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QuickAdd Setup

This guide sets up the three core QuickAdd actions for this vault:

  1. People: New Contact
  2. People: Log Communication
  3. People: Monthly Review

Start with Log Communication and Monthly Review. Add New Contact after you are comfortable with the system.

Recommended Hotkeys

Use these hotkeys:

Cmd + Option + C  → People: New Contact
Cmd + Shift + L   → People: Log Communication
Cmd + Shift + M   → People: Monthly Review

For Windows/Linux, use:

Ctrl + Alt + C    → People: New Contact
Ctrl + Shift + L  → People: Log Communication
Ctrl + Shift + M  → People: Monthly Review

Set hotkeys here:

Settings → Hotkeys

Search for the QuickAdd command name, then assign the shortcut.

People: New Contact

Use this to create a new person note inside the contacts/ folder.

Create the QuickAdd Choice

  1. Open Settings in Obsidian.
  2. Go to Community plugins → QuickAdd → Manage Macros / Choices.
  3. Add a new choice.
  4. Name it:
People: New Contact
  1. Set the choice type to:
Template

Template Settings

Use these settings:

Template Path: templates/Contact Template.md
File Name Format: contacts/{{VALUE:Contact name}}
Create in folder: contacts
Append link: Disabled
Open: On
If file already exists: Keep existing file

If QuickAdd does not like the folder inside the file name, use this instead:

File Name Format: {{VALUE:Contact name}}
Create in folder: contacts

Recommended Command Palette Use

Run it from the command palette:

QuickAdd: People: New Contact

Suggested hotkey:

Cmd + Option + C

For Windows/Linux:

Ctrl + Alt + C

Rule

Real contact notes belong in:

contacts/

Use simple filenames:

First Last.md

Do not use long filenames like:

First Last - Company - Client - Monthly.md

Keep filenames simple. Put the details inside the note properties.

People: Log Communication

Use this so you can add a communication log entry to a contact note in about 30 seconds.

Goal

Open a contact note, run one command, answer a few prompts, and insert a clean log entry under ## Communication Log.

Create the QuickAdd Choice

  1. Open Settings in Obsidian.
  2. Go to Community plugins → QuickAdd → Manage Macros / Choices.
  3. Add a new choice.
  4. Name it:
People: Log Communication
  1. Set the choice type to:
Capture

Capture Settings

Use these settings:

Capture to active file: On
Write position: After line
Insert after: ## Communication Log
Insert at end of section: On
Create line if not found: Off
Task: Off
Append link: Disabled

This assumes you are already inside the contact note when you run the command.

Capture Format

Paste this into the Capture Format field:

### {{DATE:YYYY-MM-DD}} — {{VALUE:Email,Text / WhatsApp,Phone call,Zoom call,In-person meeting,Commented on their post,Sent article/resource,Sent gift/card,Introduced them to someone,They contacted me|label:Method}}

- **Direction:** {{VALUE:Outbound,Inbound,Both|label:Direction}}
- **Summary:** {{VALUE:summary|type:multiline|label:What happened?}}
- **Next step:** {{VALUE:next_step|type:multiline|label:What is the next step?}}
- **Next contact due:** {{VDATE:next_contact_due,YYYY-MM-DD|next month}}

After Logging

After the entry is inserted, manually update the contact properties at the top of the note:

last_contacted: {{DATE:YYYY-MM-DD}}
next_contact_due: YYYY-MM-DD
contact_reason: ""
last_meaningful_topic: ""

Do not automate this yet. Manual updating keeps the system easier to understand and debug.

Recommended Command Palette Use

Run it from the command palette:

QuickAdd: People: Log Communication

Suggested hotkey:

Cmd + Shift + L

For Windows/Linux:

Ctrl + Shift + L

Rule

Only run this command while a real contact note is open.

Real contact notes belong in:

contacts/

Sample contacts belong in:

samples/

People: Monthly Review

Use this once a month to create a fresh relationship review note from the monthly review template.

Create the QuickAdd Choice

  1. Open Settings in Obsidian.
  2. Go to Community plugins → QuickAdd → Manage Macros / Choices.
  3. Add a new choice.
  4. Name it:
People: Monthly Review
  1. Set the choice type to:
Template

Template Settings

Use these settings:

Template Path: templates/Monthly Review Template.md
File Name Format: reviews/{{DATE:YYYY-MM}} Monthly Relationship Review
Create in folder: reviews
Append link: Disabled
Open: On
If file already exists: Keep existing file

If QuickAdd does not like the folder inside the file name, use this instead:

File Name Format: {{DATE:YYYY-MM}} Monthly Relationship Review
Create in folder: reviews

Result

Running the command creates a note like:

reviews/2026-06 Monthly Relationship Review.md

Recommended Command Palette Use

Run it from the command palette:

QuickAdd: People: Monthly Review

Suggested hotkey:

Cmd + Shift + M

For Windows/Linux:

Ctrl + Shift + M

Monthly Rule

Create only one monthly review per month.

This is a relationship reset, not a productivity report. Keep it short and useful.