VAULTDASHBOARD
TalonSoftware-llc

Talon Obsidian Setup

Obsidian Productivity Setup From Talon Software

Talon Obsidian Setup

Vault template with three dashboards: Agenda, Projects, and Repository (DataviewJS + Templater).

Repository: github.com/TalonSoftware-llc/Talon-Obsidian-Setup

SectionJump to
Full setup (do this first)Setup guide
How each tool worksAgenda · Projects · Repository
Git & licenseGit · License

Setup guide

Follow these steps in order. After this section, you can use the three dashboards.

What you’re installing

DashboardOpen this file
AgendaTools/Agenda Dashboard.md
ProjectsTools/Project Dashboard.md
RepositoryTools/Repository.md

The vault ships empty under Data/ (only placeholder folders). You add your own notes, missions, and projects.

Before you start

You needWhy
Obsidian (desktop)Runs the app
Internet (first time)Download community plugins
Git or a ZIPGet this folder onto your machine

Step 1 — Get the vault onto your computer

Option A — Git clone

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

You can rename the folder to anything (e.g. Work-vault). Vault root means that folder—the one that will contain Tools/, Templates/, Data/, .obsidian/.

Option B — ZIP

On GitHub: Code → Download ZIP → extract → use the extracted folder as the vault root (same as above).


Step 2 — Open it as an Obsidian vault

  1. Open Obsidian.
  2. Choose Open folder as vault (from the vault list, or Add vault → Open folder as vault).
  3. Pick the vault root folder (must contain Tools/, Templates/, Data/, .obsidian/).

You should see Tools, Templates, Data, and z_archive in the sidebar.


Step 3 — Install the two required plugins

Everything in Tools/ expects Dataview and Templater.

PluginWhat it does
DataviewRuns the dashboard scripts
TemplaterCreates missions & projects from templates + runs project_agenda_push.js

Do this:

  1. SettingsCommunity plugins → turn Safe mode off (confirm).
  2. Browse → install Dataview and Templater.
  3. Installed plugins → enable both.

This repo may already include .obsidian/plugins/. If Obsidian warns about versions, update or reinstall from Community plugins.

Other plugins listed in .obsidian/community-plugins.json are optional—you can turn them off for a minimal setup.


Step 4 — Point Templater at this vault’s folders

  1. SettingsTemplater
  2. Set Template folder location to: Templates
  3. Set User script folder to: Templates
    (same folder as project_agenda_push.js)

Reload Obsidian after changing this (Community plugins → Reload or restart the app).
If Templater can’t load the script, project notes may show a short warning until this is fixed.


Step 5 — Enable the CSS snippets

  1. SettingsAppearanceCSS snippets
  2. Turn on every snippet that appears (files live in .obsidian/snippets/):
FileRole
agenda-cards.cssAgenda layout & week strip
project-cards.cssProject dashboard cards
ideas-cards.cssRepository / boards / modals
plus-cards.css“+” controls
status-buttons.cssStatus & archive buttons
work-dashboard.cssShared dashboard styling

If something looks plain: toggle snippets off/on or reload Obsidian.


Step 6 — Where files go (quick map)

PathPurpose
Tools/*.mdThe three dashboards
Templates/Templates + project_agenda_push.js
Data/Tools/Agenda/Unfinished/Quick Agenda to-dos
Data/Tools/Agenda/<Mission>/Mission folders
Data/Tools/Projects/<Project>/Project folders
Data/Tools/Repository/New/Capture inbox
Data/ (outside Tools/)Your Repository tree & _board.md boards
z_archive/Archived agenda / projects / repository

More detail: Data/README.md and Data/Tools/README.md.


Step 7 — Git (optional)

TopicBehavior
CommittedVault notes, tools, templates, snippets
Ignored.obsidian/workspace*.json, OS junk, *Edit conflict* / *Name clash* files
Daily useNormal git add / commit / push

If you mix Git with Obsidian Sync (or similar), watch for duplicate files named with “Edit conflict”.


Setup is done. Open Tools/Agenda Dashboard.md in Reading view, then explore Projects and Repository.
Below is reference-only detail for each tool.


Agenda

Entry: Tools/Agenda Dashboard.md (use Reading view)

Item typeWhere it lives
Quick to-dosData/Tools/Agenda/Unfinished/*.md
MissionsData/Tools/Agenda/<MissionName>/<MissionName>.md
Archived standalonesz_archive/Tools/Agenda/

Unfinished notes

  • Put schedule: YYYY-MM-DD in YAML when you want a due day (legacy due / scheduled still work).
  • Checking boxes updates completion in frontmatter.
  • Completed items from past days can move to z_archive/Tools/Agenda when the dashboard loads.

Missions

  • One folder per mission; main note name = folder name.
  • New mission: Templater → Templates/Objective Template.md.

Past days

  • Pick a past date on the week UI to see archived items for that day.

Projects

Entry: Tools/Project Dashboard.md

Item typeWhere it lives
ProjectsData/Tools/Projects/<ProjectName>/
Completed / scrappedz_archive/Tools/Projects/Completed/ or …/Scrapped/

Active vs backlog

  • Controlled by frontmatter status: started or unstarted (not by folder name).

Main note

  • Example: Data/Tools/Projects/MyThing/MyThing.md
  • Typical fields: dashboard-include: true, priority, tags (project, etc.)

Tasks

  • Use - [ ] / - [x] markdown tasks (a ## Tasks section keeps things clear).
  • Agenda push uses Templater’s project_agenda_push.js to add items under Agenda/Unfinished/.

New project

  • + New project on the dashboard → Templates/Project Folder Template.md.

Archive

  • Use Archive — Completed / Archive — Scrapped on the project note (moves the whole folder).

Repository

Entry: Tools/Repository.md

Slider sideWhat it does
NewInbox: Data/Tools/Repository/New/ (plus Developing when notes use the developing tag)
RepositoryBrowse folders under vault-root Data/ (the UI hides Data/Tools/ at the top level)

Boards

  • Under Data/ (not under Data/Tools/), use three folder layers, then a folder with _board.md plus your notes. Details live in Tools/Repository.md and Data/README.md.

Archive

  • Retired material can go in z_archive/Repository/.

Git

This matches Step 7 in the Setup guide: commit your vault as usual; .gitignore skips workspace JSON and common conflict-file patterns; if you use Obsidian Sync plus Git, watch for “Edit conflict” duplicates.


License

See LICENSE in this repo.

If you use a parent vault with its own AGENTS.md, that file may describe alternate roots (e.g. Work/Data/...). This template assumes paths like Data/Tools/... from vault root.

Related

How to Install

  1. Download the ZIP or clone the repository
  2. Open the folder as a vault in Obsidian (File → Open Vault)
  3. Obsidian will prompt you to install required plugins

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License

MIT

Last updated 1mo ago