Get AI summaries of any video or article — Sign up free
How To Use Obsidian: Introduction To Folders, Links, And Tags thumbnail

How To Use Obsidian: Introduction To Folders, Links, And Tags

5 min read

Based on Obsidian Explained (No Code Required)'s video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Treat folders as a rigid tool that can waste time; start with links to connect ideas directly.

Briefing

Obsidian’s most practical organizing strategy starts with links between notes, not a perfectly engineered folder system. Folders can become a “never-ending yak shaving” exercise because they’re rigid; the payoff is smaller than the benefit of connecting ideas directly so information stays discoverable as your knowledge grows. The core workflow presented is simple: create notes for the things you care about, link them to related notes, and then use tags as metadata so you can filter and retrieve later.

For folders, the guidance is intentionally lightweight. The recommended setup uses only a handful of folders: an “attachments” folder for photos, videos, and audio files (so any media referenced by notes has a predictable home), a “catch-all” folder for most notes and quick off-the-cuff writing, and a “templates” folder mainly to satisfy plugin expectations rather than to drive day-to-day organization. The catch-all is treated as the default landing zone—most notes go there—while folders come into play only when information needs a larger-scale separation.

A real-world example explains why folders still matter in specific contexts. In graphic design work, a rigid folder structure helped a stranger jump in and find deliverables quickly. The structure grouped client assets under each client, then organized project work by month, with “working files” (e.g., Photoshop and Illustrator) and “exports” split by platform (Facebook and Instagram) and by month. That setup made it easy to locate the exact source file behind a specific post—an operational need where folders provide clear navigation.

In Obsidian’s day-to-day use, the emphasis shifts to linking. The approach is to create a note for every “noun” in life—projects, routines, people, clients, and family. For instance, a “Client X Details” note functions like a Rolodex: it contains facts such as who the CEO and CTO are. Those names are linked to their own person notes. When the “Client X” note is updated, the links automatically connect the relevant person notes, and the linked-mentions view shows which notes reference each person. This keeps notes clean: the note focused on set lists or client context doesn’t get cluttered with everything else, yet the connections remain one click away.

Tags handle the “how would I want to find this later?” question. In a Broadway-show example, routines are tagged by stage suitability—stage, close-up, parlor, and so on. When building a set list, the user clicks a tag like “stage” to surface the relevant routine notes, then links those routine notes into the show’s set list. Tags describe attributes (illusion, tv promo, daring, favorite, worst, quote, daily), while the note title is what gets linked. The final rule of thumb is inverted pyramid thinking: start with links to connect ideas, use tags for later retrieval, and rely on folders only when you truly need bigger boundaries—starting with a catch-all to avoid losing time chasing the “perfect” structure.

Cornell Notes

The organizing method prioritizes links between notes over elaborate folder hierarchies. Folders are treated as rigid and potentially endless to perfect, so most notes land in a “catch-all,” with “attachments” for media and “templates” mainly for plugin needs. Day-to-day organization comes from creating a note for each key noun (people, projects, routines) and linking related notes so linked-mentions show where connections exist. Tags then act as metadata for retrieval—e.g., tagging routines by “stage,” “close-up,” or “parlor” so a set list can be assembled quickly. The result is cleaner notes plus fast rediscovery without spending energy on folder perfection.

Why does the advice recommend not over-investing in folder design?

Folders are described as rigid, which can turn organization into an endless search for the “perfect” structure. Instead of trying to pre-plan every category, the workflow starts with links (which connect ideas directly) and uses a catch-all folder to prevent notes from getting stuck in the wrong place. Folders are reserved for larger-scale separation when it’s genuinely useful.

What minimal folder setup is recommended for everyday Obsidian use?

The approach uses only a handful of folders: an “attachments” folder for photos, videos, and audio files so any referenced media has a predictable location; a “catch-all” folder where most notes and quick drafts go (the expectation is that roughly 90% of notes live there); and a “templates” folder mainly to satisfy plugin requirements for default template locations.

How do links replace clutter in notes?

Links connect notes by title without forcing all related details to sit inside one page. Example: “Client X Details” links to “Carl Herbert” and “Stacy” notes. When viewing a person note, the linked-mentions panel shows which client note references them (e.g., “Corporate Client Cleaner” linking to “Carl Herbert” and “Stacy”). This keeps the client-focused note clean while preserving navigable relationships.

How do tags support retrieval when building something like a set list?

Tags answer “how might this be useful later?” In the Broadway example, each routine note is tagged by where it works (stage, close-up, parlor). When creating a new show note, filtering by the “stage” tag surfaces the routines suitable for a large stage, and those routine notes are then linked into the set list. Tags describe attributes; titles are what get linked.

When are folders still valuable, even in a link-and-tag-first workflow?

Folders matter most for operational deliverables where a stranger must quickly find specific files. The graphic design example uses a client → month → exports/working-files structure, with platform-specific export folders (Facebook and Instagram). That makes it easy to locate the exact working file behind a particular post.

Review Questions

  1. What is the tradeoff between folder-based organization and link-based organization described here, and why does the workflow favor links?
  2. How do tags and links play different roles in the Broadway set list example?
  3. If most notes go into a catch-all, what triggers moving information into more specific folders?

Key Points

  1. 1

    Treat folders as a rigid tool that can waste time; start with links to connect ideas directly.

  2. 2

    Use a catch-all folder as the default landing zone to avoid over-optimizing your structure.

  3. 3

    Store media in an attachments folder so referenced files have a predictable home.

  4. 4

    Create notes for key nouns (people, projects, routines) and link them so linked-mentions reveal relationships.

  5. 5

    Use tags for metadata that answers “how will I want to find this later?” (e.g., stage vs close-up, favorite vs worst).

  6. 6

    Keep note content focused by linking related details instead of embedding everything in one place.

  7. 7

    Move to more specific folders only when you need larger-scale boundaries, such as deliverables that must be found quickly by others.

Highlights

The organizing strategy starts with links between notes; folder perfection is framed as a trap.
A minimal setup—attachments, catch-all, and templates—keeps day-to-day work friction low.
Linked-mentions make relationships visible both ways: person notes show which client notes reference them.
Tags function like filters for future use—stage suitability in the set list example is built through tag browsing.
Folders are most valuable for deliverable workflows where outsiders need fast navigation to exact files.

Topics

  • Obsidian Folders
  • Note Links
  • Tags Metadata
  • Catch-All Workflow
  • Attachments Organization

Mentioned

  • Jonathan Prichard
  • Carl Herbert