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Optimizing My Obsidian Setup: Notes, Themes, and Workflows

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Chapter 1: Introduction to My Obsidian Experience

For the past year, I have utilized Obsidian as my digital note-taking companion. Despite exploring various other applications to keep up with trends, none have matched the flexibility and customization that Obsidian offers. This tool fulfills all my requirements for personal knowledge management (PKM), task tracking, project management, and daily journaling. In this article, I will begin a series where I will share insights into my Obsidian setup, including plugins and workflows after a year of use.

My Obsidian homepage setup

Theme and Appearance Configuration

I have chosen the Border theme in Dark mode, complemented by the Rose Pine Moon style settings. Here’s a look at my theme preferences, which include:

  • Auto-hiding interface elements.
Theme settings overview
  • Colorful folder icons.
Colorful folder icons customization
  • An enhanced outline panel for smooth animations.
Enhanced outline panel feature
  • Card layout activation for better visual organization.
Card layout style settings

Organizing My PKM Notes

To arrange my knowledge notes, I employ both folders and tags. While it’s possible to solely use tags, I prefer a more structured approach where notes are not all confined to a single folder. This method alleviates concerns that if Obsidian were to suddenly vanish, I wouldn’t be left scrambling to reorganize everything into folders.

My notes are categorized by key subjects related to my sysadmin role, such as Active Directory, Exchange, and DNS. Tags allow me to associate multiple topics with a single note. For each subject, I maintain a map of content (MOC) that lists all notes tagged with that subject, along with tasks and journal entries.

MOC for SQL overview

TABLE without ID file.link as "Note Title", file.mday as "Last Modified"

FROM #sql and #type/note

WHERE file.name != this.file.name

SORT file.name asc

Task Management and Daily Logging

For each PKM note, I incorporate code to display tasks and daily journal entries linked back to that note. This way, I can track when I utilized a specific note in tasks or daily events.

PKM note layout with tasks and logs

Streamlining Note Capture with QuickAdd

The QuickAdd plugin is integral to my workflow, enabling me to create notes efficiently. I have set up a macro for note creation that prompts for the subject based on my folder structure.

QuickAdd note creation macro

This macro is composed of two parts. The first asks for the subject, utilizing JavaScript to filter files based on my PKM structure.

module.exports = async (params) => {

const {quickAddApi: {inputPrompt}} = params;

const files = app.vault.getMarkdownFiles().filter(f => f.path.includes("01 PKM/") && f.name == f.parent.name +".md" && f.name != "01 PKM.md" )

const pickedFile = await params.quickAddApi.suggester(

(file) => file.basename,

files

)

await params.quickAddApi.executeChoice('AddNewNote', {Subject: pickedFile.basename})

}

Highlighting Important Notes

At times, certain notes require special attention, such as those that need review. I use the Colorful Note Borders plugin to set border colors based on a note's frontmatter value. For instance, notes marked for review receive an orange border.

Note highlighting feature for reviews

In upcoming sections, I will delve into my task management, project workflows, and daily journaling practices. Additionally, I will provide a comprehensive list of all plugins I have integrated into my setup.

The first video, "My Obsidian Setup: The King of Note Taking Apps," showcases the incredible versatility and features of Obsidian that enhance productivity.

The second video, "Obsidian Tips & Tricks: The Absolutely Best Obsidian Theme," explores the best themes for optimizing your Obsidian experience.

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