📘 Project Vault Template

An Obsidian vault template designed to track tasks, meetings, and project notes.
It uses a Daily Notes–based structure to help you:

• Track what tasks were completed on a specific date
• Automatically generate daily summaries
• Paste results into your project time management tool

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👤 Who is this for?

• Best for self-managing your work on projects
• Intended for solo use only (not for team collaboration)

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❓ What problem does it solve?

• Provides an out-of-the-box solution with:
  • Preconfigured plugins
  • File and folder structures
• Saves time compared to starting with a blank vault

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⚙️ Requirements

• Tested on Obsidian v1.9.13
• All plugins are already included in the template
  (no need to install them separately)

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🚀 Getting Started

1. Install Obsidian → Download here
2. Download the latest release → Releases page
3. In Obsidian:
   • Click Open folder as vault
   • Select the downloaded template folder
4. Remove demo files:
   • Daily notes
   • Meetings
   • Tasks (Specific + Uncategorized)

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🗂 Template Overview

📁 Absence

Folder contains three files:

• General holidays → list of public holidays
• Sick leaves → list of sick days
• Vacations → list of paid vacations

👉 You can change this structure if needed.

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📅 Daily Notes

Each daily note has two sections:

• Tasks list
  • Shows tasks grouped by project → folder → file
  • Only tasks under a To-Do section with a scheduled date appear
• Summary
  • Shows files containing tasks completed that day
  • To exclude files, explicitly set the file's showTasksInSummary property to false

🔹 To-Do section

• Any file that contains a To-Do section will appear in the daily note/dashboard
• You can freely create subfolders/files

🔹 Summary section

• Completed tasks automatically appear in the Summary
• Exclusions can be set in Project Vault Tools

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📝 Meetings

Each meeting note has two sections:

• To-Do → meeting-related tasks
• Raw notes → notes you take during the meeting

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📓 Notes

• Empty by default
• Add any subfolders/files to fit your project needs

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📚 Resources

⚠️ Must-have folder — do not delete!

• Attachments → for images/audio dropped into notes
• Canvases → Obsidian Canvas files
• Excalidraw → Excalidraw sketches
• Templates → note templates (tasks, meetings, etc.)

💡 Example: Add common tasks to the Task file template so every new task file already includes them.

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✅ Tasks

• Specific → structured task files
• Uncategorized → tasks excluded from summaries

Default Task File Structure

Each To-Do section has three subsections:

1. General → common tasks (tag with #tasks/general)
2. Recurring → repeat tasks
3. Other tasks → everything else

💡 This helps fold/unfold recurring or general tasks and focus on specifics.

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📊 Dashboard

Three sections:

1. General tasks → tasks with #tasks/general
2. Non-general tasks → all other tasks
3. Raw notes → quick notes without structure

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🔌 Plugins Overview

📅 Calendar

• Easier navigation between daily notes
• Simple way to create daily notes by date

📊 Dataview

• Used by Project Vault Tools to generate daily summaries
• Can be extended for custom queries

🎨 Excalidraw

• Alternative to Canvas for more flexible diagrams

🛠 Project Vault Tools

• Custom plugin created for this template
• Automatically generates daily summaries
• Learn more → Plugin repository

✅ Tasks Plugin

The main tool for managing tasks.

Task Statuses

• Basic
  • to-do
  • [/] incomplete
  • done
  • [-] canceled
  • [>] forwarded
  • [<] scheduling
• Extras
  • [?] question
  • [!] important
  • [*] star
  • ["] quote
  • [l] location
  • [b] bookmark
  • [i] information
  • [S] savings
  • [I] idea
  • [p] pros
  • [c] cons
  • [f] fire
  • [k] key
  • [w] win
  • [u] up
  • [d] down
  • [D] draft pull request
  • [P] open pull request
  • [M] merged pull request

👉 Use these freely to highlight tasks.

Dates

• Scheduled date is required for tasks to show up in daily notes

Recurrence

• Supports recurring tasks
• Completing one creates the next scheduled task automatically

Tags

• #tasks/general is used for Dashboard grouping
• You can create your own tags

Presets

• Reusable instruction/query blocks
• Update once → applies everywhere (daily notes + dashboard)

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📌 Tips

• Keep tasks inside a To-Do section so they appear in dashboards/daily notes
• Resources folder must not be deleted
• Other folders (Tasks, Notes, etc.) can be safely renamed
• Use templates to keep meeting/task notes consistent
• Fold General/Recurring subsections to stay focused