Create Notion-like Database Views Using Obsidian

Do you know you can build Notion-like database views in Obsidian.

Motivation

I don’t use Notion as much as before, but as a content creator, I miss the well-designed database views in Notion, where I could easily navigate to different views to manage our content. For example, in Kanban view, I could easily see the status of my work, and update the status of the content by simply dragging and dropping the target item. I could schedule my content effortlessly inside the Calendar view.

Demonstrate the Notion database views. GIF by Amy Li

Luckily, we could set up similar database views inside Obsidian as well. In this article, I’m going to introduce you Obsidian Projects plugin, how to install it, how to create a new project, how to add new items to the project, and how I use this plugin for my creative work daily.

Demonstrate the project database views in Obsidian. GIF by Amy Li

Install & Enable Obsidian Projects Plugin

Settings -> Community plugins -> Browse “Projects” -> Click Install and Enable buttons.

Once we have installed and enabled the Projects plugin to Obsidian, we could open the Projects page now. There are several ways to open it:

  • Go to the command palette and select Show Projects
  • Binding a hotkey to the above command (cmd + shift + p in my case)
  • Click the icon Open projects from the Obsidian ribbon
Open the Projects page from Obsidian. Left: find ‘Show projects' from the command palette. Right: Click the `Open projects` from the ribbon.

Here is what a Projects page looks like:

Take a Quick Look at the Demo Project

Before creating our new project, let’s have a quick knowledge about the Demo Project provided by the plugin. The below window will pop up whenever we are creating our FIRST project.

This window opens when we don’t have any projects yet.

Here is what the Demo Project looks like:

The Table view (left) and the YAML code block for each project note (right).
The Kanban view (left) and Calendar view (right) for the Demo Project.

Create Our First New Project From Scratch

How to Query the Project Notes

Two ways to query the notes associated with the project we’re going to create:

  • Dataview Query for read-only data (watch the video for further explanation)
  • Create a folder path for the project we want to create, which is the way we’re using to create our first project in this section.

Create a New Project Based on Project Folder Path

Let’s first create a folder called ‘demo_projects’ for our new project: right-click the folder -> choose ‘create project -> then the folder name will be populated into the form input field -> select the template we want to use to create Obsidian notes for this project.

The form for creating a new project (left). Pick the template (right) to create notes for this new project.

Here is what our new project looks like (an empty project):

Add Notes to Our Newly Created Project

Several ways of adding notes to our new project:

Two ways of adding a new note to a project: clicking the “Add note” text button (left), or selecting “New note” from the dropdown menu of the “New” button (right).
In the “Create new note” form: select the corresponding project and the template.

Now, we just added a note to the ‘demo’ project as below:

Let’s have the Projects page along with the note open on the same window (choosing Stack Tabs):

All the metadata values are editable from the table view.

Create a Kanban View in Obsidian

Select “New view” from the dropdown menu in the right corner (left). Fill up the “Add new view” form for a Kanban board view (right).
Choose status from the dropdown menu to categorize our items on a Kanban view (left). Items (notes) are displayed in different status groups (right).

Create a Calendar View in Obsidian

Choose the Calendar option from the Type dropdown menu (left). The overview of the calendar view.

Create a Gallery View in Obsidian

Let’s add metadata for the ‘Cover’ inside the notes:

Add metadata ‘thumbnail’ to a note for the project (left). The image is displayed in gallery view (right).

In the above project we just created, we are targeting the notes inside a project folder that provides a customizable user interface for us. Let’s quickly create a demo project using the Dataview query rather than the folder path to understand the differences between using a folder path and a Dataview query.

My Personal Use Case

I’ve been recently working on a project — Building an efficient PKM system using Obsidian. Below is the article list and video playlist for this project.

Content for PKM project. Left: article list. Right: video playlist. Screenshot by Amy Li

Demonstrate the database views for my PKM project:

Amy’s PKM project views. GIF by Amy Li

Missing Functionalities of Obsidian Projects Plugin

  • We could not re-order the table headers in a table view.
  • We could not update the status inside the Kanban view which doesn’t have the capability of dragging and dropping an individual item.

Wrap Up

Not only content creators but also anyone who wants to manage their projects in a single place would benefit from having an established well-designed dynamic database management system. Just go ahead and experiment with this Obsidian Projects plugin.

Thanks for reading! Have fun with your note-taking system.


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