Tracking people and related notes

[aagha]

What I’m trying to do

I’m constantly in meetings with existing people from my team, and new people (e.g., prospects, partners). I’d like a way of being able to keep notes in my daily journal and meeting note pages so if I reference someone, I could then somehow have a page or pull up any and all notes abut that person/company.

So imagine I have the following two notes:

Note 1

Daily Journal for 04.07.2022

• Went to lunch with @JohnSmit
• Responded to emails from @JenSmith
• Ate a banana
• Lifted weights

Note 2

ACME Status Meeting Notes - 20220408

Discussed:

• Item 1
• Item 2 (We need help from @JenSmith)
• Item 3
  Tags: #ACMECorp

What I’d love is a page in Obsidian that had references to these pages, alphabetically organized, with all the references to the meetings in reverse chronological order

References

ACMECorp

• [[ACME Status Meeting Notes - 20220408]]

Jen Smith

• [[ACME Status Meeting Notes - 20220408]]
• [[Daily Journal for 04.07.2022]]

John Smit

• [[Daily Journal for 04.07.2022]]

[BarryPorter13]

Suggest a “people” folder that you can link all your contacts to, and then find all your notes that mention them.

[efemkay]

my best bet is for u to use dataview. alternatively you can also use obsidian built in query

i took the liberty to whip out example case (based on what i think u need). see below

the obsidian query picks up the dataview code block, hence u see results from “test reference dataview”

[aagha]

Ooh! That is fantastic!

Thanks so very much!

[anon12638239]

Very cool.

When running the block query in my vault or the sandbox vault, I don’t get the menu options you have in your screenshot. How did you add them?

Thanks

Angel

[efemkay]

Owh. Forgot to mention that in the earlier post. I use NIL’s beta plugin here. It gives u additional control to obsidian query.

GitHub - nothingislost/obsidian-query-control: An experimental Obsidian...

[anon12638239]

Thank you, @efemkay. Much appreciated. Will take a look.

Angel