working-docs

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Obsidian Working Documents

Obsidian工作文档管理

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.
管理Obsidian Vault中的工作文档,实现跨会话、跨项目的记忆留存。
Vault路径:
~/Documents/Obsidian Vault/
优先使用
obsidian:obsidian-cli
技能进行Vault交互(读取、创建、搜索、管理笔记)。仅当该技能不可用时,才直接读写Vault路径作为备选方案。

When to Use

使用场景

  • 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.
  • 多步骤或跨会话任务——创建工作文档
  • 开始涉及跨会话主题的工作——先检查是否已有相关文档
  • 研究成果、实施计划、PRD——存入持久化Claude文档
  • 调试或探索过程中的快速发现——存入Inbox临时记录
跳过场景:一次性问题、快速修复或琐碎任务。

Two-Tier System

双层文档系统

Inbox (ephemeral, quick dumps)

Inbox(临时记录,快速存储)

  • 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
  • 位置:
    ~/Documents/Obsidian Vault/Inbox/
  • 命名格式:
    YYYY-MM-DD <范围> - <描述>.md
  • 范围: 自由格式的简短主题——例如
    react
    auth
    xp-debugger
    contentstudio
  • 状态始终为
    Draft
    (草稿)
  • 内容结构化后升级至
    Dev/Claude/
    目录,内容过时则删除

Claude (persistent working documents)

Claude(持久化工作文档)

  • 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
  • 位置:
    ~/Documents/Obsidian Vault/Dev/Claude/
  • 命名格式:
    <类型> - <范围> - <描述>.md
  • 类型:
    PRD
    |
    Plan
    (计划) |
    Note
    (笔记) |
    Research
    (研究) |
    Log
    (日志)
  • 范围: 自由格式——仓库名称(
    app-contentstudio
    )、技能名称(
    init-permissions
    )、工具名称(
    xp-debugger
    )或
    general
    (通用)
  • 文件名不含日期——日期仅在前置元数据中记录(创建时间/更新时间)
  • 状态:
    Draft
    (草稿) |
    Active
    (活跃) |
    Completed
    (已完成) |
    Archived
    (已归档)

Index

索引文件

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.
索引文件位于
~/Documents/Obsidian Vault/Dev/Claude/Claude Working Docs.md
,列出所有持久化Claude文档。创建、升级或完成文档时需同步更新该索引。

Document Header Template

文档页眉模板

Every working document (both Inbox and Claude) uses this header:
markdown
undefined
所有工作文档(Inbox和Claude文档)均使用以下页眉:
markdown
undefined

[Description]

[描述]

#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.
#claude #[type] #[scope]
Project: [名称] Repo: [链接或路径] Created: YYYY-MM-DD Updated: YYYY-MM-DD Status: Draft | Active | Completed | Archived


Inbox文档的状态始终为`Draft`。若非项目相关文档,可省略`**Repo**`字段。

Operations

操作流程

Find Existing Documents

查找已有文档

Before creating a new document, always check if one already exists. Search in order:
  1. Read the index:
    ~/Documents/Obsidian Vault/Dev/Claude/Claude Working Docs.md
  2. Glob by type:
    ~/Documents/Obsidian Vault/Dev/Claude/Note - *
  3. Glob by scope:
    ~/Documents/Obsidian Vault/Dev/Claude/* - app-contentstudio - *
  4. Inbox by date:
    ~/Documents/Obsidian Vault/Inbox/2026-03*
  5. Grep for status: search
    **Status**: Active
    in
    ~/Documents/Obsidian Vault/Dev/Claude/
If a matching document exists, update it instead of creating a new one.
创建新文档前,需先检查是否存在同类文档。搜索顺序如下:
  1. 读取索引文件:
    ~/Documents/Obsidian Vault/Dev/Claude/Claude Working Docs.md
  2. 按类型全局搜索:
    ~/Documents/Obsidian Vault/Dev/Claude/Note - *
  3. 按范围全局搜索:
    ~/Documents/Obsidian Vault/Dev/Claude/* - app-contentstudio - *
  4. 按日期搜索Inbox:
    ~/Documents/Obsidian Vault/Inbox/2026-03*
  5. 按状态搜索:在
    ~/Documents/Obsidian Vault/Dev/Claude/
    目录中搜索
    **Status**: Active
若存在匹配文档,直接更新而非创建新文档。

Create Inbox Note

创建Inbox笔记

Use for quick dumps during active work — findings, partial research, debug notes.
  1. Determine scope from current context (repo name, topic, tool)
  2. Write to
    ~/Documents/Obsidian Vault/Inbox/YYYY-MM-DD <scope> - <Description>.md
  3. Use the header template with
    Status: Draft
  4. Write content below the
    ---
    separator
用于工作过程中的快速记录——例如发现的问题、部分研究内容、调试笔记等。
  1. 根据当前上下文确定范围(仓库名称、主题、工具)
  2. 写入路径:
    ~/Documents/Obsidian Vault/Inbox/YYYY-MM-DD <范围> - <描述>.md
  3. 使用页眉模板,设置
    Status: Draft
  4. ---
    分隔符下方写入内容

Create Claude Document

创建Claude文档

Use for structured, persistent documents that will be referenced across sessions.
  1. Check for existing docs first (see Find above)
  2. Determine type (
    PRD
    ,
    Plan
    ,
    Note
    ,
    Research
    ,
    Log
    ) from content purpose
  3. Determine scope from project/topic context
  4. Write to
    ~/Documents/Obsidian Vault/Dev/Claude/<Type> - <Scope> - <Description>.md
  5. Use the header template with
    Status: Draft
    or
    Active
  6. Write content below the
    ---
    separator
  7. Update the index file — add a line entry for the new document
用于结构化、需跨会话引用的持久化文档。
  1. 先检查是否存在同类文档(参考查找已有文档部分)
  2. 根据内容用途确定类型(
    PRD
    Plan
    Note
    Research
    Log
  3. 根据项目/主题上下文确定范围
  4. 写入路径:
    ~/Documents/Obsidian Vault/Dev/Claude/<Type> - <Scope> - <Description>.md
  5. 使用页眉模板,设置状态为
    Draft
    Active
  6. ---
    分隔符下方写入内容
  7. 更新索引文件——添加新文档的条目

Update Existing Document

更新已有文档

  1. Read the document
  2. Update content as needed
  3. Bump
    **Updated**: YYYY-MM-DD
    in frontmatter to today's date
  4. Update
    **Status**
    if it changed (e.g.,
    Draft
    Active
    )
  1. 读取目标文档
  2. 根据需要更新内容
  3. 将前置元数据中的
    **Updated**: YYYY-MM-DD
    修改为当前日期
  4. 若状态变更,同步更新
    **Status**
    (例如
    Draft
    Active

Promote from Inbox to Claude

从Inbox升级至Claude文档

When an Inbox note has grown into structured content worth keeping long-term:
  1. Read the Inbox note
  2. Determine the appropriate Type and Scope for Claude naming
  3. Write the new file at
    ~/Documents/Obsidian Vault/Dev/Claude/<Type> - <Scope> - <Description>.md
  4. Update the header: set proper status, bump
    **Updated**
    date
  5. Delete the original Inbox file
  6. Update the index file
当Inbox笔记已形成结构化内容且需长期留存时:
  1. 读取目标Inbox笔记
  2. 确定适合Claude文档的类型和范围
  3. 将内容写入新路径:
    ~/Documents/Obsidian Vault/Dev/Claude/<Type> - <Scope> - <Description>.md
  4. 更新页眉:设置正确状态,更新
    **Updated**
    日期
  5. 删除原Inbox文件
  6. 更新索引文件

Complete a Document

标记文档为已完成

When the work described in a document is done:
  1. Update
    **Status**: Completed
    and bump
    **Updated**
    date
  2. Update the index file — mark as completed or move to a completed section
当文档描述的工作已完成时:
  1. **Status**
    修改为
    Completed
    ,并更新
    **Updated**
    日期
  2. 更新索引文件——标记为已完成或移至已完成章节

Archive a Document

归档文档

When a completed document is no longer actively referenced:
  1. Update
    **Status**: Archived
    and bump
    **Updated**
    date
  2. Update the index file accordingly
当已完成文档不再需要主动引用时:
  1. **Status**
    修改为
    Archived
    ,并更新
    **Updated**
    日期
  2. 同步更新索引文件