I like this system because it allows me to slowly collect ideas throughout the month. That way, when it comes time to pitch, I'm not starting from scratch.
Track Projects
The core of my workflow is the "article queue" Kanban board, which basically contains every article I'm working on in the current month. I have a column for every step of the editorial process—writing, waiting on edits, editing, edited but not invoiced, invoiced but not paid, and paid. I drag articles from left to right.
I live by this board. Every work day I log in, look at how far along I am with every article, and decide what to work on. The board also means I never forget to follow up with editors who might have forgotten to email me feedback, or to follow up on unpaid invoices. I sincerely don't know how I functioned before I had this.
Even better, this isn't just a project management system: It's also the app where I do my writing. I can click any of these cards and start writing, right away. I can't overstate how helpful it is to not have to use one application for project management and another for the writing itself.
Write
Obsidian is a great place for writing. Formatting is handled by Markdown, a simple way to apply formatting—for example, to bold text you surround it with two asterisks, **like this**. I've done all of my writing in Markdown for a long time, so this is perfect for me.
Some Markdown editors use two panels—one where you write, with the formatting “code” visible, and another where you preview how the text will look. Obsidian doesn't do this, opting to render the Markdown in real time as you type. This is a perfect compromise—it gives me the benefit of writing in Markdown without the downside of my text editor looking ugly as sin. This is a feature I first saw in an app called Typora, and I'm glad it works here too.
I write a lot of tech tutorials, and I generally start by collecting screenshots for every step. I put all of the screenshots, in order, in a document in Obsidian, along with all of the relevant links. If I'm doing a reported piece, I gather my research and interviews in separate documents, then compile the best quotes and tidbits into the document where I'll do my writing. Obsidian offers an internal linking feature—it can basically function as a private wiki—and I use this to connect all of my interviews and other research to my article for tracking purposes. It's possible to view multiple documents in the same window, a feature I use all the time.
The Canvas feature, which is relatively new, offers a way to arrange and edit multiple documents in the same place—I personally don't use this, but I can see the appeal of dragging documents wherever you like and editing them all in one interface.
Share
Obsidian doesn't really have any collaboration features, and even if it did my editors don't use it. That's why I use a plugin called Copy as HTML to copy a rich text version of my article. I paste this into a Google Doc, which renders it as formatted text, complete with images. I share this with my editors, all of whom use comments and track changes to give me feedback.
That, in a nutshell, is how I manage to pitch, write, and track 15 to 20 articles between five different editors every month. It's a lot of work, granted, but I enjoy it. And this workflow makes it all feel manageable.
I can't imagine that this exact process would work for most of you, and that's not the point. Obsidian is useful because you can adapt it to almost any workflow, no matter how specific your needs are. I spent a lot of time customizing everything so it works just so; you can do the same thing. Other apps try to get you to adapt to a particular way of working. Obsidian, if you put the time in, will adapt to you.
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