Quick Organize

Quick Organize

A Portent-based dashboard to classify, connect, and track every note through its lifecycle — from raw capture to organized knowledge. Works with any Obsidian note; enhanced with the QuickClip Capture browser extension for Chrome.

Read more about Portent here.

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The problem it solves

Capturing is easy. Processing is hard.

Web clips, research notes, and saved articles pile up — unclassified, unconnected, competing for attention indefinitely. Quick Organize gives you a single dashboard to triage that pile: classify what each thing is, connect it to where it belongs, and track what's been dealt with versus what still needs attention.

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Installation

From the Community Plugins browser

1. Open Obsidian → Settings → Community plugins
2. Turn off Restricted mode
3. Browse → search Quick Organize → Install → Enable

Manual install

1. Download main.js, manifest.json, and styles.css from the latest release
2. Copy them to .obsidian/plugins/quickclip-organize/ in your vault
3. Settings → Community plugins → enable Quick Organize

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The dashboard

Click the inbox icon in the left ribbon to open the dashboard. It registers as a native Obsidian view — dock it anywhere like Graph view or Backlinks.

What appears in the dashboard

Any Obsidian note with a non-empty type frontmatter field shows up automatically:

---
type: Note
belongs_to: "[[My Project]]"
related_to:
  - "[[Research Topic]]"
organized: false
archived: false
---

No Dataview, no templates, no configuration required. Add the frontmatter to any note and it appears.

Tabs

Editable fields

All edits save immediately — no save button.

Computed fields (display only)

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The Portent type system

Every entry gets classified as one of 8 types, split into two groups — or any custom type you define:

PORT — actionable things:

• Project — a bounded outcome with a deadline
• Operation — an ongoing process or recurring responsibility
• Responsibility — an area you own
• Task — a single next action

ENTP — knowledge records:

• Event — something that happened or will happen
• Note — a reference or observation
• Topic — a concept, domain, or subject area
• Person — someone relevant to your work

Most web captures and research notes are ENTP. Setting a type is the first act of triage — it answers what kind of thing is this?

The type field also supports custom types via the "Custom…" option in the dropdown. This includes compatibility with OKF (Open Knowledge Format) by Google — any OKF type entered as a custom type flows through the same classify → connect → track workflow as Portent types.

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Progress states

Each entry moves through three states, visible as a dot indicator:

Organized (the checkbox) flips automatically when an entry has both a type and a valid Belongs To link. You never set it manually inside the dashboard.

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Toolbar controls

• Show organized — toggle to include/exclude already-organized entries from active views. Off by default so your view focuses on what still needs attention.
• Collapse all — collapse all groups in By Domain and By Type tabs
• Columns ▾ — show or hide optional columns (Domain, Tags, Clips, Content Type, First Saved, URL, Source, Archive)

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Filters

Four filters apply across all tabs:

• Type — show only a specific type
• Progress — Raw, Planning, or Organized
• Content — filter by content type (article, video, tweet, etc.)
• Date — Today, Last 7 days, Last 30 days, Last 3 months

Filters are persistent across sessions and combine with AND logic.

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Archiving vs. deleting

Archive hides an entry from all active views — it moves to the Archived tab. The note and its content are untouched.

Use Archive for: completed research, finished projects, sources you've fully processed, anything you want out of your active views but may want to reference later.

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With QuickClip Capture

The QuickClip Capture browser extension for Chrome adds:

• Highlight-level captures — individual highlighted passages from a page, stored with their source heading and position
• Auto-metadata — domain, content type, and type are inferred at capture time
• One entry per URL — multiple highlights from the same page merge into a single dashboard row
• Return to source — title click navigates to the exact heading in your vault where the highlight was saved

Without the extension, the plugin reads only frontmatter — full-page captures and manually tagged notes appear, but highlight-level clips do not.

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Standalone usage (no extension)

Tag any note with Portent frontmatter and it appears in the dashboard:

---
type: Topic
belongs_to: "[[MOC — PKM]]"
related_to:
  - "[[Zettelkasten]]"
  - "[[Evergreen Notes]]"
---

The full classify → connect → track → archive workflow works entirely from frontmatter. The extension is not required.

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Tips

• Filter by Raw + hide organized — your default working view. Shows only what needs triage.
• By Type tab — useful for processing in batches (handle all Notes at once, then all Topics).
• Belongs To is the key action. Once filled, the entry is organized and drops out of your default view.
• Related To without Belongs To = Planning state. Use it to signal "I know this connects to things, but I haven't placed it yet."
• Archive aggressively. If you've processed something and it's no longer competing for attention, archive it. Your active view should only show what matters now.

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Vault access

This plugin scans all Markdown files in your vault to find notes with a type frontmatter field and surface them in the dashboard. It uses vault.getMarkdownFiles() — standard Obsidian API — to enumerate file paths and read frontmatter via the metadata cache.

The plugin reads file paths and frontmatter only. It does not read note body content, send any data outside your vault, or access files outside Obsidian.

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License

MIT