⚙️ (Engineering) Project Management in Obsidian

Some time ago I got into the situation to quickly set up a functioning project management in the engineering field. I decided to do the whole thing in Obsidian and have not regretted it so far. After gaining some experience I wrote an article outlining the most important lessons learned. I hope it is useful for one or the other!

I’m also interested in your experiences, so feel free to share your techniques and experiences.

Table of contents

  • Introduction (you can skip this part)
  • :question: Prevent analysis paralysis
  • :building_construction: Structuring projects in the vault
    • :file_folder: Folders vs :hash: Tags vs :mag_right:Dataview queries?
    • :flight_arrival: Adding a Landing page
  • :brick: Project blocks and milestones Kanban style
    • :date: Using the Projects plugin
    • :date: Using the Kanban plugin
  • :spiral_notepad: Project notes and metadata
  • :speech_balloon: Meeting notes
  • :busts_in_silhouette: Referring people (and resources)
  • :white_check_mark: Task Management
    • :ballot_box_with_check: Task lists using Dataview
    • :electric_plug: Checklist items on steroids — the Obsidian Tasks plugin
  • Final thoughts

Thank you for sharing.

1 Like

I had put off investigating the Project and Kanban plugins and found your overviews of them, as well as the other sections of the write up, super helpful.

I’m glad my write-up was of some help. Projects and Kanban are both great plugins, but it can be difficult to find the right one for a particular use case.