How To Use Obsidian Project Management (NEW & IMPROVED!)

## Introduction to Podcast Production Pipeline [(00:00:00)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=0s) - A podcast production pipeline in [[Obsidian]] is being set up, which is suitable for podcasters, solopreneurs, and [[Project | project]] managers [(00:00:03)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=3s). - This setup is also beneficial for solopreneurs working on projects, even if they don't have a podcast, as well as for writers and copywriters who need to manage their work [(00:00:16)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=16s). - The pipeline is designed for individuals who need to move projects from start to finish and get them out the door, with podcasting being an added bonus [(00:00:27)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=27s). - The setup is intended to help various types of professionals, including those who work on projects and need to manage their workflow efficiently [(00:00:39)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=39s). ## The Game-Changing Plugin [(00:00:41)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=41s) - A plugin is being used that has undergone significant improvements, making it extraordinary, incredible, and wonderful [(00:00:43)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=43s). - A review of the plugin was done in the past, but it had a couple of fatal flaws that made it unsuitable for daily use [(00:00:48)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=48s). - The two major issues with the plugin have been fixed since the review, making it a viable option now [(00:01:03)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=63s). - The specifics of the plugin's past issues are not being discussed, as its current state is the focus [(00:01:09)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=69s). - The plugin's current state is impressive, and its past is not relevant to its appreciation [(00:01:21)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=81s). - The plugin is being introduced without further delay, and its features will be explored [(00:01:27)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=87s). ## Setting Up the Plugin [(00:01:34)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=94s) - The demo Vault is used to build up the [[Project | project]] in real time, without making it perfect and polished, to show potential stumbling points and make the process more relatable [(00:01:34)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=94s). - The plugin being used is called "Projects" and can be found in the community plugins, with the current version being 1.7.3 as of the recording [(00:02:06)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=126s). - To install the plugin, go to browse and search for "Projects", then enable it [(00:02:09)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=129s). - The plugin's options do not need to be configured immediately, as they will become available once projects have been built [(00:02:20)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=140s). - Initially, the plugin will display "no project yet" and will not allow configuration until a project has been created [(00:02:35)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=155s). - To configure the plugin, a project must be built first, and then changes can be made to affect that project [(00:02:43)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=163s). - The command palette is used to access the plugin's functionality [(00:02:58)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=178s). ## Creating Your First Project [(00:02:59)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=179s) - To create a new project, navigate to the "[[Project | Projects]]" section and click on "Create New Project" [(00:03:01)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=181s). - When creating a new project, it's possible to set it as the default project, which will be displayed every time the "Projects" plugin is opened [(00:03:11)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=191s). - The path to the folder to be managed can be left empty to use the root folder, or a specific folder can be selected [(00:03:44)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=224s). - A new folder can be created to manage the project, and it's recommended to use a descriptive name, such as "podcast" [(00:03:59)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=239s). - When creating a new project, it's possible to include subfolders and set the location for new notes, which can be placed in the "projects" folder [(00:04:52)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=292s). - The default name for new notes can be set, but in this case, no programmatic naming convention is used [(00:04:57)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=297s). - A template can be added later, and it's also possible to exclude certain notes from being displayed in the [[Project | project]] folder [(00:05:02)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=302s). - After creating the project, it's possible to set it as the default project and select the folder to be managed, including subfolders [(00:05:38)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=338s). - Once the project is created, the user is taken to the project page, which may appear empty at first, but will be populated with content as the project is developed [(00:05:52)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=352s). ## Managing Guests and Episodes [(00:06:07)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=367s) - To manage guests and episodes for a podcast in [[Obsidian]], start by creating a project and adding fields for guest name, recording date, and publication date, with the type set to text and date respectively [(00:06:10)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=370s). - Create a note for the [[Project | project]] before adding fields to prevent them from disappearing [(00:08:10)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=490s). - Add a stage field with options for the guest's status, such as "invited" [(00:08:32)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=512s). - Add properties for the guest's information, such as website and socials, with the type set to text [(00:09:02)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=542s). - Use the board view to visualize the production pipeline and track the status of each guest [(00:10:10)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=610s). - Set the status field to the stage field to enable the production pipeline view [(00:10:30)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=630s). - Pin important fields to prevent them from disappearing when dragging cards [(00:10:53)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=653s). - Start with one stage and add more stages as needed to create a pipeline for episode production [(00:11:24)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=684s). - Use the board view to update the publication date and recording date for each guest [(00:12:01)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=721s). - Be aware of potential hiccups, such as the date field changing to a text field when cleared [(00:12:31)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=751s). ## Advanced Project Management [(00:13:02)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=782s) - Advanced [[Project management | project management]] involves creating a calendar view to track the progress of episodes, including recording and publication dates [(00:13:04)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=784s). - This can be achieved by adding a calendar view and selecting the relevant date field, such as the recording or publication date [(00:13:17)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=797s). - Multiple calendar views can be created for different stages of the process, such as recording and publication, to avoid confusion [(00:14:38)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=878s). - Each stage of the episode production process can be tracked, including invited, scheduled, editing, production, and uploading [(00:15:21)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=921s). - Additional details can be added to the card, such as thumbnail design, and checkboxes can be used to track progress [(00:15:53)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=953s). - Thumbnails can be embedded in the card and linked to the relevant file, making it easy to access and track [(00:16:43)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1003s). - Using properties instead of templates allows for the creation of different views of the production pipeline and stages [(00:17:48)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1068s). - It is recommended to use the properties route and set default values for new fields to avoid confusion and errors [(00:18:19)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1099s). - This approach can be applied to various [[Project | projects]], including podcasts, to streamline and organize the production process [(00:18:50)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1130s). ## Client Work and CRM Setup [(00:18:52)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1132s) - A solopreneur freelancing business can be organized in [[Obsidian]] by creating separate folders for client work and other projects, allowing for detailed siloing and easy switching between projects [(00:18:53)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1133s). - To set up a client work folder, create a new folder and name it "Client Work", then create a new project within that folder [(00:19:32)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1172s). - Within the client work project, a CRM (Customer Relationship Management) system can be set up by creating notes for different stages of the deal flow, such as prospecting, scheduled for a call, first meeting complete, and proposal presented [(00:20:23)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1223s). - This CRM system allows for filtering by stage and tracking the progress of client [[Project | projects]] [(00:20:31)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1231s). - The client work project can be closed and reopened at any time using the "Projects" feature, which will open the default project [(00:21:15)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1275s). - This setup is suggested for creatives who need to take a project through multiple stages and want to keep all their projects organized in one place [(00:21:29)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1289s). ## Conclusion and Final Thoughts [(00:21:38)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1298s) - The original video about the [[Obsidian]] plugin was made on November 23, and this updated video is being made 7 months later, showcasing the improvements made to the plugin during that time [(00:21:39)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1299s). - The plugin has some quirks and personality, but it can be dialed in to work exactly as desired, which is a key benefit of using Obsidian [(00:22:08)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1328s). - Once the setup and system are in place, it can be left to run without needing to be touched again, making it a reliable tool for [[Project management | project management]] [(00:22:21)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1341s). - This system will be used to manage the podcast, schedule guests, and move them through the production pipeline, as well as to store random ideas for stories and lessons from various experiences [(00:22:32)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1352s). - The podcast will feature stories and lessons from years of experience as a corporate consultant, creator, painter, performer, and author [(00:22:46)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1366s). - The channel will feature content about being a creator, using Obsidian, and other topics such as mindset, mentality, negotiation skills, and business skills [(00:23:22)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1402s). - The goal of the channel is to help people make a full-time living doing what they are good at, and to provide a community for like-minded individuals [(00:23:38)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1418s). - Viewers are encouraged to subscribe to the channel and check out the playlist of [[Obsidian]] videos, including the original video about [[Project | project]] management [(00:23:58)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1438s). - The key takeaway is that if you can change your mind, you can change your life [(00:24:25)](https://www.youtube.com/watch?v=tYC7n-sDApU&t=1465s). ## Sources - [website](https://www.youtube.com/watch?v=tYC7n-sDApU)