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Dann Berg's Meeting template for Obsidian. https://dannb.org
---
date: <% tp.file.creation_date() %>
type: meeting
company:
summary: " "
---
tags: [[🗣 Meetings MOC]]
Date: [[<% tp.date.now("YYYY-MM-DD-dddd") %>]]
<% await tp.file.move("/Timestamps/Meetings/" + tp.date.now("YYYY-MM-DD") + " " + tp.file.title) %>
# [[<% tp.date.now("YYYY-MM-DD") + " " + tp.file.title %>]]
**Attendees**:
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## Agenda/Questions
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## Notes
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@Shy
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Shy commented Nov 9, 2022

These templates have all been super helpful. Thanks for sharing them.

@dannberg
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Author

Thanks for the feedback. I'm glad you've found them useful.

@ashepp
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ashepp commented Nov 16, 2022

Really appreciate you sharing your Obsidian setup and templates. I've taken several runs at this to compliment Notion (Pillars, Pipelines and Vaults) that I used for my work and personal project / task management. Starting a new consultancy with multiple clients and these templates are just what I'm looking for. Do you happen to have a link to the People MOC note you mention? Also wondering if you have any thoughts or advice on how you use your system for making notes on projects that you might be working on, say within a meeting?

@dannberg
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@ashepp To be honest, I don't really use my People MOC page that much, so I haven't spent too much time fleshing it out yet. However, for a consultancy, there are a few ways I would approach building it:

  1. One giant dataview table, with separate columns for name, company, category, (or any other categorization data you want to easily view)
  2. Separate dataview tables, separated by company, category, or some other parameter that makes sense to you
  3. Create sections in your People MOC page with client names as H1 tags. Under that, use dataview to create a list of names associated with that client. Maybe a separate dataview to pull in meeting notes right there, if that's useful

At the end of the day, you have the freedom to build what's most useful to you. For me, the most useful People MOC would sort of look like scrolling through my Contacts app on my phone. I don't have this built myself, because I get that same experience by looking in the People directory where all these People files live. However, you can use the People MOC page to build something more useful to you and your business.

Hope that helps!

@dannberg
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@ashepp The LYT Kit (Linking your Thinking by Nick Milo) has been a big inspiration to me, and might help you as well: https://notes.linkingyourthinking.com/Atlas/People+MOC

It's not exactly what you're looking for, but might prove a solid foundation.

@ashepp
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ashepp commented Nov 16, 2022

Thanks Dann, I appreciate your thoughts and sounds like a good approach. I'll check out your podcast too. Cheers!

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