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...how-i-handle-dozens-of-active-projects-in-obsidian-without-being-overwhelmed.md
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--- | ||
title: Informative title of max 20 words | ||
authors: | ||
- Patrik Björklund | ||
share: true | ||
date: 2024-11-14 19:52:00 +0200 | ||
summary: Summary of max 50 words | ||
tags: | ||
- one-single-tag-with | ||
series: | ||
- Business | ||
--- | ||
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# How I handle dozens of active projects in Obsidian without being overwhelmed | ||
## Project Management | ||
### The Structure | ||
My system is based on a folder structure with folders named according to very strict rules, which has then been automated via my project creation plugin to enforce this structure. | ||
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`{{N}}. Major Area` | ||
`{{N}}.{{N}} Project in area` | ||
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Note: I don't next project folders in project folders in order to have an overview just by expanding my `1. Work Projects` or `1. Private Projects` folders. | ||
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### Template Folder | ||
To enforce consistency I have a `- TEMPLATE` folder. This folder contains a. folders and b. files in those folders. Starting a new project means copying this structure and renaming folders, files and also adding a card to the [ > Major Areas](.md#major-areas) kanban board with a link to the newly created project. | ||
## Explaining my template structure | ||
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This is how my current template for a new project is setup. | ||
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``` | ||
- Kanban | ||
- 0. TEMPLATE Kanban | ||
- 1. Notes | ||
- 2. Email | ||
- 3. Documents | ||
- 4. People | ||
- 5. Sent to customer | ||
``` | ||
### Notes | ||
Meeting notes, fleeting ideas, kanban cards, etc. Text notes relevant to the project. | ||
Think about it as things that would be written down in a physical notebook. | ||
Emails worth refering to in text format, not for auditing purposes but more as reference. | ||
### Documents | ||
Drafts of documents that can become deliverables sent to a customer. | ||
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Think about it as things that would be written down as Microsoft Office documents or some proprietary file format like Photoshop PSD files or CAD drawings. | ||
### People | ||
People related to the specific project that I first met in this project, or at least first created a note about the person. | ||
### Sent to customer | ||
Can be internal customer or myself. Final versions of things that are now used in the world for something, | ||
## Workflow to create a new project | ||
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I press F6 which triggers my project plugin command. | ||
![Pasted image 20241111143434.png](Pasted%20image%2020241111143434.png) | ||
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Then I select the major area and the project name and press the button. Now my project exists! | ||
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![Pasted image 20241111143638.png](Pasted%20image%2020241111143638.png) | ||
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This project was called "AI in AmpliFlow" so it was given the number 2.2 since we already had a project "2.1 ISO Mini". | ||
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![Pasted image 20241111143803.png](Pasted%20image%2020241111143803.png) | ||
See how the card for the new project was created and added to the board? This let's me mix and match smaller tasks and larger projects on on the kanban board for all my [ > Major Areas](.md#major-areas). | ||
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## Archiving a project | ||
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1. Move to `-- Archive` | ||
2. Rename to `{{n}} {{yyyy-mm}} - {{Projectname}}` | ||
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## Daily Notes | ||
This is where everything goes in. It can be anything from journal entries, to quotes, to random tasks, to ideas. I don't judge - I throw it in and know that it will be reviewed and important things will be brought up to the heavenly land of structured planning if they deserve to. | ||
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I do my daily planning in my daily notes using the day planner obsidian plugin. Every day a template structure is pulled into my daily note. |
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--- | ||
title: Informative title of max 20 words | ||
authors: | ||
- Patrik Björklund | ||
share: true | ||
date: 2024-11-14 19:52:00 +0200 | ||
summary: Summary of max 50 words | ||
tags: | ||
- one-single-tag-with | ||
series: | ||
- Business | ||
--- | ||
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# How I use Obsidian to get work done as a busy entrepreneur and father | ||
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Last time I wrote about my theoretical framework for how to get things done that actually matter to me and avoid overwhelming myself even with a high stress job and 2 small kids at home. | ||
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Today we are going to look into how I use Obsidian to keep a local copy of all my information in plain .md markdown files. This is great even if I spend a lot of my time when working with others in web-based systems, like the one that we build in our company - [AmpliFlow](https://www.ampliflow.com). | ||
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Warning: It's pretty easy to go overboard with these tools and systems and spend way to much time with them for it to be classified as "work" - this is why I classify it as 10% work and 90% hobby. Makes it easier to spend time doing strange things like writing 100 lines of javascript to render tasks in a specific way. Ok, with that out of the way - let's carry on. | ||
## Key Concepts | ||
Before we dive down into the nitty gritty lets define a few key concepts here that will set the state for what's to come. My system is the result of 2-3 decades (depending on how you count) of continuously thinking about this and letting my day-job form my thinking. So your milage might wary. | ||
### PKM - Personal Knowledge Management | ||
I consider my PKM (personal knowledge management) system a replacement for having a bunch of physical notebooks or random files strewn across my computer or different web based tools that can could be shut down at any time (note: I still use a physical notebook often and then transcribe info back into my obsidian vault). Basically my PKM deals with all the information that is _mine_ and I want to keep. | ||
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Company information is still stored in company tools and systems but usually the only thing I store are things I'm actively collaborating on, drafts sent for review or finished work products. I.e text that is valuable to others *in the format is is made available*. No-one that you are not collaborating with *right now* wants your 50% accurate draft. | ||
### Major areas | ||
Some background. I'm an entrepreneur responsible for projects (internal, external), people, budgets, administration, product development, product research, marketing, content marketing, sales, software development and probably more things. Each of these things is a `major area` in my system. If you are lucky enough to say that you only have 1 area, then you probably break that down into more areas. Like "Learning", "Managing", "Joy" etc etc. | ||
### Task / kanban boards | ||
Tasks needs to be formulated as something that can be acted upon. Hat tip to David Allens book [Getting Things Done (GTD)](Getting%20Things%20Done%20(GTD).md) that I read in the 90s and still practice concepts from like "Collect" and making sure tasks are actionable. I.e instead of writing a task "mom" write a task "call mom about getting a reference to that great plumber from the 2004 renovation of the porch". | ||
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I have also for a very long time been a fan of visual, flow based systems, like Kanban from the [Toyota Production System](Toyota%20Production%20System.md). I spent several years as an agile coach and consultant and these types of systems have always resonated strongly with me and produced great results. | ||
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One key concept to pay attention to is limiting work in progress. | ||
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> Do fewer things to get more things done. Stop starting, start finishing. | ||
A simple yet powerful illustration of work-in-progress (WIP) limits can be seen at the Tokyo Zoo. When you enter you get a stick of bamboo, when the attendant has run out of sticks to give out they don't let more people into the Zoo until people leave and return sticks. Very simple way to keep the park from overcrowding. Very powerful. | ||
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Another central component is work being "pull based" instead of "push based". It's actually pretty simple. | ||
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Imagine your boss sending you new things to do at work 24/7 at a pace that is quicker than what you can handle. That would pile up and your boss would be pretty upset after a while. | ||
Now instead imagine you had a whiteboard at your desk with three columns drawn on it. "Todo", "Working on", "Done". You tell your boss that he can put whatever he wants into the "Todo" column but you will only work on 2 things at the same time. When you finish 1 thing you will take the top task from the "Todo" column and work on that until it's finished. The boss can pretty quickly get a sense of how much is completed each week and will have to make harder priortization calls about what he or she puts in your (or your teams) "Todo". | ||
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I use the same thing but replace "the boss" with all my different areas and projects claim on my time. Therefor I either allocate time to a specific project or time to a specific task at the weekly planning. | ||
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## Planning with Obsidian - from this quarter to the current hour | ||
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Ok enough about that, let's get into it. | ||
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My system relies heavily on quarterly, weekly and daily notes. I use the [periodic notes](https://github.com/liamcain/obsidian-periodic-notes) plugin to add weekly and quarterly notes to obsidian alongside the existing daily notes. | ||
### Quarterly planning | ||
Every quarter I have the plugin create a new Quarterly Note based on a template (see below). | ||
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In this template I have instructions for what I need to do at this quarterly planning event. The main goal is to create OKRs. | ||
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They can very often actually continue several quarters. Like for instance "Become an Ironman" is a goal I work on i Q4 2024 but can't complete there since my race is June 1st 2025. Then I just prefix it with 🔄 to mark it as a continuing objective. | ||
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Each goal has a few different measurements we can use to decide after the quarter if we hit the goal or not for the quarter that must be measurable. I try not to push as hard as the OKR methodology prescribes, realistic goals that are hard enough is good enough for me. They can be things along the lines of "Completed 95% of the training sessions in TrainingPeaks for days where I was not sick" and "Logged food at least 80% of the days in the month and met 100% of my protein target". | ||
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#### Obsidian quarterly note template | ||
- [ ] add [Quarterly Note Template](Quarterly%20Note%20Template.md) | ||
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### Weekly planning | ||
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In my template I show an inline view of the current quarterly plan as a reference and help when doing the weekly plan. | ||
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``` | ||
## Quarterly Goals | ||
### Work | ||
#### Do good enough baseline marketing of AmpliFlow | ||
- Publish 4 new content pieces a month for AF | ||
- 1 new customer case published | ||
### Personal | ||
#### 🔄 Become an Ironman | ||
- Be 100% satisfied with effort put into training | ||
#### Become Less Anxious | ||
- Read at least 1 self improvement book on psychology | ||
- No big fights in company | ||
- 4 times I did not go into attack mode when wife said something | ||
#### Reading | ||
- Read at least 6 books | ||
``` | ||
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A small but neat way to get everything you need presented to you straight away. | ||
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Here I review calendar and link to kanban boards that I want to make progress on this week or mention specific tasks if there are smaller things that needs to be completed this week. | ||
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**Monday** | ||
Make progress on `[[2.1. ISO Mini - Kanban]]` and connect back to interested customers. | ||
Handle random admin tasks and routine work. | ||
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....... | ||
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**Weekend** | ||
Take down the kids trampoline and trim the hedges before putting it into winter rest. | ||
Go to ikea? | ||
Plan something fun with wife and kids. | ||
#### Obsidian quarterly note template | ||
- [ ] add [Weekly Note Template](Weekly%20Note%20Template.md) | ||
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### Daily planning & the daily note | ||
The daily note is where I spend the most time of all notes in obsidian. It ties everything together. | ||
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I start each day by looking over if there are any important tasks due that I need to handle today, then I go and create my plan for every hour of the day. | ||
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To do this I have a daily note template (see the end for a link) that has the following overall structure right now: | ||
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#### Daily Note Template | ||
##### Quote of the day | ||
I store a lot of quotes all over my obsidian vault. And of course I don't want them to just rot inside some note somewhere - I want to relive them! | ||
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Thats why I have this small obsidian-tasks plugin query in my daily note template to show a random quote. | ||
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Like this: | ||
![Pasted image 20241112141743.png](Pasted%20image%2020241112141743.png) | ||
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This is how you display a random `- ["] quote` task from my vault using this script. Replace `js` with `tasks` in the backticks: | ||
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```js | ||
filter by function task.status.symbol === '"' | ||
limit to 3 | ||
sort by function (moment().format('Y-MM-DD') + ' ' + task.description).split('').reduce((acc, char) => ((acc << 5) - acc + char.charCodeAt(0))|0, 0) | ||
limit 1 | ||
hide task count | ||
hide edit button | ||
``` | ||
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##### Tasks due | ||
Now I put a lot of smaller tasks directly in my daily notes that don't really deserve to live inside a kanban board. Like reminders that are not terribly important but nice. Example "- [ ] Buy some flowers for wife due in 6 months". | ||
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To don't miss tasks with duedates I use this to show a list of tasks from anywhere in my vault / kanban boards (tasks in the kanban plugin area just markdown tasks, if we use the 📅 emoji and date it will be picked up in the query). Replace `js` with `tasks` in the backticks: | ||
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```js | ||
not done | ||
filter by function task.status.symbol !== 'k' | ||
due on or before today | ||
group by due | ||
group by path | ||
hide task count | ||
hide edit button | ||
hide backlink | ||
show tree | ||
``` | ||
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Note: I use the `[k]` task status as my way to note tasks that I moved from a note into a kanban board, so therefor filter them out. | ||
##### Daily Planner | ||
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Timeblock planning works well in my note. That is just a fancy word for giving every hour of the workday a specific job and not just hopping onto random tasks throughout the day. | ||
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In the section for the "Daily planner" we have a template for how to write a "Daily plan" with a bullet point list that can be read by the [day planner plugin](https://github.com/ivan-lednev/obsidian-day-planner). | ||
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It's just a simple list to chop up the day into timeblocks of 2 hours each. | ||
- 06 Shallow work & Planning | ||
- 08 DW1 | ||
- 10 DW2 | ||
- 12 Lunch | ||
- 13 DW3 | ||
- 15 DW4 | ||
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##### The scratchpad | ||
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Now we finally arrive at the place where I actually take my daily notes each day. Here I just throw whatever notes I have in my mind, tasks, links, things to handle later, ideas. Sometimes I just replace this with a page in a physical notebook which I then transcribe noteworthy things back from into this page. | ||
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I write a lot of unstructured notes here. It's just the way I like to think I guess. | ||
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#### When the day is done - Shutdown | ||
During the shutdown I move tasks over to kanban boards, clean up loose ends, reflect on the day and in general close out all open loops so that I can go into the evening knowing I haven't missed anything important. | ||
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#### Obsidian quarterly note template | ||
- [ ] add [Daily Note Template](Daily%20Note%20Template.md) | ||
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### It all ties together | ||
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I also have a bunch of small "tools" I built out in obsidian. | ||
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#### Peek at what actually got done | ||
When I look at quarterly goals I can look into my `7. Kanban Cards This Q` note that will let me browse all the things I actually completed so far this quarter or last quarter. | ||
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```js | ||
done this quarter | ||
filter by function !task.file.path.includes('1. Private Projects') | ||
filter by function task.file.path.includes('Kanban') | ||
group by function task.done.format("YYYY[%%]-MM[%%] MMM", "no due date") | ||
``` | ||
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#### Embeds of levels above | ||
When I do weekly planning the template pulls in an embed of the quarterly plan so I always have it visible to my mind at least once a week. It's a nice cycle. | ||
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#### Recurring tasks | ||
I have recurring tasks setup in a separate note for monthly work chores, daily tasks and ofc for my weekly and quarterly planning. Typical shallow work tasks that is more or less on autopilot. When I see it, I do it, I check it off. Done. | ||
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``` | ||
## Private | ||
### Daily | ||
- [ ] Named something to be grateful for 🔁 every day 📅 2024-11-13 | ||
- [x] Named something to be grateful for 🔁 every day 📅 2024-11-12 ✅ 2024-11-12 | ||
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### Weekday | ||
- [ ] Read at least 1 chapter of a book 🔁 every weekday 📅 2024-11-12 | ||
- [ ] Trained to best of ability 🔁 every weekday 📅 2024-11-12 | ||
- [ ] Shutdown complete 🔁 every weekday 📅 2024-11-12 | ||
### Weekly | ||
- [ ] [Do weekly planning](0. Journal/Weekly/2024-W46) 🔁 every week on Monday 📅 2024-11-18 | ||
### Quarterly | ||
- [ ] [Do quarterly planning](0. Journal/Quarterly/2024-Q4) 🔁 every 3 months 📅 2025-01-01 | ||
- [x] [Do quarterly planning](0. Journal/Quarterly/2024-Q4) 🔁 every 3 months 📅 2024-10-01 ✅ 2024-11-12 | ||
``` | ||
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## End | ||
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So there we have it. My way to handle goals and planning in obsidian. Next time we take a look at how I handle projects specifically with my custom built plugin, 360 degree overview dashboard and file and folder structure using obsidian-tasks and obsidian-kanban. | ||
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--- |
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