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How to get started with Obsidian in 2022 - from scratch! thumbnail

How to get started with Obsidian in 2022 - from scratch!

Nicole van der Hoeven·
5 min read

Based on Nicole van der Hoeven's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Install Obsidian from obsidian.md, then create a vault and place it in a synced folder like Dropbox or Google Drive for automatic backups.

Briefing

Obsidian is positioned as a practical, low-friction way to start building a personal knowledge base without getting trapped in note-taking theory. The core message is simple: install Obsidian, create a vault, write daily notes as a running log, and then promote recurring topics into standalone pages when they start to matter—letting the system’s linking and backlinks do the organization work.

The walkthrough begins with installation from obsidian.md, then creating a new vault. Vault naming is treated as mostly administrative, but the location matters for backup strategy. If users already rely on Dropbox or Google Drive, creating the vault inside that synced folder enables automated backups; the example also mentions pairing Dropbox with a GitHub repository, though that’s optional. After the vault is created, live preview is recommended so Markdown headings render cleanly while typing.

From there, the interface is mapped quickly: the left sidebar holds the file explorer for all notes, the search bar finds both filenames and note contents, and the right-side panels can reveal linked and unlinked mentions. A first note is created as Markdown (saved as .md), with heading levels controlled by hash symbols. Live preview hides the raw heading markers once the cursor leaves the line, making the writing experience feel less cluttered.

To make the vault immediately useful, the setup focuses on enabling a few plugins. Daily notes are turned on via core plugins, with options to store daily entries in a dedicated folder and to open the daily note automatically on startup. Community plugins are handled with caution: safe mode can be disabled, but only after considering the risk that third-party code can access local files. The transcript offers a practical heuristic—check download counts to gauge community adoption and attention.

A calendar community plugin is then installed and enabled, adding a date-driven view for daily notes. Clicking a date that doesn’t yet exist prompts creation, and the system automatically generates a new daily note inside the configured Daily folder. The recommended starting workflow is to treat daily notes like a dump of what happened and what felt interesting: bullet points, quick observations, and informal reminders are all acceptable.

As the day’s log accumulates, the next step is “promotion” of topics. If a concept keeps resurfacing—like observability—users can create a dedicated note. The transcript shows a fast method: double-click the topic text, convert it into a link, and then command-click to create the new page. Obsidian’s backlinks then reveal both linked mentions and unlinked mentions. Linked mentions appear when the topic is explicitly linked; unlinked mentions still show up even when the user never created a link, because Obsidian tracks back references automatically. That means earlier notes aren’t wasted—if a topic becomes important later, the system surfaces all prior occurrences.

Finally, the guidance pushes back against the idea that notes must be perfectly organized to be worthwhile. Notes can be messy, incomplete, or even wrong, yet still be useful. The payoff comes from consistent capture, periodic review, and letting backlinks and mentions grow the vault into a living knowledge base over time.

Cornell Notes

Obsidian is presented as a practical note-taking setup that avoids heavy theory: create a vault, write daily notes as a simple log, and turn recurring topics into standalone pages. The workflow is designed to build a knowledge base gradually, using Markdown files (.md), live preview, and plugins like Daily Notes and Calendar. The key mechanism is linking plus backlinks: linked mentions show where a topic is explicitly referenced, while unlinked mentions still appear even without a link because Obsidian tracks back references. This approach reduces the pressure to organize perfectly up front and instead rewards consistent capture and later review.

What’s the fastest way to start using Obsidian for real note-taking, not theory?

Create a new vault, enable Daily Notes, and write a daily log. The transcript recommends treating the daily note like a running dump of what happened and what felt interesting, using bullets or paragraphs as needed. Then, when a topic keeps coming up, promote it into its own note by turning the word into a link and creating the page from there.

Why does vault location matter, and what backup approach is suggested?

Vault location affects automated backup. If users already use Dropbox or Google Drive, creating the vault inside a synced folder keeps backups automatic. The example places the vault in Dropbox and also mentions optionally mirroring it to a GitHub repository, though that extra step isn’t required.

How do Markdown headings and live preview change the writing experience?

Obsidian stores notes as Markdown files (.md). Heading levels are created with hash symbols (e.g., one hash for the biggest heading, two hashes for the next level). With live preview enabled, the hash markers disappear after the cursor leaves the line, making the note look cleaner while still using Markdown under the hood.

What’s the purpose of enabling Daily Notes and how is it configured?

Daily Notes creates a dated note automatically and supports a consistent capture habit. The transcript enables the plugin, sets a folder location (e.g., a Daily folder), and turns on “open daily note on startup” so the daily entry is ready when Obsidian launches.

How do linked mentions and unlinked mentions differ, and why is that important?

Linked mentions list pages that explicitly reference a topic via a link. Unlinked mentions still show up even if the user never linked the term in the sentence, because Obsidian tracks back mentions. This matters because earlier occurrences aren’t lost—if a topic becomes important later and a dedicated note is created, the system can still surface all prior references.

What safety guidance is given for community plugins?

Community plugins can access files on the computer, so disabling safe mode should be a deliberate choice. The transcript suggests checking the number of downloads as a quick proxy for community trust and attention; higher adoption implies more scrutiny. It also notes that this is only a shortcut and users should decide based on their own risk tolerance.

Review Questions

  1. What steps turn a daily log entry into a reusable knowledge page in Obsidian?
  2. How do backlinks help when you didn’t initially create links to a topic?
  3. What configuration choices make Daily Notes easier to use day after day?

Key Points

  1. 1

    Install Obsidian from obsidian.md, then create a vault and place it in a synced folder like Dropbox or Google Drive for automatic backups.

  2. 2

    Enable live preview to keep Markdown headings readable while you type without cluttering the note with hash symbols.

  3. 3

    Use the left file explorer and search bar to manage and find notes quickly; rely on right-side panels for mention and backlink views.

  4. 4

    Turn on Daily Notes and configure a dedicated daily folder plus “open daily note on startup” to make capturing routine.

  5. 5

    Install a calendar plugin to navigate daily notes by date and create missing daily entries on demand.

  6. 6

    Promote recurring topics by converting text into a link and creating a standalone note when the concept becomes worth revisiting.

  7. 7

    Don’t wait for perfect organization—messy, incomplete notes can still be useful, and backlinks/unlinked mentions help organize retrospectively.

Highlights

Vaults can live inside Dropbox or Google Drive so backups happen automatically without extra tooling.
Unlinked mentions still populate backlinks, meaning earlier references aren’t wasted if a topic becomes important later.
Daily notes work best as a low-structure log; structure can emerge later through review and topic promotion.
Live preview hides Markdown heading markers after you move the cursor away, making writing feel cleaner.
A practical plugin safety check is to look at download counts as a proxy for community scrutiny.

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