12-1 Project View 🗂️
If Bases is "a table that collects notes", the project view turns one base into a project command center — under a home header with cover, progress and deadline, it stacks the episode table, character cards, a kanban board and a progress chart.
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What is it? 🤔
The project view is one of the five Bases view types (table · cards · kanban · chart · project): a dashboard home that arranges the other views of the same base as "sections". Your data still lives in each note's frontmatter — the .base file is just the assembly manifest, so backup, sync and Obsidian round-trips stay free.
- Web novel project: cover art + synopsis + serial status, then [episodes table] [character cards] [progress chart]
- Docs project: progress (reviewed n/total), then [chapters table] [chart by tag] [recently edited]
Creating one ➕
Pick New Project from the explorer's folder button dropdown (or the command palette). Choose the scope (whole vault / folder / tag) and it's created instantly — just rename it in the tree. An existing base can also switch via the view menu (⌄ on the tab) → As project.
The template you pick pre-builds views, property scaffolding and the progress rule:
| Template | What you get |
|---|---|
| Blank project | Home + table view |
| Web novel | Episodes table (status) · character cards · status donut · done = "done" |
| Reading log | Library table (status·rating) · ratings chart · done = "finished" |
| Research | Sources table (status·source) · memo cards · done = "done" |
| Tasks & dev | Status kanban for tasks (todo/doing/done pinned) · meeting cards · status chart |
| Trip planning | Itinerary table (date·status) · place cards |
| Blog & content | Posts table (status·published) · idea cards · done = "published" |
| Study & exams | Units table (status) · question cards · status chart |
An empty vault is fine — each section's + creates a note pre-filled with that section's conditions (type, tags…), so the board runs from day one.
The home screen 🏠
Top to bottom: header → info note → stat cards → sections.
- Header: cover image · project name (file name fallback) · status chip · D-day chip (red when ≤3 days or overdue) · progress bar · free key-values. Progress = "notes matching the done value ÷ total".
- Info note: a long note (plot, plan) embeds collapsibly (▾/▸, and the collapsed state is remembered). Click the title to open it; wiki links inside jump to notes, http links open in the external browser.
- Stat cards: one total-count card by default; add more in source via
stats:withlabel/agg(count·sum·avg)/prop/where. - Sections: previews (8 rows by default) of the base's other views — table, cards, chart and kanban all work.
Editing project info ✎
The ✎ button opens a form — name, description, status, due date (date picker), info note (typing shows the vault note list, jamo search included), cover path, and progress property + done value, all at once. Status is a choice dropdown — pick from Planning · In progress · On hold · Done · Dropped, and if you need something else use 'Custom…' to enter any name (your existing free-text values are preserved too). For the cover you can skip the form: click the cover box, pick an image, and it's saved into the vault's assets/.
Working with sections 🧩
- + Section: attach another view of this base (already-added and project views are excluded).
- View all: jumps to that view's tab for full editing, sorting and filtering.
- Section +: creates a new note pre-filled with that section's conditions.
- ⋮: turn the section into a kanban (pick group property, manage columns). To group by a property no note has yet, use '+ Group by new property' — type a name like
statusinto the autocomplete dropdown (then use column management to build columns, and dragging a card records that property onto the note). ✕ removes the section (the view itself stays). - Renaming a view updates section references automatically.
Kanban board 🧮
Kanban works both as a project section and as a dedicated view (As kanban in the view menu) — usage matches chapter 12. Drag cards to change status (press-hold on phone/iPad), + in a column header creates a note in that status, Columns manages order and empty columns, and right-clicking a card edits properties in place. The tasks & dev template starts with a 3-column board on Home.
✨ AI status briefing
The ✨ button gathers counts, progress, per-section numbers and recent items, and asks AI for a 3–5 sentence briefing plus 1–2 next actions, shown above the home. The briefing is saved, so it stays put even after you edit the project or restart the app, until you re-brief with ✨ (the creation time is shown too). Like the info note, you can fold it away with ▾/▸, and the collapsed state is remembered. Needs a chat API key or the desktop agent login.
Overview on the Dashboard 📊
On the Dashboard, add a board → 🗂️ Projects overview: every project in the vault in one card with name · status chip · D-day · progress bar. Click a row to open it. Due dates also appear on the Calendar panel and the dashboard calendars as 🗂️ entries (orange dot), right next to your tasks.
Curious about the source? </> 🧑💻
Project info lives in a top-level project: block (an ObsiKO extension):
filters:
and:
- file.inFolder("novel/snow")
project:
name: Snow
description: Romance fantasy, twice a week
status: ongoing
due: 2026-12-31
info: novel/plan.md
progress:
prop: status
done: done
views:
- type: project
name: Home
stats:
- label: Done
agg: count
where: status == "done"
sections:
- view: Episodes
limit: 5
- view: Characters
- type: table
name: Episodes
Good to know 💡
- The
project:block and the project/kanban view types are ObsiKO extensions — opened in Obsidian, table/cards still work and unknown keys are preserved. - Note embeds (
![[project.base]]) and canvas cards show a snapshot of the first regular view instead of the home. - Use a single-value property (like status) as the progress rule — list properties may not compare cleanly.
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