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The Biggest Obsidian Upgrade I’ve Made in Years… thumbnail

The Biggest Obsidian Upgrade I’ve Made in Years…

5 min read

Based on Linking Your Thinking with Nick Milo's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Home Base functions as the single navigation hub that links Atlas, efforts, and calendar into one workflow for finding and prioritizing information.

Briefing

A single “Home Base” note is positioned as the control center for an Obsidian workspace, turning scattered notes into a navigable system for prioritizing work, resurfacing old sparks, and reviewing daily thinking in context. Instead of treating projects, ideas, and journals as separate islands, Home Base links directly into a structured “idea verse” built on ACE (Atlas for things to know, efforts for things to do, calendar for reflection/plan/review), plus capture and overflow areas. The payoff is speed: add or find anything by returning to Home Base, then jump through “portals” that organize information by purpose and time.

Project management is the first practical win. Home Base routes users to an Efforts → Projects view where projects are grouped by status—active, simmering, and sleeping—so attention can match bandwidth. A project can be reprioritized instantly by changing its rank and moving it between those states without opening the underlying note. For example, a finished workshop is moved from active to simmering, and rank changes reorder items immediately because the list is sorted by rank. When the richer table view feels cluttered, the system can switch to a simplified view showing a fixed set of project notes from a specific projects folder, while still preserving the underlying context columns when needed.

The system also adds a higher layer for planning: “areas of effort.” Projects can be tagged or linked upward so multiple related efforts roll up under a single umbrella (e.g., “IdeaVerse” as an area that contains versions like IdeaVerse Pro 2.5 and future iterations). For power users, workspaces can surface these layers together in one dashboard—active and simmering projects alongside areas of effort—so “producer mode” work stays aligned with what matters most.

Capturing and rediscovering ideas is handled through a fast “plus” workflow. New notes appear in a recents area, and Home Base makes recent captures visible immediately. The transcript uses a quote example: a quote by Mike Singary is created as a new note, then moved into a quotes folder and filled using a quote template with a “by” field. Recents and sidebar “base” views prevent lost tabs by letting users find the note later by when it was captured, not by where it was left.

Daily notes get special treatment through an “on this day” style feature. Daily note templates can embed a base that pulls in notes created on the same date across multiple years (with examples stretching back to 2006 and showing entries from years like 2015). That embedded context helps transform a daily entry from a one-off log into a memory trigger that can reintroduce relevant ideas when they’re useful again.

Finally, the same Home Base logic is shown working on mobile: swipe to Home Base, prioritize projects by adjusting rank, add new projects and ideas quickly, apply templates, move files into folders, and review daily notes through calendar-based portals. The core claim is that a well-designed home note doesn’t just store information—it actively supports thinking by making prioritization, retrieval, and reflection frictionless across desktop and phone.

Cornell Notes

Home Base is a central note in Obsidian that acts as a navigation and prioritization hub for an “idea verse” system. It organizes work into ACE: Atlas (things to know), efforts (things to do), and calendar (reflection/plan/review), then uses portals to jump into project status views (active, simmering, sleeping) and dashboards. Projects can be reprioritized by changing rank and moved between states quickly, while “areas of effort” roll up related projects for higher-level alignment. Captured sparks are handled through a recents workflow and templates (e.g., quote notes moved into a quotes folder). Daily notes gain long-term value via an embedded “on this day” base that surfaces notes from the same date across many years, making past context easier to retrieve—on desktop and mobile.

How does Home Base help prioritize projects without opening each project note?

Home Base routes to Efforts → Projects, where projects are grouped into active, simmering, and sleeping. Each project has a rank, and the list is sorted by rank. A project can be moved between states (for example, from active to simmering after finishing a workshop) by right-clicking “move file” and typing the destination state, then pressing Enter. Rank changes also reorder items immediately (e.g., adjusting a project’s rank to bring “IdeaVerse Pro 2.5” to the top).

What’s the purpose of “areas of effort,” and how does it change how projects are viewed?

Areas of effort add a higher-level layer above individual projects. Instead of managing only a flat list of projects, related efforts can be linked under an umbrella area (e.g., typing “ideaverse” to link projects under an “IdeaVerse” area). Clicking into that area reveals an ongoing list of projects/versions beneath it, letting users see the bigger theme and keep multiple related efforts aligned over time.

How does the system make new captures easier to find later?

New notes created from Home Base’s plus workflow appear in a recents view (in the ACE framework’s plus folder). In the quote example, a quote note is created quickly, then moved into a quotes folder and filled using a quote template with a “by” field. Later, Home Base’s recents and sidebar base views let users locate the note by recency rather than by hunting through tabs or remembering where it was stored.

What does the daily note “on this day” feature do, and why is it valuable?

Daily note templates include an embedded base that surfaces notes created on the same day across previous years. The transcript shows a scrollable list of “on this day” entries spanning years back to 2006, with examples like a “life in general” note from November 2011. This turns daily journaling into a context engine: past entries can resurface when they’re relevant, helping inform the present.

How is the same Home Base workflow adapted for mobile?

On mobile, the workflow stays centered on Home Base. Users swipe to open Home Base, then go to Efforts → Projects to view active/simmering lists and adjust ranks. Adding a project uses a quick “add effort project” flow, and adding an idea uses a search/magnifying-glass entry to create a new note. Templates can be inserted directly on the phone (e.g., quote template), and files can be moved into folders like quotes. Calendar portals then provide daily-note context on the go.

Review Questions

  1. What mechanisms in Home Base make project reprioritization fast (rank, status buckets, and views)?
  2. How do “areas of effort” differ from individual projects in how they support long-term planning?
  3. In what way does the embedded “on this day” base change the long-term usefulness of daily notes?

Key Points

  1. 1

    Home Base functions as the single navigation hub that links Atlas, efforts, and calendar into one workflow for finding and prioritizing information.

  2. 2

    Projects are managed through status buckets—active, simmering, and sleeping—so attention matches current bandwidth.

  3. 3

    Rank-based sorting lets users reprioritize instantly by editing a project’s rank, which immediately reorders lists.

  4. 4

    “Areas of effort” provide a roll-up layer that groups related projects (like IdeaVerse versions) under a shared theme.

  5. 5

    Templates plus recents make captures durable: new notes appear immediately, can be moved into collections (like quotes), and can be rediscovered later by time and context.

  6. 6

    Daily notes become more than logs when an embedded “on this day” base surfaces notes from the same date across many years.

  7. 7

    The same Home Base portals and capture flows work on mobile, reducing friction between desktop planning and phone execution.

Highlights

Home Base turns Obsidian into a “home” for thinking by routing every major action—projects, captures, and daily review—through one note.
Project prioritization is handled with rank and status (active/simmering/sleeping), enabling quick reshuffling without opening each note.
An embedded “on this day” base in daily notes can resurface relevant memories and ideas from the same calendar date across years.
Sidebar “base” views and recents reduce tab overload by keeping recent captures visible from anywhere.
Mobile use mirrors desktop: swipe to Home Base, reprioritize projects, apply templates, and review daily context via calendar portals.

Topics

  • Home Base Note
  • Project Prioritization
  • Areas of Effort
  • Templates and Recents
  • Daily Notes On This Day
  • Mobile Obsidian

Mentioned