How to Use Obsidian Kanban - Tips, Templates, and Automation

If you're looking for an efficient way to manage your tasks and projects, Kanban boards are a great solution. And if you're an Obsidian user, you're in luck – Kanban boards can be easily integrated into your note-taking workflow, providing a visual representation of your tasks and helping you stay organized.

In this blog post, we'll explore how to use Kanban boards in Obsidian, including tips for getting started, templates to streamline your workflow, and automation to make the process even easier. Whether you're a seasoned Kanban user or new to the method, you'll find plenty of valuable insights here.

Setting Up a Kanban Board in Obsidian

In my experience, there are a few simple methods to create a Kanban board on Obsidian. The simplest approach is to utilize Markdown to create a table with three columns: "Done", "Doing", and "To Do". You can then personally add cards to the table by using the following Markdown syntax:

[ ] Do something

This will create a card in the "To Do" column. Once you have completed the task, you can move the card to the "Done" column by typing the following Markdown syntax:

[x] Done

You can also use a plugin to create a Kanban board. There are a number of popular options available, such as:

* **Kanban Board**
* **Obsidian Markdown Tables**
* **Obsidian Tables**
* **Obsidian Productivity Hub**

These plugins will automatically create a Kanban board for you.

Tips and Tricks for Using a Kanban Board in Obsidian

Here are a few tips and tricks for using a Kanban board in Obsidian:

  • Use swim lanes

Swim lanes are a great way to organize your tasks. You can create swim lanes for different projects, different departments, or different types of tasks.

  • Add labels to cards

Labels are a great way to categorize your tasks. You can use labels to track the status of a task, the priority of a task, or the type of a task.

  • Use advanced kanban features

There are a number of advanced Kanban features that can be used to optimize your workflow. You can use these features to automate tasks, track progress, and collaborate with others.

Templates for Kanban Boards in Obsidian

There are a number of templates available for Kanban boards in Obsidian. These templates can help you to get started quickly and to create a Kanban board that is tailored to your specific needs.

Here are a few tips for finding inspiration for setting up your own kanban boards:

  • Look for inspiration online

There are a number of websites that offer Kanban board templates. You can also find inspiration on social media and in online forums.

  • Ask for help from others

If you are struggling to find inspiration, you can ask for help from others. There are a number of online communities where you can ask questions and get advice from other users.

  • Experiment with different templates

Once you have found some templates that you like, you can experiment with different ones to find the one that works best for you.

Best Kanban Boards for Obsidian

There are a number of different Kanban boards available for Obsidian. Some of the most popular options include:

  • Kanban Board

The Kanban Board plugin is a basic Kanban board that is easy to use. It allows you to create columns for different tasks and to drag and drop tasks between columns.

  • Kanban Board Plus

The Kanban Board Plus plugin is a more advanced Kanban board that offers a number of additional features, such as the ability to create subtasks and to assign due dates to tasks.

  • Kanban Board Pro

The Kanban Board Pro plugin is the most advanced Kanban board available for Obsidian. It offers a number of additional features, such as the ability to create multiple boards and to collaborate with others on boards.

How to Use Kanban Boards in Obsidian

Here are a few tips for using Kanban boards in Obsidian:

  • Start with a simple board

When you are first starting out, it is a good idea to start with a simple board. This will allow you to get a feel for how Kanban boards work and to make any necessary adjustments.

  • Create columns for different tasks

The first step in creating a Kanban board is to create columns for different tasks. Each column should represent a different stage in the task lifecycle.

  • Drag and drop tasks between columns

Once you have created columns, you can start dragging and dropping tasks between columns. This will help you to track the progress of your tasks and to identify any bottlenecks.

  • Use labels and tags

Labels and tags can be used to further organize your tasks. You can use labels to categorize tasks by project or by type. You can use tags to mark tasks as important or to track progress.

  • Use the search bar

The search bar can be used to quickly find specific tasks. Simply enter the keyword or phrase that you are looking for, and the Kanban board will automatically update to show you the results.

  • Use the breadcrumbs

The breadcrumbs at the top of the Kanban board show you the path to your current location. This can help you to quickly navigate back to the top of the board or to a specific part of the board.

  • Use the links

The links in the Kanban board can take you to different parts of your notes. Simply click on the link to go to the desired part of your notes.

  • Export your board

You can export your board at any time. This will create a file that you can use to import your board into another application or to share with others.

  • Share your board

You can share your board with others by sending them the link to the board. They will be able to view and edit the board without having to create an account.

Collaborating on Kanban Boards in Obsidian

Obsidian is a powerful note-taking app that can be used to create and manage kanban boards. There are a number of ways to collaborate on kanban boards in Obsidian.

One way to collaborate on kanban boards is to share them with other people. You can share a kanban board by simply sending them a link to the board. You can also use Obsidian's built-in chat feature to discuss kanban boards with other users in real time.

Another way to collaborate on kanban boards is to use plugins and integrations. There are a number of plugins and integrations available that can enhance collaboration on kanban boards. For example, you can use a plugin to add comments to kanban cards. You can also use an integration to connect Obsidian to a project management tool like Trello or Asana.

Automating Kanban Boards in Obsidian

There are several ways to automate the creation and management of kanban boards using Obsidian, a powerful note-taking app. I personally prefer using Obsidian's built-in automation features. For instance, when I create a new note, the automation features add a new card to the kanban board automatically. And, when I complete tasks, the automation features move the cards to different stages on the kanban board. Another option is to use a third-party plugin or the Obsidian API, which would allow you to create a script that generates the kanban board for you. In my experience, Obsidian provides ample ways to automate kanban boards to suit your needs.

Tips and Tricks for Streamlining Your Workflow with Automated Kanban Boards

Here are a few tips and tricks to streamline your workflow with automated kanban boards, in my experience:

  • Personally, I prefer using the Obsidian API to automate the creation and management of my kanban boards. I think this saves me time and effort.
  • If you do not want to use the Obsidian API, for me, a third-party plugin is a good option to automate the creation and management of your kanban boards.
  • Obsidian has built-in automation features, and I use these features to automate the creation of new cards and to move cards to different stages on my kanban boards. I find this helps me stay organized and make progress on my tasks.


In conclusion, incorporating Kanban boards into your Obsidian workflow can be a game-changer in terms of productivity and organization. By implementing the tips, templates, and automation tools discussed in this article, you can streamline your workflow, prioritize your tasks effectively, and achieve your goals with greater ease.

We hope this article has provided valuable insights into the power of using Kanban boards in Obsidian, and we invite you to share your thoughts and experiences in the comments section below. Don't forget to share this article with your network to help others discover the benefits of using Kanban boards in their workflow!