Summary
Highlights
The Kanban plugin in Obsidian helps visualize and manage tasks. The video begins by demonstrating how to install and enable the plugin via Obsidian's community plugins settings. After installation, users can create their first Kanban board and set up standard lists like 'Backlog', 'Active', and 'Done'. A key feature is the ability to automatically mark cards as complete when moved to the 'Done' column.
Users can add cards to lists and drag them between columns to reflect task status changes. Completed tasks can be archived. The video explains how to add additional details to cards using 'Shift + Enter' for new lines, allowing for richer task descriptions within a card.
The video delves into the extensive settings available for the Kanban plugin. These include options to show/hide checkboxes on cards, change the behavior of 'Enter' for new lines versus creating new cards, and configure how new cards are added (prepend/append). Other settings cover displaying card counts, adjusting column widths, and managing archived cards.
The plugin allows creating notes from card titles, setting templates for new notes, and linking cards. It also covers tag-related settings, date and time display options, and integration with the 'Tasks' plugin for displaying metadata. Users can also configure how properties from linked notes are displayed on cards.
The video demonstrates various actions available for cards, such as editing, creating new notes from cards, copying card links, and splitting cards into multiple new cards. Users can also insert cards before or after existing ones, move cards to the top or bottom of a list, archive, or delete them. Adding and managing dates on cards is also covered.
Users can archive all completed cards with a single click. The video shows how to view the markdown source of the Kanban board, revealing that columns are H2 headings and cards are checkboxes within the markdown file. It also demonstrates alternative board views, such as table and list views, and how to change board-specific settings that override global defaults.
The video illustrates creating custom templates for different types of notes (e.g., 'project' or 'booknote') and setting them as default for new notes created from cards. It shows how board-specific settings can be used to assign different templates to different Kanban boards, providing flexibility for various workflows.
A powerful feature highlighted is the ability to drag cards between different Kanban boards, facilitating a centralized inbox system for quick capture and later processing. The video demonstrates how to manage subtasks within a linked project note directly from the Kanban card, and how to display linked note properties (like deadlines) on the card itself for an at-a-glance overview.