I’m new to Obsidian (but not to personal knowledge management), so I’ve been thinking a lot about this too. The beauty of Obsidian is the flexibility, but it’s also what makes it hard to get your head around!
I’ll share my use case, in case it helps anyone’s thinking. FYI I’m on MacOS/iOS via iCloud/GDrive/DropBox for all my workflows.
The problem I’m trying to solve is how to better utilise my paper and digital notes as ‘scaffolding’ for my thinking/learning process, whilst I make sense of and digest new ideas and information. I also want to collect and organise my thoughts and ideas, for use in projects.
So I want to use Obsidian:
- to re-discover notes I’ve written and forgotten about
- to show me notes relevant to what I’m thinking about
- as a place to ‘park’ ideas and thoughts.
I mention this, because for me I’m not looking to use Obsidian for file management. I use DevonThink for that. And I take notes in lots of places that naturally fit my workflows and personal preferences/habits, so I don’t want to force-fit everything into one workflow (I’ve tried many times in the past, and failed).
I plan to migrate ALL of my notes based on input from workflows using a combination of apps that I’ve settled on for now, from which I can export useful snippets or entire notes to Obsidian for making connections:
- Drafts5 - for note taking/creating drafts in markdown format
- GoodNotes5 - for pdf mark-ups and my digital planner (great hand writing recognition/OCR/markdown export)
- LiquidText - for ‘collections’ of research papers I’m thinking about, and for its subsequent annotations export (I do the review of paper collections here, and then send my notes and extracts to Obsidian)
- Concepts app - for mind-mapping/brainstorming (pdf images/text export); Concepts is a vector-based graphics app, so you can zoom in or out and never lose resolution; it also utilises layers, so you can create mind maps with multiple layers, edit your mind maps, cut and paste between them, add layers of comments or revisions, etc… I prefer it to any purpose-made mind mapping app, and it even has an “infinite canvas” for really huge mind maps!
- Apple Notes - for journal notes (now migrating to Obsidian)
- Notion - for project organisation (now migrating my notes/ideas log)
- DevonThink - for filing the output from all these apps, plus original pdf papers, and paper MindMap scans, and for its metadata and powerful search.
So the file structure I’m testing at the moment looks like this:

My logic is a bit different from the topic-/category-based folder structure, since that it taken care of in DevonThink. The folders are organised around my ideation flow, not formal disciplines and topic/keywords (I use tags for that). 95% of my notes are in the two TIP sub-folders ‘Notes’ and ‘Journals’ and so the other folders are for index-style notes only - so I may decide to drop these later if I find I’m not using them as planned. Roughly, this is how I’m trying to work:
00 - Filing
Exported extracts and Drafts5 notes are sent here, unless I create a new note directly. I can also send files from DevonThink here, if I plan to create a summarisation note around them (first readings and annotations are always done in other apps above that have better UI for that task).
10 - TIP
TIP is my shorthand for “Thinking in Progress”. I am borrowing here from Malcolm Gladwell’s Masterclass (on their .com site if you’re interested) on his writing insights. Gladwell made a simple distinction between “Thinking” and “Talking” that really helped me, so I’ll share it here.
Gladwell said that there are are two distinct phases in his ideation as he’s writing: he can either “talk” coherently about something, or he can’t! If he can’t, he’s inevitably still “thinking” about it, and his thoughts are still emerging, confused, a mess even. It’s very hard to “think” out loud and be coherent (especially for introverts, who tend to prefer to process thinking internally before speaking to others), which makes me feel better about my own first drafts! Prof Ken Atchity says something similar: he says you should only sit down to write, when you’ve figured out what you want to say. Which is what I want to use Obsidian for: figuring out what I think and want to say. (search on YouTube on the “Film Courage” channel if interested in Atchity’s ideas).
“Controlling Ideas” is another term I stole from Gladwell, or rather from a story his editor tells about how Gladwell found his voice. Controlling Ideas are the long term topics I’m curious/passionate about, committed deeply to, and which find expression in my work. Here I keep Index-on-steroids-style notes so they are easily found - these controlling ideas notes serve as a sort of ‘mental radar’ to help me prioritise and focus my reading and thinking time. They are the helicopter view of my workflow.
“Deep Dives” are also Index-style notes on things I’m learning (like Obsidian), or problems I’m working on, or chunks of larger projects that I’m collecting information and ideas for. They are more output focused than controlling idea notes, which tend to be learning oriented and longer-term.
“Notes” comprises all my book and pdf ‘long notes’ plus lots of so-called Atomic/Zettelkasten style notes. This is a new aspect of my workflow, but I’m excited about it. I’ll often extract atomic notes (using Notes Composer) from imported notes from Notion, or from a new note as I’m writing it. Or I’ll take extracts or quotes from my learning logs in my journal (after reading a book, say), or from pdf research papers (eg extracts of highlighted text or annotations). For quite a while now, I’ve gotten into the habit of writing “note to self: …” in my note-taking everywhere, when I want to write down my own thoughts and opinions, in order to make these “thoughts” stand out from my other notes. So I have a “note to self” template in Obsidian, and a duplicate template in Drafts5. I also write “Notes to self” in Apple Notes and in my diary… so Obsidian is the perfect place to collect them all.
Finally, “Journal” is where my daily journal notes go, plus my learning logs (based on books, audiobooks, YouTube videos, or daily experiences) and bullet journal style trackers (a new thing I’m experimenting with).
20 - WIP
Here I’m keeping project notes, mostly for reference and inter-linking with TIP notes. I’m not sure yet if I’ll need this long term, as it can overlap with Notion. But the idea is to have a central index-note for each project that makes it easy to find all the documents I need, with links to related notes.
30 - Out
Some notes get turned into content first drafts, or talking points, or other forms of re-hashed notes that are “output” oriented. Again, I’m not sure if I’ll need this long term…
40 - Storage
I keep attachments here, if I don’t want to link to DevonThink files or if I want a duplicate, clean copy of a pdf or image in Obsidian.
Notion Archive
All my imported notes, which are moved into TIP as needed.
In Conclusion
I’m pretty sure I’ll be able to slim the folders down further with some experience. I’m still experimenting with Workspaces and Graphs, and I expect to find some of these folders will prove redundant.
I’m not currently using any community plugins due to my uncertainty/ignorance about the data security/malware risks. So I’m also playing with Mermaid to see if this is a better way to create visual indexes for deep dives or controlling idea topic maps. We’ll see: I tend to prefer creating maps by hand on A3 paper or in the Concepts app on the iPad Pro, but there are no hyperlinks available this way - so that’s something I’m still trying to figure out.