What is the Obsidian Notes app?
Obsidian is an aesthetically beautiful, powerful Markdown-based note taking app that was originally launched in 2020 by programmers Erica Xu and Shida Li (the talented team who also created Dynalist). Like so many note-taking enthusiasts, Erica felt frustrated by the state of note taking apps, and wanted something that was a better fit.
In the words of the Obsidian Notes team from their About page:
Why build yet another note-taking app? Like the cliché goes, we started Obsidian because Erica couldn’t find anything that can satisfy her need to build a personal knowledge base. She has tried all kinds of software from TiddlyWiki to TheBrain; nothing felt right though. Quarantine finally gave us the chance to start making it.
Obsidian has three fundamental features:
- Plain text (with Markdown support) is the default format
- Links (including bidirectional links aka backlinks) are first-class citizens
- Designed to be highly extensible (to include plugins, themes, etc) and customizable
Those three features make Obsidian simultaneously incredibly powerful… and potentially a bit daunting to use. There are endless possibilities and customizations available— which can easily lead to analysis paralysis.
In this quick-start guide, we’ll go over just the essentials you need to get your note taking system up and running in Obsidian. You can tweak and extend and explore further functionality later… the important thing is taking that first step.
Cross-platform availability for Obsidian Notes
One of the reasons that I recommend Obsidian as one of the best note taking apps currently available is that it has great cross-platform availability.
Mac, Windows, Linux
Obsidian currently has dedicated desktop apps available for Windows, Mac, and Linux.
Mobile apps for iOS and Android
Is Obsidian a free note taking app? Obsidian Notes pricing details
The Obsidian desktop apps and mobile apps are all 100% free for personal use. There’s an annual fee for commercial use, and they also offer a “Catalyst” tier for Obsidian enthusiasts to offer support to the team and get early access to new features.
Obsidian offers a paid, premium, encrypted sync option, which automatically keeps files in sync on mobile devices. Premium Obsidian Sync isn’t required, but is the most comprehensive option for keeping vaults synced across both desktop and mobile devices. Check out their FAQ for other Obsidian syncing options.
Who is Obsidian best for?
I highly recommend Obsidian as a lightweight, extensible, future-proof note taking app, given its cross-platform availability. It’s especially well-suited to:
- University students
- Graduate students
Markdown (.MD files) and Obsidian
Obsidian is software that collects and organizes plain-text files saved in Markdown format. This guide goes over the basic syntax of Markdown formatting— if you know any HTML, you'll quickly feel comfortable with Markdown.
A major advantage of Obsidian using Markdown files rather than proprietary formats is that any personal knowledge base you build in Obsidian is future proof. You can simply move your Markdown notes to another editor, or even search and browse and open them as plain text. There’s no problem if you move from Windows to Mac to Linux.
Getting started with Obsidian: how to create a note taking system in Obsidian
Step one: download and install the Obsidian app
Download the latest version of the Obsidian desktop app for your chosen platform at Obsidian.md. Install the app on your local system.
Step two: choose where to save your vault
The first time you open the app, you’ll be asked to choose a vault.
Simply put, an “Obsidian Vault” is a folder on your local file system (or if you like, in your Dropbox) where Obsidian collects and stores your notes. You can keep all your notes in one vault, or create multiple different vaults-- it's entirely up to your preferences.
You can choose a vault by clicking through and selecting the folder where you’d like your collection of Markdown files to reside.
Step three: choose your theme
Everyone has a preference between light and dark themes. Obsidian comes set to a dark theme out of the box, but you can easily change it to a light theme if that’s your preference:
- Head to Settings (the gear on the bottom left side).
- Choose the Appearance tab.
- Select your preferred base theme (light or dark).
- You can also explore other community themes by clicking the Themes -> “Manage” button in this setting.
Step four: set up your folders
Your new vault might be looking a little empty.
Within Obsidian, you can choose to create some file structure to organize your notes. You’re not obligated to do this— you can choose to rely entirely on backlinks or tags, but many people appreciate having the option to structure their notes using folders.
To create a folder:
- Click on the “New Folder” button on the upper left side, in the File Explorer tab.
- Name your folder.
- The folders automatically sort by name alphabetically.
Step five: create a new note and start capturing
To create a new note:
- Press “Ctrl+N” (Windows) or “Cmd+N” (macOS) on your keyboard. Or, click on the “New Note” button on the upper left side, in the File Explorer tab.
- Enter your note name in the top (the note will be saved as “your-note-name.md” on your computer).
- Type your note, adding Markdown formatting if you like. You can make nested bullets, lists, add headers, highlight text, and bold text. Check out this help guide on formatting your notes in Obsidian for more instructions.
Step six: organize your notes
You can drag and drop your notes in Obsidian to put them in your preferred folder. You click and hold your note title on the left hand side, then drag it to a folder.
If you're not a folder fan, Obsidian also allows you to organize notes by tags and through bidirectional linking (keep reading below for more on linking notes in Obsidian).
Key features in Obsidian
Backlinks & bidirectional linking: how to link your notes together in Obsidian
Backlinks (aka bidirectional linking) is a key feature of Obsidian. As the Obsidian user guide notes:
While Obsidian is great for taking notes, the true power of Obsidian lies in being able to link your notes together. By understanding how one piece of information relates to another, you can improve your ability to remember them and to form deeper insights.
How to add a link to an existing note in Obsidian
- Press the left square bracket twice on your keyboard ([[).
- Choose the note you’d like to link to from the drop-down menu.
How to add a link to a new note in Obsidian
- Highlight your chosen text.
- Press the left square bracket twice on your keyboard ([[).
- A new note with that name (i.e. your chosen, highlighted text) is automatically created.
Searching your Obsidian notes vault
Once you’ve added a few notes to your vault, you’ll want the ability to search through your old content.
Here's how to search through your notes in Obsidian:
- Press Ctrl+Shift+F (Windows) or Cmd+Shift+F (Mac) on your keyboard. Or, click the “Search” button on the upper left side, next to the File Explorer tab.
You can use a number of advanced search operators within Obsidian to find precisely what you’re searching for.
Extending and customising Obsidian with plugins and themes
A huge part of why Obsidian is so popular these days is that it offers nearly endless customization options. You can adjust the appearance, add plugins with extra functionality, and integrate it with many other apps.
It can feel easy to get overwhelmed when exploring plugins and extensions– don't feel obliged to install plugins just because they look interesting and other people enjoy them. Make sure that you're mindfully choosing extensions and plugins that truly match with your own note taking goals.
Here's my overview of the most popular Obsidian themes you can use to customize your Obsidian setup to your preferred aesthetic:
Obsidian comes with a number of core plugins built in as options within your default installation. To activate these, go to Settings —> Core Plugins, then toggle on and off your preferred core plugins.
Community plugins are designed by developers outside the Obsidian team. This means that they do carry a higher security risk than the core plugins. To use community plugins, you have to opt-in to allow them.
To access community plugins, go to Settings —> Community plugins, then choose "Turn on community plugins" at the bottom of the popup window.
Once you've turned on community plugins, you'll have the option to search and browse through the list of hundreds of plugins.
Popular Obsidian plugins
Some of the most popular community plugins for Obsidian include:
Advanced Tables Obsidian
Obsidian Calendar Widget
Obsidian Notes resources and further reading
Text-based tutorials and roundups
Official Obsidian Help Guide
The Obsidian team runs a comprehensive help guide with thorough documentation and easy search. Start there to see if your question is answered in their excellent documentation.
Awesome Obsidian is a thorough list of the best plugins and themes for Obsidian.
Eleanor Konik - Obsidian Roundup
Nick Milo - Linking Your Thinking
Official Obsidian forum
The official forum for Obsidian users and the development team.
A subreddit dedicated to all things Obsidian.
Craft an intentional, effortless note taking system with the Calmer Notes method
Hi friend! If you're searching for advice on note taking with Obsidian Notes, you're probably trying to figure out the best way to structure and organize your note taking system. If you've been exploring the world personal knowledge management online for a while, you may have quite understandably reached the point of analysis paralysis.
You may find yourself wondering:
- What's the best way to organize my notes? Should I use folders? Tags? Backlinks?
- How can I choose the right note taking app... so I don't have to start from scratch again every few months?
- How can I stop losing ideas and spending time searching for files and links over and over again?
- If I organized my notes exactly like [fill-in-the-blank-productivity-You-Tuber-or-blogger] and bought the exact (pricey) apps and tech they use... would I finally be "insanely, ridiculously, unbelievably productive" like their headlines are always promising?
- How can I finally build a note taking system I actually enjoy using?
I'm Elizabeth Butler, MD, PhD, and I'm a firm believer that there is not one single, perfect, one-size-fits-all setup for organizing your personal knowledge management system.
I’ve used personal knowledge management to organize my time and knowledge for nearly two decades. I believe that everyone deserves to be able to create a highly personalized note taking system that's perfectly tailored to fit their lives.
Maybe you’re done reading and browsing and searching, though. Perhaps today is the day that you’re ready to dive in with both feet and get starting building your own custom-designed, bespoke personal knowledge management system.
You’re ready to leave behind unsatisfying cookie-cutter solutions and endless internet rabbit holes in search of the “perfect” note taking app. If this is where you're at, Calmer Notes is what you've been searching for.
Wishing you all the best on your personal knowledge management journey!