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I've Made A Crazy Template

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I made an all-in-one environment for my business and personal needs, mainly cause none of the many various tools did exactly what I wanted, and tbh I was kind of sick of having tons of subscriptions and everyting being online.

So I made it inside of Obsidian, until I turn it into a standalone app.

I've canceled all my subs, and now it replaces all the tools I've used for:

☑️ Document writing
☑️ Note-taking
☑️ Project management
☑️ Finance tracking
☑️ Invoicing
☑️ Life OS's and other second brain solutions
☑️ Whiteboards
☑️ AI chat apps with RAG

Home Tab

On the Home tab I can have a bird's eye view of the time in various time zones, a calendar with tasks, quick notes, active projects, due tasks, and a daily habits tracker in github style.

Current Projects Overview

Project Kanban

I can monitor the progress of my projects by measuring the completed tasks for each, and also have a quick acccess to the project's links, docs, and blockers.

Finances Overview

I can monitor my finances and progress by logging income, expenses, etc. And then have a script calculate them and generate graphs.

Documents Hub

I can check, find, and list all my documents in one place, split by tags and categories.

Invoice Tab

Invoice Template

I can monitor and generate invoices, as well as export them as pdf easily. This one was a lifesaver. I was sick of invoicing apps.

CRM

Client Page

I have a CRM and client pages where I can reference all the projects, docs, and invoices.

The vault has a collection of community plugins that work for this kind of solution, and tons of python scripts that I wrote to make it all work.

I've spent weeks making this thing work, but it's absolutely amazing now and worth the time I've invested. I'm super happy with it!

I've literally canceled 5 subscriptions, and I have all the data offline and locally available on my machine.

submitted by /u/shift-control
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