Ultimate Project Management in Obsidian Compilation

Introduction

This tutorial will guide you through the process of managing projects effectively using Obsidian. You will learn how to build a task manager using the Tasks plugin, create dashboards with the Dataview plugin, and utilize the Projects plugin to generate various views such as Table, Kanban, Calendar, and Gallery. These tools will help streamline your project management and enhance productivity.

Step 1: Build a Task Manager

To create a task manager in Obsidian, follow these steps:

1. Install the Tasks Plugin

   • Open Obsidian.
   • Go to Settings > Community plugins > Browse.
   • Search for "Tasks" and install it.

2. Create a New Markdown File

   • Name it “Tasks” or something similar.
   • Use the following format to list tasks:

     - [ ] Task 1
     - [ ] Task 2
     

3. Add Task Metadata

   • Include due dates, tags, and priorities by modifying the task:

     - [ ] Task 1 #tag1 📅 2023-10-01
     

4. Utilize Queries

   • Use queries to filter tasks based on criteria. For example:

     not done
     due before tomorrow
     </code></pre>
     <pre><code>
     </code></pre>
     </li>
     </ul>
     </li>
     </ol>
     <h2 class="font-bold my-4 text-xl">Step 2: Create Dashboards with Dataview</h2>
     <p class="my-4">Dataview allows you to visualize your notes and tasks. Here’s how to set up a dashboard:</p>
     <ol class="list-decimal pl-8">
     <li class="my-2">
     <p><strong>Install the Dataview Plugin</strong></p>
     <ul>
     <li>Similar to the Tasks plugin, go to Settings > Community plugins > Browse.</li>
     <li>Search for "Dataview" and install it.</li>
     </ul>
     </li>
     <li class="my-2">
     <p><strong>Create a New Dashboard File</strong></p>
     <ul>
     <li>Name it “Dashboard” or something suitable for your needs.</li>
     </ul>
     </li>
     <li class="my-2">
     <p><strong>Set Up Dataview Queries</strong></p>
     <ul>
     <li>Use the following format to pull in tasks:<pre><code class="language-markdown">
     dataview
     table due as "Due Date", status as "Status"
     from "Tasks"
     where status = "incomplete"
     

5. Customize Your Dashboard

   • Modify queries to display completed tasks, tasks by priority, etc.

Step 3: Notion-Like Dashboards

For a more visual approach resembling Notion, adjust your dashboard as follows:

1. Use Cards or Gallery Views

   • You can create a gallery view by using:

     ```dataview
     gallery
     from "Tasks"
     

2. Set Up Links to Projects

   • Link project notes to your dashboard for quick access.

Step 4: Database Views with Projects Plugin

Enhance your project management by utilizing the Projects plugin to create different views.

1. Install the Projects Plugin

   • Again, navigate to Settings > Community plugins > Browse.
   • Search for "Projects" and install it.

2. Create a New Project File

   • Name it accordingly, e.g., “Project Overview”.

3. Set Up Project Structure

   • Define your project with a clear structure, including sections for tasks, deadlines, and team members.

4. Create Different Views

   • Generate various views such as Kanban, Calendar, or Table by using the Projects plugin settings.

Conclusion

Now you have a comprehensive understanding of how to manage your projects in Obsidian effectively. By building a task manager, creating dashboards with Dataview, and utilizing the Projects plugin for various views, you can significantly enhance your productivity. For further resources, consider downloading the templates and guides available through the provided links and continue exploring advanced features of Obsidian.