Obsidian Working Documents

Manage working documents in the Obsidian vault for cross-session, cross-project memory.

Vault path:

~/Documents/Obsidian Vault/

Prefer the

obsidian:obsidian-cli

skill for vault interactions (read, create, search, manage notes). Fall back to reading and writing the vault path directly only if that skill is unavailable.

When to Use

Multi-step or multi-session tasks — create a working document
Starting work on a topic that may span sessions — check for existing docs first
Research findings, implementation plans, PRDs — persistent Claude docs
Quick findings during debugging or exploration — inbox dump

Skip for one-off questions, quick fixes, or trivial tasks.

Two-Tier System

Inbox (ephemeral, quick dumps)

Location:
```
~/Documents/Obsidian Vault/Inbox/
```
Format:
```
YYYY-MM-DD <scope> - <Description>.md
```
Scope: freeform short topic —
```
react
```
,
```
auth
```
,
```
xp-debugger
```
,
```
contentstudio
```
Always
```
Draft
```
status
Promote to
```
Dev/Claude/
```
when structured, or delete when stale

Claude (persistent working documents)

Location:
```
~/Documents/Obsidian Vault/Dev/Claude/
```
Format:
```
<Type> - <Scope> - <Description>.md
```
Type:
```
PRD
```
|
```
Plan
```
|
```
Note
```
|
```
Research
```
|
```
Log
```
Scope: freeform — repo name (
```
app-contentstudio
```
), skill name (
```
init-permissions
```
), tool name (
```
xp-debugger
```
), or
```
general
```
No date in filename — dates in frontmatter only (Created/Updated)
Status:
```
Draft
```
|
```
Active
```
|
```
Completed
```
|
```
Archived
```

Index

The index file at

~/Documents/Obsidian Vault/Dev/Claude/Claude Working Docs.md

lists all persistent Claude docs. Update it whenever you create, promote, or complete a document.

Document Header Template

Every working document (both Inbox and Claude) uses this header:

markdown

# [Description]

#claude #[type] #[scope]

**Project**: [name]
**Repo**: [url or path]
**Created**: YYYY-MM-DD
**Updated**: YYYY-MM-DD
**Status**: Draft | Active | Completed | Archived

---

For Inbox docs, status is always

Draft

. Omit

**Repo**

if not project-specific.

Operations

Find Existing Documents

Before creating a new document, always check if one already exists. Search in order:

Read the index:

~/Documents/Obsidian Vault/Dev/Claude/Claude Working Docs.md

Glob by type:

~/Documents/Obsidian Vault/Dev/Claude/Note - *

Glob by scope:

~/Documents/Obsidian Vault/Dev/Claude/* - app-contentstudio - *

Inbox by date:

~/Documents/Obsidian Vault/Inbox/2026-03*

Grep for status: search

**Status**: Active

~/Documents/Obsidian Vault/Dev/Claude/

If a matching document exists, update it instead of creating a new one.

Create Inbox Note

Use for quick dumps during active work — findings, partial research, debug notes.

Determine scope from current context (repo name, topic, tool)

Write to

~/Documents/Obsidian Vault/Inbox/YYYY-MM-DD <scope> - <Description>.md

Use the header template with
```
Status: Draft
```
Write content below the
```
---
```
separator

Create Claude Document

Use for structured, persistent documents that will be referenced across sessions.

Check for existing docs first (see Find above)
Determine type (
```
PRD
```
,
```
Plan
```
,
```
Note
```
,
```
Research
```
,
```
Log
```
) from content purpose
Determine scope from project/topic context

Write to

~/Documents/Obsidian Vault/Dev/Claude/<Type> - <Scope> - <Description>.md

Use the header template with
```
Status: Draft
```
or
```
Active
```
Write content below the
```
---
```
separator
Update the index file — add a line entry for the new document

Update Existing Document

Read the document
Update content as needed
Bump
```
**Updated**: YYYY-MM-DD
```
in frontmatter to today's date
Update
```
**Status**
```
if it changed (e.g.,
```
Draft
```
→
```
Active
```
)

Promote from Inbox to Claude

When an Inbox note has grown into structured content worth keeping long-term:

Read the Inbox note
Determine the appropriate Type and Scope for Claude naming

Write the new file at

~/Documents/Obsidian Vault/Dev/Claude/<Type> - <Scope> - <Description>.md

Update the header: set proper status, bump
```
**Updated**
```
date
Delete the original Inbox file
Update the index file

Complete a Document

When the work described in a document is done:

Update
```
**Status**: Completed
```
and bump
```
**Updated**
```
date
Update the index file — mark as completed or move to a completed section

Archive a Document

When a completed document is no longer actively referenced:

Update
```
**Status**: Archived
```
and bump
```
**Updated**
```
date
Update the index file accordingly

working-docs

NPX Install

Tags

SKILL.md Content