Best Practices for Managing Team Tasks and Meetings in Obsidian

Knowledge management
1

I’m exploring ways to manage my team’s tasks and meetings within Obsidian and would like to find out how others are doing similar things.

Current Workflow:

  • 1-on-1 Meetings: I conduct regular one-on-one meetings with my team members and my manager. Action items often emerge from these discussions, requiring follow-up with other team members / manager.

  • Task Tracking: I utilize the Tasks plugin to create tasks, tagging them so they surface on the respective team member’s page. This helps in keeping track of delegated items, however I’m not sure if this is optimal. I’ve considered changing things that emerge into links to the respective team member’s page and using backlinks to surface items to follow up with. I’ve messed around with dataviews that show this in a grid rather than the backlinks views built in.

  • Project Management: I oversee various projects, each with its own set of tasks. Some projects have numerous subtasks, and I prefer to surface only the main task in overviews, drilling down into details within the project note itself. This differs obviously from tasks that are random todo’s, not necessarily linked to a project

  • Energy-Based Task Grouping: I aim to group tasks based on energy levels or complexity, allowing me to select tasks aligned with my current capacity.

Questions:

  1. Task Assignment: How do others assign and track tasks for individual team members? Do you use tags, properties, or another method?

  2. Meeting Notes Integration: How do you link tasks from meeting notes to individual or project notes for easy reference?

  3. Project Task Management: What’s your approach to managing projects with numerous subtasks? How do you prevent clutter in task overviews?

  4. Energy/Complexity Grouping: How do you categorize tasks by energy level or complexity? Do you use specific tags or properties, and how do you query them effectively?

  5. Query Optimization: Are there best practices for constructing complex task queries within the plugin’s limitations?

Any insights on how others do these types of things is much appreciated.

2

Maybe you can find something helpful here? Checkout my Github explanation, the one written in obsidian is a bit more longwinded.

I don’t assign task’s to people, but for general project management you might find something useful! If you have questions, just ask!