👥 Obsidian People Note System and Template

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  • Опубліковано 22 гру 2024

КОМЕНТАРІ • 57

  • @MichaelHHeng
    @MichaelHHeng 10 місяців тому +10

    First of all, many thanks for the great videos! A small hint: You no longer need to change the name manually at 13:11 if you enter „contains(file.outlinks, this.file.link)“ instead of „contains(file.outlinks, [[]])“ in the template in the Dataview query, which then works for every newly created people note regardless of the name, as long as the people note is linked in the meeting note.

    • @DannBerg
      @DannBerg  10 місяців тому +2

      Good call out. I fixed the template on Github, and updated the blog post on my website. I'm going to work on adding a note to that section of the video. Thanks for the heads up!

  • @nickjohn1770
    @nickjohn1770 10 годин тому

    Great videos mate! Keep them coming & I'm looking forward to see how your systems evolve going forward.

  • @claire2326
    @claire2326 9 місяців тому +5

    I just binged all of your other Obisidan videos! They've been extremly helpful in setting up my new vault. Keep up the great work!

    • @DannBerg
      @DannBerg  9 місяців тому +1

      Glad you like them!

  • @vgtgoat
    @vgtgoat 10 місяців тому +2

    Excited to hear about your book notes!

    • @DannBerg
      @DannBerg  10 місяців тому +2

      I'll make a video about Book Notes soon! I think I was going to cover physical objects first, and then make a video about books. Thanks for the feedback!

  • @justpassingby997
    @justpassingby997 9 місяців тому +3

    Love the Obsidian videos 👏🏻

  • @EllenMadono
    @EllenMadono 7 місяців тому +1

    Dann, thanks for your excellent instructions. I have been doing Obsidian for years. In the last year I decided to be able to find the needle in the haystack. I have no background so following the videos of others has been unproductive! Here is how you are helping grandma.
    1. Instructions on your blog fit you video instruction
    2. You showed me how to convert to the raw version of the template. Also, you provide the template. I have wasted hours trying to reproduce files and failing.
    3. You go step by step including each mechanical change with the reasons why.
    4. You are slow enough and crystal clear. (I still get lost, but that is not your problem)
    I am going to at least try everything that you suggest.
    So Bravo from Grandma (over 75 and no computer background)

    • @DannBerg
      @DannBerg  7 місяців тому +1

      Your comment absolutely made me day! I’m so glad you were able to get your vault working. And thanks for clearly outlining exactly what aspects of the video helped you. I’ll definitely focus on these areas as I create more content.
      Happy building in your vault!

  • @OctoBytes
    @OctoBytes 9 місяців тому +4

    Enjoying these videos, please keep sharing your system & set up! Also it may be a simple question, but how do you set up the LYT theme? Love the colors.

    • @DannBerg
      @DannBerg  9 місяців тому +1

      It’s an official theme. So in Settings -> appearance -> themes -> manage and search LYT Mode. And check out Nick Milo’s LYT for more complex setups

    • @OctoBytes
      @OctoBytes 9 місяців тому +1

      @@DannBerg Thanks for the instructions, I have it set up now and it looks great!

  • @smolinskijohns
    @smolinskijohns 8 місяців тому +1

    Thank Dann for this video! I’ve been looking at new ways to better network and connect with people. I’ve never really considered using Obsidian to do this until now. Thanks for the inspiration!!

    • @DannBerg
      @DannBerg  8 місяців тому

      Thanks! You may also be interested in Monica (www.monicahq.com). I actually have Monica running on a home server (for free) and I use that in addition to managing People Notes in Obsidian. I could probably consolidate, but I sort of like each for different reasons. Good luck building!

  • @jessyvalentinee
    @jessyvalentinee 6 місяців тому

    Love this video! Currently learning how to use Obsidian to build a second brain system and this helped a lot! Keep up the great work, your content is very much appreciated! 😊

    • @DannBerg
      @DannBerg  6 місяців тому

      Thank you! Glad you've found it helpful. Best of luck building out your vault.

  • @johnbucknall1236
    @johnbucknall1236 6 місяців тому

    Dann - Extremely practical advice deeply felt & clearly expressed. Thank You. JDB London

    • @DannBerg
      @DannBerg  5 місяців тому

      Thank you! The goal was to be as practical and succinct as possible. Thanks for the compliment.

  • @familygonzalez1188
    @familygonzalez1188 6 місяців тому

    I've Liked the vids and now I'm commenting on the videos because it would make me feel better after copying all of your templates in Obsidian.

    • @DannBerg
      @DannBerg  6 місяців тому +1

      Haha, thanks for the comment. And copy all you want! That's why I put this all online.

  • @sumeetprajapati15
    @sumeetprajapati15 4 місяці тому

    This is very helpful. Thanks for sharing.

  • @CYBTHOR
    @CYBTHOR 8 місяців тому

    Love the videos Dann! Keep up the great work!

    • @DannBerg
      @DannBerg  7 місяців тому

      Thank you! Plan to keep making videos. I've been having a lot of fun with it.

  • @danielemargaroli5882
    @danielemargaroli5882 9 місяців тому +2

    Great video and thanks for sharing. One question: How can I add emoji in obsidian on windows?Thanks

    • @DannBerg
      @DannBerg  9 місяців тому

      On a Mac, I use a tool called Alfred, and I’ve set it up so that I can access emojis using a keyboard shortcut. There may be similar tools like that for Windows, but there’s also the manual way of adding emojis support.microsoft.com/en-us/windows/windows-keyboard-tips-and-tricks-588e0b72-0fff-6d3f-aeee-6e5116097942

    • @DannBerg
      @DannBerg  9 місяців тому

      Also, just googling for an emoji and copy/paste is something I did all the time before I set up the keyboard shortcuts

    • @AlanTwigg
      @AlanTwigg 6 місяців тому

      Windows key + . will bring up an emoji search in windows 10 and you can select them from there. Works seemingly anywhere you can add text.

    • @nickjohn1770
      @nickjohn1770 15 годин тому +1

      @@AlanTwigg legend.

  • @StevenKaeser
    @StevenKaeser 4 місяці тому

    Hi Dann
    Thx so much! Loving your content and just implemented the meeting and the people part.
    Could I pick your brain for a customization I need on my side.
    Company is quite an important Information for me as well. I'd like to have a note for a company with all the meetings that I have conducted with the company and more information.
    Do you consider the properties category to be the right field for this or would you then create a separte MOC + Template and then also have the related company as a hierarchy in the meeting note similar to the attendees section in your meetings?
    Thx for your help!

    • @DannBerg
      @DannBerg  4 місяці тому

      I'd create a new note for each company, and then link to that company somewhere on each meeting page.
      Then, on that company page, use Dataview to create a table to show all Meeting Notes that link to that comany page. This Dataview table should be similar to the one on the People Note pages (which list all meetings a person as been in).
      For help updating the Dataview table code...my secret weapon is ChatGPT. You can say "Create me a Dataview table for Obsidian that shows [describe it here]" or just feed it the table on the People note template and ask ChatGPT to update it based on your needs. It's worked for me every time!

  • @ankabout1
    @ankabout1 9 місяців тому +1

    Thanks a lot, great content Dann! It would be great to have a way to integrate LinkedIn contacts or import to obsidian from CSV. Any idea?

    • @DannBerg
      @DannBerg  9 місяців тому

      Since Obsidian is just markdown files, I would probably use ChatGPT to help write me a script. Ex. "Please write me a python script that takes a CSV with [columns] and turns each line into a different markdown document formatted like this [example format]". Then I'd play with that script until it got it right.

  • @mitaahara1684
    @mitaahara1684 6 місяців тому

    Thank you for this wonderful video. I use Obsidian to write about history. Keeping track of historical "people" is key. Your "meeting notes" video also helped me figure out how to (dataview) list all the historical events that include a specific individual. Very cool! I am wondering, though, how to tweak it so that the dataview filters ALL folders in the vault. Instead of taking only the files FROM, in your example, "Timestamps/Meetings" -- I want to all folders to be included. OR, even better, if I use no folders at all, how can I ask dataview to search the root directory of files?

    • @DannBerg
      @DannBerg  6 місяців тому

      Do you have access to ChatGPT? If so, you can just say "write me a Dataview table for Obsidian that shows [enter description here]" and it should spit out the code you need. This has sped up my own process SO MUCH. I used to write all my tables by hand, and now I offload much of that work to AI.

    • @mitaahara1684
      @mitaahara1684 6 місяців тому +1

      @@DannBerg Wow, I would never have thought of doing this. Thanks so much for this tip! I will try this.

  • @nathanielfarrugia
    @nathanielfarrugia 4 місяці тому

    Keep it up ❤

  • @K5ATA
    @K5ATA 8 місяців тому

    Thanks for these videos.I am at a point where I need to track people contacts more, this is great. One issue I ran into, for some reason when I create a new people note, it is not updating the name in the middle of the screen after the #. I’ll keep messing with it. Keep the content coming.

    • @absoloodle37
      @absoloodle37 4 місяці тому

      Hi--Did you figure out why the name in the middle of the people note was not updating?

    • @K5ATA
      @K5ATA 4 місяці тому

      @@absoloodle37 I did not. I still use the MOC but just have to manually update that. I need to do some google fu and see if I can figure it out.

  • @dkickelbick
    @dkickelbick 9 місяців тому +1

    Thank you very much!

  •  7 місяців тому

    Awesome tutorial and gives me pretty much just what I was looking for. One question though. The people template bidirectional link under the People MOC tag also renders the path of the People folder before the name itself for me. I can see that in your situation it doesn't. What might cause this? Or can I just remove the "Path/to/People" part from that line?

    •  7 місяців тому

      Answering my own question: No you can't remove that part. Also, after removing it and putting it back, adding new people after that doesn't create that issue any more.

  • @jamesbriankey1664
    @jamesbriankey1664 4 місяці тому

    Hi Dann. Great Video!! I had a weird this happen when creating the new people note button in the MOC. It creates a new note using the correct template in the correct location. However, the note gets immediately moved to a new folder. I can't figure out what the issue is via internet search. Code was copied exactly and the meta bind button process was followed. Any thoughts?

    • @DannBerg
      @DannBerg  4 місяці тому +1

      This part of the template moves the file: ``
      You can remove that line and it won't move the file.

    • @jamesbriankey1664
      @jamesbriankey1664 4 місяці тому

      @@DannBerg Sucks to be new to a tool. Thanks for the support. That way vey helpful!

    • @DannBerg
      @DannBerg  4 місяці тому

      @@jamesbriankey1664 Happy to help! Everyone is new to a tool at some point. One of the cool things about Obsidian (I feel) is that it has a great and helpful community. Also, here's my pro-tip: ChatGPT has a lot of great knowledge about Obsidian and plugins. I've had great success copy/pasting full templates or Dataview tables and then asking it up update/change the code. And it almost always works like magic.

  • @EduardoPassos88
    @EduardoPassos88 7 місяців тому

    Great video, got me in the path I want for my people notes.
    Quick note, maybe useful, not sure. I think that, in the people template, the meetings dataview could be something like this:
    ```dataview
    TABLE file.cday as Created, summary AS "Summary"
    FROM "Timestamps/Meetings" AND [[]]
    SORT file.cday DESC
    ```
    I believe it should work as expected and theres no need to include the note title in the query.

    • @DannBerg
      @DannBerg  7 місяців тому +1

      Yup, good call. Confirmed that this works as expected!

  • @joemoss5138
    @joemoss5138 3 місяці тому

    What's the difference between Buttons plugin vs MetaBind?

    • @DannBerg
      @DannBerg  3 місяці тому +1

      No real difference. I used the Buttons plugin for years. Then, it stopped working around the time that I made these videos, so I switched to Metabind. I haven't checked the current status of each plugin these days, because Metabind works just great for me.

    • @joemoss5138
      @joemoss5138 3 місяці тому +1

      @@DannBerg I see. Thanks

  • @perotinofhackensack2064
    @perotinofhackensack2064 8 місяців тому

    What if you have 1,000 or maybe even 10,000 people notes. Wouldn't that dataview block/query display bring obsidian to a crawl?

    • @DannBerg
      @DannBerg  8 місяців тому +1

      I'm actually not sure about Dataview stress tests, and how many notes is too much for Dataview (the plugin).
      I would say, having a single Dataview table with 10,000 (or even 1,000) people notes would be too much for a HUMAN to handle. I'd recommend finding a way to organize those people notes into groups (work, family, social group 1, social group 2, etc), and then have separate Dataview tables for each. Less so because of Dataview limitations than for human readability.

    • @AlanTwigg
      @AlanTwigg 6 місяців тому

      I was worried about the same thing so I added a field to YAML of the New Person template called "relationship" and then I add a context like "family", "work" or "friends"
      Then in the dataview table I added the line "where contains(relationship, "family")" to show only those people that were in that relationship. I did have to make it a "table without id" to accept the where contains.. line.
      ie:
      ```dataview
      table without ID file.link as person, title, company, relationship
      FROM "09 - People"
      where contains(relationship, "family")
      sort file.name asc
      ```
      - I used where contains(relationship, "family/work/whatever") because it will allow you to list multiple relationships for the same person and have them show up in either search.
      - I wanted to use "group" but that didn't work for some reason. (I am super new to this so I don't know why. I think it might be a protected word since group is also part of a command in dataview?)
      Hope this helps or makes any sense. :)