Marco Serafini
Marco Serafini
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How to Build a CRM in Tana
In this video I show you how to build a powerful #CRM system in #Tana-from #supertags to custom views. 🌟 Perfect for tracking clients, projects, and finances!
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🗞️ Subscribe to my newsletter: www.mindstoneconsulting.net/#mindstone-newsletter
🎥 Tana Supertags: ua-cam.com/video/U693gmrN1hk/v-deo.htmlsi=QVI0WHZ19uDfitiR
-- MY AFFILIATE LINKS --
✅ ClickUp: try.web.clickup.com/6h62l1w5zj68
🤖 Make.com: www.make.com/en/register?pc=marcomindstone
🤖 Fathom: fathom.partnerlinks.io/y55hhfc9h1yw (3 months of Fathom Premium for FREE!)
📅 Morgen: morgen.so/?ref=n2jkyjy
🎓 Tana Course: tanacentral.com/marco-tana-one
📄 Typeform: typeform.cello.so/4OFb9Vvqyze
⌘ Raycast: raycast.com/?via=marco-serafini
📅 Vimcal: www.vimcal.com/?via=marco
-- CONTACTS --
- Website: mindstoneconsulting.net/
- 𝕏: x.com/Marco_Mindstone
- Mastodon: mstdn.business/@Marco_Mindstone
- Bluesky: bsky.app/profile/marco-mindstone.bsky.social
- LinkedIn: www.linkedin.com/in/marco-serafini-529468217/
- Medium: medium.com/@Marco_Mindstone
- Discord Server: discord.gg/Kn97v27D7p
-- TIMESTAMPS --
- 00:00 Intro
- 00:27 Supertags Overview
- 01:44 Setting Up Supertags
- 12:39 First Test
- 15:13 Creating Different Sections and Views
- 22:13 Testing the Entire Process
- 24:52 Additional Section
- 30:50 Outro & CTA
-- MUSIC --
Song: Sunsets
Artist: Owl Nest
Music by: CreatorMix.com
Video: ua-cam.com/video/75R8ptgFr9U/v-deo.html
Переглядів: 256

Відео

How to Automate Meeting Action Items to Your Task App with Fathom and Make.com
Переглядів 178Місяць тому
Want to automate your #meeting notes effortlessly? In this video, I’ll show you how to integrate #fathom email recaps with #Make to extract action items and send them straight to #clickup-no coding required! 🚀 ✨ This workflow works with Fathom’s free plan, so let’s get started and streamline your productivity! 🚀 Subscribe to my bi-weekly newsletter: www.mindstoneconsulting.net/#mindstone-newsle...
Streamline Your Workflows with Tana Commands: Real Use Case in Action
Переглядів 650Місяць тому
Unlock the Power of #Tana Custom Commands! Discover how to streamline your workflows by leveraging Tana’s custom commands. From creating dynamic #checklists to managing #project stages seamlessly, I’ll guide you step-by-step with a real use case. Ready to supercharge your #productivity?! 🚀 📧 Subscribe to my bi-weekly newsletter for free: www.mindstoneconsulting.net/ MY AFFILIATE LINKS ✅ ClickUp...
How to Automatically Share Meeting Highlights with Fathom & Slack
Переглядів 128Місяць тому
In this video, I’ll show you how to use #Fathom to create and share #meeting highlights effortlessly. Whether you’re using #Slack integration or #Zapier automation, you’ll learn step-by-step how to keep your team informed and engaged. 🚀 Try Fathom Premium for free for three months using my affiliate link: fathom.partnerlinks.io/y55hhfc9h1yw 📧 Subscribe to my bi-weekly newsletter for free: www.m...
How to Automate Meeting Notes with Fathom, Zapier, and ClickUp
Переглядів 233Місяць тому
Learn how to seamlessly integrate #Fathom, the AI meeting note-taker, with #ClickUp using #Zapier! 🚀 Automate your #meeting tracking, save time, and keep everything organized in one place. 🚀 Try Fathom Premium for free for three months using my affiliate link: fathom.partnerlinks.io/y55hhfc9h1yw Zapier: zapier.com/ ✅ ClickUp: try.web.clickup.com/6h62l1w5zj68 📧 Subscribe to my bi-weekly newslet...
Fathom.video: AI-powered Meeting Assistant
Переглядів 201Місяць тому
Struggling to keep up with meeting notes? Say goodbye to distractions! In this video, I’ll show you how #Fathom can transcribe, summarize, and highlight key moments from your #meetings-automatically. Ready to take your #productivity to the next level? 🚀 Try Fathom Premium for free for three months using my affiliate link: fathom.partnerlinks.io/y55hhfc9h1yw 📧 Subscribe to my bi-weekly newslette...
How to Manage Client Feedback in Tana
Переглядів 2582 місяці тому
Automate client feedback like a pro! In this tutorial, I’ll show you how to use #Tana, #Make, and #Typeform to streamline the process of sending forms and collecting responses. Whether it’s for client feedback or any form you need, this method will save you time and keep your workflows smooth. 📧 Subscribe to my bi-weekly newsletter for free: www.mindstoneconsulting.net/ RESOURCES 🎥 Tana Superta...
Get Matter: Save and Sync Highlights and Notes in your Obsidian Vault
Переглядів 1,4 тис.2 місяці тому
#Omnivore, the free read-later app, is shutting down, leaving users scrambling to save their data. In this video, I introduce you to #Matter, a powerful alternative packed with features for organizing and consuming content seamlessly. From syncing with #Obsidian to audio playback and personalized recommendations, I’ll show you how Matter can be your next go-to #read-later tool. Plus, I’ll walk ...
Obsidian Web Clipper: Seamlessly Capture & Save Content to Your Vault
Переглядів 9 тис.2 місяці тому
In today's video, I'll introduce you to the official #Obsidian Web Clipper, a browser extension that lets you save content from the web directly into your Obsidian Vault. 📧 Subscribe to my bi-weekly newsletter for free: www.mindstoneconsulting.net/ RESOURCES 📄 Web Clipper Documentation: github.com/obsidianmd/obsidian-clipper 🎥 Templater Introductory Video: ua-cam.com/video/oBUdD83kja4/v-deo.htm...
Obsidian Journals - The Best Plugin for Daily Notes
Переглядів 15 тис.3 місяці тому
In today's video, I'll introduce you to an Obsidian community plugin called Journals. It's an excellent plugin that I personally use to manage my daily, weekly, monthly, quarterly, and yearly notes in my vault. 📧 Subscribe to my bi-weekly newsletter for free: www.mindstoneconsulting.net/ ADDITIONAL RESOURCES 🔗 GitHub Journals Repository: github.com/srg-kostyrko/obsidian-journal MY AFFILIATE LIN...
Obsidian Tasks Callouts - My Daily Note Template
Переглядів 4,1 тис.3 місяці тому
In today's video, I want to show you how to create multi-column callouts in #Obsidian using "Modular CSS Layout for Obsidian". I use these in my #daily note to organize my #tasks. 📧 Subscribe to my bi-weekly newsletter for free: www.mindstoneconsulting.net/ ADDITIONAL RESOURCES 🎥 Morgen x Obsidian Integration: ua-cam.com/video/7PZFeOZBvX4/v-deo.html 📎 Modular CSS Layout for Obsidian: github.com...
Obsidian x Morgen - The Best Combo for Obsidian Task and Time Management
Переглядів 4,1 тис.4 місяці тому
#Obsidian users, get ready! The game-changing #Morgen Integration is finally here! 🎉 Seamlessly sync your Obsidian tasks with your calendar and elevate your task and time management to the next level! 🚀 📧 Subscribe to my bi-weekly newsletter for free: www.mindstoneconsulting.net/ ADDITIONAL RESOURCES 🎥 Obsidian Tasks Intro Video: ua-cam.com/video/aIKUG_uF3xE/v-deo.html 🎥 QuickAdd Tutorial: ua-c...
How to Automatically Send Tasks from Tana to ClickUp - Complete Guide
Переглядів 2254 місяці тому
Hello everyone! In this video, I’ll guide you through a seamless integration between #Tana and #ClickUp using Make.com. Say goodbye to manual task transfers and hello to a fully automated workflow! Watch now to learn how to effortlessly sync your tasks and streamline your daily to-dos. 📧 Subscribe to my bi-weekly newsletter for free: www.mindstoneconsulting.net/ MY AFFILIATE LINKS ✅ ClickUp: tr...
Getting Started with ClickUp - The Hierarchy
Переглядів 3515 місяців тому
Hello everyone! Today we will explore the #clickup hierarchy. Understanding its structure will help you organize your workspace effectively to manage your projects. 📧 Subscribe to my bi-weekly newsletter for free: www.mindstoneconsulting.net/ MY AFFILIATE LINKS ✅ ClickUp: try.web.clickup.com/6h62l1w5zj68 Make.com: www.make.com/en/register?pc=marcomindstone 📅 Morgen: morgen.so/?ref=n2jkyjy ⌘ Ra...
Tana 101: The Supertags
Переглядів 9476 місяців тому
Hello everyone! Today we will explore Tana Supertags! A powerful feature that goes beyond mere labeling, instead, redefining how we classify and interact with our notes. 📧 Subscribe to my bi-weekly newsletter for free: www.mindstoneconsulting.net/ RESOURCES 🔗 Tana Website: tana.inc/ 🎓 Tana Course: tanacentral.com/marco-tana-one 🎥 Tana Introductory Video: ua-cam.com/video/gga-itULBPY/v-deo.html ...
Introduction to Tana - A Revolutionary Digital Workspace
Переглядів 1,8 тис.6 місяців тому
Introduction to Tana - A Revolutionary Digital Workspace
Obsidian Vault Creation | Episode 4: "Read it Later" With Omnivore
Переглядів 1,9 тис.7 місяців тому
Obsidian Vault Creation | Episode 4: "Read it Later" With Omnivore
Obsidian Vault Creation | Episode 3: How to Organize Your Notes
Переглядів 1,8 тис.8 місяців тому
Obsidian Vault Creation | Episode 3: How to Organize Your Notes
Introduction to Strut - A New Writing Workspace
Переглядів 7148 місяців тому
Introduction to Strut - A New Writing Workspace
Obsidian Vault Creation | Episode 2: Setting Up the Journal Section
Переглядів 1,8 тис.8 місяців тому
Obsidian Vault Creation | Episode 2: Setting Up the Journal Section
Obsidian Vault Creation | Episode 1: A Step-by-Step Journey
Переглядів 2,6 тис.8 місяців тому
Obsidian Vault Creation | Episode 1: A Step-by-Step Journey
How I Organize My Notes In Lazy
Переглядів 2,8 тис.9 місяців тому
How I Organize My Notes In Lazy
How to Manage your Tasks in Obsidian
Переглядів 12 тис.9 місяців тому
How to Manage your Tasks in Obsidian
Obsidian Beautitab: Customize your New Tab Page in Obsidian
Переглядів 3,7 тис.9 місяців тому
Obsidian Beautitab: Customize your New Tab Page in Obsidian
Obsidian Commander - Add Commands to Different Parts of the UI
Переглядів 3,2 тис.9 місяців тому
Obsidian Commander - Add Commands to Different Parts of the UI
Create your Personal Movie Database in Obsidian
Переглядів 4,9 тис.10 місяців тому
Create your Personal Movie Database in Obsidian
Capturing Content in Lazy - How to Organize your Inbox
Переглядів 1,4 тис.10 місяців тому
Capturing Content in Lazy - How to Organize your Inbox
How to Create Interactive Heatmap and Track your Habits in Obsidian
Переглядів 8 тис.10 місяців тому
How to Create Interactive Heatmap and Track your Habits in Obsidian
Track and Plan your Personal Finance in Obsidian
Переглядів 9 тис.10 місяців тому
Track and Plan your Personal Finance in Obsidian
Obsidian Canvas - Presentations, Flowcharts and more!
Переглядів 12 тис.11 місяців тому
Obsidian Canvas - Presentations, Flowcharts and more!

КОМЕНТАРІ

  • @justmyhandle1
    @justmyhandle1 День тому

    Nice approach. But need time to get to know all Tana's settings.

    • @Marco_Mindstone
      @Marco_Mindstone День тому

      Thank you! Yes, it took me a while to fully grasp all the features, but I have to say, the time I invested in learning Tana was absolutely worth it.

  • @GauravG91
    @GauravG91 2 дні тому

    If someone wants a watchlist and watched gallery. You can add a status propery in the template and use filter in gallery view to filter the movies which you watched and not.

    • @Marco_Mindstone
      @Marco_Mindstone 2 дні тому

      Absolutely! Thank you for sharing your tip :)

  • @JimDoree
    @JimDoree 2 дні тому

    Thanks Marco! Great system and outstanding video explanation.

  • @MarcosMalaga
    @MarcosMalaga 3 дні тому

    Awesome. Very useful, thanks for sharing

    • @Marco_Mindstone
      @Marco_Mindstone 2 дні тому

      Thank you, Marcos! I’m glad you found it helpful!

  • @truthseeker9988
    @truthseeker9988 4 дні тому

    👍👍👍👍

  •  5 днів тому

    This is brilliant! Thank you so much

  • @ethannewfuse1143
    @ethannewfuse1143 6 днів тому

    Don't care about mobile users at all!!

  • @AJFernandez22
    @AJFernandez22 7 днів тому

    When I add a bank account and try to add in a ledger expense, my bank does not show up. 2nd video in a row where the step by steps do not work.

    • @Marco_Mindstone
      @Marco_Mindstone 5 днів тому

      It’s possible something might have gone wrong during the process. Feel free to send me more information (e.g., screenshots), so I can try to help you. Cheers!

  • @amsguy8
    @amsguy8 9 днів тому

    What plugin do you use for the fancy icons in front of the entries of your File Explorer?

  • @jkeee
    @jkeee 11 днів тому

    thank you!

  • @rodcord
    @rodcord 11 днів тому

    Nice video!!! Thanks! Is there any way in Obsidian to import data from a .csv file to create all files inside People folder??

    • @Marco_Mindstone
      @Marco_Mindstone 10 днів тому

      Thank you!! You can try with the community plugin “JSON/CSV Importer”. I haven’t personally used it, but it seems like a good option to explore. Here's the link: obsidian://show-plugin?id=obsidian-import-json

  • @bloodhistory103
    @bloodhistory103 12 днів тому

    Hi, thank you for the video, but if I want to create the same gallery, but with different subsections. Like: Books - Postmodern Philosophy - Derrida (and other authors) and only within the Derrida section (I would like to see his books, also as a gallery). How can this be realized? Would I have to create a pile of projects?

    • @Marco_Mindstone
      @Marco_Mindstone 10 днів тому

      Hey there! No need to create multiple projects for this. You can use a single project and set up multiple gallery views, each with its own filters to display specific books. Alternatively, you can stick to one gallery view and adjust the filters on the fly to show the books you’re interested in at any given time.

  • @evaander
    @evaander 13 днів тому

    does this work for a vault that needs to be accessed via multiple OS? i want to use my vault between ipad and windows

    • @Marco_Mindstone
      @Marco_Mindstone 12 днів тому

      This is good for backup/version history. For syncing, consider exploring options like iCloud, Google Drive, or other cloud services. Alternatively, Obsidian Sync, in my opinion, is the best choice, though it is a paid solution. Keep in mind that if you use iCloud on Windows, be aware that it can sometimes lead to issues like file duplication or corruption.

  • @ServantStatusMinistries
    @ServantStatusMinistries 15 днів тому

    This was just too easy thank you for taking the time to make this video ❤️

    • @Marco_Mindstone
      @Marco_Mindstone 13 днів тому

      Thank you! I'm glad to hear you enjoyed it :)

  • @imightbeonyoutube
    @imightbeonyoutube 15 днів тому

    Can this be done without using tana paste?

    • @Marco_Mindstone
      @Marco_Mindstone 13 днів тому

      You can use the “Insert cloned copies of nodes” command, but I recommend doing so only if you don’t need to automatically apply supertags to the nodes when inserting them. If you type "#name_of_supertag" next to the nodes listed in the “Node(s) to insert” field under this command, the supertag won’t actually be applied to those nodes. Instead, you must manually apply the supertags to the nodes themselves in the “Node(s) to insert” field. However, this approach has a downside: when you search for nodes tagged with that supertag in your workspace, the nodes in the “Node(s) to insert” field will also appear in the search results, which might not be ideal. To avoid this issue, use the “Tana Paste” command. With this command, you can write "#name_of_supertag" next to the nodes in the prompt field without applying the supertag directly to the nodes. When you execute the command, the inserted nodes in the target location will automatically have the specified supertag applied. It might be confusing to read, but I hope it makes sense!

    • @imightbeonyoutube
      @imightbeonyoutube 13 днів тому

      @ this makes sense. Thanks!

  • @imalkesara4466
    @imalkesara4466 16 днів тому

    is this safe ?

    • @Marco_Mindstone
      @Marco_Mindstone 13 днів тому

      Hey Imal! What are your concerns about this?

  • @LokiMyBoy
    @LokiMyBoy 17 днів тому

    hey when you do series: then press - title: Title X, do you press enter to write data? It auto creates another - list and it works but having the - in front creates a new title

    • @Marco_Mindstone
      @Marco_Mindstone 17 днів тому

      Hey! Press "Enter" while holding "Shift". Let me know if it works for you. ;)

  • @robby-de-laet
    @robby-de-laet 19 днів тому

    Thanks for the great video. Tip: When you put the quantity before the ingredient, all quantities are scaled, ie. 1 clove garlic

    • @Marco_Mindstone
      @Marco_Mindstone 17 днів тому

      Thank you, Robby! Yes, you are right. Thank you for highlighting that :)

  • @pavelvlasov9307
    @pavelvlasov9307 19 днів тому

    i missed the part why you use templater too! can you explain it

    • @Marco_Mindstone
      @Marco_Mindstone 17 днів тому

      Hey! I prefer using Templater because it offers more options to customize my workflows through its internal functions and scripts. I will demonstrate this in more detail in my upcoming Obsidian course :)

  • @IvanSoregashi
    @IvanSoregashi 21 день тому

    I am now using Logseq for my daily notes and tasks, and obsidian for everything else (in the same vault). I wander if this can make me switch to just obsidian, looks fairly promising.

    • @Marco_Mindstone
      @Marco_Mindstone 19 днів тому

      Let me know what you think after you test it out!

  • @AntonioRadici
    @AntonioRadici 21 день тому

    perfect video, short, to the point and very clear

  • @madalynnmccarron4590
    @madalynnmccarron4590 21 день тому

    easier than I expected, thank you!

  • @SergioGuzman-sg5xh
    @SergioGuzman-sg5xh 22 дні тому

    I followed along with the tutorial but now I am getting a "tasks query" error letting me know the templator syntax line is invalid... can you help? Thanks!

    • @Marco_Mindstone
      @Marco_Mindstone 21 день тому

      Hey! It’s tough to help out without at least seeing the query you’re working with. Feel free to share it here or drop it in my Discord server :)

  • @sjoerdvanharmelen
    @sjoerdvanharmelen 23 дні тому

    Is it possible to backlink to the journal daily notes and not the Obsidian daily notes?

    • @Marco_Mindstone
      @Marco_Mindstone 21 день тому

      If you want to keep the daily note plugin disabled, you can use a text property field and insert a classic internal link, such as [[2025-01-01]]. However, there is no need to do this. Even if you use the Journals plugin to create daily notes, enabling the daily note plugin allows Obsidian to automatically generate a link to the daily note if a date field is present in your note.

    • @sjoerdvanharmelen
      @sjoerdvanharmelen 21 день тому

      @Marco_Mindstone Thanks. Yes, if I have the Daily note on, it makes an automatic link, but when I go to that link, it creates a new daily note and does not create a daily note in the journey plugin. Do you have this issue as well?

    • @Marco_Mindstone
      @Marco_Mindstone 19 днів тому

      @@sjoerdvanharmelen Oh, I understand what you mean. Yes, I confirm that if you create a daily note by clicking the link icon in the date property field, the note won't be assigned to the Journals plugin. You need to create it from the Journals plugin.

  • @sjoerdvanharmelen
    @sjoerdvanharmelen 23 дні тому

    Do you also use the daily note plugin From obsidian himself. Or have you turned it off?

    • @Marco_Mindstone
      @Marco_Mindstone 21 день тому

      Hi, I keep the daily note plugin enabled to see the small link icon next to the date property.

  • @shinkansen1907
    @shinkansen1907 23 дні тому

    Do you use an extra spotlight search plugin for your mac??

  • @astraeusbleeds
    @astraeusbleeds 24 дні тому

    thank goodness this I watched this video, I have both calendar and periodic notes plugins but this looks like its going to make my journaling nicer!! now i just have to learn how to use templater.....

    • @Marco_Mindstone
      @Marco_Mindstone 24 дні тому

      I'm glad to hear you liked it! Actually, I'm currently preparing the Templater guide for my upcoming Obsidian course. 😅 By the way, you can find an introductory video about Templater on my channel; it might help you get started with using it! Cheers

  • @rafael987
    @rafael987 25 днів тому

    Great video!

  • @Samji3877
    @Samji3877 26 днів тому

    How does your 'On this day...' work? that looks cool

    • @Marco_Mindstone
      @Marco_Mindstone 24 дні тому

      Hey! It's a dataview query that retrieves that specific daily note from the past years. Here you have it: ```dataview LIST WHERE file.day.month = date(<% tp.file.title %>).month AND file.day.day = date(<% tp.file.title %>).day AND file.day.year != date(<% tp.file.title %>).year ```

  • @lewisguapo
    @lewisguapo 27 днів тому

    Now how to export that crm to Integrate other tools? I want to create a crm that allowed me to write locally and then publish to my website on framer...

    • @Marco_Mindstone
      @Marco_Mindstone 26 днів тому

      Since your CRM consists of markdown files, you need to find a way to extract the content from them for automatic import into your website. Unfortunately, there is no plugin available to achieve this, so you should explore automation platforms to see what they can offer. With that said, I suggest finding an alternative if you want to integrate your system with different tools. Obsidian is excellent for privacy and a "local-first" approach, but it can be limiting in certain scenarios.

  • @marinakonrad5035
    @marinakonrad5035 27 днів тому

    The easiest and most straightforward way I found as an Obsidian newbie. Thanks!

  • @steve-gabi
    @steve-gabi Місяць тому

    Hi Marco, thanks for sharing this awesome video. how did you manage get Arc in Dark mode?

    • @Marco_Mindstone
      @Marco_Mindstone Місяць тому

      Thank you, Steve! You can do that from "View > Appearance > Dark"

    • @steve-gabi
      @steve-gabi Місяць тому

      @@Marco_Mindstone Thanks a lot, am guessing this for mac cause i don't see it in windows. i finally was able to enable it through arc://flags/

    • @Marco_Mindstone
      @Marco_Mindstone Місяць тому

      @ Yes, sorry. My solution was for Mac 😅

  • @pancakez2181
    @pancakez2181 Місяць тому

    Thanks for this, Marco! I love this plugin since I learned about it here. One question I have is when I create my daily note through the native plugin instead of clicking on the Jounral plugin cal, it doesn't add the properties. The only way I've found to add the properties is through the calendar. Any suggestions on having Journal work with the native capabilities better?

    • @Marco_Mindstone
      @Marco_Mindstone Місяць тому

      Hey! I think the best way to achieve your goal is to insert those properties directly into the note template you use for your daily notes.

    • @pancakez2181
      @pancakez2181 Місяць тому

      @ appreciate it! 🙌

  • @antoineguicheteau7024
    @antoineguicheteau7024 Місяць тому

    Hello Merco, your content is great ! I'm now using modal form and QuickAdd with your workflow and I have a question, is it possible to output a value as a [[wikilink]] through the modal form ?

    • @Marco_Mindstone
      @Marco_Mindstone Місяць тому

      Thank you, Antoine! It's been a while since I last used Modal Form, but it should be possible to insert wikilinks through it, even though it requires some setup. However, I haven't experimented much with this plugin, so I don't have a ready solution to share with you. 😅

  • @parasx123
    @parasx123 Місяць тому

    Hi Marco, wondering if you are still using Lazy? If so, how has your experience been? And if not, what other tool have you replaced it with for capturing? Also have you checked the app Kortex?

    • @Marco_Mindstone
      @Marco_Mindstone Місяць тому

      Hey there! 😊 I stopped using Lazy because of the lack of improvements and the team’s limited transparency about their future plans. That said, I’m still keeping an eye on the product. Currently, Tana is my main go-to tool for almost everything (capturing, task management, project management, note-taking, etc), except for client projects, which I manage on ClickUp. I also tried Kortex, and I think it’s a great app, especially for writers. I’m following its development as well, but for now, I don’t feel the need to make the switch. Cheers!

    • @parasx123
      @parasx123 Місяць тому

      @ Thanks for comprehensive reply! That's the exact system I am using too Tana and Click up. Wanted to check out Lazy but I am reluctant to pay them with no serious roadmap. Hoping Kortex incorporates Lazy features then it will seriously be a game changer.

    • @Marco_Mindstone
      @Marco_Mindstone Місяць тому

      ​@@parasx123 Try to leverage AI in Tana if you haven't already. You can create really nice workflows, although it may be a bit more complicated at first compared to other tools.

    • @parasx123
      @parasx123 Місяць тому

      Will do. Haven't tried that yet. Maybe you can make a video about it :)

  • @avecnia
    @avecnia Місяць тому

    Hi Marco! just wanted to say thank you so much for this, I love how this turned out and I subscribed for you just because I'm looking for more tutorials like these! Btw if you could help me, I'm having trouble directly accessing the book notes from the gallery view, if I click on the note link it just gives me this popup to edit its properties, could you help me find a way to directly access the notes from the gallery view? thanks!

    • @Marco_Mindstone
      @Marco_Mindstone Місяць тому

      Thank you! I'm glad to hear that! To answer your question: by default, the Projects plugin opens the editor when you click on a note link. However, if you press Cmd (or Ctrl on Windows) and click the link, the note will open directly. If you want to change the default behavior, go to the plugin settings and modify the "Link behavior" option. Let me know if that works! Cheers!

  • @ScottViney
    @ScottViney Місяць тому

    Have you got some examples on how you use weekly, monthly, quarterly or yearly notes?

    • @Marco_Mindstone
      @Marco_Mindstone Місяць тому

      Hey Scott! Not yet, but it would be interesting to create a dedicated video or article about that. Thanks for the suggestion. I'll definitely do it!

  • @SWINDISA
    @SWINDISA Місяць тому

    Great tutorial. How did you know about the schema:upIoadDate structure? I checked Obsidian Help & they didn't have many options. I have an off topic question about your browser. I have the same one and I accidentally put all the extensions on the top right corner. How do I get it to look like yours with the extensions in the sidebar. I've asked on Reddit, but can't figure it out

  • @NeroDeamon
    @NeroDeamon Місяць тому

    is your template available to download?

    • @Marco_Mindstone
      @Marco_Mindstone Місяць тому

      Hey! Right now, only my main Obsidian vault template, and a dedicated vault template for "Content Management", are available for download exclusively for Insiders on my website at mindstoneconsulting.net. But I’ve got some updates coming in the next couple of months! This includes free resources, like a simple, basic Obsidian vault template similar to the one you saw in the video. More details soon...so, stay tuned!

  • @Ecuashungo
    @Ecuashungo Місяць тому

    Thanks for the help! What is the spotlight like search bar that you are using on your macbook to navigate and search?

    • @Marco_Mindstone
      @Marco_Mindstone Місяць тому

      I'm glad to hear you found it helpful! :) Regarding your question, I use Raycast: raycast.com/?via=marco-serafini (affiliate link). Cheers!

  • @suryak045
    @suryak045 Місяць тому

    Great content ❤️ 👍

  • @jeremiahmaryland
    @jeremiahmaryland Місяць тому

    Thank you so much. I've tried over 4 different tutorials that were way too complicated, this worked first try!

  • @HimavarshR
    @HimavarshR Місяць тому

    Your videos are direct. Without any beating around the bush like most obsidian youtubers. Please keep up this good work.

  • @eshwarnag
    @eshwarnag Місяць тому

    Learnt a lot!

  • @eshwarnag
    @eshwarnag Місяць тому

    Interesting Idea!

  • @mikawatzel3272
    @mikawatzel3272 Місяць тому

    Hi Marco, is there a possebilty to to use this to extract text from a quote with a certain tag? I have different sheets, there I will note down information for different groups during a meeting and tag the targeted group. For the next meeting in group 1 I want to gather all notes for group 1 in my vault in a written list to present them. Thank you for your help!

    • @Marco_Mindstone
      @Marco_Mindstone Місяць тому

      Dataview doesn’t allow you to filter results with block level granularity, but I think you can do something with Datacore (even if it’s still a work in progress). Cheers!

    • @mikawatzel3272
      @mikawatzel3272 Місяць тому

      @@Marco_Mindstone Thanks for the tipp! I'll take look at Datacore , and of corse the prompt answer :) I kinda found a workaround with prefixes and dedicated shortcuts to insert a task directly with a prefix for the different groups. with that I can use the standart query to search an tik off the info I told during the meeting. Indirect I have an overwatch which information has been told at which meeting etc. Kind regards from Switzerland!

    • @Marco_Mindstone
      @Marco_Mindstone Місяць тому

      @@mikawatzel3272 Anytime! Grouping tasks by a specific tag is a different story tho. You can easily accomplish this with the "tasks" query. I thought you were looking for specific blocks of text. I think I show this process in my video about Obsidian Tasks :) Cheers!

    • @mikawatzel3272
      @mikawatzel3272 Місяць тому

      yeah, it's just a workaround for now... the goal would be to gather the quotes with the group tag assigned👍

  • @OneBrokeBloke
    @OneBrokeBloke Місяць тому

    What theme are you using?

  • @GoonerBuller
    @GoonerBuller 2 місяці тому

    Hi. Great guide. I'm new to Obsidian so it took me a while to follow along. I have one question. When a new daily note is created from the template, it is generating properties at the top of the page underneath the user defined tags. These are journal-start-date, journal-end-date and journal-section which is pre-filled with 'day'. How do I remove/hide these? Many thanks

    • @Marco_Mindstone
      @Marco_Mindstone 2 місяці тому

      Thank you very much! If I understood correctly, I suppose that you are using the Journals plugin. Unfortunately-I quote Sergii, the guy who made the plugin-, "the plugin is build around using that properties to know about note (what journal and what dates). So it is not possible to make them optional without major rewrite." These are two issues about this topic posted on GitHub: - github.com/srg-kostyrko/obsidian-journal/issues/39 - github.com/srg-kostyrko/obsidian-journal/issues/58 Cheers!

    • @GoonerBuller
      @GoonerBuller 2 місяці тому

      @@Marco_Mindstone thanks for the information. Are you still using journals or daily notes/calendar etc?

    • @Marco_Mindstone
      @Marco_Mindstone 2 місяці тому

      @ I’m still using Journals. In my opinion is the best solution.

  • @blakegeorgii4053
    @blakegeorgii4053 2 місяці тому

    Way, way better than using the Calendar and Periodic Notes plugins. Not sure how this one hasn't blown up yet.

    • @Marco_Mindstone
      @Marco_Mindstone 2 місяці тому

      Completely agree with you!

    • @Krucci-Randi
      @Krucci-Randi Місяць тому

      New to Obs. Could you explain why it’s way better?

    • @Marco_Mindstone
      @Marco_Mindstone Місяць тому

      ​@@Krucci-Randi Hey! For me, the main reasons are: - One plugin instead of two. - Multiple journal for different purposes (while I personally stick to one, it’s nice to have the option). - Easy creation of monthly, quarterly, and yearly notes, all directly from the calendar. - Built-in navigation blocks with no need for “complex” Dataview queries. Hope this helps clarify why I prefer Journals! Cheers!

    • @Krucci-Randi
      @Krucci-Randi Місяць тому

      @Marco_Mindstone Thanks for your helpful explanation!

    • @Marco_Mindstone
      @Marco_Mindstone Місяць тому

      @ Anytime 😉