Obsidian Project Management Starter Kit

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Here is the workflow for me to manage schedule tasks in Obsidian. The obsidian-dataview plugin is required to list projects/actions automatically.

Project View

• N/A means there is no action in this project.
• Blocked means there is no Active action in this project. Telling that you shoud put some actions into active state.

Action View

A project

An action

Archived Projects

Features

• √ Project View: Show all projects in a view.
• √ Action Views: Show all actions in a view.
• √ Archive Projects and Actions: Making Project View and Action Views more focusable.
• √ Tag name customizable: If you don't like the tag below, you can rename them!
• √ Display the progress of action for an program
• √ Display progress of task for an action

First of all, this is NOT a fully implemented GTD system, but a project management system. It manages your projects, project-related actions (like "Tasks" in GTD), and simple actions (actions do not belong to any project.)

- Project A
	- Project-related Action 1
	- project-related Action 2
- Project B
	- Project-related Action 3
- Simple Action 1
- Simple Action 2

A project is a markdown file

In this workflow, If an .md file with a #project tag in it, then it's a project.

There are also some properties so call Inline Fields that using in a project file.

• start_date::：The date when this project has been started.
• end_date::: The date when this project is finished.
• state::: I use Obsidian Nested tags to manage the states of a project. The available tags are as follows:
  1. #project/active: when this project is active.
  2. #project/archived: when this project has been finished and It was no need to be display, I marked this tag to this project.

A action is also a markdown file

Defferent from a task - [ ] in the .md file, an "action" is also an .md file, with a #action tag in it.

An action also contains some inline fields:

• project::: If an action contains this inline field, it's an project-related action. The value of this field SHOULD be an Internal link to the project. If the value is not given, then this is a simple action.
• due_date::: The due date of this action.
• start_date::: The date when this action has been started.
• end_date::: The date when this action is finished.
• priority::: A > B > C, or 1 > 2 > 3.
• state::: Just like the state field in a project, all action states are as follows:
  1. #action/active: when this action is active, hard working to deal it.
  2. #action/waiting: when this action relies on other action or relies on somebody's response, I mark this action into this state.
  3. #action/done: when this action is finished, mark this action into this state, and update the end_date.
  4. #action/canceled: when this action has been finished.
  5. #action/maybe: Actions that you may do in somedays.
  6. #action/archived: when this action has been finished and It was no need to be display, I marked this tag to this action. I usually do this for the Single Actions.

Priority

A > B > C > D ..., or 1 > 2 > 3 > 4 ... (using default sort method) is ok!

About dataviewjs

I use dataviewsjs blocks instead of dataview blocks because I can write Javascript code inside a dataviewsjs block and it can do much complex work than Dataview Query Language. For example, I can join two table using JS, but the JOIN statement hasn't implemented in DQL yet.

I put all my JS code into /tools/dv-script/ folder, and they are all *.js files. There are some advantages:

1. I can use VSCode to write code (VSCode).
2. Better for code reusing.
3. Letting dataviewsjs block take up less space than writting all the raw code in the block. For example, to show the project view, I just need to write 2 line:

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Thanks for the awesome plugin obsidian-dataview!