4.7 KiB
Comprehensive Guide to Using a Modular Tag System in Obsidian
Step 1: Identify Main Categories
Define the primary themes or categories that broadly encapsulate your notes. These categories will help you quickly find and organize notes. Examples include:
#personal#work#research#ideas#projects#learning#hobbies
Step 2: Create Sub-tags
Break down each main category into more specific sub-tags to further organize your notes. Sub-tags should help you pinpoint the exact type of note or context. Examples include:
#personal#personal/journal#personal/goals#personal/health
#work#work/meetings#work/tasks#work/projects
#research#research/articles#research/books#research/experiments
#ideas#ideas/blog#ideas/business#ideas/creative
#projects#projects/project1#projects/project2#projects/projectX
#learning#learning/courses#learning/books#learning/notes
#hobbies#hobbies/travel#hobbies/photography#hobbies/cooking
Step 3: Use Descriptive Tags
Apply specific descriptive tags to capture the content or key concepts of each note. These tags should be general enough to be used across different categories but specific enough to add meaningful context. Examples include:
#productivity#finance#marketing#technology#creativity#psychology#wellness#education#innovation
Step 4: Special Tags for Note Types or Status
Add tags to identify the type of note or its status. These can help you track the purpose or progress of a note. Examples include:
#type#type/meeting-notes#type/book-summary#type/article-review#type/brainstorm
#status#status/to-do#status/in-progress#status/completed#status/archived
Step 5: Use Nested Tags
Create a hierarchical structure with nested tags to establish relationships and context. Nested tags should logically connect broader categories to more specific details. Examples include:
#projects#projects/project1#projects/project1/task1#projects/project1/task2
#projects/project2#projects/project2/phase1#projects/project2/phase2
#research#research/articles#research/articles/psychology#research/articles/technology
#research/books#research/books/business#research/books/science
Step 6: Consistent Naming Conventions
Maintain consistency in naming tags. Use all lowercase letters, hyphens, or underscores to separate words in a tag. This approach ensures uniformity and prevents errors. Examples include:
- Use
#work/tasksinstead of#Work/Tasks - Use
#personal_goalsinstead of#Personal Goals
Step 7: Regular Review and Refinement
Regularly review and refine your tag system to ensure it remains effective as your knowledge base grows. Merge similar tags, remove unused ones, and adjust your hierarchy as needed.
Example of a Tagged Note
Here’s a practical example of how you might tag a note:
# Meeting with John - Project Update
- Discussed progress on #projects/project1
- Identified bottlenecks in #projects/project1/task2
- Brainstormed ideas for improving #productivity
- Scheduled follow-up meeting for next week
#type/meeting-notes #work/meetings #status/completed
Summary of Starting Point Tags
Here’s a summary list of starting point tags for easy reference:
Main Categories
#personal#work#research#ideas#projects#learning#hobbies
Sub-tags
#personal#personal/journal#personal/goals#personal/health
#work#work/meetings#work/tasks#work/projects
#research#research/articles#research/books#research/experiments
#ideas#ideas/blog#ideas/business#ideas/creative
#projects#projects/project1#projects/project2#projects/projectX
#learning#learning/courses#learning/books#learning/notes
#hobbies#hobbies/travel#hobbies/photography#hobbies/cooking
Descriptive Tags
#productivity#finance#marketing#technology#creativity#psychology#wellness#education#innovation
Special Tags
#type#type/meeting-notes#type/book-summary#type/article-review#type/brainstorm
#status#status/to-do#status/in-progress#status/completed#status/archived
By following this comprehensive guide, you'll establish a robust and flexible tagging system in Obsidian that enhances your note-taking efficiency and organization.