Templates

Jumpstart your productivity with pre-built templates for common workflows and use cases.

Creating Templates

How to create a template:

  1. Create a new note with your desired structure
  2. Use variables like {{date}} for dynamic content
  3. Save as template from the note menu
  4. Organize with tags and categories
Template Variables

Available variables:

  • {{date}} - Current date
  • {{time}} - Current time
  • {{title}} - Note title
  • {{user}} - Your name

Daily & Weekly

Daily Journal
Structured daily reflection and planning
daily
reflection
planning

Template Preview

# Daily Journal - {{date}}

## Morning Intentions
- [ ] Top 3 priorities for today
- [ ] How I want to feel today
- [ ] One thing I'm grateful for

## Evening Reflection
- What went well today?
- What could I improve?
- Tomorrow's focus

## Notes & Thoughts
Weekly Review
Comprehensive weekly planning and review
weekly
review
planning

Template Preview

# Weekly Review - Week of {{date}}

## Last Week's Wins
- 
- 
- 

## Areas for Improvement
- 
- 
- 

## Next Week's Goals
- [ ] 
- [ ] 
- [ ] 

## Key Metrics
- Projects completed:
- Goals achieved:
- Lessons learned:

Project Management

Project Kickoff
Comprehensive project planning template
project
planning
kickoff

Template Preview

# Project: {{project_name}}

## Project Overview
**Start Date:** {{date}}
**End Date:** 
**Project Manager:** 
**Team Members:** 

## Objectives
- 
- 
- 

## Deliverables
- [ ] 
- [ ] 
- [ ] 

## Timeline
| Phase | Start Date | End Date | Owner |
|-------|------------|----------|-------|
|       |            |          |       |

## Risks & Mitigation
- **Risk:** 
  **Mitigation:** 

## Success Criteria
- 
- 
- 
Meeting Notes
Structured meeting documentation
meeting
notes
action-items

Template Preview

# Meeting: {{meeting_title}}

**Date:** {{date}}
**Time:** {{time}}
**Attendees:** 
**Meeting Type:** 

## Agenda
1. 
2. 
3. 

## Discussion Points
### Topic 1
- 
- 

### Topic 2
- 
- 

## Action Items
- [ ] **{{person}}** - {{action}} (Due: {{date}})
- [ ] **{{person}}** - {{action}} (Due: {{date}})

## Next Steps
- 
- 

## Next Meeting
**Date:** 
**Agenda:** 

Learning & Research

Book Notes
Comprehensive book reading and note-taking
book
reading
notes

Template Preview

# Book Notes: {{book_title}}

**Author:** {{author}}
**Genre:** 
**Pages:** 
**Started:** {{date}}
**Finished:** 

## Rating
⭐⭐⭐⭐⭐ ({{rating}}/5)

## Key Takeaways
1. 
2. 
3. 

## Favorite Quotes
> "{{quote}}" - Page {{page}}

> "{{quote}}" - Page {{page}}

## Chapter Notes
### Chapter 1: {{chapter_title}}
- 
- 

## Action Items
- [ ] 
- [ ] 

## Related Books/Resources
- [[{{related_book}}]]
- [[{{related_article}}]]
Research Template
Structured research documentation
research
analysis
documentation

Template Preview

# Research: {{research_topic}}

**Date:** {{date}}
**Research Question:** 
**Hypothesis:** 

## Background
- 
- 

## Sources
1. **{{source_title}}** - {{author}} ({{year}})
   - Key points:
   - Relevance:

2. **{{source_title}}** - {{author}} ({{year}})
   - Key points:
   - Relevance:

## Findings
### Key Finding 1
- Evidence:
- Implications:

### Key Finding 2
- Evidence:
- Implications:

## Conclusions
- 
- 

## Next Steps
- [ ] 
- [ ] 

## Related Research
- [[{{related_topic}}]]

Goal Setting

SMART Goals
Structured goal setting framework
goals
planning
smart

Template Preview

# Goal: {{goal_title}}

**Created:** {{date}}
**Target Date:** 
**Category:** 

## SMART Criteria
- **Specific:** What exactly do I want to achieve?
- **Measurable:** How will I measure progress?
- **Achievable:** Is this goal realistic?
- **Relevant:** Why is this goal important?
- **Time-bound:** When will I complete this?

## Action Plan
### Phase 1: {{phase_name}}
- [ ] {{action_item}}
- [ ] {{action_item}}

### Phase 2: {{phase_name}}
- [ ] {{action_item}}
- [ ] {{action_item}}

## Success Metrics
- 
- 

## Potential Obstacles
- **Obstacle:** 
  **Solution:** 

## Progress Updates
### {{date}}
- Progress:
- Challenges:
- Next steps:

## Resources Needed
- 
- 

## Accountability
**Accountability Partner:** 
**Check-in Schedule:** 
Advanced Template Features
Power up your templates with advanced functionality

Conditional Logic

Use conditional statements to create dynamic templates:

{{#if project_type === "client"}} ## Client Information **Client Name:** **Contact:** {{/if}}

Loops & Lists

Generate repeated content with loops:

{{#each team_members}} - **{{name}}** - {{role}} {{/each}}

AI-Enhanced Templates

Let AI help generate template content:

{{ai:generate "Create 5 discussion questions about {{topic}}"}} {{ai:summarize "{{meeting_transcript}}"}}

Template Library

Browse hundreds of community-created templates in the Template Library. Share your own templates and discover new workflows.