, but it still not working. So that was one thing I didn't want to do that didn't work when I tried it, so I had to opt out of using it.
Though I love using obsidian for last 2 years and will never use anything else unless it is by far as good as obsidian BUT I DO NOT USE obsidian for project management. The worst part of the kanban is I do not necessarily need every card as notes. Imagine I have 20 projects and each projects is divided into modules which can be note and each module has certain task to complete. It will be mess of trash..... I have only one note that says everything about the project details and link it to JIRA. short and sweet.
sounds like a solid workflow.
@@plus1creator Trying to re implement project logging system like plane[dot]so in obsidian but didn't find time to complete it. Once i find out a way to implement superProductivity like time measurement I will start working on it. :)
Have you looked at the Cardboard plugin? From another video, he said the main difference between the Kanban and Cardboard plugins is that the Kanban uses notes for the tasks. I don't want every task as a note myself so I'm looking at Cardboard plugin next.
@@rickboyerdev yes I tried that before. But unfortunately not aligned with what I wanted. Custom solution is the best option for a while it seems. Do you know you can turn any canvas into kamban by grouping. And canvas can have both notes, tasks as a card.
ctrl + P for anyone wondering the hot key that he used
that's it!
What is the "Check" filter in Calendar view? I can't find any information about it or get it to show any options.
I'm not entirely sure what you're asking about.
@@plus1creator On the top right in a calendar view between the selector for date property and the day/week/month etc drop down, there is a drop down with the label "Check". I can't figure out what it's for, and the dropdown is always grayed out with "none" selected for me.
I see what you're talking about. Same for me too, and I have no clue. I thought it might be "check for a true/false property" but that doesn't seem to be it. Wish I had a useful answer for you.
The Check option for Calendar views is optional and displays the value of any one of your checkbox properties. For example, with video creation perhaps you have made a Boolean check property to indicate whether the video has ads. You can then show that checkbox on the calendar too.
@@VaughanVanDyk mystery solved; thanks!
There are far better tools which integrate with Obsidian, this will be my route I expect, something like Asana for collaborative project management, integrated with MS ToDo or todoist for my own tasks and then have them pull into Obsidian for day management and knowledgebase. That way I have nothing actionable to manage directly in obsidian except progressing statuses. All theory right now of course
I manage all my personal due dates & tasks in Obsidian. There are some cool plugins for that. But your setup sounds like it just might do the trick.