QuickClip 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 Chrome extension.

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. QuickClip 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 QuickClip 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 QuickClip 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 type frontmatter field set to a Portent type 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

Tab	What it shows
All Clips	Every active entry, sortable by title, domain, type, or date
By Domain	Entries grouped by website domain
By Type	Entries grouped by Portent type
Archived	Entries you've archived — hidden from all other views

Editable fields

All edits save immediately — no save button.

Field	How it works
Type	Dropdown — pick one of the 8 Portent types
Belongs To	Wikilink chip — search your vault, select a note. Fills the entry's home.
Related To	Wikilink chips (multi) — lateral connections to related notes
Archive	Checkbox — hides the entry from active views without deleting it

Computed fields (display only)

Field	What it means
Organized	Checked when the entry has both a Type and a Belongs To link
Progress	Three-dot indicator showing Raw → Planning → Organized state

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The Portent type system

Every entry gets classified as one of 8 types, split into two groups:

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?

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Progress states

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

State	Condition	Meaning
Raw ● ○ ○	No type set, or no connections	Uncategorised — needs triage
Planning ● ● ○	Type set + Related To filled, no Belongs To	Connected to known things, not yet placed
Organized ● ● ●	Type set + Belongs To filled	Placed in its home — feeds active work

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 Portent 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 the QuickClip extension

The QuickClip Chrome extension 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 Portent frontmatter (type, belongs_to, etc.) 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