Get Started with Obsidian for Note-Taking
Build a personal knowledge base that grows in value over time — a free, local-first note-taking app that links ideas together like your brain does.
What is Obsidian?
Obsidian is a note-taking app that works on top of a folder of plain text Markdown files on your computer. Unlike Notion, Evernote, or Google Keep, your notes aren't stored on someone else's server — they're just files on your hard drive. You own them completely. If Obsidian disappeared tomorrow, your notes would still be there, readable by any text editor.
What makes Obsidian special is linking. You can connect any note to any
other note by typing [[note name]]. Over time, this creates a web of
interconnected ideas — a personal Wikipedia of everything you know. The app can
visualize these connections as a graph, which is both useful and satisfying.
It's free for personal use. The paid Sync and Publish services are optional — you can sync via any file-sync tool (Dropbox, Syncthing, iCloud) for free.
Step 1. Install and Create Your First Vault
- 1.Download Obsidian from obsidian.md. It's available for Windows, Mac, Linux, Android, and iOS.
- 2.Open Obsidian. You'll be prompted to create a Vault — this is just a folder where your notes will live. Pick a location you'll remember (Documents/Obsidian is a good default).
- 3.Name your vault. "My Notes" is fine. You can change it later. Click Create.
A vault is just a folder. You can have multiple vaults for different purposes (one for work, one for personal, one for a specific project). Switch between them from the vault selector in the bottom-left corner.
Step 2. Write Your First Note (with Markdown)
Obsidian uses Markdown for formatting — a simple way to add structure to plain text. Here's what you need to know to get started:
# This is a heading
## This is a sub-heading
**bold text**
*italic text*
- bullet point
1. numbered list
[[link to another note]]
[link to a website](https://example.com)
Create a new note (Ctrl+N / Cmd+N), give it a title, and start writing. That's it. You're now using Obsidian. The magic comes from the next two steps.
Step 3. Link Notes Together — The Key Feature
While writing, type [[ and Obsidian will suggest existing notes. Pick one
or type a new note name. This creates a link. Clicking it opens that note.
For example, if you're writing a note called "Docker Setup" and mention "running
containers," you might link to a "Containers" note: [[Containers]]. If that
note doesn't exist yet, clicking the link creates it.
This is how your knowledge base grows: every time you write something that connects to something else you know, you link it. Over weeks and months, your notes become a web of connected ideas rather than a pile of disconnected pages.
Step 4. Use the Graph View to See Your Knowledge
Click the graph icon in the left sidebar (or press Ctrl+G / Cmd+G). You'll see a visualization of all your notes as dots, with lines connecting linked notes.
At first it'll look sparse. That's fine. As you link more notes, clusters form around topics. Large clusters are your areas of expertise. Isolated dots are ideas you haven't connected to anything yet. The graph is a map of your thinking.
You can filter the graph (show only notes with a certain tag, or within a date range) and zoom into clusters. It's useful for spotting patterns: "I have 47 notes about Docker but none of them link to my security notes — maybe I should connect those."
Step 5. Essential Plugins to Install
Obsidian has a massive community plugin ecosystem. Start with just these three — they dramatically improve the experience without adding complexity:
- •Calendar — adds a calendar view that shows which days you created notes. Great for daily journaling.
- •Dataview — lets you query your notes like a database. "Show me all notes tagged #project that were modified this week." Advanced but transformative once you have 100+ notes.
- •Paste URL into selection — select text, paste a URL, and it automatically becomes a Markdown link. Saves the step of typing brackets and parentheses.
Install plugins from Settings → Community Plugins → Browse. Turn off "Safe Mode" first (it's on by default, which blocks community plugins).
Step 6. Syncing Between Devices
Your Obsidian vault is just a folder of files. Any file-sync tool can keep it in sync across devices:
- •Obsidian Sync — the official paid service ($5/month). Zero-config, end-to-end encrypted, version history. Worth it if you rely on Obsidian daily.
- •Syncthing — free, open-source, peer-to-peer sync. No cloud server involved. Slightly more setup but completely private. Great for syncing between a laptop and phone on the same network.
- •iCloud / Dropbox / Google Drive — works fine for desktop-to-desktop sync. On mobile, you'll need a companion app (like " remotely-save" plugin for Obsidian) because iOS/Android restrict background file sync.
The simplest setup: keep your vault in a folder that's already synced (Dropbox, iCloud, or your Nextcloud instance). Obsidian reads from that folder in real time. Changes on one device appear on the other within seconds.
Tips
- •Start small. Don't try to build a perfect system on day one. Write notes, link them when you notice connections, and let the structure emerge naturally.
- •Use daily notes. Enable the Daily Notes core plugin. Each day gets a dated note. Use it as a scratchpad — meeting notes, thoughts, things you learned. Link from there to permanent notes.
- •Tags help but links are better. A tag like
#dockergroups related notes. A link like[[Docker]]creates a specific connection to a concrete note. Prefer links for building knowledge; use tags for broad categories. - •Your notes are yours forever. Because they're plain Markdown files, they'll outlast any app. In 2035, you'll still be able to open and search them, regardless of what note-taking software exists then.
Need More Help?
StarCaller Academy offers 1-to-1 sessions to help you with any of these topics and more.