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:
Attendees: Start with a section for listing all meeting participants.
Meeting Title: Clearly state the topic of the meeting to help with organization and retrieval.
Agenda: Outline the meeting with a clear agenda to keep the discussion on track.
Notes: Leave space for detailed meeting notes using Obsidianβs markdown.
Action Items: Add a section for tasks, assignments and deadlines.
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 youβll 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:
Content Structure
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
Create a new note in Obsidian
Write your meeting structure (e.g., Agenda, Action Items, Notes) like the one described above
Save this template file in a
βTemplatesβ
folder with a clear and consistent file name to ensure better organization and quick access to meeting details
Enable the Templates Core Plugin
Go to
Settings > Core Plugins
Enable
βTemplatesβ
Set your template folder in
Settings > Templates
Use Your Obsidian Meeting Template
Create a new meeting note for your meeting by creating notes using the meeting template
Use the command palette (
Ctrl/Cmd + P
)Type
βTemplate: Insert templateβ
Choose your meeting template
Going Deeper with Plugins
Essential Plugins
Recommended Directory Structure
Advanced Template Features
Automatic Date Insertion
Dynamic Linking
Status Tracking
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.
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