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📋 Note Templates

Create notes from reusable templates with dynamic placeholder replacement.

Overview

Templates allow you to quickly create notes with predefined structures and content. Perfect for recurring note types like meeting notes, daily journals, project plans, and more.

How to Use Templates

1. Create Template Files

Templates are stored in the data/_templates/ folder as markdown files. You will need to create such folder if it doesn't exist:

data/
└── _templates/
    ├── meeting-notes.md
    ├── daily-journal.md
    └── project-plan.md

2. Access Templates

Click the "New" button (or + on any folder) and select "New from Template":

  1. Choose a template from the dropdown
  2. Enter a name for your new note
  3. Click "Create Note"

The template will be copied with all placeholders replaced automatically!

3. Use Placeholders

Templates support dynamic placeholders that are replaced when you create a note:

Placeholder Description Example
{{date}} Current date 2025-11-26
{{time}} Current time 14:30:45
{{datetime}} Current date and time 2025-11-26 14:30:45
{{timestamp}} Unix timestamp 1732632645
{{year}} Current year 2025
{{month}} Current month 11
{{day}} Current day 26
{{title}} Note name (without .md) Weekly Meeting
{{folder}} Parent folder name Projects

Example Template

---
tags: [meeting]
date: {{date}}
---

# Meeting Notes - {{title}}

**Date:** {{datetime}}  
**Participants:** 
- 

## Agenda
- 

## Discussion


## Action Items
- [ ] 

## Next Steps

When you create a note called "Team Sync" from this template, it becomes:

---
tags: [meeting]
date: 2025-11-26
---

# Meeting Notes - Team Sync

**Date:** 2025-11-26 14:30:45  
**Participants:** 
- 

## Agenda
- 

## Discussion


## Action Items
- [ ] 

## Next Steps

Example Templates

We provide three example templates in documentation/templates/ that you can copy to your data/_templates/ folder:

  1. meeting-notes.md - Structured meeting notes with agenda, discussion, and action items
  2. daily-journal.md - Daily journal with morning goals and evening reflection
  3. project-plan.md - Project planning template with objectives, timeline, and status tracking

Using Example Templates

Option 1: Copy Manually

cp documentation/templates/*.md data/_templates/

Option 2: Create Your Own

  1. Create a .md file in data/_templates/
  2. Add content and placeholders
  3. Save and it's ready to use!

Tips

  • ✅ Templates can include YAML frontmatter for tags and metadata
  • ✅ Use descriptive template names (they appear in the dropdown)
  • ✅ Templates work in any folder - the context is preserved
  • ✅ You can edit templates anytime - changes apply to new notes only
  • ✅ Combine templates with tags for powerful organization

See also: