Ultimate Guide for Obsidian Templater/Templator in 2023

Overview of the Obsidian Templater

Templates can be incredibly helpful for creating consistent notes in Obsidian. Whether you're a student, researcher, or professional, the Obsidian Templater can help ensure you stay organized and efficient.

Personally, I enjoy using the Obsidian Templater to create meeting notes. With a meeting note template, I can easily capture important points, action items, and next steps in a way that is clear and concise.

If you're new to Obsidian, creating a template can be a great way to get started. By customizing a template to fit your needs, you can quickly begin taking notes in a way that makes sense to you.

Pros and Cons of Using the Obsidian Templater

Using the Obsidian Templater can be a double-edged sword, as there are both advantages and disadvantages to using this tool.


  • One of the main advantages of the Obsidian Templater is that it is a robust tool that can save you a considerable amount of time and effort.
  • Additionally, the Obsidian Templater allows you to create notes in a way that looks and feels the way you prefer them to. By using templates, you can create notes that are consistent in style, organization, and formatting.
  • Another benefit of the Obsidian Templater is that it is customizable. You can tailor the templates to fit your specific needs, ensuring that they meet all of your note-taking requirements.


  • Although the Obsidian Templater is a powerful tool, it may be a little challenging for some users who are new to the tool to use it effectively. Initially, it may take some time to get comfortable with the different features and settings.
  • Another potential downside of the Obsidian Templater is that there may be a few compatibility issues, depending on the version of the software or the configuration of your system.

Compatibility Issues with the Obsidian Templater

When considering the compatibility of the Obsidian Templater, there are some limitations to be aware of.

In my experience, I have found that the Obsidian Templater is not compatible with all versions of Obsidian. It is best to ensure that you are using the most current version of Obsidian to avoid issues when using the Templater.

Another important point to consider is that the Obsidian Templater is not compatible with all operating systems. From my personal experience, I've found that it may not work correctly on older operating systems or certain niche ones. Therefore, it is essential to ensure that your system meets the minimum requirements before using the Obsidian Templater.

Getting Started with the Obsidian Templater

When it comes to getting started with the Obsidian Templater, there are a few key steps to follow:

Installation and Setup:

I think the first step is to install the Obsidian Templater, which is available on the Obsidian website. Once you have downloaded the Templater, you can set it up by following the instructions provided in the documentation. Personally, I found the setup process to be relatively straightforward.

Creating and Organizing Templates:

To create a template, you can use the "Create Template" button in the Obsidian Templater. Once you have created a template, you can organize it using the "Organize Templates" button. With these functions, you can quickly create and customize templates that work the way you want them to.

Basic Features and Functions:

The Obsidian Templater has several basic features and functions that you can use to customize templates:

  • In my experience, one of the most useful features of the Obsidian Templater is the ability to create templates with various fields. This helps me capture all the information I need in one place.
  • Another feature I frequently use is the ability to add tags to templates. By using tags, I can easily organize and find templates related to specific topics or projects.
  • I personally find the links between templates very helpful. These links allow me to quickly switch between related templates without losing my place.
  • Finally, the Obsidian Templater's import and export functions are helpful for sharing templates with others or moving templates between different Obsidian vaults.

Common mistakes to avoid

When using the Obsidian Templater, there are some common mistakes to avoid.

Using Too Many Variables:

From my personal experience, using too many variables can make your templates more flexible, but they can also become difficult to manage. It's best to limit the number of variables you use to only what you need.

Not Using Enough Comments:

I think it's important to use comments on templates to explain what they are doing. Not using enough comments can make it challenging to understand how your templates work. Additionally, comments can help you troubleshoot issues or make adjustments to your templates over time.

Not Testing Your Templates:

I prefer testing templates before using them. Doing so ensures that they work as intended before you rely on them for note-taking. In my experience, testing verifies that the variables and comments are working effectively.

Tips for Maximizing Efficiency and Productivity

When it comes to being productive, there are a lot of tips and tricks out there that are meant to help you stay on top of your workload. One strategy that I personally find to be very effective is to make use of templates.

Templates Are a Game Changer

Instead of constantly creating new documents or emails from scratch, use templates for common tasks. This will save you time and effort in the long run. But don't stop there - take it one step further and use variables to automate the tasks that can be automated.

Save Time by Automating with Variables

Variables can be used in many applications, from creating new notes to inserting links. Automation is all about eliminating steps and reducing the time and effort that goes into a task. Take a moment to learn about the variables available to you in your chosen application, and use them to your advantage.

Don't Forget to Add Comments

Finally, when you're creating a template, don't forget to add comments. Comments are a great way to explain what your template is doing, and they can also help you troubleshoot any problems that come up. Make sure you take the time to add detailed comments so that anyone who uses your template will be able to understand it completely.

Implementation of Templates for Improved Productivity

When it comes to productivity, having and using templates can be incredibly beneficial. Not only do they save time, but they also ensure consistency, accuracy and provide structure to your work processes. Here are some examples of successful template implementation.

Template for Research Notes

If you're someone who conducts a lot of research, creating a template for your research notes can be a great way to stay organized. Using a template allows you to easily record the key findings, resources, and references that you need for future reference. In my experience, having a template has helped me to save a lot of time by ensuring that all of the necessary information is captured in one location. I prefer using a digital template because it allows me to easily search and sort my notes.

Template for Meeting Notes

For many professionals, attending meetings is a regular occurrence. In order to ensure that you capture all the important information during the meeting, it's a good idea to have a template for your meeting notes. Using a template can help you to keep track of action items, questions or topics discussed, and decisions made during the meeting. It also makes it easier to share your notes with others. I personally use a template in the form of an agenda that I can fill in as the meeting progresses.

Template for Daily To-Do List

Multiple tasks and competing priorities can make it difficult to organize one's work. To stay productive, a to-do list is a great approach. By creating a template for your daily to-do list, you can ensure that you don't forget anything important and prioritize your most important tasks. This can help you to stay focused and make significant progress towards your goals. I think a simple digital checklist with checkboxes is the best option for creating a daily to-do list.


In conclusion, using templates can be a great way to stay organized, save time, and increase productivity. By choosing the right formats and approaches to suit your needs, you can customize your templates to best support your work processes. Remember, templates can be use in several different contexts, experiment and see what works best for you!