Obsidian Meeting Template: Get Organized, Get Productive

Introduction

Ever felt overwhelmed by meeting notes scattered across different tools and platforms? These customizable meeting templates transform how you capture, organize, and retrieve meeting information, making every meeting more productive.

Why Obsidian Meeting Templates Matter

• Consistency: Create standardized notes across all meetings

• Efficiency: Save time with pre-built structures

• Accessibility: Find information quickly when you need it

• Organization: Keep all meeting notes in one searchable place

• Accountability: Track action items and decisions effectively

5 Parts of a Meeting Template

A solid Obsidian meeting template can make a big difference. Here are the 5 parts that make up a template file:

1. Attendees: Start with a section for listing all meeting participants.

2. Meeting Title: Clearly state the topic of the meeting to help with organization and retrieval.

3. Agenda: Outline the meeting with a clear agenda to keep the discussion on track.

4. Notes: Leave space for detailed meeting notes using Obsidian’s markdown.

5. Action Items: Add a section for tasks, assignments and deadlines.

6. Customizable Sections: Add sections for different types of meetings, such as:

• Decision log for board meetings

• Project updates for team check-ins

• Customer feedback for sales meetings

By including these you’ll have a template that can be used for multiple meeting scenarios while keeping your meeting notes consistent.

Essential Components of a Meeting Template

Understanding Metadata and Frontmatter

Metadata is information about your note, such as creation date, meeting type, or participants. In Obsidian, this information is typically stored in "frontmatter" - a section at the top of your note between triple-dashed lines. Frontmatter uses YAML syntax to structure this data.

For a comprehensive guide on frontmatter in Obsidian, visit: YAML Frontmatter Guide

Example frontmatter:

---
date: 2024-01-15
meeting_type: team
participants: ["John Doe", "Jane Smith"]
status: completed
tags: [meeting, project-alpha]
---

Frontmatter in Obsidian

1. Content Structure

## Agenda
- 

## Discussion Points
- 

## Decisions Made
- 

## Action Items
- [ ] Task
- [ ] Task

## Follow-up Required
- 

Creating and Using Templates in Obsidian: A Quickstart

Ready to level up your meeting notes with Obsidian? Follow these steps to create and use your own meeting templates:

Create Your Template

1. Create a new note in Obsidian

2. Write your meeting structure (e.g., Agenda, Action Items, Notes) like the one described above

3. Save this template file in a ‘Templates’ folder with a clear and consistent file name to ensure better organization and quick access to meeting details

Enable the Templates Core Plugin

1. Go to Settings > Core Plugins

2. Enable ‘Templates’

3. Set your template folder in Settings > Templates

Use Your Obsidian Meeting Template

1. Create a new meeting note for your meeting by creating notes using the meeting template

2. Use the command palette (Ctrl/Cmd + P)

3. Type ‘Template: Insert template’

4. Choose your meeting template

Going Deeper with Plugins

Essential Plugins

1. Templater: For dynamic template functionality
2. Dataview: For creating meeting dashboards and queries

Recommended Directory Structure

Meetings/
├── Templates/
│   └── meeting-template.md
├── Active/
│   └── current-year/
└── Archive/
    └── past-years/

Advanced Template Features

Automatic Date Insertion

Date: [[<% tp.date.now("YYYY-MM-DD") %>]]

Dynamic Linking

Project: [[<% await tp.system.suggester(["Project A", "Project B"], ["Project A", "Project B"]) %>]]

Status Tracking

Status: #meeting/scheduled #meeting/completed #meeting/cancelled

By using tags and adding a slash "/" in tags name, you can effectively order your tags in categories. I highly recommend you to do such with your own tags!

Conclusion

An effective Obsidian meeting template system transforms note-taking into a powerful knowledge management tool. Start with these basics and customize based on your needs for maximum productivity.

Remember: The best template is one you'll actually use consistently.

If you're looking for a ready-made meeting template:

We highly suggest you take a look at Obsibrain.