What is Obsidian?

Obsidian is a powerful knowledge base application that works on local Markdown files. Unlike cloud-based apps, your notes live on your device as plain text files—you own your data completely.

Why Obsidian Stands Out

Local-first - Notes are stored on your computer as standard Markdown files. No vendor lock-in, no subscription required for basic use.

Bidirectional linking - Connect notes together and see connections with the graph view. Great for building a "second brain."

Plugin ecosystem - Hundreds of community plugins extend functionality to match your exact workflow.

Customizable - Themes, CSS snippets, and extensive settings make Obsidian truly yours.

Cross-platform - Works on Windows, macOS, Linux, iOS, and Android.

Who Obsidian is For

  • Researchers and academics managing complex information
  • Writers developing interconnected ideas
  • Developers who love Markdown and local files
  • Knowledge workers building personal wikis
  • Anyone who wants to own their notes forever

Installation and Setup

Download Obsidian

  1. Visit obsidian.md
  2. Download for your platform
  3. Install like any other application

Create Your First Vault

A vault is a folder containing your Obsidian notes. You can have multiple vaults for different areas of life.

  1. Open Obsidian
  2. Click "Create new vault"
  3. Name it (e.g., "Personal Notes" or "Work")
  4. Choose a location on your computer
  5. Click "Create"

The Obsidian Interface

Left sidebar - File explorer, search, bookmarks Main area - Your note editor Right sidebar - Backlinks, outline, tags Bottom bar - Word count, view options

Settings You Should Know

Access settings via the gear icon:

  • Editor - Font size, line width, spell check
  • Files & Links - Default location for new notes
  • Appearance - Theme, accent color
  • Community Plugins - Enable to install plugins

Core Features

Creating Notes

  • Click the new note icon
  • Or use Cmd/Ctrl + N
  • Or type [[New Note Name]] and click it

Markdown Formatting

Obsidian uses Markdown syntax:

# Heading 1
## Heading 2
### Heading 3

**Bold text**
*Italic text*
~~Strikethrough~~

- Bullet list
1. Numbered list
- [ ] Checkbox

> Quote

`Inline code`

Code block


[Link text](URL)
![Image](path/to/image.png)

Live Preview

Obsidian renders Markdown as you type—see formatted output without switching views.

Tags

Organize notes with tags:

  • Add #tag anywhere in a note
  • Nested tags: #project/active
  • Click tags to see all notes with that tag

Daily Notes

Enable the Daily Notes core plugin to create date-based notes automatically. Great for journaling, logging, and capturing daily thoughts.

Search

Cmd/Ctrl + Shift + F opens global search. Find any note by content, filename, or tag.

Linking Your Notes

Linking is Obsidian's superpower. It transforms isolated notes into a connected knowledge graph.

Internal Links

Link to another note:

[[Note Name]]

Link with display text:

[[Note Name|Display Text]]

Link to heading:

[[Note Name#Heading]]

Backlinks

Every link creates a backlink. If Note A links to Note B, Note B shows Note A in its backlinks panel.

This creates bidirectional connections—see both where you're linking and who's linking to you.

Unlinked Mentions

Obsidian finds mentions of a note's title even without explicit links. This surfaces connections you might have missed.

The Graph View

The graph visualizes your connected notes:

  • Nodes are notes
  • Lines are links
  • Clusters show related topics

Use Cmd/Ctrl + G for local graph (current note's connections) or click the graph icon for the full vault.

Embedding Notes

Pull in content from other notes:

![[Note Name]]

Embed specific sections:

![[Note Name#Section]]

Great for building MOCs (Maps of Content) that compile information from multiple sources.

Essential Plugins

Obsidian's plugin ecosystem is massive. Start with these essentials:

Core Plugins (Built-in)

Enable these in Settings → Core Plugins:

  • Daily Notes - Auto-create dated notes
  • Templates - Insert predefined content
  • Backlinks - See what links to current note
  • Outgoing Links - See where current note links
  • Tag Pane - Browse all tags
  • Graph View - Visualize connections
  • Quick Switcher - Fast note navigation

Community Plugins (Must-haves)

Enable community plugins in Settings, then browse and install:

Dataview - Query your notes like a database. Create dynamic lists, tables, and task views.

Calendar - Visual calendar for daily notes. Click any date to open or create that day's note.

Templater - Advanced templates with JavaScript. Automate note creation with dynamic content.

Excalidraw - Hand-drawn diagrams and visual thinking inside your vault.

Kanban - Turn notes into kanban boards for project management.

Quick Add - Fast capture and note creation with templates and macros.

Recommended for Writers

  • Longform - Manage multi-scene writing projects
  • Writing Statistics - Word counts and writing goals

Recommended for Developers

  • Git - Version control your vault
  • Advanced Tables - Easy table editing
  • Code Block Enhancements - Better code display

Recommended Workflows

Daily Notes + Backlinks

  1. Create daily notes for each day
  2. Link liberally to project and topic notes
  3. Use backlinks to see all daily entries mentioning a topic

Example daily note:

# 2026-01-15

## Tasks
- [ ] Review [[Project Alpha]] proposal
- [ ] Call with [[John Smith]]

## Notes
- Interesting idea about [[Machine Learning]]...

## Journal
Today I learned...

Zettelkasten Method

  1. Create atomic notes—one idea per note
  2. Give each note a unique ID
  3. Link related concepts together
  4. Use index notes to navigate
  5. Let structure emerge organically

PARA in Obsidian

Organize with the PARA method:

📁 1-Projects
📁 2-Areas
📁 3-Resources
📁 4-Archives

Use links and tags rather than folders for flexible organization.

Maps of Content (MOCs)

Create hub notes that link to related topics:

# MOC - Productivity

## Methods
- [[Getting Things Done]]
- [[Pomodoro Technique]]
- [[Time Blocking]]

## Tools
- [[Obsidian]]
- [[Todoist]]
- [[Notion]]

## Resources
- [[Deep Work Book Notes]]
- [[Productivity Articles]]

MOCs provide structure without rigid hierarchies.

Pro Tips

Keyboard Shortcuts

  • Cmd/Ctrl + O - Quick switcher
  • Cmd/Ctrl + P - Command palette
  • Cmd/Ctrl + E - Toggle edit/preview
  • Cmd/Ctrl + Click - Open link in new pane
  • Cmd/Ctrl + [ - Go back
  • Cmd/Ctrl + ] - Go forward

Working with Panes

  • Split view: Cmd/Ctrl + Click on links
  • Tabs: Drag notes to create tabs
  • Pop out: Right-click → Open in new window
  • Stack: Drag panes to stack vertically

Templates

Create a Templates folder. Add template notes with placeholders:

# {{title}}
Created: {{date}}

## Overview

## Key Points

## Related
- [[]]

Use Templater plugin for dynamic content like dates and prompts.

Syncing Across Devices

Options for sync:

  • Obsidian Sync (paid) - Official, reliable, end-to-end encrypted
  • iCloud - Free for Apple devices
  • Dropbox/Google Drive - Free, works across platforms
  • Git - For technical users, version control included

CSS Customization

Add custom CSS in Settings → Appearance → CSS Snippets:

/* Bigger headings */
h1 { font-size: 2rem; }

/* Custom link color */
a { color: #7c3aed; }

Starting Fresh

Don't migrate everything at once. Start with:

  1. A few notes on current projects
  2. Daily notes habit
  3. Gradually pull in relevant old notes

Let your vault grow organically rather than importing everything from your old system.

Obsidian rewards consistency. A small vault actively used beats a huge vault never opened. Start simple, link liberally, and let your second brain evolve.

Productivity Stack Team PS
Written by

Productivity Stack Team

Our team of productivity experts researches and tests tools to help you work smarter. We combine hands-on experience with thorough analysis to provide actionable recommendations.

Obsidian Getting Started FAQ

Yes, Obsidian is free for personal use. Paid add-ons include Sync ($8/mo) and Publish ($16/mo). Commercial use requires a license ($50/user/year). The core app and all plugins are free.
Notes are stored locally on your device as plain Markdown (.md) files in a folder you choose. You fully own and control your data—no cloud dependency required.
Yes. Use Obsidian Sync (official paid service), or sync your vault folder through iCloud, Dropbox, Google Drive, or Git. Different sync methods work better for different platform combinations.
When Note A links to Note B, Note B automatically shows Note A in its backlinks panel. This bidirectional linking helps you see connections between ideas and navigate your knowledge graph.
Type [[Note Name]] to create a link to another note. If the note doesn't exist, clicking the link creates it. Use [[Note Name|Display Text]] to customize the link text.
The graph view visualizes connections between your notes as a network. Nodes are notes, lines are links. It helps you see clusters of related ideas and discover unexpected connections.
Both work. Many Obsidian users favor links and tags over deep folder structures. Links allow notes to "belong" to multiple topics. Use folders for broad categories, links for relationships.
Start with core plugins: Daily Notes, Templates, and Backlinks. For community plugins, Calendar and Dataview are popular essentials. Add plugins gradually based on needs.
Obsidian is primarily designed for personal use. For teams, shared sync folders can work, but there's no real-time collaboration. Consider Notion or Obsidian Publish for shared content.
Obsidian uses local files and emphasizes linking; Notion is cloud-based and emphasizes databases. Obsidian is faster and more private; Notion is more collaborative and flexible. Many use both for different purposes.