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Obsidian For Content Creators (ft. Projects Plugin) thumbnail

Obsidian For Content Creators (ft. Projects Plugin)

FromSergio·
5 min read

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

TL;DR

Install the Projects plugin from Obsidian Community Plugins and open it via sidebar, Command Palette, or a custom hotkey.

Briefing

Obsidian is getting a practical project-management setup for content creators: the Projects plugin lets users organize video ideas as a single, centralized project with multiple synchronized views—table, calendar, board, and gallery—while keeping metadata like status, priority, and due dates editable in place. The payoff is a workflow that behaves like a content pipeline (backlog → up next → uploaded → published) without forcing creators to juggle separate tools.

The setup starts with installing Marcus Olson’s Projects plugin from Obsidian Community Plugins, then opening Projects from the left sidebar or via Command Palette (and optionally assigning a hotkey). From there, creators create a folder structure (e.g., a main channel folder with a “videos” subfolder) and generate a project inside that subfolder. A key design choice is leaving “use data view” off, since enabling it makes project views read-only. Instead, the workflow relies on templates: when new notes are created inside the project, YAML frontmatter drives what fields appear and how views are laid out.

A “new video” template becomes the backbone of planning. The template pre-fills common headers such as status, published, and priority, with backlog items defaulting to a specific priority level (the creator uses a Todoist-like scale where 1 is most important and 4 is least). Notes start as empty except for the applied template, then get filled out as production progresses. The transcript also flags a current limitation: some YAML headers from the template may not populate immediately unless they’re populated in the template itself—though Marcus is said to be addressing it.

To make metadata feel less like paperwork, Obsidian’s native Stacks feature is used to add and edit due dates directly from the project table. Once due dates exist in YAML, the Projects table gains a due-date column, and editing a cell updates the underlying note metadata. Additional fields—like topic and sponsor—appear as columns too, with column order determined by the YAML header order (a feature request exists for drag-and-drop column reordering).

Beyond the table, Projects supports multiple non-destructive views. A calendar view reads due dates from YAML and allows toggling published status straight from the calendar. A board view organizes notes into sections based on a chosen parameter (such as status), functioning like a Kanban board; the transcript notes a missing feature—drag-and-drop between columns with automatic metadata updates—that may be added later. A gallery view renders linked images by adding an image field to the note’s YAML.

The most powerful integration comes from pairing Projects with Raphael’s Database Folder plugin. A dedicated “database folder” view can generate a Notion-like database inside Obsidian, pulling YAML headers from a file to define columns. A new Projects feature called “exclude notes” helps hide specific notes from the project view. The creator favors using both systems together: Projects excels at multi-view planning, while Database Folder adds filters, property types, and select-style fields that make choosing options (topics, music, etc.) faster.

Overall, the workflow turns Obsidian into a content production command center—one project, many synchronized views, and metadata-driven automation—so creators can plan, schedule, and track video progress without leaving their vault.

Cornell Notes

Projects plugin in Obsidian turns a folder of notes into a content pipeline with multiple synchronized views. YAML frontmatter drives what columns and views appear, enabling creators to manage video notes by status (backlog → up next → published), priority, due dates, topics, and sponsor fields. A table view supports inline editing of metadata, while calendar and board views use due dates and status to provide scheduling and Kanban-style tracking. Gallery view can render thumbnails via an image YAML field. Pairing Projects with Raphael’s Database Folder plugin adds Notion-like database functionality—filters, property types, and select options—while Projects handles the broader multi-view planning.

How does the Projects plugin decide which metadata fields become columns and how views behave?

Projects relies on YAML frontmatter headers in the notes. When a new note is created from a template, the populated YAML headers determine which fields appear as columns in the Projects table and which parameters drive other views. For example, once due dates exist in YAML, the calendar view can place notes on the correct dates and the table gains a due-date column. Similarly, when status is present, the board view can group notes into sections like backlog and up next.

Why is leaving “use data view” off important in this workflow?

With “use data view” enabled, project views become read-only, which undermines the goal of editing metadata directly from the project interface. The workflow keeps data view off so creators can toggle fields like published status from views (calendar/table) and edit values such as due dates and topics inline.

What role do templates and YAML headers play in creating new video notes?

Templates standardize each new video note so creators don’t repeatedly set the same planning fields. The transcript describes a “new video template” containing multiple YAML headers, but only certain headers populate immediately unless they’re populated in the template. After creating a note from the template, the note initially contains only the template-applied fields; later steps fill in additional metadata like topic and sponsor.

How are due dates edited without leaving the project context?

The workflow uses Obsidian’s native Stacks feature to edit due dates while keeping the project table synchronized. After due dates are set in YAML, the Projects table shows a due date column. Double-clicking a due-date cell updates the underlying note metadata, and reopening the note confirms the change.

What do the different Projects views add beyond the table?

Calendar view turns due dates into a month view and allows toggling published status directly from the calendar. Board view organizes notes into sections based on a chosen parameter (like status), functioning like a Kanban board. Gallery view renders images by using an image field in YAML that links to an image in the vault. Each view is non-destructive, letting creators switch perspectives without losing data.

Why combine Projects with the Database Folder plugin instead of using only one?

Projects provides multi-view planning (table/calendar/board/gallery) driven by YAML, but Database Folder adds database-style capabilities. The transcript highlights Database Folder features not present in the other views—especially filters and property types, including select-style fields that make choosing options (topics, background music) faster. The creator also uses Projects’ “exclude notes” to hide specific notes from the project view while still leveraging Database Folder’s database functionality.

Review Questions

  1. If a note lacks a populated YAML header (e.g., due date or topic), which Projects views or table columns will fail to appear, and why?
  2. How would you design a status workflow (backlog → up next → uploaded → published) so that the board view groups notes correctly?
  3. What specific Database Folder capabilities (filters, property types, select options) complement Projects’ calendar/board/gallery views in a content planning system?

Key Points

  1. 1

    Install the Projects plugin from Obsidian Community Plugins and open it via sidebar, Command Palette, or a custom hotkey.

  2. 2

    Use a folder structure (channel folder + videos subfolder) and create a project inside the videos subfolder to centralize content planning.

  3. 3

    Keep “use data view” off to avoid read-only project views and enable inline metadata editing.

  4. 4

    Drive columns and view behavior with YAML frontmatter headers; templates standardize fields like status, priority, and published.

  5. 5

    Use Stacks plus the Projects table to edit due dates and have calendar/table views update from YAML automatically.

  6. 6

    Leverage non-destructive views—calendar for scheduling, board for pipeline stages, and gallery for thumbnail rendering via an image YAML field.

  7. 7

    Pair Projects with the Database Folder plugin to gain filters and select-style property types, and use Projects’ “exclude notes” to hide specific items when needed.

Highlights

Projects turns YAML frontmatter into a live content dashboard: table columns, calendar placement, and board sections all come from metadata fields.
Due dates become editable in-place—changing a date in the Projects table updates the note’s YAML and immediately reflects in the calendar view.
Gallery view can render thumbnails by linking an image path through a YAML image field, making planning visually scannable.
Database Folder integration adds database-grade features (filters and select options) that complement Projects’ multi-view planning.
The workflow’s pipeline model relies on status and priority fields to keep video ideas organized from backlog through publication.

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