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ExecuteIT-Consulting/MANUAL_SETUP_INSTRUCTIONS.md
2026-01-14 13:49:51 +01:00

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# Manual Setup Instructions for ExecuteIT Consulting Vault
## ✅ Vault Structure Created
The complete folder structure and templates have been created automatically.
## 🔌 Recommended Community Plugins Setup
### Step 1: Enable Community Plugins
1. Open Obsidian
2. Go to Settings (gear icon) → Community plugins
3. Click "Turn on community plugins"
4. If prompted about safe mode, click "Turn off Safe Mode"
### Step 2: Install Recommended Plugins
#### Essential Plugins
**1. Dataview**
- Click "Browse" in Community plugins
- Search for "Dataview"
- Click Install, then Enable
- **Purpose**: Dynamic tables and queries for job tracking
- **Configuration**: Settings → Dataview → Enable JavaScript Queries
**2. Templater**
- Search and install "Templater"
- **Purpose**: Advanced template functionality with dynamic dates
- **Configuration**:
- Settings → Templater → Template folder location: `07-Templates`
- Enable "Trigger Templater on new file creation"
**3. Calendar**
- Search and install "Calendar"
- **Purpose**: Visual calendar navigation for daily notes
- **Configuration**:
- Settings → Calendar → Dot threshold: 1
#### Highly Recommended Plugins
**4. Kanban**
- Search and install "Kanban"
- **Purpose**: Visualize job pipeline as a kanban board
- **Usage**: Create a kanban board in `02-Jobs` to track application stages
**5. Advanced Tables**
- Search and install "Advanced Tables"
- **Purpose**: Better table editing experience
- **Usage**: Auto-formats tables as you type
**6. Tag Wrangler**
- Search and install "Tag Wrangler"
- **Purpose**: Easier tag management
- **Usage**: Rename tags across all notes easily
#### Optional but Useful
**7. Periodic Notes**
- For advanced weekly/monthly note creation
- Works with Calendar plugin
**8. Graph Analysis**
- Better graph view with more options
- Useful for seeing connections between jobs, skills, projects
**9. Excalidraw**
- For drawing diagrams and architecture sketches
- Great for technical interviews prep
### Step 3: Configure Daily Notes (Already Done)
The daily notes configuration is already set up, but verify:
- Settings → Daily notes → Date format: `YYYY-MM-DD`
- New file location: `01-Daily`
- Template file location: `07-Templates/Daily Note`
### Step 4: Configure Templates (Already Done)
The templates configuration is already set up, but verify:
- Settings → Templates → Template folder location: `07-Templates`
## 📊 Setting Up Dataview Queries
Once Dataview is installed, add these queries to your Home.md dashboard:
### Active Jobs Table
```dataview
TABLE
status as Status,
priority as Priority,
applied-date as Applied,
company as Company
FROM "02-Jobs/Active"
WHERE contains(tags, "job-application")
SORT priority DESC, applied-date DESC
```
### Recent Daily Notes
```dataview
LIST
FROM "01-Daily"
SORT file.name DESC
LIMIT 7
```
### Skills by Category
```dataview
TABLE
proficiency as Level,
category as Category
FROM "04-Skills"
WHERE contains(tags, "skill")
SORT proficiency DESC
```
## 🎨 Appearance Settings (Optional)
### Theme Recommendations
1. Settings → Appearance → Themes → Manage
2. Try these popular themes:
- **Minimal**: Clean, professional look
- **Things**: GTD-inspired theme
- **Blue Topaz**: Feature-rich with good color coding
### CSS Snippets (Optional)
You can create custom CSS snippets in `.obsidian/snippets/` for:
- Custom callout styles
- Better table formatting
- Tag coloring
## 📱 Mobile Setup (Optional)
### Obsidian Mobile App
1. Download Obsidian from App Store/Google Play
2. Open existing vault from iCloud/Dropbox/local storage
3. Same plugins available on mobile
### Sync Options
- **Obsidian Sync** (paid, official, most reliable)
- **iCloud** (free for Mac/iOS users)
- **Dropbox/Google Drive** (free, works cross-platform)
## ⚙️ Additional Configuration
### Graph View
Settings → Graph view:
- Enable "Show attachments"
- Groups: Create color groups for tags (jobs, skills, reflections)
- Forces: Adjust for better layout
### Hotkeys
Set up custom hotkeys for frequent actions:
- Settings → Hotkeys
- Recommended:
- "Open today's daily note" → Ctrl/Cmd + T
- "Insert template" → Ctrl/Cmd + Shift + T
- "Quick switcher" → Ctrl/Cmd + O
### File & Links
Settings → Files & Links:
- Default location for new notes: `00-Inbox`
- Automatically update internal links: ON
- Default location for attachments: `08-Resources/Attachments`
## 🎯 First Actions Checklist
After setup is complete:
- [ ] Open vault in Obsidian
- [ ] Install Dataview plugin
- [ ] Install Templater plugin
- [ ] Install Calendar plugin
- [ ] Create first daily note (Ctrl/Cmd + P → "Open today's daily note")
- [ ] Review and customize [[Home]] dashboard
- [ ] Fill out [[Skills Inventory]]
- [ ] Create profiles in `03-Profiles/`:
- [ ] Data Architect profile
- [ ] Backend Developer profile
- [ ] Technical Architect profile
- [ ] Move existing job applications to proper folders:
- [ ] SEB application → `02-Jobs/Active/`
- [ ] Vattenfall application → `02-Jobs/Pipeline/`
- [ ] Svenska Kraftnät → `02-Jobs/Pipeline/`
- [ ] Document 2-3 major Tieto projects in `05-Projects/`
- [ ] Create first weekly reflection
## 📚 Learning Obsidian
### Quick Start Resources
- Obsidian Help Vault (Help → Open help vault)
- [Official Documentation](https://help.obsidian.md/)
- [Obsidian Hub Community](https://publish.obsidian.md/hub)
### Key Concepts
- **Double brackets [[]]**: Create links between notes
- **Tags #**: Categorize and filter notes
- **Frontmatter**: YAML metadata at top of notes
- **Backlinks**: See what notes link to current note
- **Graph view**: Visualize connections
### Markdown Basics
- `#` Headers
- `**bold**` and `*italic*`
- `- [ ]` Checkboxes
- Tables with `|`
- `> ` Blockquotes
## 🆘 Troubleshooting
### Dataview not showing results
- Check that plugin is enabled
- Verify frontmatter YAML is correct (no typos)
- Check query syntax
### Templates not working
- Verify template folder path in settings
- Check that Templater plugin is enabled
- Ensure template files exist in `07-Templates/`
### Sync issues
- Check sync service status
- Verify folder permissions
- Try manual sync/refresh
## 💡 Tips for Success
1. **Start simple**: Don't try to use every feature immediately
2. **Daily notes are key**: Build the habit of daily journaling
3. **Link generously**: Create connections between related notes
4. **Review weekly**: Use weekly reflections to see progress
5. **Customize gradually**: Adjust system as you learn what works
6. **Backup regularly**: Your vault is just a folder - back it up!
---
**Need help?**
- Obsidian Forum: https://forum.obsidian.md/
- Obsidian Discord: https://discord.gg/obsidianmd
- Reddit: r/ObsidianMD
**Ready to start?** Open [[Home]] and begin your consulting journey!