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LifeHQ Onboarding Call Replay

By Mike Schmitz

Summary

Topics Covered

  • Philosophy Drives PKM Stack
  • Capture What Resonates Only
  • Output Completes Flywheel
  • Quarterly Plans Beat Annual
  • Tasks Suggest Not Dictate

Full Transcript

the computer um okay the videos which are going to be recorded I think that's what you're asking about John the ones I just

mentioned with the life HQ road map um those will be added to life HQ and you'll be be able to download a new

version of Life HQ through the lemon squeezy dashboard okay so I had a couple people ask about how do I download this or I never got the the email um so if

you didn't get the email this is the link that you will need let me grab this um so what you'll do is you will go to I

got the email thank you did you okay but just in case anybody else needs this that's the uh that's the link the app.

lemon.com orders from there you can click on life HQ the product and then when I have a new version I can upload it there uh I am going to work on some sort of like Version Control and installers and stuff like that down the

road but not there yet um but that's where you can get everything um and actually since I released it on Tuesday I have released a

bug update which you can download there I think it's version 1.01 and 1.02 is actually getting ready to be uploaded as well it's just minor stuff and if you have any questions about what has

changed there is a uh a release note section inside of Life HQ which I will share my screen here and we'll we'll get into that in a

second all right uh let's get rolling I'm going to share obsidian let's see got to share the

right one okay this looks like it all right and actually when you first open Life HQ this is what it's going to

look at look like now before we get into the onboarding of Life HQ I want to address another question that has popped up a couple of times um which is how to

actually access life HQ because there are um some specific things about obsidian that I maybe didn't do a great job of explaining on the page where it

shows you here's the file you download open unzip the folder and then open that inside of obsidian um so if you go to manage

vaults not sure if you can see this let me see can I change the screen that I'm sharing here nope I can doodle on

it here we go okay so this is the the when you click on the the manage vaults this is the the screen that you'll you'll see uh you need to open the folder as a vault of course it opens up

a new window sorry let me walk through this though because this is important okay so here here's the finder oops well this will work um what you need to open

up is not the uh the the actual unzipped folder so if I were to take this life HQ blank folder right here and I double click on this it'll unzip it okay so

here's this folder that it just created this is not the one that you open um this one contains oops actually that is the one that you would open um but the one that

is in the uh that's the blank one sorry let me do the reference one right here okay so life

HQ actually contains a uh a readme file when it's unzipped and actually that one didn't either it was uh this is the one I

think there we go this life HQ version 1.01 um if you double click on that you got a read me file and then you've got the life HQ Vault if you open up this life hqv 1.01 uh the file that is

missing here is the obsidian settings file which explains these are the plugins that it should download these are the settings that it should have so if you open up this folder as the Vault

you won't get the message that says do you trust the author of this Vault click yes and then it just installs everything for you you have to actually open up this folder right here this life HQ

folder you'll know you've opened up the right folder when you see all of these files and additional subfolders inside of it this all right does that make sense to

everybody okay then let's go back to life HQ

oops okay so um once you open up life HQ uh the reference Vault that is the one that has all of the instructional material in it the blank vault is the

one that you want to use to set up and tweak the the workflows okay when you open up the reference fault it should take you first

to this o- readme first file and what this uh is designed to do is basically walk you through a short

onboarding in into just how the life HQ vault is set up and then also some of the the key Concepts so things like the creativity flywheel that we're were talking about the PKM stack you can see

those are actually the next notes that are down here um I'm actually going to open up a demo Vault here though just so I don't mess this one up give me one

second life HQ demo okay and this is what the screen should look like when you get the message about do you want to trust the

author and enable the plugins okay so if we click on that then all of those get added it takes us here here's all of the plugins you can see they're all added and then all of the settings are conf

for you right so you really don't want to have to install these one one by one um I appreciate the offer someone made to do that via email but uh it's

really a whole bunch of work and you want to have just all that stuff prepopulate there for you okay so here's the double O readme first file and this

is the life HQ visual tour if you watched the video from the website with the overview of all the different workflows that's what this video is so

it's 21 minutes and just basically me walking through a lot of the stuff that we're going to go through here today um but it's a sort of condensed version

and then there's an explanation of what is actually in life HQ there is this reference vault which has everything in it uh minus the different bible study resources because there's different

versions of those and it also makes your Vault a whole lot bigger I link to those if you want to add those I'm happy to walk through some of that stuff here today if it's interesting to people um but basically the reference Vault has

everything but that then there's the blank life HQ vault which has all of the settings and all the plugins but none of the content so you can actually bring in your own notes and kind of build from

scratch in that Vault and I separated these so you can have kind of a visual of here's what's going on with the reference fault and then you can actually do it inside of the the blank fault so the blank fault is kind of like

a a Sandbox as you're getting things figured out tweaking the templates things like that and then um all of the literature notes those are actually in the reference vault as well well so the

reference vault is the one that you want to start with not sure if everyone on this call has been able to download the

uh the life HQ Vault yet or not um but this is the one you want to start with not the the blank one the blank one has all the bones there but there's none of the explanations so you won't understand the the

workflows um in here though you can see there is a link to download the uh the blank version this is the current blank blank version and it's a direct download so you don't have to go to the the lemon

squeezy page to download it and then there is this onboarding checklist right here um this is a transcluded note and

it's just a couple of things that will walk you through some of the basics and help you get a feel for kind of how I've put together life HQ and this is really

what the first couple notes are designed to do is walk you through this stuff so uh what you would do if you downloaded this is you would watch that video up

above and then you would check this box okay and then we're going to finish viewing this note then we'll read the next one now at the bottom uh you see this this code here this is actually

because we just enabled the plugins um if I actually reload this this is going to now become a button all right and uh this actually

just takes you to the next note so we would go there check those then click this button to go to the PKM stack note now this is going to introduce a

framework called the PKM stack um I I am happy to go deep into this if people really want to um maybe this isn't what people are most interested in those so

I'll I'll I'll do an introductory you let me know if you need if you want more information with this but this is a a framework that I came up with uh to

address some of the problems that I saw with PKM because I first came to PKM uh I was a a Rome research user and then I

stumbled onto obsidian and I opened it up the first time and I actually immediately closed the app and I was like nope this is too complicated I'm never using this app again uh fortunately I gave it another look and

it and I it really did click for me but it wasn't until I had a very specific use case in mind that I started building out a workflow for my my sermon sketch notes stuff so that really got me thinking you know I was looking at what

people were sharing on online and people were sharing like the big graph views and look at all these connected notes isn't this awesome and I was kind of like well looks cool but what actual

practical value do you get from that and as I started to think about how I got value out of my PKM system this is sort of what materialized okay so at the

bottom level of this PKM stack is the information and as Thiago Forte says information is the fundamental building block of everything you do the information you consume affects the quantity and the quality of the ideas

that that you have okay those ideas then that's what we take action on and if we just had those three that's are the bottom three levels of the the PKM stack

then we would end up living a default life because we're just reacting to the information that is placed in front of us by the algorithms so obviously as

someone who developed the whole life theme rwork that wasn't good enough for me I added the philosophy layer on top which is basically your vision and your values and then if you have that it kind

of flips the script and so now you work from the top down that vision and those values that creates alignment with the actions and the projects you engage with the ideas that you have and ultimately

even acts as a filter for the information that you consume okay and then reflection so like daily journaling and the personal Retreat stuff that I do that is what helps me keep this on the

tracks okay so the philosophy or the the vision and the values that guides everything else but just because we've set it once doesn't mean that it's going to stay there we have to constantly uh

regularly take a step back and reflect and see you know is this really the things that I'm doing really still in alignment with that vision and values so

that's the foundation for Life HQ is that model helping you do more of what matters not just crank more widgets not just connect a bunch of notes into a

fancy looking graph but how does this stuff align and how do I actually get practical value out of it now the next step to that is to look at each one of

those those levels sorry I see somebody had a question here in the chat I'm pulling this up um okay let me get to that uh in a

minute John um Okay so we've got this PKM stack we got the philosophy actions IDE the reflection um what I did is I exploded that and I thought about what

are the things that I do related to productiv and creativity U that are to that uh align with those different levels and this is

a PK or a an obsidian canvas file this is actually built into life HQ and these are essentially the jobs to be done at each one of these levels and then I colorcoded those because I identified

the apps that I was hiring to do those jobs so for actions I've got work tasks I've got habits and routines things like that under the

ideas level we've got mind maps sketch notes book notes okay and and identifying how I'm intending to use each one of these apps and the that

specific workflow allows me to resist the new shiny and then also allows the information to flow freely between the different levels of the PKM stack which

is really what PKM is is all about um it's really about um information comes in and then we're going to decide what are we going to do with this how does

this this relate to to me what what am uh what what does this mean to me personally and then what am I going to do with that what sort of output is there they're going to

be all right so that is essentially the PKM stack and there is a whole cohort that we do in the community around that um but there is also a PKM Deep dive right here and there's a whole bunch of

how-tos that are embedded inside of the life HQ Vault again this is just sort of a an introduction to the concept so once we are done with that we check that box

then we open up the PKM stack note I'll show you what this looks like all right so again I I've seated the reference Vault with a whole bunch of my personal stuff so you may decide

that yours is going to look a little bit uh a little bit different okay but essentially we've got these boxes for meetings and appointments multi-step projects one-off tasks and then these are the apps that I'm using for those

different spots and it's just a a visualization of what apps I'm using in in what places um and again I find that it's helpful to know what job I'm hiring

each app to do here all right so that is the PKM stack so once we're done with that then we would go to the creativity flywheel part now there was a question speciically

about Mike Mike sorry to interrupt we're picking up a lot of background noises from people who are unmuted I was wondering if you can actually everyone

sorry yes um see there's got to be a button for that in Zoom but I'm not sure where it is it's at the top

somewhere mute on the left yeah I am uh I know where it is for myself but I I don't when I'm screen sharing anyways I don't see or if we can just ask everyone

to mute themselves yeah if you don't mind everybody just thank you mute for now that would be great all right is the participants I'm

just going to double check here and okay looks like we've got on that page anyways

everybody muted all right that looks good all right all right let's go back here now all right so the creativity flywheel um

and one of the questions that was uh shared at the um at the very beginning before we hit record was um how do I actually implement this and

there really isn't a prescriptive way to do it but I will walk through the different steps here and I can share a little bit about how I I do this U but

essentially uh this right here is the creativity flywheel and it's important to PKM because I think a lot of the problems that I was having with PKM stemmed from

capturing but never having an output and I kind of realized like Evernote has this reputation as the roach motel it's easy to get things in but it's hard to get things out and I

realize that was uh not very fair um I'm getting a message that my voice is breaking up can everybody hear me

okay yeah we we can hear you we can hear you okay good um then it might be a connection issue sorry about that

um so capture is basically from GTD you know David Allen getting things done where you need to capture something when it has your attention because it might be important the problem with GTD is that you capture those things and then

there's sort of this automatic assumption that it's something that you're G to do so then you're just deciding am I going to do this now or am I going to do this later and if you keep

adding things uh later it eventually becomes uh overwhelming so uh my version of capture is capturing what resonates I really that word resonate I grew up playing violin and the violin is a

resonant instrument so you make sound by drawing a bow across the string and it causes the the the uh the instrument to vibrate and make sound so when I'm capturing things I'm capturing things that are causing a reverberation in my

Souls like the way I like to think about it things that pique my interest you know my antenna are kind of always up for those sorts of things so I'll capture those things but I intentionally

captured them in a different place I captured them in draft and then about once a week I'll bring things over from drafts into obsidian which is where I'll develop those things but this is getting into the curate

phase because about 90% of the things that I capture I don't actually bring over that's intentional um an idea when I have it usually seems amazing and then

when I get some space get some time sometimes it's it loses a lot of the the luster so I I cut a lot of things um I'm a little bit ruthless with that actually

because I'm trusting that something's really important and I'm constantly chasing the things that are are U I'm curious about that it will come back and if it comes back again then I will

weight it a little bit more heavily but at the curate phase we're we're basically acting in the role of a curator where the things that are not in the museum are almost as important as the things that are so we're really

bringing over the best of the best and then once they're in there then we need to cultivate them that's the third step which I talk about just giving it a the the right conditions um kind of like a

greenhouse for your ideas and that's where I think the bidirectional linking can really be uh be helpful but it's not just bir directional linking that's the connect phase but um it's really that

the tags and the folders and how do these things tie together how how does this idea that I had fit in with all of the other ideas that I had sort of along the lines of syntopical reading from

Mortimer Adler's how to read a book where it's not just the one book that you're reading you're looking you're you're considering the author's arguments in relation to all the other books that you've read on the topic okay

and then how does this uh how does this connect so how how do how does this tie together with the other things that I've I've collected and then ultimately that

that U adds up to an expression of my own personal opinion on the topic it's not just restating this is a piece that I gathered from here which is my problem

with the traditional definition of zedel ctin um I actually got a chance to talk to Bob dto who wrote an excellent book a system for writing about zlin when he came on the focus podcast and I like

that as a resource but he talks about how there has to be some quality aspect to the writing it's not just the regurgitation of the facts which is kind of what Nicholas lumens is is famous for um when we create something there's an

artistic expression and ultimately the thing that is most important there is what do we think about this but that output that's the real important part so you capture is the input cre is the

output when we create the output that usually opens up some open Loops in our minds and now we're primed to capture more things that resonate that are going to speak to to those things okay so that's going a little bit deeper than

what is actually in here but I walk through the the basic steps here the real important thing if you're going to uh start spinning your creativity

flywheel is you have to have a process for capturing things there has to be a filter I think both so it doesn't all just get piped into obsidian automatically you have to have a process

where these things can develop and you can kind of figure out what are we actually working with here all right so um is it uh and it's not not putting the

pressure on every single idea that you have to to be this is amazing and this is something that's going to be uh going to be an artifact forever you know some of the ideas that I capture I think that there's something there and there isn't

they just sit in the inbox for a while and eventually I delete them that's totally fine as long as you have that consistent process for capturing things you always have something else that you can work on but then there always has to

be or there has to be a regular consistent output and that can be a Blog that could be a podcast where you if you're a verbal processor it could be video um it could also just be an

opinion note you know kind of getting back to the idea of the map of content from Nick Milo uh I like that concept but I also don't like to think about it

as um just like an index with a whole bunch of links I like to think of it as a mental map of my thinking about a particular topic kind of tying back to the idea of the great mental models and

the map is not the territory I'm going to decide what I think about about this so um I think I actually have in in this this note right here thoughts disentangle themselves through lips and

pencil tips and for me also clicky keyboards the the time that I'm unclear or unsure about what I think about something and that's causing me some stress that's the the time to sit down

and just start writing and and I can actually formulate my ideas as I create that that output all right so that is the creativity flywheel now after that

there is the one last note here in the onboarding which is the path forward and there's some important details here um if you are brand new to obsidian there's

actually a separate Branch for this so anybody here brand new to obsidian I would love to see some hands be raised if this is you um if not you

can skip over this part but this is real important because I I I don't want to drag you through a whole bunch of stuff that you already know um if you are

brand new though and you just start jumping in to the uh The Hub notes you probably will get a little bit confused so there is a section in the Life HQ

reference Vault called obsidian 101 and this is the video from my obsidian 101 course which walks through some basic principles for obsidian all

the way from the very first time that you open the app to the basics of the obsidian interface to all of my recommended editor settings file and Link settings appearance settings and

sync settings okay so we walk through all of those settings to get it set up the way that you want now life HQ is kind of configured that way already but then the next section here is PKM principles so we'll talk about how notes

work we'll talk about markdown formatting which is the the the uh the plain text formatting that obsidian is based off of if you're coming from a word processor like Pages or Microsoft

Word you're not going to see bold italic stuff like that you actually have to use plain text to make your styling so there's a video on that tagging metadata properties and then Community plugins Community plugins are where the magic

happens with obsidian um you can basically extend obsidian and make it any sort of app that you want which is really what life HQ is um but then there are a whole bunch of core plugins that

are baked in they're not all turned on but these are all core functionalities that are in obsidian we're not going to go through all this stuff today but everything from the audio recorder to backlinks bookmarks canvas command

pallet daily notes file explorer Etc every single core plugin has its own video so if you want to know what workspaces are you can watch this and um there's a one and a half minute video

which will show you what workspaces do and then a very brief inter introductory uh section here on data view which is basically taking all of the data that's

in obsidian and presenting it in in different ways um and I've created all those queries and things in life HQ for you but if you're interested in how that actually works then that's that's where

that is okay so that's obsidian 101 now let's go back here to this next step um the other the other uh paths that you could

take from here are you could just start going through the reference Vault and exploring some of the different workflows so you can see these in action

um these videos are embedded from YouTuber Vimeo the first one I tried to embed in the vault itself it immediately

made the Vault huge so this is a online only version at the moment um there is also an obsidian publish site so that

URL grab that quick all right so this is the obsidian publish site and the

password oops spell this right is PKM 101 um so you don't even have to have obsidian open to access a lot of this stuff now obviously the data view queries and things like that those are removed from the publish site

because um yeah the the checklist does not show on the publish site yeah I think I I pulled that that out actually from

publish um it's not publish is basically everything that I could add from the life HQ reference Vault without it

seeming broken so all of the data view stuff is is um is removed I think actually I've done some published stuff with like the books and quotes but um

yeah uh it's not going to be exactly the same obviously because not all of the plugins are going to be accessible there all right so from here brand new obsidian you go through obsidian 101 you

want to explore the workflows then you can explore this Vault uh if you're ready to just jump in and start working with this you can download the blank version if you want to transfer a specific workflow from this Vault to your existing Vault then there are the

howtos okay so John had asked a question earlier about how do I actually bring this over into my current Vault I don't

have a great solution for you yet um I know Christopher is the call maybe he's got a uh got something he could chime in here I know he's been playing around with this but that's kind of why I

developed the how-to the way that I did so that you can add one workflow at a time and I walk through all of the settings that I use this is the plug-in that you install things like that um it

is it's easier obviously if you just build on top of the the blank Vault you could drag your notes and things in there but if you already have a vault you have a whole bunch of workflows that you're already using you can grab the

pieces from the reference Vault and you can add those to your current VA but there isn't just a drag and drop sort of thing for that okay um and then there is uh yeah

the blank version and then um how you can transfer the the individual workflows now there's a whole bunch of workflows in here and I kind of broke them down into these buckets journaling habit tracking task management multikill

planning Life theme booknotes and bible study and each one of these links these are what I call Hub notes so in the file explorer here you can see these are the

different Hub notes all right um also in this last part of the onboarding there are links to the different dashboards we'll talk about those and links to all of the values based productivity stuff

like my life theme my core values my ideal future my ideal week and my eulogy these are all notes and I as I said I've I've actually embedded this with my demo stuff there's instructions on how to

update this and figure this out for yourself like there's a whole course in here about developing your Life theme um so you can actually just change the My Life theme note and then your life theme

gets pulled into the personal Retreats and things when you do that but um this is basically the end of the uh the um onboarding so that's that's the

different different uh parts of that and then I guess the other thing to call out here is that if you ever get stuck please feel free to email me this is the email address

support at Mike Schmid . some of you have already taken advantage of this I'll do my best to get back to you as quickly as I can all right but now we'll jump into some of these Hub notes because these are basically the jumping

off points for the different workflows um I am actually going to start in the order that they're posted up here so let's take a look at journaling first

this is probably the thing I use obsidian for the most um each one of these has an overview video so this is

an 11 minute video which walks through all of the journaling workflows so kind of like the 21 minute overview video U but this is this goes deep into the all

of the different journaling workflows that are are built in here um and then here are all of the how-tos for the different workflows this actually oops

is if I scroll down here I believe Yep this is a data view query so this is pulling in all of the uh things that match those those different criteria but when you're just looking at this these

are bullet points and you can just click on any one of these and jump to those those how-tos uh okay I see the message that screen sharing stopped I did not stop

sharing screen so Thomas let me know if it comes back maybe it's a connection issue okay it looks like it's working for others

so all right um Zoom has tabs that's a good point uh that's a a new thing with zoom it messes me up every once in a while um there'll be the the grid and then

there'll be the tab for the screen okay cool yeah the screen sharing is in another tab yeah cool all right um so really this is all kind of based off of

for journaling off of the the daily notes so um some of this is fairly basic some of this is all the different things that I've added on top of the the daily notes I won't go through all of the howt

I'll probably just show you how the these uh work in in action but I do want to point out how these how-to notes are

constructed okay so all of these howtos if you look in the tab bar here we've got a blue background and a magnifying glass icon and if we go into the

journaling and dily notes um folder you'll see the same sort of links this is actually using a plugin called

supercharged links and shout out to beta tester who who turned me on to this um but basically what these do is U they've got the different tags here and then

this this property right here review unread uh this is basically saying that you haven't looked at this yet now at the top of every how-to there is a workflow summary this is kind of the

bullet points of how you can actually just start using this okay um you can just in and these are the things that you you got to know

U how to do but then I get into the philosophy behind it and make sure these settings are enabled and all that kind of stuff all right so there's screenshots that go along with all this if you really want to dive into it but

basically uh oh and then at the bottom there are also see also links so these are all the related links so that you can open up the local graph in the lower

right hand corner and you can surf to related notes okay um that's actually how I got into uh using obsidian for sermon sketch notes and I can show that if people are

interested but the big graph is not useful to me this local graph is insanely useful me um this is the where the magic happens all right um but then when

you're done with this what you can do this is using another plugin called metab um but when we are in the publish or the the reading view which is uh the

default in life HQ when you click this button it will update this property oh maybe I got a force reload

oops actually Mike um I found out with superch charge shinks I've been using it for a while that if you just close the folder and then reopen the folder it it

updates the link okay the folder with the notes are yeah gotcha uh so like this there we go should there you go yeah yeah so I think I may have g a bug

with the specific one but um uh with when you click the button it it marks it as red it updates that that property um and then it will uh turn it green so you

got a visual indication basically of which ones you reviewed you don't have to read all 60,000 words that I wrote if you can I mean if if you want to go ahead it's all there but really it's just okay yeah I know how to use daily

notes uh I know how to use the daily questions all that kind of stuff um which actually like let's get into now the specifics here of the the journaling so we're on the seventh um using the

calendar plugin here you can click on any date and then when you click on the date it's going to open the the template uh the templates are all configured in

the daily notes settings they are also all in the templates folder here for you so so this is the one that I'm going to be using and um we change this to Source

mode you'll see a whole bunch of crazy stuff in here like double curly bracket State colon DDD uh those are variables that are going to get converted when you

actually uh create a a new note from this template file and it's got the the data timeline at the top it's got the uh the verse of the day image which you can just delete this part right here if you

don't want to use that momento Mor this is all based off of your birthday so this is where you would update the year month and day um and then for your birthday and then I'll show you what that looks like when we create the daily

note the Bible reading section again you can you can cut that out if you want the tasks which are going to be due before or scheduled uh for Honor before today

the Habit tracking the daily questions and then some different different sections here all right so what does this actually look like if we create a new note this is what it looks like and I'll close the sidebar so you can see this a

little bit better um I am using this most of the time by the way in dark mode it's set to adapt to your system so it may be light mode it may be dark mode depending on what what uh your system is

is set up when you um when you uh when you use this but if you uh you open up the command pallet you can switch back and forth between light mode and dark mode here's what it looks like in in

dark mode this is actually my my preference so here's the the timeline and there'll be a little red tick here for basically the spot in in the month um or in the year where we are this is

the verse of the day image like I said you can just delete that part from the daily uh daily notes template if you don't want to use it this is the momento Mory section I've got a whole YouTube video around this but basically the idea

it's kind of related to alliver burkman's 4,000 weeks remember you're going to die someday um when I look at this every day it's an encouragement to me to make the most of the limited time

that I have available um you can again delete that if you want these are all collapsable that's a collapsible call out so um you can choose whether you want that open or closed and the way that you do that is just this plus right

here that means that it's going to be open by default if you have a minus there then it's going to be closed by default all right but we'll go back into the edit mode here there's the Bible reading this is linked to the

Chronological Bible reading note um which again the Bible study stuff isn't in here by default so um you can just delete that part if you want but I left it in the daily notes template just in case you wanted to use this and you

don't have to to create it all from scratch again it's easier to delete than it is to add all the code all right then there's a task section this is pulling in um all of the

the tasks that are due honor before or scheduled honor before today and then the habits that I would use for the Habit tracking um the all of these

workflows are designed to optimize for the experience when you're actually tracking these things so when I

tracking my habits uh I'm not wanting to to do a whole bunch of stuff here I want to just be able to check these boxes and these are three habits that I'm trying

to firmly establish and you can change these in the uh the template if you want um the dashboards are linked to this so look at the how-tos on how to change the codes for those as well um but essentially these are just you know I

did my writing habit today I did my reading habit today I didn't do my planning habit today and then those those States will be ref Ed on the dashboards um then there's the daily

questions this is really the Crux of my daily journaling and this is based on my intentions not the outcomes right so I was doing prompt-based journaling for a long

time I was getting really frustrated when I would have a bad day and I what did you accomplish today well nothing I guess I'm a failure you know so uh I

heard Marshall Goldsmith uh talk about his book triggers these daily questions which is really just did I do my best to it's all based on my intentions so what I would do with these is I would rate

myself on a scale from 1 to 10 so there's the bullets which you can change then there are tags right after the tags are colons and then right after the colons no spaces you would put your

score on a scale from 1 to 10 so maybe 9 8 7 5 6 8 7 something like that okay and

then would also jot down any wins journal entries or um gratitude entries and these would look um something like

this right so wins presented the life HQ onboarding webinar today

oops got some typos in there but um and then there will be a tag associated with these so typically it's Journal SL win

and then adding that tag I have some uh queries which I can look at all of those in a in in one single view now there are also quick ad commands to add all of

this stuff so you don't have to type those manually so for example if I wanted to add a journal entry I can actually do this from anywhere inside of

obsidian by hitting command P all right and then whoops search for quick ad journal

entry all right so what's going on um and again presenting life

HQ to everyone who bought now I don't have to add the tag when I use this uh the quick ad commands are actually set up for you in the settings so all I have

to do is hit enter it adds it as a bullet under the appropriate third level header and it adds the tag automatically all right so that's um the quick ad

stuff and again I'm trying to optimize for the experience when this uh when this um when you're actually running this all right sorry I'm trying to keep

up with the the chat here as well same thing with gratitude um I'll actually show you some of the the uh queries here so if we go into the journaling and reflection section

here's the journaling queries gratitude journal entries and wins you click on any one of these and it opens up a query here and it's in Reverse uh

chronological order so the new ones are at the top and the reason that I set it up this way is that I want to be able to review these when I do my personal

Retreats and I'll start at the top and I'll scroll down and this is basically a way that I can review all of my journal entries for the last quarter okay now

these are all all my journal entries um I removed the sensitive information from these but I wanted to give you all of this demo data so that you can actually

see what it looks like inside of this reference Vault U because as I mentioned you know this is kind of tied to that personal Retreat piece which maybe this

is a a good time to jump over uh over to that um the personal Retreats I've actually got a couple of them in the the personal Retreats folder there's one

from Q3 and there's one from Q2 so here's the Q3 one pulls in my life theme it pulls in my core values and then there are check boxes here for review the journal entries review the gratitudes review the wins those are the

journaling queries that I I just showed you there's also a link to review my ideal future so here's what that note looks like it's a bunch of bullet points of what I want my life to look like okay

so I wake up at 6:00 a.m. I write for two hours after a short break I go work on a business I'm building with a solid team who's passionately aligned with the vision my schedule's flexible I take regular midday breaks to go to the gym go for a

long run I have lots of time to think lots of time to create okay this stuff is not happening right now but this is my ideal future this is what I am hopefully every single personal Retreat

getting a little bit closer to so that's why um that is linked there and then another version of that is my eulogy so

this is basically uh what I want to be read about me by someone who would be doing my eulogy so Mike Schmitz was a loving husband to his wife Rachel an everpresent father to Toby Joshua Jonathan Malachi and Adelaide his family

was his first Ministry he always made sure to put them first yada y y again it's all there you can read it if you want um couple things I'll call out from this he was an entrepreneur Who Loved building businesses and making art

before he died he wrote several New York Times best-selling books and gave away over10 million I'm not at that point yet right but it's inspiring when I when I review that it's like oh yeah that's the

North Star that's the needle on the Compass that's what we're we're working towards all right and then there is a wheel of life that's uh added into this

this personal Retreat so this is you have to ma manually update this this is a a code block so we'd have to go in here um there's these different labels Spirit Mind Body friends family significant other career and work

Mission and money and then the data these associate these are in the same order basically so nine is spiritual six is mind eight is body Etc and then when you actually visualize it it looks like

this this is using the obsidian charts plugin and it's supposed to give you an idea of how happy you are with the different areas of your life right now okay you can see prior to the life HQ

launch money was the one that was a little bit a little bit of thorn in the side um but the intention then from this is okay we're not going to try and fix

all of these areas uh we're going to embrace the idea of an intentional imbalance and we're going to pick the one that is the lowest and we're going to set some intentions based off of that

below that I have these these uh sections where I have the scores and then I I just write a couple of bullets on why I gave it the score that I gave it so Spirit Mind Body friends family

significant other again there's a lot in here I'm going fast for the sake of time but um you get the idea now after that there is a retrospective piece this whole personal Retreat process takes

about uh takes about eight hours uh I in my opinion to do well and I walk through the whole thing there's a deep dive on personal Retreats actually in in here um

let's see that's actually this section right here so it would be this one right here the personal Retreat one I can just open this real quick um this one alone is 2700 words there's a

lot here I tried to give you everything that you would need in order to actually host your own personal retreat but then this is the template that it's all built off of and then you can just fill all this stuff out as you go all right so

the retrospect Ive process has two parts first part is a set of three questions what did I accomplish what went well and what could have gone better okay so there's you know my responses to those

three prompts and then the what should I these this is where I get the most Clarity I spend two hours at least in this section I usually get a bunch of bullets right away within the first 20

30 minutes but if I stick with it my brain uh gets to another level and actually that's where the good stuff uh surfaces so what should I start doing what should I stop doing what should I keep doing and these are just

possibilities you know you'll see question marks after a lot of these because it's what are the options but I do always pick something to stop doing that creates the margin for me to go

chase the the new opportunity that I get excited about and then at the end we've got the intention so in this case there was only one intention and that was to

launch life HQ so again this is the demo now you can actually just start using this because this is built in and someone had asked question previously in the chat about periodic notes there are

periodic notes in here um if you go into these settings you will see here's periodic notes okay so there's the daily notes there's the weekly notes and there

are the quarterly notes um and this is all based off of kind of Cal newport's multiscale planning I've put my own spin on it but I really like that approach quarterly weekly and then daily so

that's what these are and then there's the format there's the template there's the folder so if you wanted to just open up obsidian and do a personal Retreat you

could open up a new quarterly note okay and this is now the Q4 Retreat here's the date that we are doing this here's the Life theme the core values

all the check boxes are unchecked The Wheel of Life we haven't entered any of the scores things like that but it's all all right there and then the intention

is that the quarterly plan are affecting the weekly plans and the daily plans all right so if we go and we look at a weekly

plan uh which we can do by clicking on the the week number here or in the command pallet you can open up the the weekly note under the periodic notes uh

U right there so um this is week 40 okay we've got the date we've got the tasks that were due this particular week and

these date tokens get created based off of the template um there is a link to the current quarterly note so that we can review that when we are making our

weekly plan and then we list uh these are the the major things that need to get done this week and then the top priorities so what are the five things that I want to accomplish this week and then I condense it all down into a

single sentence this week is successful if um here's an example of a completed one all right so this was was before

week 39 week before life HQ was was uh made available so this was the the one thing that that was really the the most important um and then the daily plans I

actually don't do the uh daily planning inside of obsidian I use the daily notes like I showed you this will pull in the tasks that are are due today so I have these but then I will actually create a

Time block plan that is separate from obsidian I believe that that is uh there's benefit in having a different tool for that so I actually have been

using Morgan for this um well yeah I won't I won't get into that a whole lot but Morgan is pretty cool it's an expensive app but it does

integrate with uh obsidian and the obsidian tasks plugin so it'll actually pull in my tasks that are due or scheduled in today tomorrow next week

and then I can just drag those tasks onto the the calendar so I'll time block that way and then I'll write out at the beginning of my day three tasks on my uh my my note cards which are in front of

my my desk here and um these then are propped up so I can look at them as I I go throughout my day why not monthly plans uh you could

do monthly plans I guess it's personal preference the quarterly weekly and daily provides enough uh alignment for

me that monthly just feels sort of like an arbitrary um an an arbitrary uh distinction uh and that's influenced by

like David and I have a focused new year calendar it's on the the wall behind me actually where all the months kind of run together because I don't think that they're they're actually all that that important the big thing is the the

quarterly uh the quarterly plans because we don't want to set annual plans we want to do that for a quarter because that if we can really go hard for quarter we can make significant progress and then we get four feedback loops over

a year instead of one and then um from there uh just having the weekly plans I want to be moving towards those intentions and then daily is just making sure that I'm making progress on the the weekly plans so that's enough to keep me

in alignment um if you do think that the monthly plan plans would be helpful you can certainly add those just go to the periodic notes and then toggle on this monthly notes piece um but quarterly

weekly and daily is is kind of the sweet spot for me all right so that's the journaling that's the personal Retreat stuff um

since we're talking about the tasks and planning maybe that's uh the place to um jump over to the the dashboards um because the the big dashboard in here is

this task dashboard and this is kind of a bunch of essential lists that I have created inside of um obsidian now actually I'll

open up the other habit tracking and daily questions dashboards we can look at these first okay so daily questions you saw me add those scores um this

basically then is a visualization for those different tags on the scores that I gave over whatever time period I set um this is pulling in everything and you

can see I had a whole bunch up until the actual release and then I haven't been in this demo Vault for the last several days so the one that I just added is another dot kind of off to the the side

here but these are are the scores for grow spiritually here's my average here's the same thing for love my wife here's the same things for love my kids be a good friend

exercise create something and learn something so I will look at these and I'll look for patterns I'll look for outliers and if I see that there was one

day that my score was just really terrible like this uh number five right here on 8:25 then I could open up that daily note I could look at the journaling and I could figure figure out

you know what actually contributed to that score is that something that I want to address in my next quarterly plan um but this is really just to give me sort of a a high level overview of how I'm actually doing in these these different

things remember I'm logging these daily I'm not thinking about these dashboards until I am going back to the personal Retreat and I'm I'm looking at this stuff The Habit tracking dashboard looks

like this and again this is going to look weird because the last several days haven't been doing much on here whoops but this is what it actually would look like when you have some data here's the reading habit for the month of September

then you can see the the streaks are kind of tied together the longest streak the longest break and my last streak this this is all data that's built into this this habit tracking here and then

the how-to is explain how to change all this stuff but if you wanted to not do reading for example all you have to do is change the search Target right here and then change the name of the task in

the template that you're your daily notes template that you're using all right but then the task dashboard is the big one um this is how I manag tasks

and obsidian and it took quite a while for this to stick but I love this now um essentially what I

do is I capture tasks primarily to a Master task list it's a a single note which let's create a new tab here I'll show you what this looks like um and this will

probably be appalling to some people um I get it I had the same reaction okay so this is just a big list of tasks but here's the trick you never look at this list this is just the place that things

get added okay so if we go to the task dashboard for example let's zoom in here um and we'll look at the ready list so these are all the things that are coming up in the next

day now I can add a task and I can do this via the uh the quick ad command so we'll actually search for oops quick add new task and there is a keyboard

shortcut associated with this as well but this opens up the tasks modal window all right and then you can just type the name of the task send out life HQ

onboarding replay and this is due tomorrow okay now we can add tags there's a whole bunch of explanation on

the tagging system that I use but when I click apply here to add this task it instantly shows up on the right list okay you could see it hopefully get

added added to that ready list now that may not be the only list that it gets added to in fact it probably got added to the scheduled list as well um and that's really the beauty of this these

tasks don't exist in a specific location we don't move them from one folder to another we just add them and then these essential lists are giving us a whole bunch of things that we should consider

doing so I will look at this list at the end of my day as part of my shutdown routine when I am doing my time blocking in Morgan for the next day and this is

the different like in the the the uh the materials inside of the reference Vault I really get into the philosophy behind this but I believe your task manager should not be your Taskmaster the brain

the computer should give you a list of things that you can look at but it's not telling you you have to do this so John they're kind of like perspectives in

OmniFocus I guess the the difference here would be in how I am engaging with these tasks so the perspectives the way that I've used them previously because I

came from omn Focus was essentially yeah it was just a perspective but then you go into omn focus and something is past the due date and there's a big red

banner by it now you have a couple things that go overdo and now you open up OmniFocus and you just don't want to do anything you feel like you're so far behind already these are just

suggestions okay and then the actual list that I'm working off of exists on in my fancy notebook and then my my note

card for the day so um yeah these are this is not you know trying to get everything done it's trying to show me what are the things that I should consider doing right now so I'm not really concerned about getting caught up

I'm worried about setting clear intentions going forward all right now uh there is the ready list which is basically the things that are doing the next seven days the this month list these are the things that are coming up

scheduled is everything that has a schedule date later someday it's just stuff that's out there in the future some at some point um this is a tag based list so if I had a a a someday

later task that I wanted to add to this I could actually just include the tag later and it would show up here let me give you an example let's add a new

task get tickets to a Tottenham Hots Spur game that's my team all right later and then that shows up

on the later someday list unscheduled are is everything that doesn't have a date inbox is everything that doesn't have a date or a tag basically you got to process this stuff um clarify are

things that I kind of know what to do but I don't know exactly what to do so I need to spend some time thinking about it and getting clear before I would engage with those things back burner is kind of the the stuff it's again just a

back burner tag and stuff that's kind of on Deck the things that are waiting this is something that I'm waiting for somebody to do or to to take the next step um and then discuss this is

something that I need to talk to somebody about um you could add them to your daily notes uh I just find it easier not to worry about the location um not that

doesn't mean that everything is on the master task list okay so I'll actually get into some of the the person related stuff here in a moment but you'll see like for uh for waiting for example get

keynote slides for sales present from John well who the who the heck is John okay joh is actually a sample contact that I have added in here and if we go

into people here's John Smith's note I basically built a u a CRM here uh so we've got some basic metadata properties where you can put in things like email

phone number whatever uh but then there is a tag here this is what is used for tasks that uh John is involved with okay now I've designed this from the perspective Ive of you keeping tabs on

everything that you're responsible for and there are people that you work with so you want to keep tabs on some of that stuff too but you're not managing somebody else's project for them so this is from my perspective okay so these are

things that I need to discuss which on and when I'm going into a meeting Wich on I can open up John's note and I can see all of the things that I need to discuss listed in this call out right

here okay now this call out is just a task query and it includes the tag discuss and the the tag John okay same thing with waiting these are tasks that

I'm waiting and they also include John the things that are assigned to John this includes John's name inside of Double brackets so it's linked to the

person's note now those tasks could actually come from somewhere else like meeting notes okay so I've actually got in the projects folder here a sample

project and some sample meeting notes um this is a data view query I believe let's see edit there we

go yeah so this is creating a table where the attendees include a link to the John Smith note um and those sample meeting notes this is what this looks

like in the attendees here we've just got links to the uh the people's names who were were there uh we've got a sample agenda and then the action items that were decided upon from that meeting

these action items I feel like you may want to go back to a meeting note and decide and look at what was decided in that meeting so it makes more sense for these things to appear here and the great part about obsidian tasks is that

it's going to find these tasks no matter where they are inside of your Vault so if you want to put them somewhere else that's totally fine I just like to have them in the meeting notes and then one big Master task list so I don't have to

think about the uh the locations except for when it's uh when it's relevant so that's the meeting notes now if we go back to to um the sample

project here we'll look at this too the sample project pulls in the tasks that are associated with that project the meeting notes that are associated with that project and then the related materials so this the meeting notes that

are associated with this project this is based off of the tag okay so there are a couple of quick ad commands that I've built in here for adding new projects

and adding new people let's take a look at the people first all right so we're in the people folder here and actually doesn't matter where we are I'm going to hit command P to

open the command pallet and we'll search for new contact okay and we'll create a

new contact here for first name Toby last name schmidtz tag Toby all right so what that did is it created a record for

Toby it applied the tag Toby and then it created all of these queries automatically so here is to discuss Toby and I can add a new

task all right let's um let's talk about sponsors for

Bookworm hash Toby all right and if I hit apply then oops let's reload this think I might have ah darn it think

I might have entered that wrong tasks talk about oh uh it had to be

discussed um sponsors for Bookworm hash discuss hash Toby all right okay so then that the task will automatically show up in those lists so

during the week if something comes up and I've got a regular meeting to talk to this person um I could just capture things and they'll show up on on these lists so all of these queries are are

configured when you create a new uh new person note like that uh yes there is no easy undo um you can do that if you are in the note

itself where the task exists but once you check it off here don't think command Z yep command Z does not

work all right and then with the uh to edit okay so to edit a task you can actually with any of these uh these views um you can click on the the pencil

icon right here and you can actually get to the actual task so from here we can add any of the description the priority recurring due scheduled start date um

any of that stuff so that's how you would actually edit those those tasks now the the projects work the same way where we can actually create a new

project oops that's not the right one quick add new project and then we have the project name project

Titan and hashtag Titan okay so then this is the the project and again it's going to add the tag for the project and then we can use those tags to pull in

meeting notes and and things like that so that's the task and project management stuff um let's see we've

covered quite a bit here here I think the other things that I want to hit on real quickly are the booknotes and the quotes um these are actually not in the

blank Vault but the workflows are so if you try to do the booknotes workflow inside the blank Vault you may get an error um but I've actually included in the reference fault 100 of my personal

booknotes all of the booknotes are in this booknotes folder um if you click on one of these you'll see a tag you'll see the author you'll see a festar rating

you can choose from one to five stars um there's a cover image which is added automatically that is for the book ratings note which I'll show you in a second there's a three sentence summary

there is a mind map of the uh this is from mind node so I've actually brought this in as a PDF and yes you can zoom in on this um I find this kind of a fun way

to visually review my my booknotes but then also I have extracted those as markdown and added those here as well you'll you see some colorful highlights this is based off of the list callouts

plugin so basically that's using my emoji um Emoji tagging system and then adding some some highlights behind it the how-to is explain all of the details

behind that but basically you don't need to add these if you have the the icons then uh it'll it'll add the the uh the colors

automatically all of the quotes have a quote icon hashtag quote tag and then there is a quote book that pulls in all of those quotes I'll actually open up

that show you what that looks like here's the quote book it is a query and um it's pulling in by the source

here all of the different books and um we can find uh so we can we can navigate this and we can just discover quotes this way but we can also hit command F

and we can search here so if we searched for leadership for example we can actually just find all of the the leadership quotes that are are in

here and then the other thing with the booknotes is the book ratings so that's this note right here this is a data view query and it is showing uh book ratings

for all 100 of the book notes that are in here my ratings you can change these obviously if you want um this is all based off of the metadata for the books themselves so if you wanted to change the rating for 30 lessons for living you

just open that note go up to the top delete a star add a star whatever you want to do um but this shows the cover of the book it shows the book title it shows the author and then it shows the

rating and you can scroll down here this the they sorted in Reverse uh rating order so all the way from five stars down to one star and um you can click on any one of these obviously to uh to look

at the the notes for that particular book all right uh I think I'm GNA pause there and take a look at some of the questions that have been coming into the

the chat here I'm going start at the bottom and we'll work our way back up so show how you work with tasks between obsidian and another app like todoist or Morgan

plugins um I can show Morgan let me open this up real quick so I'm GNA share screen again again Morgan is fairly expensive it's a calendar app but then it also has

like uh scheduling links and things like that um but with the Morgan integration basically what you can do is go into the preferences

obsidian point it at your Vault um it will add these IDs to your tasks I've basically just hidden all of those um but then you can choose which files you want to exclude you can choose which

directories you want to ignore and then all of your tasks will actually get pulled in over here so you can see due today I have send the newsletter from

Morgan okay so then I could go into my daily plan and I could look at life HQ onboarding now I actually sent the newsletter already today and I just forgot to go back in here and check

it off but you drag it on here it disappears from the um oh there we go and then we we so you drag it from the the sidebar onto the uh the calendar and then that's basically your time block

plan and then I'll transfer that to the note card check that off t will be archived and it marks it as complete in uh in obsidian do you do you uh schedule your

task in Morgan and then do they transfer automatically to obsidian or vice versa do you do you do mostly of your task in obsidian that gets sent to Morgan yeah so remember obsidian is just the kind of

essential list of the recommendations so this is what you should be thinking about when I drag them onto a calendar it's actually dragging them onto a calendar that I have chosen to add them

to inside of Morgan so the time that I have chosen to do these does not get synced back to obsidian but when I check it off as complete it does okay thank

you all right when adding quarterly or weekly notes added to the end of Explorer under files how do we get it to add to the

appropriate folder um maybe that's the blank Vault um all right I'm going to stop sharing

in the blank fault in the blank fault okay so let me just open that up to make sure I didn't make a mistake

here I'm looking at the periodic notes adding it to folders daily notes weekly planning daily notes weekly planning

okay so let me just share screen I've got my blank Vault open

right now I'm going to create a new weekly note okay and I would normally do this by clicking on the calender but periodic notes um open weekly

note okay and that should have added it inside of weekly planning so right there um not so um Mike S I think that that

works as expected but if you go to the home note and click on the links I think that's when they get created um oh right okay yes gotcha yeah

like those yeah okay so great Point um the home note yeah so today's daily note today's weekly note today's quarterly note um

these are really uh these are just this is a little bit crazy what I was trying to do with this um as you can see this is like a

weird data view JavaScript uh thing that c that grabs the link uh the Double bracket link to to the appropriately

formatted notes but just like a a link that doesn't exist if these notes don't exist then it will just create these in the the default location for new notes

so okay so don't create it there create it the other way don't create them from the home note correct but you can reference them from the home note all of the other ones should exist

already so these you can you can click um yeah there may be a way write like a template or Plugin that that moves it to

the appropriate Place uh but yeah that maybe um I'll see if I can put something together quickly I'll let you know but that'd be great like how about the

quarterly note where does that when you create that where does that go I'm sorry what was that the quarterly note where does that go does that go to the quarterly note goes to the personal

retri folder okay that would be this one right there all right um and try to keep up with these

questions where do you store your Atomic notes in your database I assume you work on the notes in the Inbox and transfer some as atomic

notes yes um so the the the answer for me personally is they usually just sit in my root folder life HQ I tried to create a a big folder

structure to keep things clean so it was easier to navigate and use um but when I'm creating Atomic notes I usually don't care that I have a big long list

of of notes inside of my root folder so that's where they would be um in the Practical PKM cohort we talk about kind of the different ways that you can group things together and so folders are one way that you can

group things together links are another way to use that you can group things together tags are another way and it's really personal preference on where you're going to draw the lines with those different organizational

tools but for me I kind of don't care if everything is a mess inside of my wrote folder do you like to segregate notes generally by topic where you treat a

topic like a capability people places recipes quotes or do you think it's essential to put all notes in a notes folder and all images in a media

folder um I think you could do it either way like I have some folders in side of my my personal vault which are just you know this is how I want to group these

things together but again it's kind of up to you where you want to draw those lines so I feel like people uh the booknotes things like that in the Life

HQ Vault there were there's some very pretty clear distinctions uh with some of these um and that makes it a little bit easier but really whatever you think

is the right way to organize these things you know Nick Milo had a video recently about uh letting your folder structure emerge and I I generally very much agree with that reminds me of the

story about uh the universities where instead of Paving the paths they would just see where the students walked and then as those paths were created they paved those instead I feel like uh

folder structure is uh kind of the the same way um okay let's see other questions think we covered the

Morgan one um how do you go back and edit a task uh you can click on the icon or you can go

to the actual text in the note let's see multiscale planning um I probably

don't have time to talk about this today but I do have a video which probably explains it better than I could I could uh live are youting so let

me grab that real quick let's see multikill planning and obsidian share copy

okay there's the link to the multiscale planning video um man there's a lot in this chat suggest for project template break up task by status just like in the

person note that's a great idea um difference between scheduled and start uh okay so this is kind of getting

into how you want to use the obsidian task plugin which is very flexible you can configure this a lot of different ways um but scheduled is basically the day that I think I'm going to do something start is the day that

something is available to be done so let's just use this onboarding webinar today this had to be done at a specific time that's the due date right now the schedule date maybe I was going

to work on the outline for this yesterday but when was this actually available to be worked on as soon as I had the the event scheduled so the start date maybe was a week ago the schedule

date was maybe yesterday due date was today hopefully that makes sense and again in the howtos and the Deep Dives um there's an explanation of the different types of dates in there

uh how did I put the life HQ graphic in the main UI uh CSS and base 64 um can you show how you change the header image in the home note trying to

use the photo host website but was having difficulty uh yeah I can try to take a crack at that

quick all right so this is using the banners plugin let's see HQ I think this is the one I was working

with oh no I'm not sure what happened to My Demo Vault hold on I don't want to mess this up there it is okay so share this

one um for the banner uh here is the Banner's plugin and then the uh the image is is essentially set in the the metadata

proper property for the the home note and you can configure some of this stuff here on how you want it to to look but the home note itself let's see I think

that was in well let's just open up home all right and then if we go into

yeah so this is this is actually what it looks like if it's not um in the uh the reading view so the the class is the uh the dashboard that is actually um the

CSS behind the multicolumn layout and then the Banner image is right here this is an unsplash photo so um you could grab a URL to a different image and you could

just drop it in this Banner uh depending on the size of the image it may you may not like the way it looks you may need to crop the image but that's essentially what's going on with this and then um here's the the I scroll down here you

can see like if I close this there should be three columns yeah and I like the way that that this looks um so this is kind of the the jumping off point for the the home note

all right uh alternative to day planner yeah life H I'm sorry time ruler is the uh the alternative that everyone is um is using currently I mentioned it in the newsletter today but I haven't had a

whole lot of time to play with it one thing I do like about that though is that it pull you can actually pull in your um your IAL events um so if you have a link to a public Google Calendar

for example then you can have those events show up on your your time ruler inside obsidian um I prefer Morgan but it's also expensive time ruler is free

so the IAL calendars don't seem to be working um I was able to get it to work uh in the GitHub for the time ruler they tell you exactly where to go for the Google Calendars that's what I was using

with was Google Calendars so maybe IAL like uh Apple calendars are not actually working but the Google calendars I was able to get to

work uh um let's see YouTube marketing campaign for Life HQ uh yeah I will I will do that at some point um the YouTube channel I I published the

the task dashboard video about a month ago and I have not had time to do any follow-up videos um I've got another couple of days of of really crazy life

HQ stuff and then after that hoping to get back to some regular content creation um I'm trying to go through the chat and see if I got any other if I

missed any other questions but it's a lot so go ahead and ask it again if I did not answer your question I want to make sure we get to them

all um he said you used to use omn Focus do I have a workflow that I could share for omn Focus I'm afraid I do not I was using OmniFocus 2 it was about 10 years

ago they're on version 4 now so I mean you could probably do a Google search and find some stuff that I wrote about omn Focus back in the day

um but yeah it's it's changed significantly since then do I ever use the Devon think Community Plug-In or Devon think

separately um I do use Devon think but not heavily uh there are some people in the library who use it heavily I know Mark Levon uses it a ton um typically

the way that I'll use it is uh if there are PDFs that I want tied to specific notes I will embed those like the mind

maps into the notes themselves but if it's just something that I want to keep I'll put that into Devon think and then if I want to link to that file obviously you can use the Devon think URLs and

embed those as external links inside of obsidian so that's typically how I would would do that uh recorded calls of folks have customized life setups I would love to

do that if you're volunteering needle heart let me try try to pronounce this Neil Hara did I pronounce that right um I I would love to to chat with

you um the changes life HQ version 1.01 affect in any way the blank Vault settings of V1 uh good question so to answer that I

would have to look at the release notes oops and this is actually the wrong spot I have to fix

that um but here is what I changed with version 1.01 fix the path for the meeting notes and templat or Plugin settings fix the code syit for the sample project fix the code syit for the

project template file um so that is I trying to keep a a log of everything that I do here so you can decide for yourself whether you need to download the new version and then as I do this I

also update the uh the howtos so um there's instructions on how to actually change that if you need it there is an Focus plugin send task to OmniFocus allows you to send task to

OmniFocus that's cool I haven't actually played around with that um but if you're going to use a task manager with obsidian uh then there are definitely cases uh to be made for that I would

actually recommend to-do because there's a a plugin called to-do sync which is actually really great and it works as a two-way sync you can send you can actually embed your task from to-do uh

using filters and then um you also have the benefit of the location based reminders and all that kind of of stuff if you're using Tod doist on a mobile app if you upgrade the blank Vault how

would you use that not going to start from scratch each time no you would not start from scratch each time you would look at what's new and you would make uh

any updates that are required uh listed in the the release notes that's that's the current workflow I've got for I know that's not ideal I was talking to Christopher he's the

community manager for for the library um about having some sort of installer in the future where it could just bring over all the the new changes but I'm not at

the point where I have that yet unfortunately so um I guess well the the best way to do it if you have any questions would be to to ask me okay so like what do I need to actually change

and I'll write out this is what you do this is the code snippet this is what you change I've been doing that for people um already with the the launch and that's just you know what I've got to got to work with currently

um Auto note mover plugin nice all right any other questions know I covered a lot no I also

didn't cover everything um I don't want to overwhelm people uh suggestions for pruning of taster projects when I becomes apparent that

the uh that you've got too much essentially that was a question that Lee had asked uh basically the way I would do that is I would I would uh look at the the task dashboard essentially

because if a task exists and I'm not seeing it um then it kind of doesn't really matter uh if it's if I'm dropping

things things are falling through the cracks that's one thing um but if I've added something and it just isn't showing up on my list and I'm not getting around to it there's no negative

ramifications from that maybe it's not something I should be doing anyways that that's not a big deal so I'm not looking at that big Master task list and pruning that all the time but as things show up on my Essential list if I see this and I'm getting annoyed at seeing this and

I'm realizing I'm never going to actually do anything with this thing in the near future then I would just delete that task I would click on the pencil icon go into the edit mode and just

delete the the task from there um there is also with um obsidian tasks there is a status called canceled so if you just if you wanted to manage the tasks that you dropped essentially like

this is not something I want to do anymore you could uh mark it as canceled instead of uh done that's a a built-in status all right any other questions anything I missed

there probably is something that I missed from from this giant chat here but created dates consider adding created dates to your tasks making a query around that yep that's another

thing that you could do uh I don't typically use the created dates but that's the beautiful thing about the obsidian task plugin you can really tweak it any way that you want you can even build your own custom workflows for

your statuses if you want um actually there is one more thing I should probably show and that is the

writing projects I realize I missed that one so um going back to uh the creativity flywheel stuff um the way

that I manage my writing projects is uh based off of this folder writing but the projects plugin okay so the projects plugin um this is based off of a folder you can

create new projects here and you can just choose the data source folder tag or data view I'm using a folder and the path is that writing folder now all of these different swim Lanes these are

basically just uh statuses for these notes um there's backlog in progress and done things move from left to right and as we move things from Lane to Lane the

colors change but basically the ideas once I know what I'm going to write about I would move something from the inbox here into the uh the uh the

backlog so actually let's just take this calendar bombing idea okay now let's move this file move current file to another folder and we'll move it to the writing

folder okay now if we go back to the projects plugin here's something without a status and when I'm ready to work on it I'm going to add it to the backlog okay so this is stuff that I'm going to work on this is stuff that's in progress

this is stuff that's done as I'm working on these I can command click open these and I can actually do all of my writing right inside this note here so these are

actually posts and articles that I had written previously just to give you some uh some example and if you have a more detailed process for your your writing

you could build you could split apart in progress you know maybe you've got four or five different swim Lanes um these are all just based off of the the status for the the

notes any customizations for the projects plugin I don't believe so let me just double check yeah no this is basically a I

guess I I toggle the thing I do with the the projects plugin is I I rearrange these so that the board view is first I find the board view the most helpful but

if you added additional data to these like um a publish date for example then these can show up in the table or the calendar view as well that publish date for example you can see it would show up

show up here so if you were managing an editorial calendar you could literally do that from this projects plugin but I like the uh the board view how is it different from The combon View

the comound plug-in is um basically just text in a note these are actually notes in a folder so because these notes are the actual text that I'm going to be

publishing or a newsletter that I'm writing I've got another project for like YouTube scripts I find it helpful to have all of the the scripts and the texts that I'm actually writing be

associated with that file now you could you know create separate files but I just like how the projects plug-in pulls all this stuff in automatically

hey Mike yes if if you were writing a book um and so the project would be the folder the book would be the

folder uh can you divide the like maybe each chapter as its own project um as its own project

yeah yeah okay so you you could the projects are based off of uh in this case folders but you could use tags if you wanted to do it too I think the way

that I would do this though if I was man if I was writing a book I would create a folder for the book and I would actually have notes as the chapters and then this would be chapter one chapter two chapter

three and I would just write inside there and then when the chapter is done I would slide it over to done that's how I personally would manage it right okay break it down further obviously if you

wanted to thank you all right uh any other questions would you suggest loading life HQ into a totally new vault which keeps

the current Vault small then moving the selections from current into life HQ uh so I sort of addressed this earlier but basically if you've got an

existing Vault um you can attack this two different ways you can bring over specific workflows from the reference Vault where I walk you through how to set them all up and link to all the appropriate plugins you could install

them using the instructions that I provided or you could bring over notes from your current Vault into the life HQ blank Vault it's going to depend on how many custom workflows you already have

added to your Vault if you haven't really gone nuts with plugins then it's probably easier to just go into your file explorer on your Mac or your PC

copy those folders and drop them into life HQ blank you can always rename life HQ blank um as something else but if you drop a drop those folders in then

all it has to do is reindex your files and you're good to go all right last call for questions anything else that I missed not really a question I just

wanted to commend you for for doing such a great job with this project I've been you for a while on YouTube and I've always really liked your YouTube videos and tried to actually do it on my own

Vault whatever you were suggesting uh but you know I've been procrastinating a lot so I really like the fact that you've set everything up

so oh well thank you thank you yeah it's uh labor of love um like I said this is my signature product I want to be selling this 10 years from now um you I

want to keep adding things to it obvious L but this is the thing I want to work on um keep making it better not keep launching new things um that being said

I guess I should mention that if you want to build it yourself obviously there's the the regular version and all the YouTube videos I I try not to hide anything in the YouTube videos if you

watch the task dashboard one I walk through all the codes that I used you know but if you do want help actually getting this rolling there is the the community upgrade so if you bought the

basic version and you want to join the cohorts you can actually do that and I will put this in the chat no pressure for people to do this the community will always be there if you decide you want

to join the cohorts later you can absolutely do that but right now the the only way to join the community is through life HQ and this will actually

be the lowest price the 400 bucks a year as opposed to 500 when I open it up for the Life theme cohort in November so that link is for everyone who bought the basic version if you did want to upgrade

but you have everything in life HQ if you just want to do it yourself then you have everything that you need already uh following the presentation if you want to suggest uh comments or

feedback I guess the best way to do that would be just to reply to the email that I will send out with the link to the replay um I read and read every single

one of those those emails those come back straight to me so um all of the feedback that you have positive or negative I want to hear it because that's going to make future versions of

this better um and if I didn't answer a question or you watch the replay and you wish I would have addressed something please reach out ask the question via email and I'll do my best to get you the

the answer um yeah but I've been talking for a long time so I think we'll wrap it up there if there are no other questions one more one more opportunity I guess last chance

for anyone if you have any other other questions happy to to answer them but um thank you so much to everybody who has

bought life HQ uh the launch has been great uh beyond my expectations so um just really thankful and appreciative of

of everybody who uh who has uh supported my work whether this is the first time you've enced anything I did or you've been following me for a long time I recognize quite a few names here um so

appreciate the the support over the years but yeah I think we'll wrap it up there thanks everyone for being on and again if you have any other questions feel free to reply to the the replay

email or just send me an email support mik schmit.com and I'll do my best to help you out all right thanks everyone have a great day

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