MASTER Obsidian's Powerful METADATA MENU Plugin

MASTER Obsidian's Powerful METADATA MENU Plugin - Step by Step

Рет қаралды 16,269

Күн бұрын

#obsidian #tutorial #plugins
Thanks for watching, and I hope you enjoyed this step-by-step guide for Obisidan's Metadata Menu plugin.
⬇️ DOWNLOADS
FREE Obsidian templates and starter vault: store.sascha-kasper.com/?tags...
⏱ TIMESTAMPS
00:00 === WHAT'S HAPPENING? ===
01:15 1️⃣ === PLUGIN OVERVIEW ===
01:39 2️⃣ === PLUGIN SETUP & SETTINGS ===
01:46 Plugin installation
02:14 -- Plugin settings: Dataview --
02:27 -- Plugin settings: Metadata Menu --
02:31 Scope
02:50 Context menu
03:32 Exclusions
03:47 Autocomplete
04:01 Indexing status
04:09 Frontmatter list display
04:17 First day of the week
04:27 Preset field settings
05:08 FileClass
05:15 Class files path
05:59 FileClass field alias
06:09 Global fileClass
06:32 Results per page
06:42 Add fileClass after create
06:43 FileClass select
06:50 Metadata Menu button
06:52 Button default icon
06:57 Button icon display options
07:09 Query-based fileClass settings
07:15 3️⃣ === BASICS ===
07:48 All field types and settings
21:57 4️⃣ === FILE CLASSES ===
22:45 Class creation
23:28 Table view
23:48 Setting a global class
24:34 Using a global class
26:13 FileClass settings
26:15 Max records per page
26:30 Map with tag
26:46 Tag names
26:58 File paths
27:05 Bookmark groups
27:11 Button icon
27:46 Parent fileClass
28:47 5️⃣ === DEMOS ===
29:29 -- Plugin only demo --
29:38 Define list values manually
30:21 Assign class to note
30:28 Add class-specific frontmatter to note
30:32 Inheriting class fields
30:51 Specific fields for "child" classes
31:18 Exclude fields from parent class
31:37 Different values for the same field as in the parent class
32:02 Use lookups for list values
32:32 Create a lookup note
32:46 Replace manual values with lookup
33:23 -- Plugin and Canvas demo --
34:03 Create a canvas
34:26 Define groups for managing frontmatter
35:00 Link class to canvas groups
35:27 Note creation via canvas
35:40 Add class and frontmatter to note
36:25 Update frontmatter via canvas groups
36:38 Link canvas groups to fields
37:35 Update frontmatter via canvas links
39:13 There is more
📚 USEFUL LINKS
Metadata Menu documentation: mdelobelle.github.io/metadata...
🌐 FIND ME ONLINE
Twitter: / skasper
LinkedIn: / saschakasper
Blog: sascha-kasper.com
Pinterest: / leanproduct
Facebook: profile.php?...
Substack: skasper.substack.com
All links: linktr.ee/skasper
💶 LIVELIHOOD
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👍 THANK YOU
I hope you found this useful. Thanks for watching.
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Пікірлер: 83

@leanproductivity 7 ай бұрын

😢 Wondering how to keep your metadata consistent in #Obsidian? 😕 Struggling with making the "Metadata Menu" Plugin work? This step-by-step guide ✅ includes practical examples ✅ explains every single setting ⏲ in ~40 minutes. Download FREE Obsidian templates and my demo vault at store.sascha-kasper.com/?tags=obsidian

@leanproductivity 7 ай бұрын

@@misha8048 that's odd. I will check it tomorrow and get back to you.

@misha8048 7 ай бұрын

@leanproductivity Greetings, I think the reason is that I unpacked to the yandex disk cloud storage as there was no duplication after unpacking the archive with your storage to the local disk.

@leanproductivity 7 ай бұрын

@@misha8048 excellent. Thank you for letting me know.

@scronje 4 ай бұрын

Thank you very much for this fantastic video. I learned a lot.

@alfonsoreyes911 23 күн бұрын

Very useful indeed! Comprehensive and to the point. Thanks for taking the time of making this video.

@leanproductivity 5 күн бұрын

You're very welcome! Thank you for your kind feedback.

@ryanbartlett672 7 ай бұрын

Sir, you have the skills, tools, and process to produce very high-quality content. Thank you. This felt more like a course than a video, and the timing could not be better since I am just starting a revamp of my vault right now with Metadata Menu (kickstarted this week with Danny H.'s excellent coverage).

@leanproductivity 6 ай бұрын

You're very welcome! Yes, Danny's videos are great. I am glad you enoyed this one.

@ryanbartlett672 6 ай бұрын

Thanks again. Very thorough, and well-structured. It is looking like Metadata Menu saved Canvas for me -- properties based on groups and links is super cool. Interestingly, it is Dataview that saved Obsidian for me overall -- so this illustrates what I already know: it is the community plugin flow that is really making this application so wonderful and useful.

@leanproductivity 6 ай бұрын

Glad it was helpful! Thank you for your nice feedback.

@dougsanderson5265 7 ай бұрын

This is a fantastically comprehensive walkthrough. Thanks for putting this together.

@leanproductivity 6 ай бұрын

Thank you so much. Feedback like this keeps me going. Glad you enjoyed it.

@EvertTaihuttu 6 ай бұрын

Thanks for this video. Really helpful especially how you explained and structured the "nitty-gritty" details in the beginning and examples in the end. 🙏

@leanproductivity 6 ай бұрын

Glad you enjoyed it! I appreciate you taking the time to give me this feedback.

@mathieudelobelle9432 7 ай бұрын

This is a great and comprehensive demo of the plugin. thanks a lot

@leanproductivity 7 ай бұрын

This is high praise from the plugin creator himself. Thank you so much! You wrote a great plugin, and I hope this will make it more accessible for Obsidian users.

@stoictrader7432 4 ай бұрын

Your explanations here are magnificent. What a great ability to explain and simplify these concepts in a super straight to the point fashion. Thanks man

@leanproductivity 4 ай бұрын

Thank you so much - gettings such feedback means a lot.

@nukem97 6 ай бұрын

Thank you for this comprehensive video. If I may make some suggestions for your future videos: - Showing the various settings of the plug-in upfront in the video was overwhelming, a user who has no idea what the plug-in does would be even more confused when every single setting is explained at the start, since the user is missing context of where these settings could be used. My suggestion is to focus on the settings as needed throughout the tutorial, which would have given context of why this setting is needed. - A real world example would have been very nice to explain the plug-in, I would appreciate if you can do a video trying to capture something like a CRM system, or travel tracking system that would encompass these properties. - May I suggest trying to model the below example to showcase the plugin and it's interaction with Templater/Quick Add plugins in a future video? - Entites -- Country -- City -- Airports -- Trips (a trip to one or more destinations) -- Bookings (tickets for flights to each destination, a booking must belong to a trip, a Trip can have many bookings) - Flights (Each leg of the flight, a flight must belong to a Booking, a Booking can have many flights)

@leanproductivity 6 ай бұрын

First, thank you for the detailed feedback - this is really helpful! Regarding your points: Structure: I was somewhat torn and - in the end - decided for this approach, thinking that the detailed timestamps will make it easy for people to jump around. But yes, for some it may have been easier the other way round. Real life example: I put two basic showcases there to indicate the possibilities. As the video was already quite long, I may do a separate one for more advanced demos. Future video: I added your suggestion to my list. Thanks again for taking the time to help me make better videos in the future.

@coltoncarner5879 6 ай бұрын

@@leanproductivity Just wanted to chime in and say I think the comperhensive detailing of the settings was fantastic. Perhaps it might have been better to start the video with the example before the complete runthrough however (ie, swap the two parts). Either way, I don't think it's a big deal since you have clear timestamping + intro at the beginning. Thanks so much for this walkthrough!

@leanproductivity Ай бұрын

Coming back to make sure you did not miss these two videos about a CRM (kzfaq.info/get/bejne/n7-pZMqXvK6pcqM.html) and a travel planner (kzfaq.info/get/bejne/j9V8ZNd_x6y8Ypc.html) in Obsidian. I hope they help.

@jolilius 6 ай бұрын

Thanks! Very good video, detailed explanations, and a particularly good example!

@leanproductivity 6 ай бұрын

Thank you so much for your kind words! I'm glad you found the video helpful and enjoyed the detailed explanations and example. It means a lot to me that you appreciate the effort I put into creating content for you!

@tummalatube 7 ай бұрын

What a better way of making a video on a plugin!! Keep rocking. I think this plugin opens the gates to many avenues like CRM.

@leanproductivity 6 ай бұрын

Yes, it's a really powerful and versatile plugin. Thank you for your encouragement!

@yiannissofologis2962 6 ай бұрын

grateful to share with us a piece of your knowledge

@leanproductivity 6 ай бұрын

So nice of you. I am happy to share what knowledge I have.

@DannyHatcherTech 7 ай бұрын

Nice overview. Thanks for sharing!

@leanproductivity 7 ай бұрын

Thanks for watching! Also, I find your videos very inspiring - they always give me ideas and make me want to do better with my own. Great work!

@francoishabert4235 7 ай бұрын

Nice overview. Thanks!

@leanproductivity 6 ай бұрын

Glad it was helpful! Thank you for sharing.

@ryanbartlett672 6 ай бұрын

Watching again. Thanks. Excellent review and cool functionality. A couple new ideas came to mind this morning in regards to the Meta Data Menu Canvas fields: 1) Visualize and structure my notes for the Breadcrumbs plugin -- the developer added many ways to set the Parent/Child/Next/Prev but mapping it out could give me both a map and the link structure for keyboard navigation?! 2) Process flows

@leanproductivity 6 ай бұрын

Thanks for sharing! This sounds interesting. Regarding process flows: were you thinking about how to visualize them based on BPMN? This would require the use of the proper shapes for the various activities/events in a flow. I don't think they are supported by a free plugin but tfthacker's "Canvas Candy" plugin could probably used for that (tfthacker.com/cc-sample-bpmn). This plugin is not free, tough (costs appr. 20 USD).

@FaunaPrimal 4 ай бұрын

Awesome! also good job on removing the background music people suggested in other videos. Very clean and clear

@leanproductivity 3 ай бұрын

Glad it was helpful! Thank you for your encouraging feedback.

@KaidoKurrikoff 5 ай бұрын

Very helpful, thanks!

@leanproductivity 4 ай бұрын

You're welcome! Glad to hear that.

@FahdJeddah 5 ай бұрын

This video really convinced me to switch from Notion to Obsidian, and I am very grateful for this wonderful video . New subscriber to the channel

@leanproductivity 4 ай бұрын

Awesome, thank you! So happy to hear that it helped you. And thank you for subscribing.

@barnabasszakal7258 6 ай бұрын

So great help, thank you!

@leanproductivity 6 ай бұрын

Glad it helped! You are very welcome.

@diegounger 5 ай бұрын

Thanks for sharing!

@leanproductivity 5 ай бұрын

More than happy to do so. Thanks for watching and commenting!

@kiMarieTeee 6 ай бұрын

Thank you for your work! I can't quite separate when to use classes (which I understand to be presets of properties) and when to use templates (templater Plugin), which can preset more than properties.

@leanproductivity 6 ай бұрын

Thank you. That's very kind of you. For me, "classes" provide the structure for a note's metadata/properties, whereas "Templates" already fill in specific values. E.g., I may have one class "Projects" but multiple templates for "Blog Posts", "KZfaq Videos", etc. While both project types use the same fields, each of them has an individual template, adding type-specific values. Imagine a field "Platform". For Blog Posts this would get filled with "Blog", for Videos it would be "KZfaq" via the respective template. I hope this helps. Let me know if you have other questions.

@susanpearson-creativefibro 6 ай бұрын

This is a great video, thank you. As mentioned by someone else it would be great to see a video of Metadata Menu and Database Folders in use together. You can't get an idea of how they play together when only one plugin is enabled. Are the properties added via Metadata Menu and discovered by DB Folder or are some added directly in DB, are some added via templater? Having shown your video of your top ten plugins I assume you use them all at the same time rather than constantly turning them off and on? Have you found any plugins that conflict with any of the ten? Do you have any best practices tips? I would love to see a vault tour (demo vault if needed) with all your plugins active.

@leanproductivity 6 ай бұрын

Thank you for this feedback - these are great suggestions, which I will happily add to my list. Much appreciated.

@diniomar3965 5 ай бұрын

This is amazing. I learnt new things about this plugin that i didnt know it was possible. You touched on the Template plugin in your video. I am struggling to understand how the "Metadata menu" and the "Template" or "Templater" plugins can be used together. I am seeing that the auto population of the properties overal between the Metadata menu and Templater plugins. Please could you give an example workflow or use case where the two can be integrated or work together?

@leanproductivity 5 ай бұрын

Thank you so much - I am glad you like it. You may want to check this example for Templater: kzfaq.info/get/bejne/pthdkrN9nt-ndZ8.html. It shows how to use it to create notes automatically, which goes a bit further than "just" filling in frontmatter fields. Generally, I use the Metadata Menu plugin for managing frontmatter structure and Templater to fill this structure.

@sergiopeixoto6651 7 ай бұрын

Excellent video! When you integrate the DATABASE FOLDER Plugin with the METADATA MENU Plugin, you establish a robust foundation for creating your vault. In the upcoming video, focus on organizing folders and files within the vault effectively. Highlight the proper utilization of tags, links, and types for streamlined information retrieval. This step-by-step guidance will ensure efficient data management.

@leanproductivity 6 ай бұрын

Thank you. Yes, combining those two is really powerful. I added your suggestion about organizing folders and files to my list. I am a bit hesitant because there is no single approach that fits everyone. I need to think about it.

@Mark4Jesus 5 ай бұрын

Thanks so much for this video. I am following along and hopefully some day this will go smoothly thanks to you. One question if you know.... Can Metaview Menu a fileClass relate to another fileClass? Example, I can use Notion to make one database field relate to another database's object (even bidirectionally). I need the relational database to set up, for example, logs within tasks within projects, and allow a project view to display the most recent task logs.

@leanproductivity 5 ай бұрын

You are very welcome. I don't think the Metadata Menu plugin can do that (yet). Perhaps the DB Folder plugin can help with that via the "relationship" and "rollup" column types. See here: kzfaq.info/get/bejne/oq-ljaSa0JfOgIE.html

@Mark4Jesus 5 ай бұрын

Perfect@@leanproductivity (I actually just need to play your video 3/4 speed because my brain doesn't work as fast as your lolol). So it seems that DB Folder will give me that feature. Gee I spent all Saturday learning to set up Metadata Menu & Dataview, I don't know if I need all three of these, or maybe learning Metadata Menu went to waste, TBD. It would also be awesome if some obsidian plugin would allow to drill down into a relation's properties using dot notation (databaseX.propertyY) instead of having to bubble up the rollup in a GUI... or maybe that's already there and I'll find out. I want to make a cool project manager with tasks and task logs, so the projects look like blocks, the tasks look like cards and the latest tasklog status property shows on the card. Because the reality is I have to multiplex several parallel projects, remember where I left off on one thing, check back on projects that are blocked, and be able to have documentation and (if I use for work too) generate a weekly report. It seems possible. Thanks again, take care.

@marcorobbe9003 5 ай бұрын

Great video. Thanks for that. Q1: Where do you see the (dis-) advantages between MetadataMenue and Templater for assining the Metadata. Are you using both? Q2: Is there a way to move files depending on the assigned class? For exampl, all new files automatically get the class "All". All documents with that class are stored in the folder "InBox". Now I can assign the class "People" to that file and it should automaticaly move to Contacts/People. Or I assign the class "MeetingNote" and that file should automaticaly move to Meetings folder. Do you know a way to do so? Thanks a lot

@marcorobbe9003 5 ай бұрын

I just saw your CRM video where you show how to automatically define the folder 👍

@leanproductivity 4 ай бұрын

Q1: I use both. Metadata Menu for consistent frontmatter structure and Templater for filling frontmatter automatically depending on the note type. Q2: asked and answered in the CRM video, as you pointed out. 🙂

@cryptocrake 5 ай бұрын

Super interesting tutorial, thank you. I'm a beginner Obsidian user and tried to follow your guidance but got stuck at #7:50. There's a "+" sign next to the "Classes" folder which is missing for me. I've tried to look for solutions but couldn't find any. Does anyone know where I'm going wrong?

@leanproductivity 5 ай бұрын

Thank you for your kind feedback. I think I had the same issue once, and restarting Obsidian fixed it for me. If you have not done so, perhaps give it a try and let us know?

@babyslime 20 күн бұрын

I also have this issue. Restarted Obsidian, ran updates, but it never appeared. I'm not really sure what's causing it or how to fix it.

@GjROZkxrDiYCm 7 ай бұрын

nice vidio! by the way,wrong timestamps, it's a db folder plus ,not meta data?

@leanproductivity 7 ай бұрын

Dude, thank you so much for pointing this out. Copy/paste clearly has its pitfalls when used late at night. I fixed the descrption and timestamps now. Much obliged!

@SteveJohnSteele 5 ай бұрын

18:20 My Participants does not have the Box icon next to it. I have checked the Demo file, everything looks perfect, exactly as you have in the video. I have tried to remove and add again, same. I can manually add the text, but it's clearly not as you demonstrate. Help please. Great video

@SteveJohnSteele 5 ай бұрын

I found the problem. I had a single space after the name "Participants", that's autocorrect for you :)

@leanproductivity 5 ай бұрын

Glad you figured it out - would have been difficult to do a remote diagnosis. Good luck, and let me know if I can help with anything else.

@vipersorc 6 ай бұрын

Any way to list metadata fileclass list items in a templater suggester? Else this is nothing more than a post create property editor for me I expect

@leanproductivity 6 ай бұрын

I'm not aware of this possibility. I suggest getting into the Obsidian Discord server. People there are as helpful as they are knowledgeable.

@marcorobbe9003 Ай бұрын

Hi, I just had a gain a look at your video. At 8:56 you show all the different class types. New types are always at the bottom of the list. This looks "normal" to me. When I am adding new fields to a class, the new fields are always added at the top of the existing fields. Is there a way to configure this behavior? I would also like to add new fields at the bottom of the list. And an other Question: I have a folder called categorys. In that folder there are different files - one file / filename resambles a category. In the Frontmatter I would like to have a multi select that lists that categories / file names as selections for the multi select. How dose the query of that multi select needs to look like to work? I searched several ressources and also tried to figure it out with chat GPT. It looks like I am missing somthing because I cant get it to work. Is it possible to give me an answer or is it to complex to get answerd here? Thanks a lot --> I got the solution. I had one space at a wrong place. So in my situation the query needs to look like this: dv. pages('"20 - Categories"').map(p=>p.file.name) Now all files are listed inside a multi select 🎉

@leanproductivity Ай бұрын

I noticed that, too. It must have changed on a recent update. AFAIK, this cannot be configured. Sorry.

@Art_of_Learning 6 ай бұрын

🤯🤯🤯🤯🤯 Thank you for your efforts. You could easily scale this channel with your abilities and knowledge. Reach out if you want to hear my particular use cases. Maybe that will help you get more ideas for future videos. Win-Win

@leanproductivity 6 ай бұрын

So nice of you - thank you. Sure, I am always happy to get inspiration. What is your use case?

@Pesssimistos 7 ай бұрын

Please tell me what query can be used to display all the files that are in a folder. Dv.pages displays only .md files, but the folder also contains pdf, office and other files. I want to add links to files in folders through a request, but the request does not work. Thank you!

@leanproductivity 7 ай бұрын

I could be wrong - not really a Dataview expert - but as far as I know, the Dataview plugin in Obsidian only supports querying markdown files (.md). It doesn’t support querying other file types like .pdf, .jpg, etc. Perhaps a more experienced viewer can confirm or correct this?

@Pesssimistos 7 ай бұрын

@@leanproductivity thanks for the answer! I also looked at different instructions and I think that dataview cannot work with Non-md files. it's very sad, because now I have to look for some way around this limitation.

@pablozambrano7235 6 ай бұрын

Greetings from Colombia, I am learning English with your videos, you see I try to activate the pluggin and obsidian does not allow me to do so, do you have any idea what is the reason for this?

@leanproductivity 6 ай бұрын

Please clarify where you encounter the problem: 1. Installing the plugin If this is the problem, go to Obsidian settings, "Community Plugins", "Restricted Mode" and turn it off. If it is turned on, community plugins cannot be installed. 2. Enabling the plugin after installation Once installed, you need to click on "Enable" to load the plugin. 3. When trying to do something else. If (1) and (2) worked but you have other issues, please explain.

@pablozambrano7235 6 ай бұрын

@@leanproductivity Thank you brother, the problem was caused by another pluggin that made it fail, I remain attentive to your content....