How to Create Templates in Obsidian — Transcript

Full transcript

1. 0:00templates in obsidian are powerful and
2. 0:03in this video I'll not only be showing
3. 0:05you how to use the template system but
4. 0:07also sharing some tips and tricks on how
5. 0:10to make your use of templates as easy
6. 0:13and efficient as possible the first
7. 0:15thing you need to do to use templates is
8. 0:17you need a folder for those templates to
9. 0:19live in so we're going to create a
10. 0:21templates folder I'm going to come over
11. 0:24here and create a new folder and we're
12. 0:27going to call this underscore templates
13. 0:30now the reason why I put an underscore
14. 0:32in the front of it is so that it will go
15. 0:34up to the top of our list so that we can
16. 0:37always find our templates folder the
17. 0:39next thing you'll need to do is tell
18. 0:41obsidian where to look for your
19. 0:42templates which will be in this template
20. 0:45folder that we just created so we're
21. 0:46going to go down and open up the
22. 0:48settings and in the core plugins we have
23. 0:52the templates now we got to make sure
24. 0:54that templates is turned on so if it's
25. 0:57not on you'll need to go over to core
26. 0:59plug plins and go down to
27. 1:02templates and make sure that that is
28. 1:04turned on and then you can go to the
29. 1:06settings for the templates folder under
30. 1:08a core plugins then we can go over here
31. 1:10and we can say and it'll it gives us the
32. 1:13options of what folders to choose from
33. 1:15so we're going to use underscore
34. 1:16templates we are now ready to create our
35. 1:18first template so I'm going to go over
36. 1:20here and I'm going to rightclick on the
37. 1:21templates folder and I'm going to say
38. 1:23new note and we're going to call this
39. 1:26new
40. 1:27note so anything that we we put inside
41. 1:30of this template folder when we insert
42. 1:32this template into another note it will
43. 1:34include anything that we have in this
44. 1:36note so for now we're just going to
45. 1:38start off by adding in a header and it's
46. 1:41going to say new
47. 1:43note that's as simple as a template
48. 1:46could be it can just be a header that
49. 1:48you want to add in I'll show you how to
50. 1:49create more interesting templates in a
51. 1:51minute so let's say I want to use my
52. 1:54template inside of another note so let's
53. 1:57go ahead and go here and and let's
54. 2:00create a new note templates are
55. 2:04awesome now if I want to insert the
56. 2:07template into this I have a couple of
57. 2:09options I can go over to this insert
58. 2:12template button and it gives me a list
59. 2:15of all the templates that are inside of
60. 2:17our templates folder right now we just
61. 2:18have new notes I'm click that and now
62. 2:20that header that we set up inside that
63. 2:22template is in this note so let's go
64. 2:24ahead and delete that and I'll show you
65. 2:25another way you can open up the command
66. 2:28pallet by either going over here here
67. 2:30and opening up command pallet button or
68. 2:32you can hit command p and this will
69. 2:34bring up all the commands that are
70. 2:35available inside of obsidian I'm going
71. 2:37to say insert template hit enter and
72. 2:42then hit enter again to insert the new
73. 2:44note the easiest way though is to set a
74. 2:48hotkey for inserting the template so
75. 2:50we're going to go back to our settings
76. 2:51we're going to go over to hot keys and
77. 2:53then I'm going to search for insert
78. 2:56template now I already have an insert
79. 2:58template hotkey assigned if you don't go
80. 3:01ahead and assign one I use command
81. 3:04option T so let's go ahead and get out
82. 3:06of settings and then I'm going to delete
83. 3:08this again and then I'm going to hit
84. 3:10command option T and that brings up the
85. 3:12template menu and I can insert that new
86. 3:15note template believe it or not that's
87. 3:18all there is to creating templates so
88. 3:20now I'm going to share with you a few of
89. 3:21the ways that I'm building templates and
90. 3:24using them to make my workflow much
91. 3:26easier one of the types of notes that I
92. 3:28use obsidian for a lot is booknotes I
93. 3:31have a booknotes template that I use
94. 3:32every time I start a new book I'll show
95. 3:34you how that's put together I'm going to
96. 3:36rightclick here and hit new note and
97. 3:38we're going to call this booknotes and
98. 3:41then I'm going to do the three dashes so
99. 3:44I can get some properties the first
100. 3:46property that I include is tags and then
101. 3:48I use a nested tag to identify what kind
102. 3:52of note this is so Source slash book
103. 3:57slash to read the next property I
104. 4:00include is the author and we just leave
105. 4:03that empty because this is a template so
106. 4:05I'll fill in the author when I create a
107. 4:07new book and then I also like to keep
108. 4:09track of when the book was published so
109. 4:11I just get an idea of context as far as
110. 4:14time of when the book was written some
111. 4:16other possible properties that you could
112. 4:18use for this is maybe you could have a
113. 4:20date started so if you want to keep
114. 4:22track of when you started reading the
115. 4:24book and then along with that you can
116. 4:26make a date finished and then we're
117. 4:29going to make the these date by clicking
118. 4:32on the little lines and getting a date
119. 4:34in here and that's what I have for my
120. 4:37booknotes so as you can see I use it for
121. 4:39things that have properties that I want
122. 4:41to be able to fill out about that book
123. 4:44so let's create a new note and the book
124. 4:46that I just finished reading it's called
125. 4:48slow productivity so I'm going to go
126. 4:50ahead and use my hotkey and I'm going to
127. 4:52hit book notes then I'm going to go
128. 4:55ahead and fill this out so it is Cal
129. 4:57Newport was the author and this was was
130. 5:00published this year 2024 I don't
131. 5:03remember when I started it but we'll say
132. 5:05I started it on the 1 and I finished it
133. 5:09today and then I can write notes about
134. 5:11the book this this book was awesome so
135. 5:15if you find you're using the same
136. 5:17properties over and over again create a
137. 5:18template with those properties and then
138. 5:20you can just insert them whenever you
139. 5:22need them another template I use is for
140. 5:24my YouTube videos so let's recreate that
141. 5:26template here as well right click on
142. 5:28templates new note we're going to say
143. 5:30YouTube video and I've got some
144. 5:33properties that I use here so we're
145. 5:34going to do a Das D Dash and I use tags
146. 5:38and I say YouTube SL Ida the other
147. 5:42property I have is publish date and I'll
148. 5:44make that a date property as well my
149. 5:47publish date is for when I'm hoping to
150. 5:50publish it I'll enter that in and then
151. 5:53once it's actually published I'll go
152. 5:54back in and change that date if it
153. 5:56didn't get published on my expected date
154. 5:58the other thing that I have have in my
155. 6:00YouTube template is a call out with some
156. 6:02tips things that I want to remember as I
157. 6:05write my YouTube scripts I put these
158. 6:07tips inside of what's called a call out
159. 6:10and I Collapse that call out so I don't
160. 6:12have to see it all the time but if I
161. 6:14open up this call out click here you'll
162. 6:17see I have some tips and things that I
163. 6:19want to remember as I'm creating my
164. 6:22YouTube videos so let's take a look at
165. 6:24how to create this call out I'm going to
166. 6:25click on this little code button here
167. 6:28and this shows
168. 6:30the source code for this call out you
169. 6:32start off by doing a right facing arrow
170. 6:36and then you do a bracket an exclamation
171. 6:38mark and then the type of call out you
172. 6:40close the bracket and then this minus
173. 6:42symbol is what makes it so that it will
174. 6:44be collapsed by default and then I add a
175. 6:48title for the call out that's the part
176. 6:50that shows when it's collapsed and then
177. 6:52I just created a bullet list inside of
178. 6:55the call out now this little carrot has
179. 6:57to be in front of anything that you want
180. 6:59to include in the call out all the way
181. 7:01down to the bottom and then when you
182. 7:02click out of it you can then see the
183. 7:04call out so in order to use this
184. 7:05template create a new note obsidian
185. 7:08templates I hit my hotkey I go down to
186. 7:11YouTube video hit enter and now I have
187. 7:14it tagged with youtube/ idea that way I
188. 7:17know it's in the first stage then I want
189. 7:19to publish this by Friday so I'm going
190. 7:20to click on Friday and then I can write
191. 7:23my notes obsidian templates are
192. 7:27awesome so let's say you like the look
193. 7:29of these call outs but you can't
194. 7:31remember the Syntax for how to create
195. 7:34them well if you find you're using call
196. 7:36outs often and you don't remember them
197. 7:38create a template for it so let's go
198. 7:40ahead and
199. 7:42rightclick Note and we're going to say
200. 7:46tip call out and then I'm going to do
201. 7:49that right facing carrot and bracket
202. 7:53exclamation tip and if I leave this
203. 7:56blank if I don't give it a title it will
204. 7:58give this
205. 8:00tip part as the title so I hit enter a
206. 8:02couple times now it just says tip so now
207. 8:05when I want to create a tip inside of
208. 8:08let's say let's go over to this
209. 8:09booknotes again actually that's our
210. 8:11template let's go over to our slow
211. 8:14productivity and I want to insert a call
212. 8:16out hit the
213. 8:18hotkey tip call out now it's right there
214. 8:21and go up and I can say maybe there's a
215. 8:25quote or something that I want to
216. 8:27include here now it's called quote I hit
217. 8:29enter and I say here's my quote and now
218. 8:33we have that tip call out now there's
219. 8:35bunch of different kinds of call outs
220. 8:36that you can create if you want to see
221. 8:38what those are I'm going to include them
222. 8:40in the markdown cheat sheet inside this
223. 8:42obsidian for beginners Vault also go
224. 8:44ahead and include the templates for each
225. 8:46of these call outs in the obsidian for
226. 8:48beginners Vault so that you can just
227. 8:49insert them whenever you need them these
228. 8:51are the main ways that I'm using
229. 8:52templates and as you can see they're
230. 8:54very powerful and they make things a lot
231. 8:55easier especially when you are reusing
232. 8:58the same types of things over and over
233. 9:00again I'd love to hear how you're using
234. 9:02templates inside of obsidian please
235. 9:04share in the comments below if you
236. 9:06enjoyed this video when are looking for
237. 9:08more beginner type of obsidian videos
238. 9:10you can check out my playlist right here
239. 9:13on the screen thank you so much and I'll
240. 9:16see you in the next video