⚙️ (Engineering) Project Management in Obsidian

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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
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2

Thank you for sharing.

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3

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.

4

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.