Get AI summaries of any video or article — Sign up free
Obsidian Projects: How to Manage Your Note-based Projects in Obsidian thumbnail

Obsidian Projects: How to Manage Your Note-based Projects in Obsidian

Prakash Joshi Pax·
4 min read

Based on Prakash Joshi Pax'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 plugin via Settings → Community Plugins → Browse, then enable “obsidian projects.”

Briefing

Obsidian Projects is a community plugin built to turn note-based “projects” into something you can actually manage inside Obsidian—complete with table, board, calendar, and gallery views. It’s aimed at the gap between writing and planning: instead of treating notes as scattered documents, the plugin organizes them into a project dashboard where front-matter properties drive how tasks and ideas appear across different views.

Setup starts in Obsidian’s Settings → Community Plugins → Browse, where “obsidian projects” is installed and enabled. The plugin doesn’t rely on complex configuration; it mainly uses hotkeys to create new nodes and store projects. Creating a project begins by choosing a folder to hold all project notes (for example, a “007 creation” folder). The setup also offers a choice between using DataView queries or a folder query. Using DataView makes project content read-only, while folder query keeps notes editable—so the workflow typically favors folder query when ongoing editing is required. A template can be attached at project creation time so new notes start with consistent front matter.

Once created, the project dashboard becomes the control center. Notes inside the project folder appear as “nodes,” and their front-matter fields become columns in the table view. In the example workflow, a “YouTube content” project uses a template that defines properties like status (e.g., “up next”), published (false by default), priority (e.g., “free”), and optional fields such as due date, tags, and image. The table view can be customized by hiding fields that aren’t needed, leaving only the most useful columns (such as name, status, and priority).

From there, the plugin adds multiple management perspectives. A board view groups nodes by a chosen property—status is used first, and adding new status values (like “done” or “doing”) creates new columns. The transcript notes that moving individual nodes between columns isn’t supported yet, though it’s on the plugin’s roadmap. A calendar view uses due dates to place nodes on specific days, with filters driven by front matter such as published (false vs true). The calendar view also supports creating new nodes directly by double-clicking a date.

Finally, a gallery view lays project nodes out in a grid, but it requires an image field in each note’s front matter. When an image link is provided (either local or from the web), the gallery renders covers for each node, making it easier to visually scan ideas. The overall payoff is fast switching between views—table for metadata, board for workflow status, calendar for deadlines, and gallery for visual browsing—so note-based projects can be planned and tracked without leaving Obsidian.

Cornell Notes

Obsidian Projects turns a folder of notes into a structured project dashboard inside Obsidian. After installing the plugin, users create a project by selecting a storage folder and optionally attaching a template that defines front-matter properties like status, published, priority, due date, tags, and image. Notes then appear in multiple views: table view for metadata columns, board view grouped by a property (such as status), calendar view driven by due dates and filters like published, and gallery view that requires an image field. This matters because it makes planning and management possible directly where writing happens, with quick switching between perspectives.

How does Obsidian Projects decide which notes belong to a project, and what’s the tradeoff between DataView and folder query?

A project is created by choosing a folder where all project notes (nodes) will be stored. The plugin offers two ways to populate the project: DataView query or folder query. Using the DataView option makes project content read-only, which limits editing. Folder query keeps notes editable, which is better for ongoing workflows where new ideas and updates happen continuously.

What role do front-matter properties play across the different views?

Front-matter properties become the backbone of the project UI. In table view, each property becomes a column (for example, status, published, priority, due date, tags). Board view groups nodes into columns based on a selected property (like status). Calendar view places nodes on dates using the due date property and can filter using fields such as published. Gallery view relies on an image property in front matter so each node can render a cover.

How does a board view get its columns, and what limitation is mentioned?

Board view columns are created from the distinct values of the chosen grouping property. If status values include “up next,” “doing,” and “done,” those values become separate columns. The transcript notes that individual nodes can’t be moved between columns in the current workflow, though that capability is planned for a future update.

How does the calendar view work, and how can users add items from it?

Calendar view uses the due date front-matter field to place nodes on specific days. It also supports filters based on other properties such as published (false vs true). Users can add a new note directly from the calendar by double-clicking a date, which brings up an option to create a new node for that day.

What’s required for gallery view to render items correctly?

Gallery view requires each node to include an image field in its front matter. The transcript demonstrates adding an image link (from a browser or local source) under an image property, then selecting that field as the cover image for the gallery. Without images, the gallery can’t render covers for the nodes.

Review Questions

  1. When creating a project, why might someone choose folder query instead of DataView query?
  2. Which front-matter property would you use to group nodes into columns in board view?
  3. What two front-matter elements are essential for calendar view and gallery view respectively?

Key Points

  1. 1

    Install the plugin via Settings → Community Plugins → Browse, then enable “obsidian projects.”

  2. 2

    Create each project by selecting a folder that will store all project notes (nodes).

  3. 3

    Prefer folder query over DataView when the project notes must remain editable.

  4. 4

    Use a template at project creation time so every new node starts with consistent front-matter fields like status, published, priority, and due date.

  5. 5

    Table view turns front-matter properties into columns, and fields can be hidden to simplify the dashboard.

  6. 6

    Board view groups nodes by a chosen property (such as status), though moving nodes between columns isn’t supported yet.

  7. 7

    Calendar view uses due dates for placement and supports filters like published; gallery view requires an image field to render covers.

Highlights

Obsidian Projects makes note-based work manageable by mapping front-matter fields into table, board, calendar, and gallery views.
Folder query keeps project notes editable, while DataView query makes project content read-only.
Board view columns are generated automatically from distinct property values (like status), enabling a workflow-style layout.
Calendar view supports both deadline visualization and quick creation of new nodes by double-clicking dates.
Gallery view depends on an image front-matter field, turning notes into a visual grid of ideas.

Topics