Planet Tash

“Templates transformed the way I work in Obsidian — no more starting from scratch every time!”

If you’re like me, sometimes starting a new note feels like a blank page stare-down. Where do I even begin? That’s where templates come in — reusable note structures that save time and keep your vault consistent.

Let me walk you through how to create templates in Obsidian and ways to use them that’ll make your note-taking flow effortlessly.

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Why Use Templates?

Templates let you:

• Standardize note formats (journals, meeting notes, projects)
• Quickly insert repeated info like headers, tags, or prompts
• Keep consistency in structure and style across your vault
• Save tons of time so you focus on content, not formatting

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How to Set Up Templates in Obsidian

1. Enable the Templates Plugin

Go to Settings > Core Plugins and enable Templates.

2. Create a Templates Folder

Make a folder named Templates or anything you like in your vault.

3. Create Your Template Notes

Inside this folder, create notes with the structure and placeholders you want to reuse.

Example:

# Daily Journal - {{date:YYYY-MM-DD}}

## Morning Thoughts -

Mood: -

Goals for today:

## Evening Reflection -

Wins: -

Challenges:

#tags #journal #daily

4. Configure Template Folder in Settings

Under Settings > Templates, set the folder location for your templates.

5. Use Templates in Notes

In any note, press Ctrl+P (or Command+P) to open the command palette and search for “Insert template.” Pick the template you want, and Obsidian will insert it with placeholders filled automatically.

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Popular Templates to Start With

• Daily Notes — journaling prompts, mood tracking, task lists
• Meeting Notes — attendees, agenda, action items
• Project Templates — overview, goals, milestones, resources
• Book Notes — author, summary, key takeaways, quotes
• Idea Capture — quick note format with tags and priority

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Using Template Placeholders

Obsidian templates support dynamic placeholders:

• {{date}} — inserts current date
• {{time}} — inserts current time
• {{title}} — inserts current note’s title
• Custom date formatting like {{date:YYYY-MM-DD}}

Using placeholders automates repetitive tasks so you don’t have to type the same info daily.

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Tips for Template Mastery

• Keep your templates simple and adaptable — you can always customize after insertion.
• Use tags in templates to keep notes organized automatically.
• Combine templates with daily notes plugin for routine journaling or planning.
• Explore community plugins like Templater for advanced scripting and automation.
• Regularly update templates as your workflows evolve.

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Conclusion

Templates are like your note-taking shortcuts, making Obsidian faster and more consistent. Whether you journal, plan projects, or capture ideas, setting up just a few templates can save you hours.

Try creating your first template today — I promise it’ll be a game-changer.

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💬 What’s your favorite template to use in Obsidian? Any cool hacks? Share below!

“The discipline of writing something down is the first step toward making it happen.” – Lee Iacocca

Let’s be honest—keeping a journal or planner sounds great… until you forget to use it for three days straight.

That was me.

Then I discovered Daily Notes in Obsidian. It wasn’t just another blank page. It became the place I started my day—with thoughts, to-dos, and even random stuff like “why did I dream about raccoons in tuxedos?”

If you want a low-friction way to stay organized, clear your head, and plan smarter, Daily Notes can change the game.

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What Are Daily Notes in Obsidian?

Daily Notes are time-stamped entries created automatically in Obsidian using the built-in Daily Notes core plugin. Think of them like your personal command center for each day.

Each note is named after the date and usually lives in a special folder like Daily or Journal.

You can:

• Dump your thoughts (morning pages style)
• Track habits and tasks
• Reflect on the day
• Collect ideas, events, or even overheard conversations

I treat mine like a digital bullet journal—but lazier and smarter.

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Step 1: Turn On Daily Notes in Obsidian

Super easy.

1. Go to Settings → Core Plugins
2. Enable Daily Notes
3. Go to Settings → Daily Notes
4. Customize:
   • Location: Choose where your daily notes get saved (e.g., /Journal)
   • Format: I like YYYY-MM-DD for sorting
   • Template (optional): Use a pre-designed note layout (more on that soon)

Now, you’ll see a little calendar icon in the sidebar. Click it, and boom—a note for today appears.

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Step 2: Create a Simple Daily Note Template

Don’t start from scratch every day. Use a template.

Here’s a starter I used for months:

# 📅 {{date:YYYY-MM-DD}} — Daily Note

## Morning Thoughts

---

## Top 3 Tasks

- [ ]

- [ ]

- [ ]

## Meetings / Events -

## Notes & Ideas -

## Evening Reflection -

What went well? -

What needs improvement?

Use the Templater plugin to auto-insert this when you open a new Daily Note. Trust me, it saves you from blank page syndrome.

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Step 3: Use Daily Notes for Planning

Here’s how I plan my day with Obsidian:

• Morning → Brain dump, set intentions, pick top tasks
• Throughout → Add notes, track ideas, adjust priorities
• Evening → Quick recap + personal reflection

I link tasks using Obsidian’s [[ ]] syntax:

- [ ] Finish [[Obsidian Smart Notes Article]]

And if something’s not done? I just move it to the next day’s note or mark it with a > [ ] for “deferred.”

It’s super lightweight but powerful when done daily.

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Step 4: Use It for Journaling, Too

You can also journal in the same place. I have a tag for #journal entries and just brain-dump under ## Morning Thoughts or ## Evening Reflection.

Want to go deeper? Use prompts. Here are a few that live in my journaling template:

• What am I excited about today?
• Where did I feel resistance?
• What’s one thing I learned?
• What drained me?
• What gave me energy?

You can mix structured reflection with free writing. Don’t overthink it—just show up.

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Step 5: Enhance with Plugins

💡 Here are a few plugins that level up your Daily Notes game:

✅ Periodic Notes

Combines daily, weekly, and monthly notes into one system.

📆 Calendar Plugin

Visual calendar to click through daily notes.

⌛ Tasks Plugin

Lets you see tasks from all daily notes in one view.

📈 Review Plugin

Schedule regular reviews (weekly/monthly/yearly) to reflect on your notes.

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Real-Life Use Case: My Obsidian Morning Routine

1. Open Obsidian with coffee in hand
2. Click “Today” → Daily Note loads with my template
3. Fill out “Morning Thoughts” — dump whatever’s in my head
4. Choose 3 big tasks to focus on
5. Add events or meetings
6. Throughout the day, I log notes or random thoughts
7. End the day with a 5-minute reflection

No apps. No distractions. Just me and my brain on paper (sort of).

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Conclusion

Daily Notes in Obsidian aren’t just digital diary entries—they’re an anchor for your mind. With minimal setup, you can build a system that keeps you grounded, organized, and evolving every single day.

You don’t need to be perfect. You just need to show up.

Start with a simple template. Add a few planning prompts. Link what matters. Before long, your daily notes will become the most valuable part of your second brain.

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🗣️ Do you use Daily Notes already? Got a favorite prompt or template? Share it in the comments below—let’s swap ideas!

“The best time to organize your digital brain is when it’s still empty.”

If you’re anything like me, your first day using Obsidian probably felt like you’d been handed the keys to a spaceship without the instruction manual. I installed it, created a vault, stared at the blinking cursor… and then thought Now what ?

Don’t worry—I’ve got you. This guide will walk you through how to set up Obsidian properly from day one, so you’re not just clicking around aimlessly (like I did). We’ll cover the vault, the settings, and the plugins—everything you need to feel confident right out of the gate.

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Step 1: Create Your First Vault

Let’s start with the foundation.

🔧 What’s a “vault” in Obsidian?

A vault is just a folder on your computer that holds all your notes (which are stored as .md Markdown files). Obsidian reads this folder and turns it into your own little universe of ideas.

✅ How to set up your first vault:

1. Open Obsidian
2. Click “Create new vault”
3. Give it a name (I called mine 🧠 Second Brain, because… why not?)
4. Choose a location on your computer
5. Hit “Create”

That’s it. You now have a blank canvas. No complicated syncing, no login required. Your notes live on your device, and that’s what makes Obsidian so powerful.

📝 Pro Tip: Keep your vault in a Dropbox or iCloud folder if you want multi-device access later. You can also enable Obsidian Sync (paid), but it’s not required to get started.

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Step 2: Adjust Key Settings for a Smoother Start

Let’s tweak a few settings so your Obsidian experience doesn’t feel like it was made for coders in 2004.

🔧 Must-Change Settings for Beginners:

Go to Settings (gear icon in lower left corner) and start here:

Setting	Why It Matters
Editor → Reading View	Turn it off for live preview. You’ll see Markdown and styling at the same time.
Files & Links → Default Location for New Notes	Set it to the root or a specific folder like Inbox to keep new notes organized.
Core Plugins → Daily Notes	Turn this on and set a default folder for your journal entries. Life saver.
Appearance → Theme	Install a beginner-friendly theme like Minimal or Blue Topaz. Default is okay, but these feel nicer.
Hotkeys	Customize shortcuts so you can move quickly. You’ll thank yourself later.

💡 Pro Tip: Don’t go plugin-crazy yet. Focus on the basics. You’ll have time to experiment later.

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Step 3: Install These Must-Have Beginner Plugins

Plugins = superpowers in Obsidian. But there are hundreds. Let’s stick to the essentials that are stable, easy to use, and make a huge difference.

🧩 Enable Community Plugins

1. Go to Settings → Community Plugins
2. Toggle ON “Safe Mode” (you can turn this off later)
3. Click “Browse”

🚀 Top Beginner Plugins to Install:

Plugin	What It Does	Why You Want It
Calendar	Adds a simple calendar view	Makes Daily Notes feel like a planner
Templater	Lets you insert dynamic templates	Speeds up repetitive notes (like meeting or book summaries)
Advanced Tables	Makes Markdown tables easier to manage	Trust me, tables are a pain without this
Tasks	Manage to-dos inside notes with dates and tags	Great for simple productivity without another app
Hotkeys++	Enhance hotkey options for better workflow	Optional, but great for keyboard junkies

🛑 Warning: Don’t install 15 plugins at once. It’s tempting, but you’ll get overwhelmed and crash something. Start with two or three, then build up.

Bonus: Create a Starter Note Structure

Not required, but helpful. I created these folders on day one:

📁 Inbox 📁 Daily 📁 Notes 📁 Projects 📁 Templates

Then I added a few starter notes:

• 📄 Daily Note Template
• 📄 Project Ideas
• 📄 Books to Read
• 📄 How to Use Obsidian

It gave me a jumping-off point instead of staring at the void.

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Conclusion

Setting up Obsidian the right way from day one will save you hours of frustration. And honestly, it’s way more fun when the app works with you instead of against you.

To recap:

• Make one vault (not five)
• Tweak the basic settings to suit your style
• Install only a few smart plugins
• Create a few starter notes or folders to guide your flow

Obsidian doesn’t need to be complicated to be powerful. Start simple. You’ll be amazed at how fast your digital brain grows.

Coming soon is the next step that goes into note taking principles on How to Take Smart Notes in Obsidian

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💬 What plugin or setting helped you the most when starting with Obsidian? Share your answer in the comments!

“Over 1 million people have downloaded Obsidian—but most never get past creating their first note.”

When I first downloaded Obsidian, I stared at the screen for a good 10 minutes thinking, “Okay… now what?” I didn’t get it. No home screen, no templates, no hand-holding. Just a blank space. But once I cracked the basics, I was hooked.

In this guide, I’ll walk you through how to start using Obsidian, step by step, from installing it to writing your first connected note. If you’ve felt overwhelmed or just didn’t “click” with it right away, don’t worry—Obsidian has a bit of a learning curve, but it’s totally worth climbing.

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What is Obsidian and Why Use It?

So let’s start simple: What even is Obsidian?

Obsidian is a free, local-first note-taking app that stores your notes as plain Markdown files on your own device. Unlike apps like Notion or Evernote, your data isn’t locked into a cloud. It’s yours. Forever.

It’s built for knowledge management. Think of it like a digital brain where ideas aren’t just saved but linked—meaning you can see how your thoughts connect over time.

Personally, I switched from Google Docs because everything felt scattered. Obsidian turned my chaos into a connected system. I started with notes from books I was reading, and soon I had this web of insights that actually made sense when I revisited them.

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How to Download and Install Obsidian

Alright, let’s get this baby on your computer.

1. Go to obsidian.md
2. Click Download — pick your system (Windows, Mac, Linux)
3. Install it like any other app
4. Launch it and hit “Create new vault”
5. Name your vault and choose where to save it (I went with “My Brain”—cheesy but true)

💡 Tip: Keep your vault in a synced folder (like Dropbox or iCloud) if you want access from multiple devices. No native cloud sync unless you pay for Obsidian Sync.

I remember accidentally creating two vaults when I started and getting super confused when my notes weren’t showing up. Rookie mistake. You only need one to begin with.

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Getting Familiar with the Interface

When you first open Obsidian, it might look kinda barebones. That’s a feature, not a bug. Clean interface = customizable.

Here’s what you’ll see:

• File explorer on the left (your note tree)
• Editor window in the center
• Graph View of all the notes in your new vault.

Some hotkeys to get comfy with:

• Cmd/Ctrl + O – open a note
• Cmd/Ctrl + P – command palette (your new best friend)
• Cmd/Ctrl + N – new note

You can install themes if the look bugs you. I like the Minimal theme—super clean and easy on the eyes.

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Your First Note: Folders, Links, and Markdown

Here’s where the fun starts. Go ahead, create your first note (Cmd/Ctrl + N) and type something like:

# My First Obsidian Note   
This is a test. 
Let's link to [[another note]] and see what happens!

👀 Boom. You just created a link to another note. No folders, no dragging, no mess.

You can use folders if you want to, but Obsidian is all about links. I personally bounce between tags and folders. The great thing is Obsidian is flexible, and you can create a system that works for you. Just keep in mind that Tags and links make everything findable.

Markdown is the only formatting language here. It’s super simple:

• # = H1, ## = H2
• **bold**,
• _italic_,
• - bullets,
• > quotes

Trust me, you’ll pick it up in a day.

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Using Tags and Backlinks to Connect Ideas

Here’s where Obsidian gets addictive.

Tags (#likeThis) help you group notes. I use them for moods, projects, even energy levels. For example:
#idea, #writing, #lowEnergy

But the real magic? Backlinks. When you link to another note, Obsidian keeps track of which notes link to that one. It’s like a web of your own thinking.

Click the little 🔗 icon on the right (Backlinks pane), and you’ll see all notes that reference the current one—even if you never meant them to. Super powerful.

Then there’s graph view. It’s like looking inside your brain. Honestly, I spent way too much time staring at it early on—looking for connections and just being amazed at the links that were forming.

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Must-Know Features and Plugins for Beginners

Here are a few must-use features I wish someone told me about:

• Daily Notes: Start every day fresh. I use mine as a digital journal/to-do list hybrid. Enable under Settings → Core Plugins.
• Templates: Pre-fill common note structures. You’ll want the Templates plugin.
• Hotkeys: Customize everything. Make it work for you.
• Community Plugins: Go to Settings → Community Plugins → Browse—you’ll find gems like:
  • Calendar
  • Tasks
  • Templater

Just don’t install 20 plugins at once like I did. You’ll break something. Start small.

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Common Mistakes Beginners Make in Obsidian

Okay, let me save you some headaches.

Mistake 1: Overusing folders
They feel safe, but they kill flexibility. Stick with linked notes and tags.

Mistake 2: Not linking ideas
You’re building a web, not a filing cabinet. Always ask, “What other notes does this connect to?”

Mistake 3: Skipping markdown
Trust me, you’ll save time if you just learn the basics up front.

Bonus Mistake: Thinking it’s supposed to make sense immediately
Obsidian grows with you. You won’t have a second brain after one day—but after 30? Game changer.

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Conclusion

If you’ve made it this far, congrats—you’re officially ahead of 90% of people who downloaded Obsidian and gave up.

This app can transform how you organize knowledge, plan your day, and even reflect on your thoughts. But only if you give it some time. Start with daily notes. Link generously. Play around.

And hey—don’t forget to have fun with it. Your brain is messy. Your notes can be too.

Join me for the next post Obsidian Setup Everything You Need on Day One as the series continues.

If you want to see where it started you can always check out Obsidian – My Second Brain post.

🧠 What was your first note in Obsidian? Drop it in the comments—I’d love to see how you got started.