Obsidian Getting Started: Complete Beginner Guide (2026)
Learn how to use Obsidian for personal knowledge management. This guide covers installation, basic features, plugins, and building your connected notes system.
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
- Visit obsidian.md
- Download for your platform
- 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.
- Open Obsidian
- Click "Create new vault"
- Name it (e.g., "Personal Notes" or "Work")
- Choose a location on your computer
- 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)

Live Preview
Obsidian renders Markdown as you type—see formatted output without switching views.
Tags
Organize notes with tags:
- Add
#taganywhere 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
- Create daily notes for each day
- Link liberally to project and topic notes
- 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
- Create atomic notes—one idea per note
- Give each note a unique ID
- Link related concepts together
- Use index notes to navigate
- 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 switcherCmd/Ctrl + P- Command paletteCmd/Ctrl + E- Toggle edit/previewCmd/Ctrl + Click- Open link in new paneCmd/Ctrl + [- Go backCmd/Ctrl + ]- Go forward
Working with Panes
- Split view:
Cmd/Ctrl + Clickon 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:
- A few notes on current projects
- Daily notes habit
- 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.