Creating a Daily Review Template in Obsidian

What We’re Building

A daily note template that helps you plan mornings, review evenings, and capture learnings. Consistent enough to build habits, flexible enough to not feel like a chore.

Prerequisites

• Obsidian
• Templater plugin
• Daily Notes plugin (or Periodic Notes)

The Approach

1. Design morning routine
2. Add evening review
3. Include rolling tasks
4. Build weekly aggregation

Step 1: Basic Template Structure

---
date: {{date:YYYY-MM-DD}}
weekday: {{date:dddd}}
week: {{date:YYYY-[W]ww}}
tags: [daily]
---

# {{date:dddd, MMMM Do, YYYY}}

## Morning

### Intentions
What's the one thing that matters most today?

### Energy
How am I feeling? (1-5):

### Schedule
-

---

## During the Day

### Log
- {{time}}

### Captures
Things to process later:
-

---

## Evening

### What went well?
-

### What could be better?
-

### What did I learn?
-

### Gratitude
-

---

## Tasks

### Today's Focus
- [ ]

### Completed
-

---

## Links
Previous day | Next day

Step 2: Add Rolling Task View

## Tasks

### Overdue
```tasks
not done
due before {{date:YYYY-MM-DD}}

Due Today

not done
due on {{date:YYYY-MM-DD}}

Scheduled Today

not done
scheduled on {{date:YYYY-MM-DD}}

## Step 3: Include Habits

```markdown
## Habits

- [ ] 💧 Drink 2L water
- [ ] 🏃 Exercise
- [ ] 📚 Read 30 mins
- [ ] 🧘 Meditate
- [ ] ✍️ Write
- [ ] 😴 In bed by 22:30

Track completion with Dataview:

Step 4: Morning Questions

## Morning Check-in

**Energy level** (1-5):
**Sleep quality** (1-5):
**Mood**:

### What would make today great?
1.
2.
3.

### Affirmation
I am...

Step 5: Evening Reflection

## Evening Reflection

### Three wins today
1.
2.
3.

### Something I struggled with

### What I'll do differently tomorrow

### Highlight of the day

### Grateful for
1.
2.
3.

Step 6: Templater Automation

Auto-populate weather, quotes, or previous day’s tasks:

Step 7: Quick Capture Section

## Quick Capture

### Ideas
-

### Things to look up
-

### People to contact
-

### Random thoughts
-

Process these during weekly review.

Step 8: Link to Other Systems

## Context

### Active Projects

### Meetings Today

### This Week's Goals

Step 9: Weekly Summary

The weekly note pulls from daily notes:

# Week {{date:ww}} - {{date:YYYY}}

## Summary

## Wins

## Learnings

## Reflection
What patterns do I see?

What adjustments for next week?

The Result

• Consistent daily routine
• Rolling task visibility
• Habit tracking
• Easy review aggregation
• Friction-free journaling

What I’d Do Differently

Start simpler. My first daily template had 15 sections. I used three of them. Now I have five sections and actually complete them.

The best daily template is the one you’ll actually use. Start minimal, add what you miss, remove what you skip.