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Templates allow you to prefill the content of an object. A template always belongs to one content type. When you create a template, you can prefill all properties and blocks of this content type. You can then apply templates to new or existing objects of the same type. Whenever you use this template, the template content is copied into the target content. This is very convenient if you have repeating workflows for which you want to set up predefined content. It will also save you time. Templates are available for daily notes, pages, and custom types.

Template section on empty meeting

Creating and editing a template

To create a template, you can open the object settings (Settings > Content Type Settings > Your Type > Define templates, see image below) or edit them on the bottom of an empty page.

Template settings

Every template gets a name which can be edited on the top bar of that template. Daily notes can have a default template (marked with a star) which will automatically be applied to every new daily note.

Meeting template with prefilled properties

Properties and Content

Templates support prefilled properties and any content in blocks sections. When applying a template, all referenced objects (like tags, select properties, or links in your content) will not be duplicated but linked.

Date variables in titles

If you have a naming schema for your objects based on a date, for example, you want to name your weekly meeting Weekly - 2023-02-1, you can use a date syntax in the title. This will be replaced with the current date when applying the template. For the example above, you'd set the title of your template to Journal Entry - {date:YYYY-MM}-1. You can find more information about all possible date formatting options here.

Weekly meeting template with date syntax

Using a template

For pages and custom types, templates can be used by simply clicking on it in the template section on an empty page. Templates for daily notes will be appended to your notes, so you can use them multiple times on a day.

Templates via slash command

On top, you can directly apply a template from all command bars. Type /<name of template> and select the template you want to use. You can also create an object from a template with the + New button in the space overview.

What we have planned for templates

The current implementation of templates is version 1.0. Here are some more features you can vote for:

  • Block templates

    Save a group of blocks and name it to reuse it again. For example, you could define an "info box" as a block template and reuse this block group with all its styles by typing +info box in your note. You can vote for block templates here.

  • More template automation and logic

    Like the date formatting options, we want to allow more automation, like prefilling date properties, self-referencing properties, and customizable duplication logic. You can vote and add your requests here here.

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