So I have a folder called people/ that contains a note per person that I work with. (I have a template that helps create what I’m about to describe for each person too so creating one of these people notes is as simple as typing their name). In there I have what you’d expect, name, email, position along with maybe some personal notes I want to remember about them but then I have a dataview table that lists all the meetings I’ve had with them since I started taking notes.

To do this, it’s a simple dataview table in the person note and then I also have a meetings/ folder where I add my meetings. In there, I just have an attendee’s section where I put people’s names (just using the [[name]] notation) and obsidian links them and the meeting will show up in the table.

I can also add todo items right in this meeting template and using the tasks plugin, I can create a list of tasks that it pulls in from all my other notes. So I have a daily journal note and this has a list of all my uncompleted tasks. (Again, all this is templated so I just have to open today’s journal entry to see these things)

And to top it all off, it’s all in just plain text markdown files so I’m not locked into some proprietary format.