Work Breakdown Structure in Obsidian Graph

With some light structure and smart filtering, Obsidian’s Graph View can be transformed into a scalable Work Breakdown Structure that provides real clarity—even in complex projects.

Introduction: From Chaos to Clarity

Projects are complex. They’re filled with overlapping timelines, shifting priorities, and a mountain of sticky notes that no one remembers writing. Whether you’re building a product, launching a website, or just trying to finish that research paper, complexity creeps in fast—because every project is a moving n-dimensional puzzle.

One of a project manager’s main jobs is to keep this puzzle in order—and one of the best tools for that is the Work Breakdown Structure (WBS). A WBS breaks down a project into smaller, manageable chunks—each one easier to plan, delegate, and execute. It is the family tree of projects: from the high-level objective to the nitty-gritty tasks.

For example, a WBS for launching a product might look like:

Each element can be further broken down into tasks or sub-objects like ‘Concept Design’, ‘Prototype’, or ‘Packaging’—simple, structured, and far less panic-inducing.

But here’s the catch: building and maintaining a good WBS often takes time, and many project management tools either lack proper support or lock you into rigid templates.

This is where Obsidian steps in—with its Graph View.

For many, the Graph is the visual hook that gets them curious about markdown-based knowledge management— and for good reasons. It offers:

  • A visual overview of your notes and their connections
  • Aesthetic appeal, making note exploration enjoyable

And it does look beautiful. But the moment your vault outgrows the first 100 notes and you get serious about linking, the graph becomes a jittery cloud of dots and lines, more Jackson Pollock than project plan.

With the help of a few light metadata conventions and filters, though, this chaos can be tamed. In fact, the graph can be turned into a scalable, filterable WBS that stays readable even as your projects spiral into delightful complexity.

Setting up a WBS in Obsidian’s Graph View

Requirements & Strategy

There are many ways to create structure in Obsidian: tags, folders, links, metadata. For building a WBS, I chose a combination of YAML frontmatter metadata and note links, because:

  • Links are easily recognizable and navigable
  • They integrate well with the graph engine
  • They’re intuitive for note-based thinking
  • They can be easily changed later on without plugins or coding
  • Each link points to a note where I can document its meaning or role—like whether it represents a dependency, a location, or a stakeholder
  • Obsidian natively offers backlinks, which also act as a prefiltered search layer

Tags are history—the Age of Links is upon us.

The context Property

The core of the system is a YAML property called context, which I include in nearly every note in my vault to establish a clear parent-child relationship between notes. A note can have multiple contexts representing its project, category, or folder.

Example:

This simple structure allows the note to be a part of both the “PRJT 03” project and the “Charging Infrastructure” category without the need for unnecessary folders. That’s already more flexible than most PM tools allow.

Dimensions

Another category type I use are so called Dimension Notes (short DIM). They’re another layer of structure, linked via the context property, that help narrow focus and enhance filtering. Unlike categories, DIM notes are dynamically applied depending on the project or note status.

Possible dimensions are: 

  • [[DIM focus]]: What I need to concentrate on now
  • [[DIM plan]]: Steps necessary for the current plan – think of it as a slice out of multi year projects
  • [[DIM critical]]: Elements of the critical path

This makes the structure highly filterable and multi-perspective—without cluttering or duplicating content.

Filtering the Graph from Chaos to Clarity

Then, in the Graph View, I can apply filters like:

[context:"PRJT 03"] [context:"Charging Infrastructure"]

…turning this:


…into this.

…and instantly isolate just those notes that belong to both categories. The result? A crisp, navigable project-slice that allows me to:

  • Retain a birds-eye view
  • Identify missing links or gaps
  • Spot bottlenecks or risks
  • Always have an overview available for presentations or team meetings

Check out Obsidian’s search documentation for more filtering options.

Since I can also interact with the nodes to open them in another tab or a Hover Editor I have a 2D explorer at the ready.

This approach scales effortlessly. I can use categories like locations, positions, asset-types, or project paths to further filter or group notes.

Speaking of grouping, you can also use the Graph-Views Grouping-Feature to visualize note status or categories—again using properties, links, or tags to keep things both simple and dynamic.

Outro – Final Thoughts

By combining…

  • Note links
  • YAML frontmatter (context)
  • Dimension filters

…Obsidian’s Graph View becomes much more than a pretty picture—it becomes a functional WBS engine. It scales with complexity while remaining human-readable and structurally flexible.

This setup is particularly powerful in knowledge-heavy, iterative, or non-linear project environments where traditional Gantt charts fall short.

If you’re already using Obsidian, give this method a try—and watch your notes organize themselves into insight.


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