Cadence

A unified Obsidian plugin for CRM, PRM, project management, daily planning, and reminders — all on top of plain markdown. No server, no sync service, no lock-in. Your vault stays your vault.

Why Cadence

Most "second brain" plugins do one thing well. Cadence is the opposite: a coherent workspace that brings together the surfaces a working person actually moves between every day — today's tasks, the week ahead, deals in flight, contacts, projects, recurring reminders — and presents them in a single tab with one familiar nav.

• Markdown is the source of truth. Every contact, deal, project, activity is a .md file with frontmatter. Tasks, Dataview, Templater all keep working. Move to a different vault tomorrow — your data goes with you.
• One tab, many surfaces. A left rail lets you flip between Home → Today → Pipeline → Contacts → Projects → Inbox → Reports without ever leaving the Cadence tab.
• Module toggles. Turn off CRM, PRM or Planner if you only want some of it.
• Reminders that fire. A small Inbox + capture modal + ticker = real notifications, not just a tag on a note.

Features

Home — your command centre

Two-column dashboard: today's tasks (tickable inline) · this week's progress · upcoming deadlines · partners due for follow-up · top active projects with milestone progress · pipeline at a glance · recent activity. Optional "open on Obsidian startup" + Homepage plugin compatible.

Planner

• Today — diary view of today's daily note with quick-add task and autosaving journal
• Calendar (week) — Mon–Sun grid across daily notes; tick any task from any day
• Projects — status-grouped card grid with milestone progress and next-up dates
• Inbox — universal capture + reminders; items grouped by Now / Today / This Week / Later

CRM

• Dashboard — pipeline-by-stage bars, hot deals (top by value), stale deals (no edits in 14+ days), recent activity, customer base mini-stats
• Pipeline — kanban board across deal stages; drag-and-drop a card to update its stage frontmatter; Won column gets a soft emerald tint
• Contacts / Companies / Activities — sortable list views with rich frontmatter editing

PRM

Partners · Registrations · Commissions · Leads · Certifications · Analytics — same entity-list pattern, in their own folders, with status enums and Reports that aggregate across them.

Project Management

Click a project, get a real PM surface — not a markdown editor. Hero with status/priority pills, owner, due date, color-banded progress bar. Left column: tickable milestones (date + title + delete on hover) and tasks with + Add buttons. Right column: Brief, Scope, Risks, Stakeholders, Notes — all autosaving textareas writing back to their H2 sections. Open as note for full body editing in Obsidian's editor.

Reminders

Quick-capture with Cmd+Shift+I → modal with text, optional datetime, optional repeat (daily/weekly). The plugin ticks every 30 seconds and fires due reminders as in-app notices (and optionally desktop notifications). Snooze 15m / 1h / tomorrow on any reminder. The nav badge shows live overdue count.

Reports

Pipeline · Sales · Partners · Activity · Productivity (over your daily notes — completion %, streaks, journal volume, 14-day done-tasks bar chart).

New entity capture

A clean two-column modal for every entity type — type-aware widgets (date pickers, dropdowns for stage/status/priority/tier/type), smart defaults, smart placeholders, primary field marked required. Enter to submit, Esc to cancel.

CSV import

Bring an entire client list, pipeline, or partner roster in from a spreadsheet. Run Cadence: Import from CSV (or hit "Import CSV" on any list view) → pick a .csv from your vault or paste raw text → Cadence auto-maps columns to entity fields by name (with synonyms — Email, email, Email Address all map to email). Override any mapping, see a sample of the first two rows, then import. Each row becomes one markdown file with frontmatter populated.

Install

Community plugin store (once approved)

1. Settings → Community plugins → Browse
2. Search "Cadence"
3. Install → Enable

Manual install (works today)

1. Download main.js, manifest.json, styles.css from the latest release
2. Drop them into <your-vault>/.obsidian/plugins/cadence-planner/
3. Settings → Community plugins → Reload → Enable Cadence

Quick start

1. Open the app — Click the ✨ sparkles icon in the left ribbon, or run Open Cadence from the command palette
2. Capture a deal — CRM → Pipeline → + New Deal → fill in title, stage, value → Create
3. Capture a contact — CRM → Contacts → + New Contact
4. Plan a project — Planner → Projects → + New Project → click into it → tick milestones, fill in Brief
5. Set a reminder — Cmd+Shift+I → "Call John" → Remind me → +1h → Capture. Wait. The notification fires.
6. Make Cadence your homepage — Settings → Cadence → toggle "Open Cadence on Obsidian startup"

Cadence creates folders on demand: Cadence/Contacts/, Cadence/Pipeline/, Cadence/Partners/, etc. Move them anywhere afterwards — change paths in Settings if you do.

Configuration

Settings → Cadence:

• Modules — Toggle Planner / CRM / PRM. Disabled modules disappear from the nav and from dependent Reports.
• Reminders — Desktop notifications (opt-in, requests permission), clear completed.
• Currency — USD default; ZAR, EUR, GBP, AUD, CAD, CHF, JPY, INR, BRL, AED.
• App — Open on startup, default tab, week starts on, daily-note folder, tasks/journal headings.

Hotkeys

Bind your favourites under Settings → Hotkeys → search "Cadence".

How the data is stored

your-vault/
  daily/                          ← daily notes (your existing setup)
    2026-05-05.md
  Cadence/
    Contacts/Jane Smith.md
    Companies/Acme.md
    Pipeline/Acme — FTTH expansion.md
    Partners/Distribution Co.md
    Activities/Discovery call with Jane.md
    Projects/Q3 launch.md
    ...

Each entity is plain markdown with YAML frontmatter — readable, editable, scriptable, portable. Cadence's views are just rich lenses over these files; everything you do in the UI writes back to them.

Companion theme

A matching Cadence theme is available separately for vaults that want a fully-tuned visual system (warm paper surfaces, emerald accents, Geist + JetBrains Mono typography). The plugin works with any Obsidian theme; the Cadence theme is purely cosmetic.

Roadmap

• Drag-to-reorder milestones in Project Detail
• Linked entities (project ↔ deal ↔ contact pickers with fuzzy search)
• Time-blocked Calendar (drag tasks onto today's hour grid)
• Pomodoro / focus timer linked to a reminder
• Optional sync to a Cadence web instance (the API setting is the placeholder for this)

Development

git clone https://github.com/wesswart77/obsidian-cadence
cd obsidian-cadence
# Plugin is plain JS, no build step. Drop main.js + manifest.json + styles.css
# into <vault>/.obsidian/plugins/cadence-planner/ to test.

PRs welcome. For bug reports, please include your Obsidian version, OS, and a minimal vault to reproduce.

Support

If Cadence saves you time or makes your day a bit smoother, a coffee keeps the dev nights going. ☕

Or via the heart icon next to Cadence in Obsidian's community plugin browser once you have it installed.

License

MIT © Wesley Swart