Guide
Connect your second brain and your to-do list
A second brain holds your knowledge, a to-do list your next steps. Usually they live in separate apps. This guide explains the idea behind the second brain, how to bring tasks and notes together in an Obsidian vault, and what an AI agent can do with that.
What is a second brain?
The term comes from Tiago Forte. In his book “Building a Second Brain” (2022), he describes a digital note-taking system that does the remembering for you: thoughts, quotes, meeting notes, sources, and drafts end up in one place where you can find them again for your projects. He sums up the process in four steps, CODE: Capture (keep what resonates), Organize (sort by how you’ll use it), Distill (boil it down to the essence), and Express (turn it into your own work). For organizing, he suggests PARA: Projects, Areas, Resources, Archives.
Which second brain app you use matters less. Many people keep their second brain in Obsidian because every note there is a Markdown file in an ordinary folder, the vault. Notes refer to each other with wikilinks like [[Course outline]], and for every note, Obsidian shows which other notes link to it.
Why tasks and knowledge often live apart
A second brain collects what you know. A to-do app tells you what’s next and reminds you in time. Each needs different tools: A notes app is poor at reminders, due dates, and quick capture on iPhone; a task list is poor at outlines and long texts.
Almost everyone who uses both knows the result:
- The task “Write script for lesson 2” is in the to-do app, the course outline for it in Obsidian. Whoever picks up the task first has to piece the context together.
- Tasks that come up in a meeting note stay there as a checkbox and never reach the to-do list.
- An AI agent sees only one half: either the notes or the tasks. To do good work, it needs both.
The solution doesn’t have to be an app that does everything. It’s enough for tasks and notes to end up in the same folder and for each app to show the part it’s built for.
Connect your task manager and your second brain
TandemLoop stores tasks as Markdown files in a data folder, in the same format as Obsidian. For Obsidian to show the tasks, that folder has to appear in your vault. There are two ways to do this.
| Approach | How it works | Good if | Limit |
|---|---|---|---|
| Symbolic link | The data folder stays where it is. Your vault only contains a pointer to it. | You work on a Mac and want to keep tasks and notes stored separately. | Mac only. Obsidian advises against symbolic links and recommends backups. |
| Data folder in the vault | In TandemLoop, you choose a folder inside your vault as the data folder. | You also want to see tasks in Obsidian on iPhone and iPad. | Vault and tasks share one folder and the same sync. |
Step by step: link the data folder into your vault on a Mac
- Find the path of the data folder. In TandemLoop, Settings › Data Folder shows where it is. “Open in Finder” shows it to you.
- Create the link. In the terminal, create a link named
TandemLoopin your vault. Replace the placeholders with your paths; the quotation marks protect spaces in the path.
ln -s "<TandemLoop folder>" "<Vault>/TandemLoop"- Check in Obsidian. The
TandemLoopfolder appears in the file explorer. If the data folder itself is inside your vault or contains your vault, Obsidian ignores the link. - Set up a backup. Obsidian warns that symbolic links can lead to data loss. If your vault is in Git, Git only stores the link, not the tasks. Time Machine backs up the data folder at its real location.
What works on a Mac and what doesn’t
- iPhone and iPad: Obsidian doesn’t show linked folders there. On the go, you capture, plan, and complete tasks in TandemLoop; in Obsidian on iPhone, you only see your notes.
- A second Mac: A link points to a fixed path. On a second Mac, it only works if the data folder is at the same path there; otherwise, create the link again on that Mac.
- Agents: To an agent, the linked folder is a folder outside its workspace. Claude Code, for example, needs access to the real data folder as well. The guide Claude Code and Obsidian explains how.
The alternative: the data folder directly in your vault
You choose where the data folder lives in TandemLoop during setup or later under Settings › Data Folder. If your vault is in iCloud Drive, you can choose a subfolder there such as TandemLoop. Then you don’t need a link, and Obsidian shows the tasks on all your devices. In return, iCloud syncs notes and tasks together, and Obsidian on iPhone also downloads all task files. Either way, try to work on only one device at a time so no conflict copies are created.
Note and task
The same task in Obsidian and in TandemLoop
- Notes
- Course planning Oct 20
- Online Course
- TandemLoop
- CLAUDE
Course planning Oct 20
- Lesson 2 needs a script → Script for lesson 2
- Outline is done: Course outline
Online Course
Project
- Vault/
- CLAUDE.mdrules for the agent
- Notes/
- Course planning Oct 20.md→ [[tsk_script-lesson-2|Script for lesson 2]]
- Online Course/
- Course outline.md
- Script-Lesson-2.mdcreated by the agent
- TandemLoop →symbolic link
- TandemLoop/
- AGENTS.mdmanual for agents
- _inbox/
- bereiche/work/_projects/online-course/
- prj_online-course.md
- tsk_script-lesson-2.mdassigned to the agent
- _views/ _config/ _system/maintained by the app
Link to tasks from your notes
Once the tasks are visible in your vault, you link them like any note. In a note, type [[ and part of the title, and Obsidian suggests the file. The text after the vertical bar is what the note displays:
- Lesson 2 needs a script → [[tsk_script-lesson-2|Script for lesson 2]]When you open the task in Obsidian, the Backlinks pane shows all notes that point to it. So when you plan in TandemLoop, you see just the task; when you think things through in Obsidian, you see the whole context.
The second option is the app link: Copy App Link in a task’s context menu. As a Markdown link in a note, it opens TandemLoop right at the task, on iPhone too:
[Script for lesson 2](tandemloop://open/tsk_…)Copy Link without “App” creates a link for agents that Obsidian doesn’t resolve. For Obsidian, use the file name or the app link.
A second brain with AI: what an agent does in a connected vault
An agent with file access, such as Claude Code, Codex, or Cursor, works in the folder where you start it. Start it in your vault, and it reads notes and tasks together. For the tasks, it follows the AGENTS.md in the data folder, TandemLoop’s manual. This makes three things possible that separate apps can’t do.
Read notes and tasks together
“What’s still open in the Online Course project, and what do my notes say about it?” The agent reads the project’s open tasks and the notes in the Online Course folder and answers with both: what’s missing, what’s already prepared, and where a task and the outline contradict each other.
Turn meeting notes into tasks in the right project
“Read my note Course planning Oct 20 and create the tasks from it in TandemLoop.” The agent creates each task where it belongs: in the Online Course project, or if needed in a new project, area, or view of its own. What it can do itself, it assigns to itself; what only you can do, like “Confirm access to the course platform,” gets you as the assignee. If you want to see this first, turn on proposals in TandemLoop. The agent then only adds new items to the Inbox directly and files everything else as a proposal that you approve or reject.
Save results as a note and link them on the task
When the agent works on the task “Write script for lesson 2,” it saves the script as a note in the Online Course folder and writes in the task’s log what it did, with a link to the note. The result becomes part of your second brain, and the task comes back to you for review in TandemLoop under Back from Agent.
A short rule in your vault’s instructions is enough for the agent to know the setup:
## Tasks
TandemLoop/ is a link to the data folder of my to-do app.
For tasks, read TandemLoop/AGENTS.md first and follow its rules.
Save results as a note in the matching folder and link them on the task.Frequently asked questions
What is a second brain?
A second brain is a personal collection of notes, ideas, and material outside your head, organized so you can find it again for your projects. The term goes back to Tiago Forte, who described the method in his 2022 book “Building a Second Brain.”
Which second brain app works well with a to-do app?
Apps that work with ordinary files in a folder connect most easily. Obsidian stores every note as a Markdown file in a vault, TandemLoop every task as a Markdown file in a data folder. If both live in the same vault, you see tasks and notes side by side in Obsidian.
Does the linked folder also work on iPhone and iPad?
No, a symbolic link is a solution for the Mac. Obsidian on iPhone and iPad doesn’t show linked folders. On the go, you capture and complete tasks in TandemLoop. If you also want to see your tasks in Obsidian on iPhone, put the data folder directly into your vault.
Can I edit tasks in Obsidian?
You can read, search, and link them in Obsidian without any problem. Don’t change a task’s properties, name, or folder there by hand; do that in TandemLoop or through your agent. Otherwise the app may file a task in the wrong place.
Do I need the PARA method for a second brain?
No. PARA is Tiago Forte’s suggestion for organizing notes into projects, areas, resources, and archives. Connecting tasks and notes works with any folder structure in your vault.
Does a link still work when a task moves to another project?
Yes. An Obsidian link only names the file, and Obsidian finds the file in another folder too, as long as the name is unique. The app link from TandemLoop also opens the task no matter where it is.
Can an AI agent create tasks in my vault?
Yes. An agent with file access such as Claude Code, Codex, or Cursor has access to everything in the data folder: it creates tasks, projects, areas, and views, and changes and moves them. It learns how from the manual in the data folder.