obsidian-vault-management

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Creates, edits, and manages Obsidian vault content including notes, templates, daily notes, and dataview queries. Use when working with markdown files in an Obsidian vault, creating notes, writing templates, building dataview queries, or organizing knowledge management content.

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When & Why to Use This Skill

This Claude skill provides comprehensive management for Obsidian vaults, enabling users to automate the creation, editing, and organization of markdown-based notes. It leverages the PARA method for structured knowledge management and supports advanced features like Dataview queries, Templater scripts, and Zettelkasten workflows to transform static files into a dynamic personal knowledge base.

Use Cases

  • Automated Daily Journaling: Create standardized daily notes with pre-filled metadata, task lists, and navigation links to streamline personal reflection and habit tracking.
  • PARA-Based Knowledge Organization: Implement a structured filing system by automatically categorizing notes into Projects, Areas, Resources, and Archives for better information retrieval.
  • Dynamic Dashboard Creation: Build and manage complex Dataview queries to aggregate data across the vault, such as tracking active project statuses or summarizing recent research findings.
  • Zettelkasten Note-Taking: Facilitate the creation of permanent, interconnected notes with standardized frontmatter and bidirectional links to enhance long-term learning and insight discovery.
  • Template Management: Deploy and update sophisticated Templater scripts to ensure consistency across different types of content, from book clippings to meeting minutes.
nameobsidian-vault-management
descriptionCreates, edits, and manages Obsidian vault content including notes, templates, daily notes, and dataview queries. Use when working with markdown files in an Obsidian vault, creating notes, writing templates, building dataview queries, or organizing knowledge management content.

Obsidian Vault Management

Vault Structure (PARA-Based)

This vault uses a PARA-like organization:

Folder Purpose
00 - Maps of Content Index notes linking related topics
01 - Projects Active project notes
02 - Areas Ongoing responsibilities
03 - Resources Reference materials
04 - Permanent Evergreen/zettelkasten notes
05 - Fleeting Quick capture notes
06 - Daily Daily notes (YYYY/MM/YYYYMMDD.md)
07 - Archives Completed/inactive content
08 - books Book notes and clippings
99 - Meta Templates, settings
Clippings Web clips and imports

Quick Reference

Linking Syntax

[[Note Name]]                    # Basic wikilink
[[Note Name|Display Text]]       # Aliased link
[[Note Name#Heading]]            # Link to heading
[[Note Name#^block-id]]          # Link to block
![[Note Name]]                   # Embed note
![[image.png]]                   # Embed image
![[Note Name#Heading]]           # Embed section

Frontmatter Template

---
created: {{date:YYYY-MM-DDTHH:mm}}
updated: {{date:YYYY-MM-DDTHH:mm}}
title: "Note Title"
type: note
status: draft
tags:
  - tag1
  - tag2
aliases:
  - "Alternate Name"
cssclasses:
  - custom-class
---

Callouts

> [!note] Title
> Content

> [!warning] Important
> Warning content

> [!tip] Helpful tip
> Tip content

> [!info]+ Collapsible (open by default)
> Content

> [!danger]- Collapsed by default
> Content

Available callout types: note, abstract, info, todo, tip, success, question, warning, failure, danger, bug, example, quote

Creating Notes

Daily Note

Create in 06 - Daily/YYYY/MM/ with filename YYYYMMDD.md:

---
created: 2025-12-09T09:00
updated: 2025-12-09T09:00
title: "20251209"
type: daily-note
status: true
tags:
  - daily
  - journal
  - 2025
  - 2025-12
aliases:
  - "2025-12-09"
date_formatted: 2025-12-09
topics:
  - "[[daily]]"
  - "[[journal]]"
related:
  - "[[2025-12-08]]"
  - "[[2025-12-10]]"
cssclasses:
  - daily
---

# Daily Note - 2025-12-09

### Tasks
- [ ] Task 1

### Journal
...

### Navigation
<< [[2025-12-08]] | **Today** | [[2025-12-10]] >>

Zettelkasten Note

Create in 04 - Permanent/:

---
created: {{date}}
type: zettelkasten
tags:
  - permanent
  - topic
---

# Note Title

## Main Insight
**Key Idea**: [Main point]

## Connections
- [[Related Note 1]]
- [[Related Note 2]]

## References
- Source citation

Dataview Queries

For dataview query syntax, see references/dataview.md.

Quick examples:

LIST FROM "06 - Daily" WHERE file.cday = date(today) SORT file.ctime DESC
TABLE status, tags FROM "01 - Projects" WHERE status != "completed"

Templates

Templates location: 99 - Meta/00 - Templates/

For Templater syntax, see references/templater.md.

Common Templater variables:

<% tp.file.title %>              # Current file name
<% tp.date.now("YYYY-MM-DD") %>  # Current date
<% tp.file.cursor(1) %>          # Cursor position
<% tp.system.prompt("Question") %> # User input prompt

Installed Plugins

Plugin Purpose
Dataview Query and display data from notes
Templater Advanced templates with scripting
Auto Note Mover Auto-organize notes by tags
Periodic Notes Daily/weekly/monthly notes
Kanban Kanban boards in markdown
Tag Wrangler Bulk tag management
Table Editor Markdown table editing
Advanced URI Deep links to notes
Local REST API External API access

File Operations

Creating a Note

  1. Determine appropriate folder based on note type
  2. Add proper frontmatter
  3. Use consistent naming conventions
  4. Include relevant tags for auto-organization

Best Practices

  • Use descriptive filenames (avoid special characters except hyphens)
  • Always include created and updated timestamps
  • Tag notes for discoverability
  • Link to related notes bidirectionally
  • Use callouts for important information
  • Include navigation links in daily notes

Advanced Features