Build a personal project dashboard in Obsidian

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  • čas přidán 9. 07. 2024
  • Check out Christian's demo vault here: bagerbach.com/blog/projects-a...
    I used to think building a dashboard for projects, tasks, and notes was reserved for Notion. Christian Houmann taught me otherwise!
    With a small set of plugins, Christian set up an Obsidian vault where goals and projects are automatically linked together and displayed in a beautifully simple dashboard.
    In this video, we explore how this productivity dashboard is set up -- all in the personal knowledge management app Obsidian.
    === ASK Effective ===
    Get your question answered LIVE: airtable.com/shrJI8e1bPZ7uCJqd
    === FOLLOW Effective ===
    🏡 Become a MEMBER: thinkeffective.co/join
    📢 Twitter: / _thinkeffective
    🔗 LinkedIn: / justin-dirose-7575b965
    === GEAR ===
    🎥 My CZcams Gear: kit.co/justindirose/creator-gear
    === PKM Stack ===
    📝 Obsidian: obsidian.md
    📖 Readwise: readwise.io/justin (affiliate)
    ✅ Todoist: todoist.com
    📆 Sunsama: sunsama.com
  • Jak na to + styl

Komentáře • 55

  • @lpanebr
    @lpanebr Před rokem +10

    This is awesome! This year goal will be to setup this system!

  • @vk3173
    @vk3173 Před 2 lety +12

    Thanks for the walkthrough. I was always curious about functionality of some of the plugins such as Quick Add. Now I have an idea. It also made me realize how much you can customize Obsidian.

    • @EffectiveCo
      @EffectiveCo  Před 2 lety +1

      It's pretty insane what can be done!

  • @KipIngram
    @KipIngram Před 4 měsíci

    This is very neat - that's what I think of it. Thanks for sharing; I'll definitely look into this toolset.

  • @robynbieber6312
    @robynbieber6312 Před 2 lety +1

    😮 This is dope!

  • @loveontech8850
    @loveontech8850 Před 2 lety

    Still new to obsidian. Thank you for bringing this information out. 🤯

    • @EffectiveCo
      @EffectiveCo  Před 2 lety

      You're welcome! There's so much depth with Obsidian its insane.

  • @andreirykov4149
    @andreirykov4149 Před 9 měsíci

    looks really nice

  • @PaulDickson7
    @PaulDickson7 Před 2 měsíci

    interesting and informative. Thank you for sharing

  • @DanielChohfi1
    @DanielChohfi1 Před rokem

    Very nice!

  • @d6h597
    @d6h597 Před 2 lety +1

    Interesting. Thank you for sharing

  • @robynbieber6312
    @robynbieber6312 Před rokem

    Love it!!

    • @EffectiveCo
      @EffectiveCo  Před rokem

      So glad! I thought it was an interesting vault for sure!

  • @TomasLKarlik
    @TomasLKarlik Před rokem

    I am struggling with Notion because I made a custom DB for projects, tasks, an timesheetins, all related to each other across multiple levels to get by Notion's limitations. Needless to say, it runs pretty slow. IT got a lot better since their DB update couple months ago, but still, some views in particular can take a minute or two to load.
    I'm hopeful this could allow me to match my Notion setup so I can have all my notes, timesheets, and projects in one place and completely under my own control. I'm just thinking if I should use a true database at this point to avoid breaking yet another solution 😅

  • @justinemmons2369
    @justinemmons2369 Před rokem

    Obsidian is a good option if you work for a company that is very On-Prem as well. Great for solo projects.

  • @rootcao1360
    @rootcao1360 Před rokem

    does the project support nested subtasks?

  • @AbdelrahmanAnany
    @AbdelrahmanAnany Před 2 lety +6

    That's nice indeed. If we get Timeline view for projects somehow it'll be even better.

  • @dayo
    @dayo Před 2 lety

    Anwsome content thank you very much, this is a game changer to me, big thanks to Christian B. B. Houmann !
    I would like to know how all of this could now be applied to the tasks mangement ? Then tasks could be related to projects and to goals.

    • @EffectiveCo
      @EffectiveCo  Před 2 lety

      You could use the Obsidian Tasks plugin and Dataview to roll them up into more task management views.

  • @toastybowl
    @toastybowl Před 2 lety +1

    Looks good. I was wondering why minimal seems so popular.
    Curious to try a mermaid state machine here as table headers for a bit more presentability.
    That might let one map specific proposal milestones & share updates with clients in real-time on a usage flow chart, which gives that all-in-one start to finish view.
    Definite strong contender for daily go-to template here & big add on understanding of the meta(+/∆) value. It's like the best of text and tables, with the trade-off being that slower update - worthwhile cost in many situations
    Making a massive case for day-to-day kanban here

    • @EffectiveCo
      @EffectiveCo  Před 2 lety +4

      Very interesting! I like the idea of using Obsidian for this but at the same time, it's a system that'll fail as soon as a plugin is no longer maintained.

  • @lucianaantoniolli6590
    @lucianaantoniolli6590 Před 2 lety +1

    Thank you very much, this has been very helpful!
    The only thing bothering me is that when I delete a project, it does not delete its card on the Kanban board. Do you know how to automate this?

    • @EffectiveCo
      @EffectiveCo  Před 2 lety

      Unfortunately I don't - there might be a way to do it but it might be worth raising an issue with the template's owner

  • @isaaleonardo
    @isaaleonardo Před 2 lety

    I love this even thought I don't understand how to use Dataview. I think I need to know SQL to know how to do it, am I right?

    • @EffectiveCo
      @EffectiveCo  Před 2 lety

      It's similar to SQL, but not nearly as complex. I mostly use Dataview queries that are quite simple. What's tricky about this specific vault is there's a bunch of custom logic the author has written for it -- so it might be challenging to customize if you're not development-minded.

  • @billypark9317
    @billypark9317 Před rokem

    why does the views folder do?

  • @critical-chris
    @critical-chris Před rokem +1

    Did you make up your mind about how to manage your tasks? (Inside or outside obsidian?)

    • @EffectiveCo
      @EffectiveCo  Před rokem

      The final destination is always in process for me it seems, but I’ve landed on using tools like Obsidian for giving me a high level look at my priorities, and the details are managed in a task manager like OmniFocus.

  • @SigKappel
    @SigKappel Před 2 lety

    kewl kewl

  • @teagano1751
    @teagano1751 Před rokem

    Thank you for showing this, but i cant seem to follow the instructions and make the system work, could you make a vid on how to set it up? 😅

    • @EffectiveCo
      @EffectiveCo  Před rokem

      I actually did zero tweaking to this when I downloaded the demo vault. Just opened it up in Obsidian. It’s possible something changed in the few months since the video came out.

  • @EmouAcademy
    @EmouAcademy Před 2 lety

    It looks useful till i try it myself. MetaEdit is not inserting status in a new goal/project. SHould I insert status manually?

    • @EffectiveCo
      @EffectiveCo  Před 2 lety +1

      Hmm... if the frontmatter exists and MetaEdit is configured to update that field based upon the kanban channel name, it should work unless there's a bug.

    • @EmouAcademy
      @EmouAcademy Před 2 lety

      @@EffectiveCo Thank you. I will try more. I find the answer at 10:20. I w 'status' instead of 'Type' in Goals.

    • @Murphich111
      @Murphich111 Před 2 lety +2

      I think there is a bug. At least, I can only get it working for Projects and not Goals, and my all of it is OOTB. Also, I find moving a project more than a couple of times stops it working also

  • @mayankk2800
    @mayankk2800 Před 2 lety

    why is the progress bar not moving

    • @EffectiveCo
      @EffectiveCo  Před 2 lety

      I believe you have to manually adjust the progress number.

    • @leafrenee3058
      @leafrenee3058 Před 2 lety

      @@EffectiveCo link the day planner to the active note template and it'll do it for you

    • @deborafernandes7636
      @deborafernandes7636 Před 2 lety

      @@leafrenee3058 how to make this link?

    • @missyluvsu654
      @missyluvsu654 Před 2 lety

      @@deborafernandes7636 command panel type link .and link it to your daily Schedule template note

  • @MyAmazingUsername
    @MyAmazingUsername Před 2 lety +6

    Cool tech demo and very good video presentation. But this is extremely janky and will break as soon as any plugin author decides to quit development. That is why we should all keep plug-ins to a minimum in Obsidian. Never become totally dependent on a plugin! This system you demonstrated is super fragile and relies on around 7 different community members maintaining their plug-ins forever. It will definitely break someday.

    • @EffectiveCo
      @EffectiveCo  Před 2 lety +1

      I fully agree with you and is why I haven’t moved my project/task system into Obsidian. It’s really powerful but quite fragile unless some kind of sustainable developer monetization can occur. Or if you’re a dev and can maintain it yourself (which defeats the purpose in some regards).

    • @MyAmazingUsername
      @MyAmazingUsername Před 2 lety +1

      @@EffectiveCo Yeah exactly. I wish Obsidian had more built in "batteries included" stuff like Logseq. I guess Obsidian will inevitably get official solutions in due time though.
      For now, I decided to only use the Dataview plugin since it is so big that people are sure to maintain it forever. Practically half of all users seem to rely on it. :)
      That gives a good overview of data without relying on tons of little plug-ins.
      Again, by the way: Your presentations are awesome. I look forward to your videos about Obsidian!

    • @KevinFlowersJr
      @KevinFlowersJr Před rokem +2

      @@MyAmazingUsername Funny enough, only 4 ppl started the development of all 6 of the plugins used
      Stephan Ango: Minimal Theme
      Michael Brenan: Dataview
      Christian Houmann: QuickAdd & MetaEdit
      Matthew Meyers: Kanban & Contextual Typography
      After a brief glance at the number of contributors (and their number of commits + lines of code) along with the number of forks, it looks like
      Dataview & Kanban will have support if the core devs drop off
      Minimal Theme & QuickAdd _might_ survive through some of the many forks
      Contextual Typography & MetaEdit might be dead in the water if core devs drop off (but have a slight chance one of the handful of forks lives on)
      Which is just a long-winded way of saying, "Your concern of fragility seems justified" :)

  • @mamagem-caster7851
    @mamagem-caster7851 Před 2 lety

    why light mode?

    • @EffectiveCo
      @EffectiveCo  Před 2 lety +1

      It's easier for folks to read on the video. Day to day I use dark mode!

    • @mamagem-caster7851
      @mamagem-caster7851 Před 2 lety

      @@EffectiveCo I SEE... but it did make my partner go
      HISSSSSS

    • @mamagem-caster7851
      @mamagem-caster7851 Před 2 lety +1

      @@EffectiveCo do you have suggestions for browser /website tracking?
      Program/Time Tracking application to export into obsidian, and or to take snap shots of a log for daily logging of the activities done during the day on the computer, with hyperlinks for web browsing and time used on those pages as well as context switching.

  • @AK-ox3mv
    @AK-ox3mv Před rokem

    It may seem to be just look like notion but it have a great feature. Its saved on the local disk not notion servers. fantastic

    • @EffectiveCo
      @EffectiveCo  Před rokem +1

      This is what I love about Obsidian :)