Main

Customising your Daily Note Template

This video shows you an idea for creating a daily note template, using tables, headings and to-do blocks to create a functional space to support you through the day. Tables: 00:59 Columns 04:03 Styling blocks 04:40 Task Actions 07:17 Templates 09:06 Default Daily Note Templates 09:55

Capacities

6 days ago

hi everybody welcome back to the capacities YouTube channel today I want to do something a bit different and do a tutorial for a use case what I'll be doing is recreating what you can see here this layout which is actually a daily note template it uses a few different things and I thought it would be a good way to kind of learn in context and also to get some ideas of how you might want to structure your daily notes in capacities daily notes are super personal it's completely up to you how you d
o it so this is just meant to be a starting point and some inspiration so just to give an overview of the topics that we might cover we'll be talking about styling both blocks and tables we're talking about a few different blocks so we've got heading blocks to-do blocks and table blocks as well and we'll also talk about how to get the column layout as well so let's get started building this going to go to today's page and we'll start here I figure it's also easiest to start with the table blocks
as well as they are the biggest kind of feature on the screen so any blocks can be created with the forward slash or the plus button I typically use forward slash and I always type to refine the search so I want a table I've typed in that and I'm going to click enter and that gives me a 2x3 table now this is going to be my daily schedule and I do want to schedule more than 3 hours of my day so I need more rows for this you you can either add them with plus and click and drag or if you want to c
hange columns and rows use the Plus in the bottom right hand corner so I'll just drag this down here and then I will start filling in the times I'm just typing here and using the down arrow to navigate to the next cell I think I'll just stick from 8 till 8 so I can delete this row by highlighting it and either clicking delete or doing command backspace and I now have these times there I definitely don't need this to be as wide as it is so I'm just adjusting the width by clicking and dragging and
then what I want to do is make the times what's called a header column when I click this in this option button it Grays out the First Column and I think this a looks really nice but B just kind of represents that these times aren't going to change and that I just need to focus on filling in these cells I also want to format the text within the table so that it is Center aligned and the way that you can do that is by clicking the menu at the top of this column clicking format column and then you
see this action panel open up you can do all sorts in here um you feel free to explore these options but I just want to click um Center align there so that's my first table ready to go and ready for me to fill in in the morning I also want to make a second table and this will be my priorities for the day so to create blocks underneath anything you can just click on the plus and I am then going to do slash table again and I don't need to change the layout this works perfectly and I'm just going
to do one two and three so again I've Center aligned it and I am going to give it a her column as well if you do want to apply a color to a header column you still can just click on this style icon here in that menu so again click on that column menu format column You' got all of the options here and you can choose which color you want so if I do Violet it has uh changed the color as well so they are the two main parts of this daily note and now what I want to do is put them side by side side th
en we can add the headings and then we're on our way I recommend that you add the columns by shift clicking on the plus of whatever is at the top of your page type forward slash or plus and then search for columns and then that creates you two columns and at that point you just you just drag upwards and there we go the next thing to do is to create the heading I think so again I want to put my headings above the blocks so obviously I want to put my headings above the table so I'm going to shift
click on the plus again that creates a block above and therefore shifts the table down and I want to add a heading that says daily planner now there are many ways to create headings in capacities so you can either write down your text as a normal text block click on the six dots and look at this hierarchy section here and obviously the size of the heading corresponds to the number so two is larger than heading three I typically prefer heading three um or if I shift click above the second table I
can show you some more options you could do forward slash and then type the number that corresponds to The Heading that you would like so for heading three I would do forward slash3 or if you are used to markdown shortcuts for whatever reason you can do those here as well so three hashtags space creates heading three so just pick whichever one feels best to you at this point I want to style the block behind it now styling can be applied to two things and they're slightly different so I'll show
you that now if I highlight the text I can style that text so I can either turn it into a different text color or highlight the back of the just that text however I personally prefer when the whole block behind it it is style if you click on the six dots and go to this little style icon here and you can see that there are two bits of styling applied now one to that entire block and you always know which area is going to color in based off the amount that's highlighted and there is also that text
highlighting as well I personally prefer just the blocks so I will highlight the text again and just remove that but I just wanted to show you what the different styling options were here so I've done that one and I'm going to do the same here so click on the three dots if you like keyboard shortcuts it would be worth learning command shift e because this expands and contracts that panel um so I can click here and add the sky formatting as well so this is nearly done I now want to add in the ki
nd of routine section which I had beneath this block so what I can do is this time just click to create a block beneath this table shift click creates a block above clicking creates a block beneath and I'm going to do for slash3 and call it morning routine now I personally have three things that I want to include here and I would do them as to-do blocks this is my favorite way of creating them open and close a square bracket and click space and that creates a to-do block now what you're seeing h
ere is as mentioned a to-do block it comes with a simple check boox but some people will also see this um Arrow this send button this is because I have task actions enabled which is a feature of the paid plans which means that if you have an integration set up with a task manager I could choose to send this task to that task manager for Action there but for things like this I don't feel the need for that therefore I just use a general to-do block but again all personal preference so I have my ch
eck box set up and I will just write down what my morning routines are again I will add styling so command shift e add the sky background and then what I want to do is now finish off with my evening routine so if I am at the end of that daily walk block and click enter that creates me another to-do block but obviously I want to recognize that this is the morning section and we're now moving into the evening section so I'm going to do backspace and that removes any of The Styling in a block click
enter again to give it a bit of a space and then again I will go in with heading three I'll do the markdown shortcut this time and call it evening shutdown click enter and I opened a new to-do block and now I write my three evening things so I've written down those evening things and obviously the final thing to do is add to the styling so at this point I'm happy with this and it's time to make it into a template what I'm going to do is highlight everything and copy and then click on this templ
ates button so I'm in my daily note let's click on the template I'm going to click new template and I'll call it um new planner and give it the date and then I'm going to paste so that has all very nicely copied over if for whatever reason it doesn't maintain the columns when you copy just do what we did earlier um it's a the exact same editor shift click create the columns and then just drag everything back to where it's supposed to go and then as soon as you're happy with your template like th
at's it it's set up but what's important to do if you want it to automatically recur every time you create a new daily notes is that you click on the template button again and you click this Mark as default star this is a feature of the daily note template function and clicking the star makes it default as mentioned so if I open up this calendar and pick a random day in the future and click Start your daily note it's automatically applied exactly what I have just told it to if at any point this
no longer works for you click on the template button click on edit and edit in here and then every future daily note will apply with the new settings nothing in the past will be touched if you no longer want this actual whole template to be the default just simply unstart it create a new one and start the next one so that is everything for this daily note inspiration setup um I hope that it is somehow useful if you have any other requests for like specific use cases of things that you want to se
e let us know we have lots of plans already but it's great to hear what people are looking for as well um and of course if you have any questions about this particular setup do let us know in the comments below and we'll be happy to help so thank you very much for watching and I'll see you in the next video

Comments