Talon Obsidian Setup (Demo vault)

Talon-Obsidian-Setup on GitHub — a ready-made Obsidian layout: three dashboards in Tools/, data under Data/Tools/, and a browsable Repository tree under Data/.

What you get

• Agenda — quick items + missions, one dashboard.
• Projects — cards, priority, tasks, “new project” flow.
• Repository — capture inbox + folder/board navigation.

This guide goes in order: get the files → open the vault → turn on plugins → style snippets → use each feature.

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Contents

1. Prerequisites
2. Clone the repository
3. Open as an Obsidian vault
4. Install Dataview and Templater
5. Enable CSS snippets
6. Where everything lives
7. Agenda
8. Projects
9. Repository
10. Sample data in this repo
11. Further reference

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Prerequisites

Need	Notes
Obsidian	Current public build.
Git	Optional; Windows installer. Needed to clone and pull updates.

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Clone the repository

Pick a parent folder (where you keep vaults). Then:

cd "C:\path\to\your\vaults"
git clone https://github.com/TalonSoftware-llc/Talon-Obsidian-Setup.git

• You get a folder named Talon-Obsidian-Setup. If you renamed it (e.g. Demo), use that path everywhere below.
• Later updates: open that folder in a terminal and run git pull.

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Open as an Obsidian vault

1. Launch Obsidian.
2. Open folder as vault (from the vault list, or Add vault → Open folder as vault).
3. Choose the cloned folder — the one that contains Tools/, Data/, and .obsidian/.

In the sidebar you should see Tools, Templates, Data, and z_archive.

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Install Dataview and Templater

The dashboards need Dataview (they use DataviewJS). Templater creates new agenda missions and project folders.

Step	Action
1	Settings → Community plugins.
2	Turn Safe mode off (confirm the prompt).
3	Browse → install Dataview and Templater.
4	Enable both under Installed plugins.

Already have .obsidian/plugins/ in the clone?
You may still need to allow community plugins once, then confirm both plugins are on.

Templater folder

• Settings → Templater → Template folder location → Templates
• The Project dashboard’s + New project expects this.

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Enable CSS snippets

Settings → Appearance → CSS snippets → turn on each of these (files are in .obsidian/snippets/):

agenda-cards · project-cards · ideas-cards · plus-cards · status-buttons · work-dashboard

If layout looks plain, reload Obsidian or toggle a snippet off and on.

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Where everything lives

Open this	It’s for
Tools/Agenda Dashboard.md	Agenda (unfinished + missions)
Tools/Project Dashboard.md	Projects + + New project
Tools/Repository.md	Capture (New) and Repository browser
Templates/	Agenda + Project templates (Templater)
Data/Tools/Agenda/	Agenda data (Unfinished/ + mission folders)
Data/Tools/Projects/	One folder per project
Data/Tools/Repository/New/	Repository inbox
Data/ (not under Tools/)	Repository layers and boards (_board.md)
z_archive/	Archived agenda / projects / repository
Data/README.md	How the demo Repository tree is laid out

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Agenda

Open

Tools/Agenda Dashboard.md — use Reading so Dataview loads fully

Two item types

Unfinished (quick reminders)

• Path: Data/Tools/Agenda/Unfinished/*.md
• Often short notes, little frontmatter.
• Due date: YAML due or scheduled. If both are missing → treated as due today.
• Check things off on the dashboard. After midnight / the next day, completed items tied to past dates can move to z_archive/Agenda when the dashboard loads.

Missions (larger tracks)

• Path: Data/Tools/Agenda/[MissionName]/
• Main note: [MissionName].md (same name as the folder).
• Add more .md files in that folder anytime.

New mission

Templater → create from template → Templates/Agenda Template.md (name, objective, timeframe → folder under Data/Tools/Agenda/).

Habit

Keep Agenda Dashboard as the home screen for agenda work; it pulls everything together and runs archive logic on load.

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Projects

Open

Tools/Project Dashboard.md

Where projects live

Data/Tools/Projects/[ProjectName]/ — flat folders. Started vs unstarted is not separate folders; it’s frontmatter.

What appears on the dashboard

Notes that:

• include dashboard-include: true, and
• sit like Data/Tools/Projects/SomeProject/MainNote.md (main note at project root in this demo).

Sections and fields

Idea	Frontmatter / behavior
Active	status: started
Unstarted	status: unstarted
Order on screen	priority (e.g. 1–10), higher sorts first
Progress ring	Tasks in the file — best under ## Tasks

New project

Click + New project → Templates/Project Folder Template.md (name, status, priority).

Archive

Move finished or scrapped project folders to z_archive/Projects/ when you’re done. The dashboard only lists what’s under Data/Tools/Projects/.

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Repository

Open

Tools/Repository.md

The slider

Side	Purpose
New	Capture and triage
Repository	Browse structured folders under vault-root Data/

New (capture)

• Inbox: Data/Tools/Repository/New/
• Notes show under New by default.
• Add tag developing (in frontmatter tags) → also listed under Developing (same folder; tag filter).
• Use the on-page controls to change state where the UI offers them.

Repository (browse)

• Walks Data/ but does not show Data/Tools/ at the top level (that branch holds Agenda / Projects / inbox data).
• Flow: base folder → subfolder → subfolder → board folder with _board.md and notes.
• Boards control tiles, layout, and linking in the UI.

Demo layout

See Data/README.md — e.g. Commercial Clients → Americas East and Board - … folders.

Archive

z_archive/Repository for material you retire from the active tree.

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Sample data in this repo

Pre-filled so you can explore without setup:

• Agenda → Unfinished — Sample week 2026-03-16 … 2026-03-22; Mon–Sat completed, Sun 2026-03-22 open (edit dates if needed).
• Agenda → Missions — e.g. Demo Q1 Outreach, Weekly Team Sync.
• Projects — Eight folders under Data/Tools/Projects/ (mix of started / unstarted).
• Repository — Notes in New; big Data/ tree; boards under Commercial Clients → Americas East.

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Further reference

Using a parent vault that describes Work / Maximus / Combined? See AGENTS.md there for cross-vault paths. This Demo vault follows the Work-style layout under Data/Tools/….