![]() Hence, you can access these notes on any device by logging in with your account. If you pay for the syncing add-on, you can create an account to store your notes online. Once you’re done typing your note, you can save it immediately on your device and open it at any time to view or edit it. This attribute is a plus for people who want to keep simple notes but an impediment to people that prefer to format their notes for aesthetic purposes. Unlike many note-taking apps, Obsidian supports only plain text, with no formatting options. ![]() Look for the new note button, click on it, and a fresh page will appear where you can type in your notes. After creating the vault, you can proceed to start taking notes that’ll be stored in it. For example, we stored the vault in the Downloads section of our PC. You can choose a name for your vault and a specific storage section on your device. A vault is a location on your device where Obsidian will store your notes and all of the app's settings. On the app, the first feature to notice is creating a vault. It does not have a web-based interface, which we consider a disadvantage. It's available for the Windows, macOS, and Linux desktop operating systems and Android or iOS mobile operating systems. To use Obsidian, you must download the app on your PC or smartphone. You can also link those tasks to a specific person or date by adding either inside of double brackets as well.(Image credit: Obsidian) Obsidian: Features Just use a - before the task name and it will render as a clickable box in Preview mode. You can also use Obsidian’s Markdown-based task syntax to track action items. For example, if we’re talking about a project, I’ll use double brackets to link to the project name. I also use double brackets to create internal links to important agenda items. This links the meeting notes file and the person via the Local Graph. I like to link the attendees to the meeting notes by including their names in the Attendees section in double-brackets. The date token is converted to today’s date, and each of your sections is created. The empty note populates with the contents of your template file. Select your meeting notes template and hit Enter. If you pointed the Templates plugin at the right folder, you should see all the files in that folder appear as template options. select the Template: Insert template option. Give your note a title, and then hit Command-P to access the Command Palette. To use the template, you first need to create a new blank note. Once you have the plugin enabled and pointing at your templates directory, we’re ready to use the template we created. Next, go to the setting for the Templates plugin and make sure that it is pointing at the folder where you have your Meeting Notes template stored. Select Core Plugins, and make sure Templates is toggled on. Setting Up the Templates Pluginįirst, click on the Settings button in the left sidebar. Once you have your template file the way you want it, the next step is to set up the Templates plugin. The date token in the curly brackets tells Obsidian to insert a date stamp using the YYYY-MM-DD format, and the double brackets link that date to the daily note for the day. Here’s the meeting notes template I use:Įach section is separated as a second-level header, except for the metadata at the top. This template is simply a note in my Obsidian vault. ![]() Setting Up the Meeting Notes TemplateĬreating a template makes it much easier to take meeting notes. If you prefer the written version, read on. ![]() In this video, we walk you through setting up a meeting notes template and how to use it in Obsidian But there are a couple of best practices, which can make your meeting notes more effective. Obsidian is a great place to keep meeting notes.
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