Customising your Daily Note Template
Summary
TLDRIn this tutorial video, the host guides viewers through creating a personalized daily note template in Capacities, a note-taking app. The process covers styling text blocks and tables, adding headings, and organizing daily schedules and priorities. The host also demonstrates how to make a template, set it as default for recurring use, and customize it for individual needs. The video aims to inspire viewers to structure their daily notes effectively.
Takeaways
- đ The video is a tutorial on creating a daily note template in a note-taking app called 'capacities'.
- đš It covers topics like styling blocks and tables, which are essential for organizing daily notes.
- đ The presenter demonstrates how to create and customize table blocks for scheduling and prioritizing daily tasks.
- đ The use of keyboard shortcuts like 'forward slash' and 'plus button' is highlighted for quick block creation.
- đ The tutorial includes setting up a daily schedule with time slots and marking them as a header column for emphasis.
- đš Styling options such as text color, background color, and alignment are discussed to improve the visual appeal and functionality of the notes.
- đ The process of adjusting column widths and adding rows to fit the user's scheduling needs is explained.
- đ The video shows how to create headings using different methods, including the hierarchy section and markdown shortcuts.
- đ The presenter introduces the concept of 'to do' blocks for tasks and the option to integrate with task managers for advanced users.
- đ The tutorial includes creating sections for morning and evening routines using 'to do' blocks for daily planning.
- đ The final step is turning the setup into a template and making it the default for future daily notes for consistency.
- đ The presenter mentions that the template can be edited or uninstalled at any time to adapt to changing needs.
Q & A
What is the main purpose of the tutorial in the video script?
-The main purpose of the tutorial is to recreate a daily note template in Capacities, providing a starting point and inspiration for structuring personal daily notes.
What are the topics covered in the tutorial?
-The tutorial covers styling of blocks and tables, using different types of blocks such as heading blocks, to-do blocks, and table blocks, and achieving a column layout.
How does one create a new block in Capacities according to the script?
-A new block can be created using the forward slash or the plus button, and refining the search by typing the desired block type, such as 'table'.
What is the purpose of the table block in the daily note template?
-The table block is used to represent the daily schedule, allowing the user to plan and organize their day by hours or activities.
How can additional rows be added to a table block?
-Additional rows can be added by clicking the plus sign and dragging or by using the plus in the bottom right-hand corner of the table.
What is a header column and how is it used in the tutorial?
-A header column is a designated column in a table that remains constant and is typically used to label the rows. In the tutorial, it is used to indicate times of the day for the daily schedule.
How can text within a table be formatted to be center-aligned?
-Text within a table can be formatted to be center-aligned by clicking the menu at the top of the column, selecting 'format column', and then choosing the center align option.
What is the function of the to-do block in the daily note template?
-The to-do block is used to list tasks or activities that need to be completed, providing a visual checklist for the user's daily priorities.
How can a user create headings in Capacities?
-Headings can be created by writing text as a normal text block and then adjusting the heading level through the hierarchy section or by using markdown shortcuts like three hashtags for heading three.
What is the difference between styling text and styling the entire block in Capacities?
-Styling text changes the appearance of the text itself, such as color or highlighting. Styling the entire block changes the background or other properties of the entire block, including the text.
How can a user make a template in Capacities and set it as the default for daily notes?
-A user can create a template by highlighting all the desired elements, copying them, and then using the 'New Template' option. To set it as default, the template must be marked with a star in the templates menu.
Outlines
đ Daily Note Template Tutorial Overview
The speaker introduces a tutorial on creating a daily note template in the capacities app. The goal is to recreate a specific layout for daily planning, emphasizing that daily notes are highly personalized. The tutorial will cover styling blocks and tables, including heading blocks, to-do blocks, and table blocks, as well as achieving a column layout. The process begins by creating a table for the daily schedule, adjusting its size, and setting the times as a header column. The text within the table is formatted to be center-aligned. A second table for daily priorities is created, and styling options for both text and blocks are discussed, including color applications for header columns.
đš Customizing and Styling the Daily Planner
This paragraph delves into customizing the daily planner by adding headings and styling text blocks. The speaker demonstrates how to create headings using both the app's forward slash command and markdown shortcuts. Different styling options are presented, such as changing text color and applying background colors to blocks. The speaker shares a preference for styling the entire block rather than just the text. A routine section is added below the existing blocks, utilizing to-do blocks created with square brackets and space. The speaker also discusses task actions for integrating with a task manager, a feature available in paid plans. The paragraph concludes with the addition of evening routine tasks and the application of styling to complete the daily planner layout.
đ Creating and Saving a Recurring Daily Note Template
The final paragraph focuses on transforming the customized daily planner into a reusable template. The speaker guides through the process of copying the layout, creating a new template, and ensuring it includes all elements like columns. If the columns do not copy correctly, the speaker advises on how to recreate them. The importance of marking the template as default for automatic application in future daily notes is highlighted. The speaker also explains how to edit or replace the default template if needed and assures that past notes remain unaffected by these changes. The tutorial concludes with an invitation for feedback and questions, encouraging viewers to share their specific use case requests or inquiries about the setup.
Mindmap
Keywords
đĄDaily Note Template
đĄStyling
đĄBlocks
đĄTable Blocks
đĄHeading Blocks
đĄColumn Layout
đĄTo-Do Blocks
đĄTask Actions
đĄTemplates
đĄMarkdown Shortcuts
đĄContextual Learning
Highlights
Introduction to creating a daily note template in Capacities.
Daily notes are personal and the tutorial serves as a starting point for inspiration.
Overview of topics including styling, blocks, tables, and column layouts.
Demonstration of creating table blocks for daily schedules.
Instructions on adding and adjusting rows and columns in table blocks.
How to make a column a header and the benefits of doing so.
Center-aligning text within table cells for better presentation.
Creating a second table for daily priorities with header columns.
Applying colors to header columns for visual distinction.
Organizing the daily planner and priorities tables side by side.
Adding headings above blocks using different methods.
Styling options for text and entire blocks in Capacities.
Using keyboard shortcuts for expanding and contracting the style panel.
Creating a 'morning routine' section with to-do blocks.
Difference between regular to-do blocks and task actions enabled blocks.
Styling the 'evening routine' section to distinguish it from the morning routine.
Finalizing the daily note layout and converting it into a template.
Setting the template to recur automatically for new daily notes.
Customizing and updating the daily note template as needed.
Invitation for feedback and requests for specific use case tutorials.
Transcripts
Hi everybody, welcome back to the capacities YouTube channel. Today I wanted to do something Â
a bit different and do a tutorial for a use case. What I'll be doing is recreating what you can see Â
here, this layout, which is actually a daily note template. It uses a few different things Â
and I thought it would be a good way to kind of learn in context and also to get some ideas of Â
how you might want to structure your daily notes in capacities. Daily notes are super personal, Â
it's completely up to you how you do it. So this is just meant to be a starting point and Â
some inspiration. So just to give an overview of the topics that we might cover, we'll be talking Â
about styling, both blocks and tables. We're talking about a few different blocks. So we've Â
got heading blocks to do blocks and table blocks as well. And we'll also talk about how to get the Â
column layout as well. So let's get started building this. I'm gonna go to today's page, Â
and we'll start here. I figure it's also easiest to start with the table blocks as well as they Â
are the biggest kind of feature on the screen. So any blocks can be created with the forward slash Â
or the plus button. I typically use forward slash and I always type to refine the search. So I want Â
a table. I've typed in that and I'm going to click enter. And that gives me a two by three table. Now Â
this is going to be my daily schedule. And I do want to schedule more than three hours of my day. Â
So I need more rows for this. You can either add them with plus and click and drag or if you want Â
to change columns and rows, use the plus in the bottom right hand corner. So I'll just drag this Â
down here, and then I will start filling in the times. I'm just typing here and Using the down Â
arrow to navigate to the next cell. I think I'll just stick from eight till eight so I can delete Â
this row by highlighting it either clicking delete or doing Command Backspace and I now have these Â
times. I definitely don't need this to be as wide as it is. So I'm just adjusting the width Â
by clicking and dragging. And then what I want to do is make the times what's called a header Â
column. When I click this, in this option button, it greys out the first column and I think this a) Â
looks really nice, but b) just kind of represents that these times aren't going to change and that Â
I just need to focus on filling in these cells. I also want to format the text within the table so Â
that it is center aligned and the way that you can do that is by clicking the menu at the top of this Â
column, clicking 'format column' and then you see this action palette open up. You can do all sorts Â
in here. Feel free to explore these options. But I just want to click center align. So that's my Â
first table ready to go and ready for me to fill in in the morning. I also want to make a second Â
table and this will be my priorities for the day. So to create blocks underneath anything you can Â
just click on the plus. And I am then going to do forward slash table again. And I don't need Â
to change the layout. This works perfectly. And I'm just going to do one, two and three. So again, Â
I've center aligned it and I'm going to give it a header column as well. If you do want to apply a Â
color to a header column, you still can just click on the style icon here in that menu. So again, Â
click on that column menu format column. Got all of the options here, and you can choose Â
which color you want. So if I do violet, it has changed the color as well. So they are the two Â
main parts of this Daily Note. And now what I want to do is put them side by side. Then we Â
can add the headings and then we're on our way I recommend that you add the columns by shift Â
clicking on the plus of whatever's at the top of your page, type forward slash or plus, and then Â
search for columns. And then that creates you two columns and at that point you just you just drag Â
upwards and there we go. The next thing to do is to create the headings I think. So again, I want Â
to put my headings above the blocks. So obviously I want to put my headings above the table. So I'm Â
going to shift click on the plus again, that creates a block above and therefore shifts the Â
table down. And I want to add a heading that says daily planner that there are many ways to create Â
headings in capacities. So you can either write down your text as a normal text block, click on Â
the six dots and look at this hierarchy section here. And obviously the size of the heading Â
corresponds to the number so two is larger than heading three. I typically prefer heading three. Â
Or if I shift click above the second table, I can show you some more options. You could do forward Â
slash and then type the number that corresponds to the headings that you would like. So for heading Â
three, I would do forward slash three or if you are used to mark down shortcuts for whatever Â
reason, you can do those here as well. So three hashtags, space creates heading three so just Â
pick whichever one feels best to you. At this point, I want to style the block behind it. Now Â
styling can be applied to two things and they're slightly different. So I'll show you that now. If Â
I highlight the text, I can style that text so I can either turn it into a different text color or Â
highlight the back of the just that text. However I personally prefer when that whole block behind Â
it is styled if you click on the six dots and go to this little style icon here. And you can Â
see that there are two bits of styling applied now on to that entire block and you always know which Â
area is going to color in based off the amount that's highlighted. And there is also that text Â
highlighting as well. I personally prefer just for blocks. So I will highlight the text again Â
and just remove that. But I just wanted to show you what the different styling options were here. Â
So I've done that one. I'm gonna do the same here. So click on the three dots. If you like Â
keyboard shortcuts, it would be worth learning Command Shift E because this expands on contracts Â
the panel. So I can click here and add the sky formatting as well. So this is nearly done. I now Â
want to add in the kind of routine section which I have beneath this block. So what I can do is this Â
time, just click to create a block beneath this table. Shift Click creates a block above, clicking Â
creates a block beneath. And I'm going to do forward slash three and call it morning routine. Â
Now I personally have three things I want to include here. And I would do them as to do blocks. Â
This is my favorite way of creating them: open and close a square bracket and click space then that Â
creates a to do block. Now what you're seeing here is as mentioned the to do block, it comes Â
with a simple checkbox, but some people will also see this arrow, the send button. This is because Â
I have task actions enabled which is a feature of the paid plans, which means that if you have Â
an integration setup with a task manager, I could choose to send this task to that task manager for Â
action there. For things like this. I don't feel the need for that. Therefore I just use a general Â
to do block. But again all personal preference. So I have my chat box setup and I will just write Â
down what my morning routines are again I will add styling so Command Shift E up the sky background, Â
and then what I want to do is now finish off with my evening routine. So if I am at the end of that Â
daily walk block and click enter, that creates me another to do block but obviously I want to Â
recognize that this is the morning section, and we're now moving into the evening section. So Â
I'm going to do backspace and that removes any of the styling in a block. Click enter again to give Â
it a bit of a space. And then again, I will go in with heading three. I'll do the markdown shortcut Â
this time. Call it evening shutdown click into an open a new to do block and now I write my three Â
evening things so I've written down those evening things and obviously the final thing to do is add Â
the styling. So at this point, I'm happy with this and it's time to make it into a template. Â
What I'm going to do is highlight everything and copy and then click on this templates button. Â
So I'm in my daily note, let's click on the template. I'm going to click New Template and Â
I'll call it new planner and give it the date and then I'm going to paste so that has all Â
very nicely copied over. If for whatever reason it doesn't maintain the columns when you copy, Â
just do what we did earlier. It's the exact same editor. Shift Click create the columns and then Â
just drag everything back to where it's supposed to go. And then as soon as you're happy with your Â
template like that's it, it's set up. But what's important to do if you want it to automatically Â
recur every time you create a new daily notes is that you click on the template button again, Â
and you click this mark as default star. This is a feature of the daily note template function and Â
clicking the Start makes it default as mentioned. So if I open up this calendar and pick a random Â
day in the future, and click Start your daily note, it's automatically applied exactly what Â
I've just told it to. If at any point this no longer works for you click on the template button, Â
click on edit and add it in here. And then every future daily notes all apply with the new Â
settings. Nothing in the past will be touched. If you no longer want this actual whole template to Â
be the default. Just simply uninstall it create a new one and start the next one. So that is Â
everything for this daily note inspiration setup. I hope that it is somehow useful. If you have any Â
other requests for like specific use cases of things that you want to see. Let us know we Â
have lots of plans already but it's great to hear what people are looking for as well. And of course Â
if you have any questions about this particular setup, do let us know in the comments below and Â
we'll be happy to help. So thank you very much for watching, and I'll see you in the next video.
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