Template

A Template choice creates a new note from a template file. Press a hotkey, answer any prompts, and QuickAdd builds the note - filling in dates, your answers, and links as it goes. Use it to spin up a book note, a meeting note, or a project page from a layout you keep once and reuse everywhere.

Templates use QuickAdd’s own format syntax - prompts, dates, and variables included - so no other plugin is required. If your templates come from the Templater plugin, see Coming from Templater for the QuickAdd-native way to do each familiar job.

Set up your first template choice

1. Create a template note, for example Templates/Book.md:

   Templates/Book.md

   ---
   author:
   status: reading
   ---
   # {{VALUE:title}}
   
   Started {{DATE}}

2. Open Settings → QuickAdd, type a name like New book note, choose Template in the dropdown, and click Add Choice.

3. Click the gear (⚙) next to the new choice.

4. Set Template Path to Templates/Book.md.

5. Under New note location, choose In a specific folder and enter Books.

6. Run it: command palette → QuickAdd: Run, pick New book note, type the title, for example Dune.

QuickAdd creates Books/Dune.md from your template, with the title, date, and frontmatter filled in. Assign the choice a hotkey (⚡ icon, or Obsidian’s Hotkeys settings) once it behaves the way you want.

Run a template without making a choice

If you just want to spin up a note from a template in your template folder without maintaining a Template choice per file, use the New note from template command. It lists the templates in your configured folder, prompts for the new note’s name, and creates it in Obsidian’s default location.

New note from template uses a discovery-first title picker: as you type the new note name, QuickAdd shows matching existing notes and unresolved wikilink targets first. Choose an existing note to open it unchanged, or choose the Create new note row to create the note from the selected template.

Where the command shows up

When a template folder is configured, the same entry also appears in Run QuickAdd - at the bottom by default, or move it to the top / hide it under Settings → Choice Picker - and it’s scriptable via quickadd:run-template. Make a Template choice (below) when you need a fixed location, file-name format, linking, or a hotkey.

The builder groups a Template choice’s settings into four sections: Template (template path and file name format), Location (where the file is created), Linking (whether and how to link to the created file), and Behavior (what happens when the file already exists, and how the file is opened).

Point to the template file: Template Path

Template Path is the one required setting: the path to the template you want to insert. Paths are vault-relative; a leading / is ignored.

Template Path

Templates/Book.md

QuickAdd supports markdown (.md), canvas (.canvas), and base (.base) templates. The created file uses the same extension as the template. If you want a new markdown note to include a live embedded Base dashboard, see Template: Create an MOC Note with a Link Dashboard.

Use a dynamic template path

The Template Path supports format syntax, so the path can change from run to run. Named values ({{VALUE:client}}), dates ({{DATE:YYYY}}), fields, and global variables all work in the path. The same applies to the Capture choice’s Create file with template path.

You configure

Templates/{{VALUE:collectionName}} Template.md

Running the choice prompts for a collection name and resolves to a path like Templates/Games Template.md. The created file’s extension comes from the resolved path, so a placeholder that expands to .canvas or .base produces a canvas or base file.

A path is resolved with a path-safe subset of the format syntax:

• Macros, inline JavaScript, and {{TEMPLATE:...}} inclusion are not run while computing a path.
• {{title}} cannot be used in a path (the title is derived from the created file, not the source template).
• The note-relative placeholders {{FOLDER}}, {{FILENAMECURRENT}}, {{LINKCURRENT}}, and {{LINKSECTION}} are left as-is in a template path, since they describe the runtime note/folder context (the target folder, or the active note and the cursor’s heading) rather than the source template. {{FOLDER}} is still available in file names and template bodies.

Note

A couple of things don’t apply to a dynamic template path: the path can’t be auto-bundled when exporting a QuickAdd package (it isn’t a literal file), and if you use the one-page input form, prompts inside the resolved template’s body are gathered when the choice runs rather than in the up-front form.

Name the new note: File Name Format

File Name Format sets a format for the created file’s name, using format syntax - so file names can be dynamic too.

You configure

£ {{DATE}} {{NAME}}

You get (with a typed name of Manually-Written-File-Name)

£ 2021-06-12 Manually-Written-File-Name

{{NAME}} is a value you enter when invoking the template. If you disable File Name Format, QuickAdd uses {{VALUE}} as the file name format, which keeps the default behavior of prompting for a file name when you run the choice (with the same {{VALUE}} / {{NAME}} behavior described in the format syntax docs).

Note

If a value used in the file name contains a line break or another control character, QuickAdd folds it to a space in the created path and strips trailing spaces or periods from that path segment. The original value is still available unchanged in the template body, so multi-line prompts can create readable note content without making the note hard to link.

Search for an existing note first

Search existing notes before creating applies to Template choices that use the default note-title prompt. It opens the same discovery-first picker used by New note from template: matching notes and unresolved wikilink targets appear while you type, so you can open an existing note instead of creating a duplicate.

Selecting an existing note opens it unchanged and does not apply the template, append template content, insert links, or copy links. Selecting the explicit Create new note row continues with normal Template creation.

Decide where the note is created: New note location

New note location is a dropdown that controls where the note is created. Pick one of four modes:

• Obsidian default - use Obsidian’s “Default location for new notes” setting.
• In a specific folder - create the note in the folder(s) you configure below. One folder creates the note there; several folders open a suggester asking which to use. An Include subfolders toggle (shown only in this mode) lets the suggester offer the selected folders and their subfolders.
• Same folder as current file - create the note next to the currently active file (falls back to the vault root if no file is open).
• Ask for folder each time - prompt you to pick any folder in the vault each time the choice runs.

Switching modes hides the fields that don’t apply, but your configured folder list is kept - switching back restores it.

Folder paths support format syntax, including {{VALUE}}, named values such as {{VALUE:client}}, dates, and global variables:

In a specific folder

Projects/{{VALUE:client}}/{{DATE:YYYY}}

This prompts for a client and creates the file under that client’s folder for the current year.

Link to the new note: Link to created file

Link to created file controls whether QuickAdd inserts a link to the note it just created - handy for leaving a trail in the note you were in. Three modes:

• Enabled (strict) - require the configured link destination to be available
• Enabled (skip if unavailable) - insert the link when possible and skip silently when a current-note destination has no focused Markdown editor
• Disabled - never append a link

With either enabled mode, Link destination controls where the link is written:

• Current note - insert the link into the active Markdown editor
• Specified note - append the link to the bottom of an existing Markdown note, such as an index or MOC, without opening that note

For Current note, strict mode keeps the legacy behavior and requires a focused Markdown editor. For Specified note, QuickAdd validates the destination note before creating the new note. It appends a normal link at the bottom of that file; it does not create the index file, insert under a heading, update properties, or remove duplicate links.

Where the link is placed

For the Current note destination, Link placement chooses the spot:

• Replace selection - replaces any selected text with the link (default)
• After selection - preserves the selected text and places the link after it
• End of line - places the link at the end of the current line
• New line - places the link on a new line below the cursor
• In frontmatter property - adds the link to a named frontmatter property

When In frontmatter property is selected, set the property name and choose how strictly QuickAdd should handle missing or non-list properties:

• Create or convert (default) - create the property if it is missing, or convert an existing scalar value into a list before appending the new link. Object values still throw an error.
• Create if missing - create the property if it is missing. Existing scalar/object values still throw an error.
• Require list - append only to an existing list property. Empty/null properties are treated as empty lists; missing properties and existing scalar/object values throw an error.

Note

If the cursor is in an editable Obsidian Properties field when the Template choice starts, and the placement is not In frontmatter property, QuickAdd appends the link to that focused property instead of using the stale editor cursor behind the Properties panel. Text properties receive the link at the end of the value, and list properties receive a new list item.

Link or embed

Link type is shown for any Current note body placement (Replace selection, After selection, End of line, and New line). Choose whether QuickAdd inserts a Link ([[Note]]) or an Embed (![[Note]]). An embed transcludes the linked note’s contents at the placement position, so for example New line + Embed drops ![[Note]] on its own line. The inline placements (After selection, End of line) insert the embed inline on the same line. The In frontmatter property placement and the Specified note destination stay link-only.

What the link says

Link display text is shown for the selection placements (Replace selection, After selection) with the Link type. It chooses what the inserted link displays. Selected text keeps your highlight as the link’s display text:

You do

Select "Meeting with Mark", run a Template choice whose file name format is
20240101 {{selected}}

You get

[[20240101 Meeting with Mark|Meeting with Mark]]

With nothing selected (or when the selection can’t be represented safely inside a link), QuickAdd inserts the plain link instead. Multi-line selections are collapsed to a single line for the display text, and vaults using Markdown-style links get [Meeting with Mark](20240101%20Meeting%20with%20Mark.md).

Copy a link to the clipboard

Copy link to clipboard copies a link to the created file after the Template choice runs. This works separately from Link to created file, so you can copy the link without inserting it into the current note, or do both. The copied link is a vault-path wikilink, ready to paste into another note.

Open the note after creating: Open

Open opens the created file. When enabled, additional file-opening controls appear (these are shared with the Capture choice):

• File Opening Location - where to open the file: Reuse current tab, New tab, Split pane, New window, Left sidebar, or Right sidebar.
• Split Direction - shown only when the location is Split pane. Arrange the new pane as Split right or Split down.
• View Mode - how to display the opened file: Source, Preview, Live Preview, or Default.
• Focus new pane - shown for every location except Reuse current tab. Focus the opened tab immediately after opening.

When the note already exists

If the target file already exists decides what QuickAdd does when a note with the target name is already there. The setting works in two steps: first pick a high-level behavior, then a follow-up field appears for the two behaviors that need a detail.

• If the target file already exists - choose Ask every time, Update existing file, Create another file, or Keep existing file.
• Update action - shown only when you choose Update existing file.
• New file naming - shown only when you choose Create another file.

Let QuickAdd ask each time

QuickAdd prompts you to choose one of these actions each time the target path already exists:

• Append to bottom
• Append to top
• Overwrite file
• Increment trailing number
• Append duplicate suffix
• Do nothing

Update the existing note

These options modify the existing markdown, canvas, or base file:

• Append to bottom - adds the template content to the end of the existing file.
• Append to top - adds the template content to the beginning of the existing file.
• Overwrite file - replaces the existing file content with the template.

Note

For markdown files, Append to bottom and Append to top handle template frontmatter the same way as Apply Template to Note: the template’s frontmatter properties are merged into the existing note instead of inserting a second --- block. Existing note values win, and missing or empty properties are filled from the template. Canvas and base files receive the template content as-is.

Create a new note instead

These options keep the existing file untouched and create a new file instead:

• Increment trailing number - changes trailing digits only while preserving zero padding when present. For example, note009.md becomes note010.md.
• Append duplicate suffix - keeps the full base name and adds (1), (2), and so on. For example, note.md becomes note (1).md.

Keep the existing note

Selecting Keep existing file applies the same result as choosing Do nothing from the prompt:

• Do nothing - leaves the existing file unchanged and opens it automatically. This does not require the separate Open setting.