🔨 The Most Underrated Tool in Your PKM System


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💡 The Big Idea: Every manual step in your workflow is a chance for things to go wrong. Templates eliminate that risk.

Templates are much more than just snippets or text expansion.

They can also be productivity-forcing functions, make sure you capture data the right way every time, and actually kickstart the creative process.

One problem I see often from people who use templates in Obsidian is that they create them but often forget to use them. They don't create the systems to make sure that templates get added the right way every single time.

If you want to dive deep into how I'm using templates in my own Obsidian vault, check out the full blog post:

Here are a few examples of how I'm using templates in my own Obsidian vault:

  • To display the things I need to see on my Daily Note (i.e., tasks due, Bible reading plan, etc.)
  • To jumpstart the writing process for my video scripts, newsletters, and articles with folder templates
  • To configure queries correctly when creating new person or project notes

When you use templates like this, it does a couple of things in addition to saving you time:

  1. It makes sure that your formatting is consistent and that things always get created the same way. When you type property names or tags manually, a single typo can make notes impossible to find. Templates eliminate that risk. As long as it's correct in the template file, it will always be correct.
  2. You don't have to start from scratch when creating something new. Templates make sure you never have to start from scratch. My newsletter template has all the sections in the right places before I write a single word, and that eliminates much of the resistance that comes with sitting down at the keyboard.

Here's what I've learned after building out templates for over a dozen folders in my vault:

  • Keep everything in one folder. When templates are scattered around your vault, you waste time hunting for them. One dedicated Templates folder solves this permanently.
  • Use the 3 Times Rule. If you've typed the same thing three times, that's your signal to stop and make a template.
  • Put your properties in the template, not in your notes. A misspelled property name can make notes invisible to your queries. Templates eliminate that risk entirely.
  • Set up folder templates as a safety net. Even if you usually trigger a template through a plugin, a folder template catches the times you forget.
  • Start simple and add complexity only when you need it. The built-in Templates core plugin is honestly all that most people will ever need.
  • Test every template after you create it. Run it on a test note and confirm everything resolves correctly.
  • Revisit your templates every few months. Your workflow evolves. Your templates should too.

The Bottom Line: The simplest solution is often the best solution.

You don't need a complex template system to upgrade your Obsidian vault. You need the right templates, in the right place, working correctly every time you need them. Simple and consistent beats clever and complicated every time.

— Mike

Practical PKM

A weekly newsletter where I help people apply values-based productivity principles and systems for personal growth, primarily using Obsidian. Subscribe if you want to make more of your notes and ideas.

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