How to create a template in Obsidian (Beginner's Tutorial)

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  • Опубликовано: 11 июл 2024
  • This video is a beginner's guide to Templates in Obsidian. We cover two different levels of templates: basic templating and advanced templating with Templater Plugin.
    Too many videos over-complicate things. My goal in this video is to explain how to use Obsidian Templates in plain English so you can start using them as soon as possible.
    If you like this, and want to see more content, please let me know by liking, commenting, subscribing, or otherwise making yourself heard.
    Chapters:
    0:00 Intro
    1:08 Creating a folder for your Templates
    2:17 Creating our first Template file
    3:58 Adding folder to Template plugin settings
    4:58 Create new note from template
    5:32 Creating a snippet template
    6:50 Templates Level 2 - Templater
    9:01 Templater code beginner's overview
    11:21 Creating a template with Templater code
    12:05 Making all new notes use templates
    15:01 Use button to create note from template
    17:39 TROUBLESHOOTING - Button didn't work lol
    19:32 Outro
    Links from this video:
    - Templater Documentation - silentvoid13.github.io/Templa...
    - Templater Github page - github.com/SilentVoid13/Templ...
    - Daily Note Template Code gist.github.com/dannberg/48ea...
    Additional Obsidian Videos:
    - My Obsidian Daily Note Template video - • 📆 Obsidian Daily Note ...
    - My Obsidian Meeting Note Template video - • 🗣 Obsidian Meeting Not...
    - My Obsidian People Note Template video - • 👥 Obsidian People Note...
    - My Obsidian Physical Object Template video - • 🛍️ Obsidian Physical O...
    My Gear:
    - Sony a6300 Mirrorless camera - amzn.to/3wkTfSn
    - Sennheiser MKE 600 Shotgun Microphone - amzn.to/3wqlQFT
    - Neewer Professional Microphone Pop Filter - amzn.to/3T0nmr0
    - H4n Digital Multitrack Recorder - amzn.to/3us7157
    - Neewer Portable Desktop Mini Tripod - amzn.to/3T0nqXM
    - Full gear list - dannb.org/my-gear/
    More links:
    - (blog) Obsidian Daily Note system - dannb.org/blog/2022/obsidian-...
    - (blog) Obsidian People Note system - dannb.org/blog/2022/obsidian-...
    - (blog) Obsidian Book Note system - dannb.org/blog/2022/recalling...
    - (blog) Daily Driver Task Management System - dannb.org/blog/2020/daily-dri...
    Where to find me:
    - Homepage - dannb.org
    - The Dann Chronicles monthly newsletter - dannberg.substack.com
    Thanks for watching!

Комментарии • 35

  • @xti2020
    @xti2020 Месяц назад +6

    this was great. spent an hour watching youtubers try to make a science out of taking frickin notes before I found your practical guide. thank you. This is all I wanted to do :)

    • @DannBerg
      @DannBerg  28 дней назад

      Thanks! I'm glad you found my video helpful. Best of luck building out your vault!

  • @waltwinters9253
    @waltwinters9253 Месяц назад +4

    Thanks for sharing the templates plug-in. All these years and I’m still making templates by hand like a goober. Good idea to use “extras” folder. I will steal that.

    • @DannBerg
      @DannBerg  Месяц назад

      Happy to help! And you’re going about it the right way: learning a new way to make an existing process easier.

  • @DoubleBarrel0903
    @DoubleBarrel0903 Месяц назад +1

    Love your teaching style Dann. Thanks for making this.

    • @DannBerg
      @DannBerg  28 дней назад

      Thank you! Love to hear that. Definitely makes me feel inspired to make more videos.

  • @silasmendes7258
    @silasmendes7258 26 дней назад

    This was great! Thank you for sharing!

  • @kellancerveny4620
    @kellancerveny4620 4 месяца назад +4

    Dann, your content rules! I just adopted your people and meeting templates for my own vault. You clearly have a knack for this. Please tell us about what you use obsidian for in your day to day

    • @DannBerg
      @DannBerg  4 месяца назад +1

      Thank you! Definitely have some content planned about the overall system and how everything works together. Keep an eye out!

  • @toteZitrone
    @toteZitrone 3 месяца назад +3

    I'm just at minute six and already feel the urge to smash the like button to death. :D I really like your fast forward and direct way of explaining. I'm new to obsidian since yesterday (the hertly welcome really hit me :D) and creating a template was something I was really stuck with. Turns out my main error was not understanding, that the "tamplate folder" under settings simply wanted me to refer to an Obsidian Folder, which I then could create those premade notes in.
    Nethertheless: I checked your channel and saw, that the Obsidian topic is relatively new. So I'm hoping for many more videos to come, having you as a source makes me feel more comfortable with all the stuff tehre is to learn, since it is so pleasent and efficient to watch you video. It's really great how you sprinkle in "noob" information, without getting lost in lengthy explanations. I feel that you always just nail the right information amount one needs to get along.
    Now I have to watch on and eventually figure out how to embedd css styles to a template.
    Many thanks and kind regards.

    • @DannBerg
      @DannBerg  3 месяца назад +1

      Welcome to the Obsidian family. :) And honestly, my advice with CSS styling is to find a theme that gets you mostly there, and then ask ChatGPT for some help with the CSS. I've had some good luck with CSS styling and AI.
      Unless you already know CSS and want to know specifically how to embed CSS styles into a Template specifically. In which case I'm not exactly sure, as I don't think you can modify CSS based on tags? I'm really not sure though.

    • @toteZitrone
      @toteZitrone 3 месяца назад

      @@DannBerg Luckily, I know CSS, at least I used it some years ago and the W3 documentary still is excellent to look up all the details I forgot.
      What I found out so far is, that you can specify a CSS class for a note via the property function. So it is relatively easy to style certain notes, by defining a corresponding template that has the CSS class already put in it. However at the moment I do struggle a bit to address one of the main Divs, which displays the notes content. It changes its CSS class depending on whether you are in preview/reading mode and for some reason, nesting the css class doesen't work with one of this modes, as if suddelny it would loose its child properties... IDK... perhaps I'm doing something wrong, it's really strange, but I'm quite sure I can find a work around. In general, as for overall changes of background, font-family, etc it worked really well. (: You also only have to define .css snippets which override/add to the default file and do not have to upload a whole new file. That's very convenient. (: Basically I just set up a snippet to redefine the background(image), font, colours and some borders for that specific CSS class, which will be already applied to the notes in their template, to give this notes a bit of a different vibe, while the general interface of the programm stays the same.

    • @DannBerg
      @DannBerg  3 месяца назад +1

      @@toteZitrone Very cool! That's good to know that you can style notes based on a Property. That works really great with templates. I haven't messed with the appearance of my vault at all, so I can't give any help here, but it sounds like you're well on your way to getting it figured out.

  • @scottcardais3560
    @scottcardais3560 4 месяца назад +2

    Thank you very much. Your explanations are very clear and helpful.

    • @DannBerg
      @DannBerg  4 месяца назад

      That's what I was going for. Thanks!

  • @Ted_Pincas
    @Ted_Pincas 3 месяца назад +1

    Excellent tutorial, thank you very much for this.

    • @DannBerg
      @DannBerg  3 месяца назад

      Glad you found it helpful!

  • @chessstructures2648
    @chessstructures2648 2 месяца назад

    Thank you Dann!

  • @f.r.schmid2607
    @f.r.schmid2607 3 месяца назад

    chapeau! really good and comprehensive video! Thx! :D

  • @Jaxan-dq2jy
    @Jaxan-dq2jy Месяц назад

    Thanks dude

  • @chuxTube68
    @chuxTube68 23 дня назад

    Just started using obsidian. Great content on this plugin! Thanks! :)

    • @DannBerg
      @DannBerg  14 дней назад

      Welcome to the family! Thanks for the kind words. Happy vault-building.

  • @claire2326
    @claire2326 4 месяца назад +2

    These videos are so incredibly helpful! I've already integrated your other MOC templates and they've really helped to streamline my work. Will you also make a video about your blog post about recalling books using Obsidian? :)

    • @DannBerg
      @DannBerg  4 месяца назад +2

      I definitely plan to make a video about my book process. In fact, that entire post is due for an update. Will be working on that soon! Thanks for the kind words.

  • @nikunjarya6292
    @nikunjarya6292 2 месяца назад

    thanks!

  • @EdwinJanssen
    @EdwinJanssen 9 дней назад

    thx for the use cases, great value!! What's the app you're using in this vid to quickly switch between apps? Is it Alfred?

  • @tggorudon2551
    @tggorudon2551 19 часов назад

    MY EYESSSS

  • @Proliiii
    @Proliiii 3 месяца назад +1

    Hey! Your videos are great! I've got a question though, I didnt quite catch what specifically defined a "snippet"? Was it the Title within the Templates folder?

    • @DannBerg
      @DannBerg  3 месяца назад +1

      I use the term "snippet" to basically refer to a template that's not a full page. You create snippets the exact same way as you would create templates (as shown in the video) but most people think templates must be entire pages, when it also works for much smaller snippets of text

  • @CanDoSo_org
    @CanDoSo_org 2 месяца назад

    Thanks, Dann. I was wondering, how can I update the old notes's properties automatically when I update the templates which created these old notes. Is that possible? For example the old templates has 5 properties. Now I want to add one more property. Which is fine for new notes. But what if I want to the old notes have the new added property as well?

    • @DannBerg
      @DannBerg  2 месяца назад +1

      I haven’t done this myself, but I imagine there’s a plugin to help with this. I just found this Reddit thread that might help: www.reddit.com/r/ObsidianMD/comments/169ni4o/is_there_a_way_to_add_properties_in_bulk/

    • @CanDoSo_org
      @CanDoSo_org 2 месяца назад

      @@DannBerg Thanks, Dann.

  • @jasonm9825
    @jasonm9825 3 месяца назад

    Awesome but templater doesn't seem to work anymore 😢

    • @DannBerg
      @DannBerg  3 месяца назад

      Templater isn't working for you? What's the issue you're having?