Description
This video is a tutorial on my Obsidian People Note system. Follow along to set up your own personal CRM.
In this system, there’s a centralized People MOC (Map of Contents) page that lists all your People Notes, and includes a button to create a new People Note from a template. We’ll also be creating that template to use in your system.
This system pairs nicely with my Meeting Note Template system. On each People Note, you’ll see a list of every meeting that person has been in. All you need to do is link to that person in the Meeting note.
Meeting note tutorial: https://youtu.be/Ud16HOQoS5Q
If you like this, and want to see more content, please let me know by liking, commenting, subscribing, or otherwise making yourself heard.
Links from this video:
- Blog post version of this video - https://dannb.org/blog/2022/obsidian-people-note-template/
- Raw code for People Note Template gist - https://gist.github.com/dannberg/2fc4d0b8a3e88cc24598473f4eb626ed
- Raw code for People MOC gist - https://gist.github.com/dannberg/8e021e84f6c5024dcdfe89de909e3335
Additional Obsidian Videos:
- My Obsidian Daily Note Template video - https://youtu.be/v84uSIqqVPQ
- My Obsidian Meeting Note Template video - https://youtu.be/Ud16HOQoS5Q
- My Obsidian Physical Object Template video - https://youtu.be/v4qc-GNrv7Q
My Gear:
- Sony a6300 Mirrorless camera - https://amzn.to/3wkTfSn
- Sennheiser MKE 600 Shotgun Microphone - https://amzn.to/3wqlQFT
- Neewer Professional Microphone Pop Filter - https://amzn.to/3T0nmr0
- H4n Digital Multitrack Recorder - https://amzn.to/3us7157
- Neewer Portable Desktop Mini Tripod - https://amzn.to/3T0nqXM
- Full gear list - https://dannb.org/my-gear/
More links:
- Obsidian Theme: Nick Milo’s LYT Mode - https://github.com/nickmilo/LYT-Mode
- (blog) Obsidian Daily Note system - https://dannb.org/blog/2022/obsidian-daily-note-template/
- (blog) Obsidian People Note system - https://dannb.org/blog/2022/obsidian-people-note-template/
- (blog) Obsidian Book Note system - https://dannb.org/blog/2022/recalling-books-youve-read-made-easy/
- (blog) Daily Driver Task Management System - https://dannb.org/blog/2020/daily-driver-task-management-system/
Where to find me:
- Homepage - https://dannb.org
- The Dann Chronicles monthly newsletter - https://dannberg.substack.com
Thanks for watching!
My Notes
0:00 Intro
3:01 Tour of finished People Note system
- Killer features:
- Each contact page has an auto generated list of all the meetings you’ve been in with them.
- See also: 🗣 Obsidian Meeting Note Template Tour and Tutorial