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Setup‐and‐Workflow‐EN

Sena edited this page Jul 5, 2026 · 1 revision

Setup and Workflow Guide (English)

This guide provides detailed instructions on how to install, configure, and integrate the Obsidian Developer Vault template into your daily software development workflow.


What's Included

The vault folder is structured as follows:

Folder Purpose
00_Dashboard/ Main dashboard with the task calendar view
01_Daily/ Daily journals (auto-created from daily template)
02_Projects/ Active projects tracking + Kanban boards
03_Knowledge/ Structured knowledge base with topic trees
04_Snippets/ Annotate code snippets repository
05_Resources/ Articles, references, PDFs, and assets
_Templates/ All note templates (Templater-based)
tasksCalendar/ Custom DataviewJS calendar component

Required Plugins

To enable all features of this template, install the following community plugins inside Obsidian (Settings -> Community Plugins -> Browse):

Plugin Purpose Required?
Templater Apply templates automatically on file creation Yes
Tasks Advanced task tracking with #task tags Yes
Dataview DataviewJS engine for the dashboard calendar Yes
QuickAdd Ctrl+X quick task capture command Yes
Kanban Kanban project management boards Yes
Calendar Daily notes calendar sidebar panel Yes
Obsidian Git Automatic Git backup Recommended
Omnisearch Full-text search across the vault Recommended

Note: All advanced settings, shortcuts, and templating paths are preconfigured in this vault. You only need to install and enable these plugins.


Installation Steps

  1. Download this Vault: Download the ZIP of this repository or clone it.

  2. Open in Obsidian: Open Obsidian, click Open folder as vault, and select the Vault-EN/ folder inside the downloaded project.

  3. Trust the Vault and Enable Plugins: Obsidian will ask to trust the vault. Click Trust and Enable Plugins. Go to Settings -> Community Plugins, turn off Restricted Mode, then install and enable the plugins listed in the table above.

  4. Apply the Theme: Go to Settings -> Appearance -> Themes, search for Things, and install it. (Works beautifully in both dark and light modes).

  5. Start Using the Vault: Open 00_Dashboard/main.md as your default home page. Your calendar will render automatically.


Daily Developer Workflow

Task Management

  • Press Ctrl+X inside any regular note. Type the task description, press Enter, then pick a due date from the calendar popup.
  • The plugin will insert: - [ ] #task your task description [due:: YYYY-MM-DD]
  • Note: Ctrl+X does not work in Kanban boards. To add tasks in Kanban, use the + button, and write @{YYYY-MM-DD} to assign a due date.

Creating a Knowledge Note

  1. Navigate to 03_Knowledge/<domain>/
  2. Create a new file (template will apply automatically).
  3. In the properties frontmatter, add a hierarchical tag in the tags field (e.g. ml/supervised/xgboost).
  4. Set the parent: field to link to the broader topic page (e.g. [[Machine Learning]]).

Starting a New Project

  1. Create a folder at 02_Projects/<project-name>/
  2. Create a note named <project-name>.md inside it (the project template applies automatically).
  3. To add a Kanban board for this project, create a file named <project-name>-Kanban.md using the _Templates/TPL_Kanban-Project template.

Git Backup Configuration (Optional)

To backup your vault to your private GitHub repository using the Obsidian Git plugin:

  1. Open a terminal inside your vault folder (Vault-EN/) and initialize Git:
    git init
    git remote add origin <your-private-repo-url>
    git add .
    git commit -m "initial vault setup"
    git push -u origin main
  2. In Obsidian, go to Settings -> Community Plugins and enable Obsidian Git. The plugin will automatically commit and push your changes on the preconfigured intervals.

Credits

  • The custom monthly task calendar in the dashboard (tasksCalendar/) is powered by Obsidian-Tasks-Calendar by 702573N. Special thanks to the author for sharing this visualization tool.