I share a minimal example of a working vault.
Usecase
My MWP Obsidian vault. Its intended use is in a setting of consultancy or similar with simple CRM functionality. The vault is configured to handle several cases relating to many different customers with many stakeholders. Dataview aggregates and show table views of atomic notes from the vault.
A Kanban board is used to assist in management of the workflow
Templates
A number of templates are cretated for each type of note. Each template is configured to create a meaningfull titel and move the note to the correct place in the vault upon creation. The notes are all having some inline dataview tags such as title::
and summary::
. Create a note froam a template with alt+n
- case note
- This note holds information about a specific case/job/assignment. It links to a customer and several person/meeting/lab notes may reference this note by adding an inline dataview tag
refnr::
with reference to the case
- This note holds information about a specific case/job/assignment. It links to a customer and several person/meeting/lab notes may reference this note by adding an inline dataview tag
- customer
- Information about a customer.
- Dataview tables for
- Persons referencing this customer
- Cases referencing the customer
- Every thing else that may reference the customer
- meeting
- A simple note placed in
/daily
. It contains atype::
inline dataview tag which should includemeeting
. - Include an inline tag
refnr::
referencing a case if the meeting pertains to a case
- A simple note placed in
- person
- A person contains inline dataview tags:
customer
andtitle
andcontact
. Also contain a dataview of all notes where the person is taged as stakeholder
- A person contains inline dataview tags:
- lab note
- A note placed in
/daily
. It contains atype::
inline dataview tag which is set tolab book
. These are the atomic notes you make which pertains to the execution of a certain task.
- A note placed in
- daily note
- A simple note to which captures(
ctrl q
) from QuickAdd plugin are added. Also Dataview of other notes (YYYY-MM-DD_HHmm.md
) created on the same day
- A simple note to which captures(
- Quartely review
- A template for quartely reviews
- kanban template
- Depending on the card title an appropiate not will be made when creating notes from cards
- starting with “CASE” - creates a case notes
- starting with “LAB” - creates a lab note
- starting with “MEETING” - creates a meeting note
- Depending on the card title an appropiate not will be made when creating notes from cards
_Log
The _logs display different views into the vault using dataview queries.