Meet your dashboards
Your workspace comes with two live dashboards built from ordinary Markdown notes: a Daily Planner and a Habit Tracker. Here's how to open them, and the quick way to reopen them after that.
Before you start
You'll need your workspace open in Obsidian with plugins enabled. If you haven't done that yet, follow Edit your workspace in Obsidian first — the dashboards rely on those plugins to run.
On a phone or tablet, turn on Dataview first. The dashboards run on a plugin called Dataview. On a computer it's already bundled and enabled, but on mobile you have to switch it on by hand. In Obsidian, go to Settings → Sync and turn on Installed community plugins, then go to Settings → Community plugins and enable Dataview. Until you do, the dashboards will look blank or show their raw code instead of your tasks and habits.
Open the dashboards
Open Daily Planner
In the left file list, open knowledge-base / Tools / Daily Planner.md. This is the main dashboard: energy-aware tasks, quick wins, completed work, and the onboarding checklist.
See the Daily Planner dashboard
Open Habit Tracker
Open knowledge-base / Tools / Habit Tracker.md when you want the habit dashboard. It is a menu, not a mandate: tap what you actually did, and edit the source sections below whenever you want.
See the Habit Tracker dashboard
Use Quick Switcher next time
Once you know the names, press Cmd + O on Mac, or Ctrl + O on Windows, then type Daily Planner or Habit Tracker.
A good rule of thumb
Let your agent handle structural changes, but feel free to edit your own notes, planner items, habits, people, projects, and preferences. If you are unsure where something belongs, ask your agent: "where should I put this in my knowledge base?"
Stuck or need help?
Send a message and it comes straight to me. Tell me where you got stuck and I'll write back.
Rather have it done for you?
If following the steps yourself isn't how your brain works today, that's fine. On a Zoom call you share your screen and hand me control, and I set it up for you, right there on your own computer. You watch it come together and end the call with a working setup, nothing left on your plate.
Pick a time below. No pitch, no pressure, no homework beforehand.