A right-pane widget that lets you assign or change the template of the currently active note, plus a Missing Templates page that finds every note that still doesn't have one.
The widget appears in the right pane and shows a dropdown of your configured templates. Selecting a
template sets a ~template relation on the current note (and, if the template row has a Color
configured, mirrors it onto #color). Selecting "None" removes the relation.
Which templates appear, and in what order, is configured in the addon's settings note rather than derived from the tree on every note switch.
Open the addon's settings note and use the Templates tab:
- Scan for templates (its own tab) searches the tree for every
#templatenote and adds a row for any not already listed, enabled, at the end of the list. Existing rows keep their name, enabled state, and position, so scanning again after adding a template is safe. - Enabled controls whether a template appears in the dropdown and in the Missing Templates page.
- Row order is the dropdown order. Use each row's move-up/move-down controls to rearrange.
- Name is the text shown in the dropdown. It defaults to the template note's title and editing it does not rename the note.
- Color, if set, is mirrored onto
#colorwhenever this template is assigned. - Actionable marks this template's notes as representing actionable work — for other addons that key off it rather than owning their own type vocabulary.
- Bucket Icon, if set, is used by other addons that scaffold one folder per template (a BoxIcons
class without the leading
bx, e.g.bx-check).
Click Save to persist your changes.
Rows whose template note has been deleted are skipped automatically. If the active note's ~template
points at a template that is disabled or not listed, the dropdown shows "⚠ Not listed" rather than
reporting the note as having no template.
Before the first scan the registry is empty, and the picker falls back to showing every #template
note sorted by title.
This addon ships seven ready-made item templates — Ideas, Goal, Routine, Task,
Future, Project, Note — under its own Templates container note, persisted so your
edits survive updates. They were moved here from agenda@beatlink (which still ships the three
structural templates its Organize workflow scaffolds with — those aren't meant to be picked as an
item's own type). Run Scan to register the bundled ones in your dropdown if they aren't there
already.
A separate page (its own launcher note, "Missing Templates") lists every non-hidden note that has no
~template relation, one at a time — title, tree path, a content preview, and a button per enabled
template to assign it on the spot. #template notes themselves are never listed. Assigning a template
drops the note from the list; "Start over" replays it from the top.
The Exclude Filters tab holds a registry of named Trilium search queries. A note matching any
enabled filter's query is hidden from both the picker widget and the Missing Templates list — use
this for notes that intentionally never get a template (e.g. note.type = code or a specific subtree).
A filter with a blank query is ignored; an unparseable query is skipped rather than breaking the rest.
The #noTemplatePicker label is no longer read. To hide a template, scan once and untick its
Enabled box.
Version 1.5.0 takes over the seven item templates that used to ship with agenda@beatlink. If you
already have agenda installed, run
migrate-templates-from-agenda.js once, manually, before updating
either addon — it re-tags your existing template notes so this addon adopts them in place instead of
agenda's next sync deleting them and this addon creating fresh blank ones. See that script's own header
comment for exact steps. A fresh install with no prior agenda has nothing to migrate.