How to Use Templates in Obsidian

This guide will show you how to efficiently use templates in Obsidian to streamline the creation of notes such as team homepages or project summaries.

Prerequisites

  • Obsidian installed and set up.
  • Basic familiarity with using Obsidian's interface.

Steps

  1. Create a New Note

    • Open Obsidian.
    • Create a new note by clicking on the New Note button or pressing Ctrl + N (Cmd + N on macOS).
  2. Open the Command Palette

    • Press Ctrl + P (Cmd + P on macOS) to open the command palette.
  3. Search for the Template Command

    • In the command palette, start typing "template."
    • Select the Insert Template command from the list by clicking on it or pressing Enter.
  4. Choose Your Template

    • A menu will appear with a list of available templates.
    • Select the desired template from the list.
  5. Insert the Template

    • The selected template content will be automatically inserted into your new note.

Additional Information

Adding New Templates

  • Create a new note and save it in the /tools/documentation/templates folder.
  • These templates could be for project home pages, service home pages, or any recurring structure you use.

Updated on August 7, 2025