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My time management setup in Obsidian (2023) thumbnail

My time management setup in Obsidian (2023)

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

Treat time management as priority management by separating planning (future), execution (present), and review (past).

Briefing

Time management, in this Obsidian workflow, is treated less like squeezing more hours out of the day and more like managing priorities across a full planning horizon. The system is built around three layers—future, present, and past—so goals can flow into execution, and results can flow back into the next round of planning. That matters because the creator’s real life includes full-time work, content creation, hobbies, travel, reading, and major life changes, making any single “to-do list” approach too fragile to keep up.

The “future” side starts with core principles and then cascades into time-based goals using nested templates. Core principles live in a living document (kept under 10 items) and each principle includes what it looks like when practiced versus when it isn’t. Those principles then get embedded into a yearly review structure, which uses OKRs—objectives and key results—as the planning framework. Yearly OKR pages link back to the core principles, and quarterly and monthly notes inherit those objectives so initiatives and reflections stay aligned with the original direction.

A key mechanism ties the layers together: requirements traceability, borrowed from software testing. In practice, initiatives and tasks at lower levels are linked upward to the higher-level objectives, so work doesn’t drift away from intent. The workflow uses Periodic Notes to generate and roll forward notes at multiple time scales—yearly into quarterly, quarterly into monthly, monthly into weekly, and weekly into daily—so each day inherits the relevant goals and initiatives.

The “present” layer is anchored by a daily note treated as the source of truth. Everything done that day links back to it, including the weekly goal, a current weekly objective, a Log section for freeform bullet entries, and a daily review plus end-of-day checklist. The Log is where the creator captures work in quick phrases, then later categorizes items as either still needing processing or ready to cross off.

To make that processing fast, the daily note relies on Minimal theme visual cues and checkbox states: standard tasks, partially completed items (using a dash), canceled items (dash-through strike-through), and scheduled items marked with arrow-style indicators that reflect calendar placement. Items that aren’t single tasks—like ongoing challenges—become their own notes and are linked back with “moved elsewhere” indicators.

Tasks are then routed into different execution paths. Important items get placed on Google Calendar via Reclaim (which syncs personal and work calendars). Smaller tasks can be batched and handled in one sitting. Less urgent tasks use checklists with tags such as “Next action,” “Waiting,” or “Maybe,” and completed work is recorded either in a habit tracker or an achievements section for later review.

Projects are handled in two modes: simple, linear efforts become project notes; ongoing work like content creation shifts toward a Kanban-style approach. The creator has moved from the Kanban plugin toward Obsidian Projects (with a table and thumbnail gallery view), while still using Kanban for some cases.

Finally, the “past” layer is the same notes used for planning—weekly, monthly, quarterly, and yearly—now serving as reviews: did it go well, did it not, and what should change next. The overall message is not that this is optimal, but that combining proven methods into a system that matches one’s life can make priorities easier to follow and easier to revise.

Cornell Notes

This Obsidian setup treats time management as priority management by structuring work across future, present, and past. “Future” planning starts with core principles, then builds yearly OKRs and cascades them through quarterly, monthly, weekly, and daily notes using Periodic Notes. A requirements-traceability mindset keeps lower-level initiatives and tasks linked back to higher-level objectives so work stays aligned. The “present” daily note acts as the source of truth, using visual task states (Minimal theme) and routing items into Google Calendar via Reclaim or into tagged checklists. “Past” reviews reuse the same periodic notes to capture what went well and what should change next.

How does the system prevent goals from becoming disconnected from daily work?

It uses a requirements-traceability approach: initiatives and tasks at lower levels are linked upward to the highest-level direction. Core principles feed into yearly OKRs, and those objectives cascade into quarterly, monthly, and weekly notes. Monthly initiatives then flow into weekly goals and finally into the daily note, so the daily view inherits the relevant objectives and initiatives rather than starting from scratch.

What role do OKRs play in the yearly planning layer?

OKRs (objectives and key results) provide the planning framework for yearly review. Objectives are paired with key results, and the key results link back to core principles. The yearly OKR page then links forward into quarterly and monthly notes, where initiatives and reflections are recorded—keeping planning concrete and reviewable.

Why is the daily note treated as the “source of truth,” and what happens inside it?

The daily note is where everything done that day is captured and linked. It includes inherited weekly goals, a Log section for freeform bullet entries, and a daily review plus end-of-day checklist. Items in the Log are later categorized: some still need processing, while others can be crossed off after review.

How do visual task states in Minimal theme change how tasks are handled?

Minimal theme provides quick visual cues for task status. Standard tasks become checkboxes; partially completed work uses a dash state; canceled items use a dash-through strike-through. Scheduling is represented with arrow-style indicators that signal the item is already placed on the calendar elsewhere, reducing duplicate effort.

What’s the workflow for moving tasks into calendar versus checklists?

Important items are scheduled as events in Google Calendar using Reclaim, which syncs personal and work calendars into one view and can automatically move tasks when they’re extended or completed faster. Less urgent tasks stay in tagged checklists (e.g., Next action, Waiting, Maybe) so they’re visible without relying on calendar time slots.

How does the system handle habits and achievements without locking into Obsidian-only plugins?

Completed habits are tracked using a Free Habit Tracker template drawn on an iPad with the Obsidian mobile app and Apple Pencil, producing a visual monthly record. The creator prefers this over front-matter + Dataview-style approaches because those can be Obsidian-only; exporting an Excalidraw habit tracker as a PNG keeps it portable even if the tool changes.

Review Questions

  1. How does the workflow ensure that a weekly or daily task remains aligned with yearly objectives?
  2. Describe the path from core principles to daily execution in this system.
  3. What criteria determine whether an item goes to Google Calendar (via Reclaim) versus a tagged checklist?

Key Points

  1. 1

    Treat time management as priority management by separating planning (future), execution (present), and review (past).

  2. 2

    Use core principles as a stable compass, and explicitly define what “practicing” versus “not practicing” looks like.

  3. 3

    Plan with OKRs at the yearly level, then cascade objectives into quarterly, monthly, weekly, and daily notes using Periodic Notes.

  4. 4

    Apply requirements traceability: link initiatives and tasks upward so work doesn’t drift from higher-level intent.

  5. 5

    Make the daily note the source of truth, with a Log for quick capture and an end-of-day process to categorize and close out items.

  6. 6

    Route work into the right execution channel: schedule key items on Google Calendar via Reclaim, and keep smaller or less urgent items in tagged checklists.

  7. 7

    Record outcomes through habit tracking and achievements, then use periodic reviews to decide what changes next cycle.

Highlights

The system cascades goals from yearly OKRs down to daily notes, so daily work inherits the right priorities instead of starting over.
Requirements traceability—common in software testing—becomes a personal rule: lower-level tasks must link back to higher-level direction.
Minimal theme task states (partial, canceled, scheduled elsewhere) turn status into at-a-glance signals that speed up daily processing.
Reclaim syncs personal and work calendars into one Google Calendar feed, letting scheduled tasks move automatically when timing changes.
Habit tracking is designed for portability by using a visual tracker (and exporting as PNG when needed) rather than relying on Obsidian-only plugins.