👥 Obsidian People Note System and Template
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- Опубликовано: 4 авг 2024
- This video is a tutorial on my Obsidian People Note system. Follow along to set up your own personal CRM.
In this system, there's a centralized People MOC (Map of Contents) page that lists all your People Notes, and includes a button to create a new People Note from a template. We'll also be creating that template to use in your system.
This system pairs nicely with my Meeting Note Template system. On each People Note, you'll see a list of every meeting that person has been in. All you need to do is link to that person in the Meeting note.
Meeting note tutorial: • 🗣 Obsidian Meeting Not...
If you like this, and want to see more content, please let me know by liking, commenting, subscribing, or otherwise making yourself heard.
Chapters:
0:00 Intro
3:01 Tour of finished People Note system
5:01 Creating People MOC and Template
9:50 Installing Dataview, Templater, Meta Bind Plugins
11:02 Creating New People Note button
Links from this video:
- Blog post version of this video - dannb.org/blog/2022/obsidian-...
- Raw code for People Note Template gist - gist.github.com/dannberg/2fc4...
- Raw code for People MOC gist - gist.github.com/dannberg/8e02...
Additional Obsidian Videos:
- My Obsidian Daily Note Template video - [ • 📆 Obsidian Daily Note ... ]( • 📆 Obsidian Daily Note ... )
- My Obsidian Meeting Note Template video - • 🗣 Obsidian Meeting Not...
- My Obsidian Physical Object Template video - • 🛍️ Obsidian Physical O...
My Gear:
- Sony a6300 Mirrorless camera - amzn.to/3wkTfSn
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- Neewer Professional Microphone Pop Filter - amzn.to/3T0nmr0
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- Full gear list - dannb.org/my-gear/
More links:
- Obsidian Theme: Nick Milo's LYT Mode - github.com/nickmilo/LYT-Mode
- (blog) Obsidian Daily Note system - dannb.org/blog/2022/obsidian-...
- (blog) Obsidian People Note system - dannb.org/blog/2022/obsidian-...
- (blog) Obsidian Book Note system - dannb.org/blog/2022/recalling...
- (blog) Daily Driver Task Management System - dannb.org/blog/2020/daily-dri...
Where to find me:
- Homepage - dannb.org
- The Dann Chronicles monthly newsletter - dannberg.substack.com
Thanks for watching!
First of all, many thanks for the great videos! A small hint: You no longer need to change the name manually at 13:11 if you enter „contains(file.outlinks, this.file.link)“ instead of „contains(file.outlinks, [[]])“ in the template in the Dataview query, which then works for every newly created people note regardless of the name, as long as the people note is linked in the meeting note.
Good call out. I fixed the template on Github, and updated the blog post on my website. I'm going to work on adding a note to that section of the video. Thanks for the heads up!
Keep it up ❤
Love the Obsidian videos 👏🏻
Thank you!
I just binged all of your other Obisidan videos! They've been extremly helpful in setting up my new vault. Keep up the great work!
Glad you like them!
Excited to hear about your book notes!
I'll make a video about Book Notes soon! I think I was going to cover physical objects first, and then make a video about books. Thanks for the feedback!
Love the videos Dann! Keep up the great work!
Thank you! Plan to keep making videos. I've been having a lot of fun with it.
Dann - Extremely practical advice deeply felt & clearly expressed. Thank You. JDB London
Thank you! The goal was to be as practical and succinct as possible. Thanks for the compliment.
Love this video! Currently learning how to use Obsidian to build a second brain system and this helped a lot! Keep up the great work, your content is very much appreciated! 😊
Thank you! Glad you've found it helpful. Best of luck building out your vault.
Thank Dann for this video! I’ve been looking at new ways to better network and connect with people. I’ve never really considered using Obsidian to do this until now. Thanks for the inspiration!!
Thanks! You may also be interested in Monica (www.monicahq.com). I actually have Monica running on a home server (for free) and I use that in addition to managing People Notes in Obsidian. I could probably consolidate, but I sort of like each for different reasons. Good luck building!
Dann, thanks for your excellent instructions. I have been doing Obsidian for years. In the last year I decided to be able to find the needle in the haystack. I have no background so following the videos of others has been unproductive! Here is how you are helping grandma.
1. Instructions on your blog fit you video instruction
2. You showed me how to convert to the raw version of the template. Also, you provide the template. I have wasted hours trying to reproduce files and failing.
3. You go step by step including each mechanical change with the reasons why.
4. You are slow enough and crystal clear. (I still get lost, but that is not your problem)
I am going to at least try everything that you suggest.
So Bravo from Grandma (over 75 and no computer background)
Your comment absolutely made me day! I’m so glad you were able to get your vault working. And thanks for clearly outlining exactly what aspects of the video helped you. I’ll definitely focus on these areas as I create more content.
Happy building in your vault!
I've Liked the vids and now I'm commenting on the videos because it would make me feel better after copying all of your templates in Obsidian.
Haha, thanks for the comment. And copy all you want! That's why I put this all online.
Thank you very much!
Sure thing!
Enjoying these videos, please keep sharing your system & set up! Also it may be a simple question, but how do you set up the LYT theme? Love the colors.
It’s an official theme. So in Settings -> appearance -> themes -> manage and search LYT Mode. And check out Nick Milo’s LYT for more complex setups
@@DannBerg Thanks for the instructions, I have it set up now and it looks great!
Hi Dann
Thx so much! Loving your content and just implemented the meeting and the people part.
Could I pick your brain for a customization I need on my side.
Company is quite an important Information for me as well. I'd like to have a note for a company with all the meetings that I have conducted with the company and more information.
Do you consider the properties category to be the right field for this or would you then create a separte MOC + Template and then also have the related company as a hierarchy in the meeting note similar to the attendees section in your meetings?
Thx for your help!
Thanks for these videos.I am at a point where I need to track people contacts more, this is great. One issue I ran into, for some reason when I create a new people note, it is not updating the name in the middle of the screen after the #. I’ll keep messing with it. Keep the content coming.
Awesome tutorial and gives me pretty much just what I was looking for. One question though. The people template bidirectional link under the People MOC tag also renders the path of the People folder before the name itself for me. I can see that in your situation it doesn't. What might cause this? Or can I just remove the "Path/to/People" part from that line?
Answering my own question: No you can't remove that part. Also, after removing it and putting it back, adding new people after that doesn't create that issue any more.
Thanks a lot, great content Dann! It would be great to have a way to integrate LinkedIn contacts or import to obsidian from CSV. Any idea?
Since Obsidian is just markdown files, I would probably use ChatGPT to help write me a script. Ex. "Please write me a python script that takes a CSV with [columns] and turns each line into a different markdown document formatted like this [example format]". Then I'd play with that script until it got it right.
Thank you for this wonderful video. I use Obsidian to write about history. Keeping track of historical "people" is key. Your "meeting notes" video also helped me figure out how to (dataview) list all the historical events that include a specific individual. Very cool! I am wondering, though, how to tweak it so that the dataview filters ALL folders in the vault. Instead of taking only the files FROM, in your example, "Timestamps/Meetings" -- I want to all folders to be included. OR, even better, if I use no folders at all, how can I ask dataview to search the root directory of files?
Do you have access to ChatGPT? If so, you can just say "write me a Dataview table for Obsidian that shows [enter description here]" and it should spit out the code you need. This has sped up my own process SO MUCH. I used to write all my tables by hand, and now I offload much of that work to AI.
@@DannBerg Wow, I would never have thought of doing this. Thanks so much for this tip! I will try this.
Great video, got me in the path I want for my people notes.
Quick note, maybe useful, not sure. I think that, in the people template, the meetings dataview could be something like this:
```dataview
TABLE file.cday as Created, summary AS "Summary"
FROM "Timestamps/Meetings" AND [[]]
SORT file.cday DESC
```
I believe it should work as expected and theres no need to include the note title in the query.
Yup, good call. Confirmed that this works as expected!
Great video and thanks for sharing. One question: How can I add emoji in obsidian on windows?Thanks
On a Mac, I use a tool called Alfred, and I’ve set it up so that I can access emojis using a keyboard shortcut. There may be similar tools like that for Windows, but there’s also the manual way of adding emojis support.microsoft.com/en-us/windows/windows-keyboard-tips-and-tricks-588e0b72-0fff-6d3f-aeee-6e5116097942
Also, just googling for an emoji and copy/paste is something I did all the time before I set up the keyboard shortcuts
Windows key + . will bring up an emoji search in windows 10 and you can select them from there. Works seemingly anywhere you can add text.
What if you have 1,000 or maybe even 10,000 people notes. Wouldn't that dataview block/query display bring obsidian to a crawl?
I'm actually not sure about Dataview stress tests, and how many notes is too much for Dataview (the plugin).
I would say, having a single Dataview table with 10,000 (or even 1,000) people notes would be too much for a HUMAN to handle. I'd recommend finding a way to organize those people notes into groups (work, family, social group 1, social group 2, etc), and then have separate Dataview tables for each. Less so because of Dataview limitations than for human readability.
I was worried about the same thing so I added a field to YAML of the New Person template called "relationship" and then I add a context like "family", "work" or "friends"
Then in the dataview table I added the line "where contains(relationship, "family")" to show only those people that were in that relationship. I did have to make it a "table without id" to accept the where contains.. line.
ie:
```dataview
table without ID file.link as person, title, company, relationship
FROM "09 - People"
where contains(relationship, "family")
sort file.name asc
```
- I used where contains(relationship, "family/work/whatever") because it will allow you to list multiple relationships for the same person and have them show up in either search.
- I wanted to use "group" but that didn't work for some reason. (I am super new to this so I don't know why. I think it might be a protected word since group is also part of a command in dataview?)
Hope this helps or makes any sense. :)