Templates Module - Usage and Tips
Using AI-Powered Template Generation
- Trigger template generation:
- Use the command palette
- Use a custom hotkey (if configured)
- Enter your prompt or select a pre-existing template
- The AI will generate content based on your input and current note context
Managing Templates
- Set up your templates folder:
- Go to plugin settings
- Set the "Templates folder" location
- Create new templates:
- Create a new markdown file in your templates folder
- Add frontmatter with template properties
- Write your template content and prompts
- Edit or delete templates directly in your Obsidian vault
Using Template Suggestions
- Start typing the trigger key (default: '/') in your note
- Browse through suggested templates
- Continue typing to filter suggestions
- Select a template to insert or generate content
Using Blank Templates
- Trigger the blank template modal using one of these methods:
- Use the command palette and search for "Open Blank Template Modal"
- Use a custom hotkey (if configured)
- Use the trigger key (default: '/') with selected text
- Enter your prompt in the provided text area
- Optionally select a system template from the dropdown suggestions
- The cursor will automatically focus on the prompt area after selection
- Toggle pre-context and post-context options if needed
- Click "Generate" or use Mod+Enter to create content
Note: You must have an active note open to use the Blank Template Modal.
Template Syncing
- Enable template syncing in settings
- Enter your license key
- The module will automatically check for updates every 3 hours
- Manually trigger a sync from settings when needed
Best Practices
- Organize templates into subfolders for better management
- Use descriptive names and tags for easy template discovery
- Leverage the blank template feature for quick, ad-hoc content generation
- Experiment with different AI models to find the best fit for various template types
- Regularly review and update your templates to ensure they remain relevant and useful
Use Cases
- Academic Writing:
- Create templates for research paper outlines, literature reviews, or methodology frameworks
- Project Management:
- Design templates for meeting notes, project status reports, or task breakdowns
- Creative Writing:
- Develop templates for character profiles, plot outlines, or world-building details
- Personal Knowledge Management:
- Build templates for book summaries, concept explanations, or personal reflections
For customization options and advanced settings, please refer to the Customization document.