FeaturesTemplatesTemplate Types

Template Types

Lokus includes pre-built templates for common workflows. Each template is designed for specific use cases with optimized structure, variables, and sections.

Meeting Notes Template

Structured meeting documentation for teams.

Features

  • Automatic date and time insertion
  • Attendee tracking
  • Agenda and discussion sections
  • Action items with assignments
  • Next meeting planning

Template Structure

---
template: meeting-notes
date: {{date}}
time: {{time}}
tags: [meeting]
---
 
# {{title}}
 
**Date:** {{date}}
**Time:** {{time}}
**Attendees:** {{prompt:attendees}}
**Location:** {{prompt:location}}
 
## Agenda
 
1. {{prompt:agenda_item_1}}
2. {{prompt:agenda_item_2}}
3. {{prompt:agenda_item_3}}
 
## Discussion
 
### Topic 1
 
 
 
### Topic 2
 
 
 
## Action Items
 
- [ ] {{prompt:action_1}} @{{assignee}}  {{date+7}}
- [ ] {{prompt:action_2}}
 
## Next Meeting
 
**Date:** {{prompt:next_meeting_date}}
**Topics:**
-
 
## Notes

Use Cases

  • Team standup meetings
  • Client meetings
  • Project reviews
  • Sprint planning
  • One-on-ones
  • Board meetings

Customization Tips

  • Add recurring attendees as defaults
  • Include standard agenda items
  • Set up automatic task creation
  • Link to related documents
  • Add meeting types (standup, planning, review)

Template System with Variable Substitution

Daily Note Template

Daily journaling, planning, and reflection.

Features

  • Automatic date formatting
  • Morning and evening reflections
  • Task prioritization
  • Schedule blocking
  • Links to previous/next days

Template Structure

---
template: daily-note
date: {{date}}
tags: [daily]
---
 
# {{date:dddd, MMMM D, YYYY}}
 
## Morning Reflection
 
**How I'm feeling:**
 
**Today's priorities:**
1.
2.
3.
 
## Schedule
 
- 09:00 -
- 10:00 -
- 11:00 -
- 13:00 -
- 14:00 -
- 15:00 -
 
## Tasks
 
### Must Do Today
- [ ]
- [ ]
 
### Should Do
- [ ]
- [ ]
 
### Could Do
- [ ]
 
## Notes
 
 
## Evening Reflection
 
**What went well:**
 
**What to improve:**
 
**Tomorrow's focus:**
 
## Links
 
**Related Notes:**
- [[{{yesterday}}]]
- [[{{tomorrow}}]]

Use Cases

  • Daily journaling
  • Time blocking
  • Productivity tracking
  • Gratitude practice
  • Habit tracking
  • Goal progress

Customization Tips

  • Add custom sections (habits, meals, exercise)
  • Include mood tracking
  • Add weather or location
  • Link to weekly notes
  • Include daily quotes or affirmations

Project Plan Template

Comprehensive project planning and management.

Features

  • Project overview and objectives
  • Stakeholder tracking
  • Phased timeline
  • Resource allocation
  • Risk management
  • Success metrics

Template Structure

---
template: project-plan
project: {{prompt:project_name}}
status: planning
start_date: {{date}}
tags: [project]
---
 
# {{project_name}}
 
## Project Overview
 
**Project Lead:** {{prompt:lead}}
**Start Date:** {{start_date}}
**Target Completion:** {{prompt:target_date}}
**Status:** {{status}}
 
## Objectives
 
1. {{prompt:objective_1}}
2. {{prompt:objective_2}}
3. {{prompt:objective_3}}
 
## Scope
 
### In Scope
 
 
### Out of Scope
 
 
## Stakeholders
 
| Name | Role | Contact |
|------|------|---------|
| {{prompt:stakeholder_1}} | {{prompt:role_1}} | |
| | | |
 
## Timeline
 
### Phase 1: Planning ({{date}} - {{date+14}})
- [ ] Define requirements
- [ ] Create specifications
- [ ] Get approvals
 
### Phase 2: Execution ({{date+15}} - {{date+45}})
- [ ] Development
- [ ] Testing
- [ ] Review
 
### Phase 3: Launch ({{date+46}} - {{date+60}})
- [ ] Final testing
- [ ] Deployment
- [ ] Documentation
 
## Resources
 
**Team:**
-
 
**Budget:**
-
 
**Tools:**
-
 
## Risks
 
| Risk | Impact | Mitigation |
|------|--------|------------|
| | | |
 
## Success Metrics
 
1.
2.
3.
 
## Related Documents
 
- [[Project Charter]]
- [[Requirements Document]]
- [[Technical Specifications]]

Use Cases

  • Software development projects
  • Marketing campaigns
  • Product launches
  • Research initiatives
  • Construction projects
  • Event planning

Customization Tips

  • Add project-specific phases
  • Include budget tracking
  • Add sprint planning sections
  • Link to Gantt charts
  • Include change log

Blog Post Template

Professional blog writing with SEO optimization.

Features

  • SEO metadata fields
  • Reading time estimation
  • Category and tag management
  • Structured content sections
  • Related post linking

Template Structure

---
template: blog-post
title: {{prompt:title}}
date: {{date}}
author: {{author}}
status: draft
tags: [blog, {{prompt:category}}]
---
 
# {{title}}
 
**Author:** {{author}}
**Published:** {{date}}
**Reading Time:** {{prompt:reading_time:Estimated reading time}}
**Category:** {{category}}
 
## Introduction
 
{{prompt:intro:Brief introduction}}
 
## Main Content
 
### Section 1
 
 
### Section 2
 
 
### Section 3
 
 
## Conclusion
 
 
## Key Takeaways
 
-
-
-
 
## Related Posts
 
- [[{{prompt:related_1}}]]
- [[{{prompt:related_2}}]]
 
## Meta
 
**SEO Title:** {{prompt:seo_title}}
**Description:** {{prompt:description}}
**Keywords:** {{prompt:keywords}}
**Featured Image:** {{prompt:image_url}}
 
---
 
*This post was published on {{date}} by {{author}}*

Use Cases

  • Technical blog posts
  • Tutorial articles
  • Opinion pieces
  • Case studies
  • Product announcements
  • Industry analysis

Customization Tips

  • Add author bio section
  • Include social share links
  • Add comment guidelines
  • Link to newsletter signup
  • Include CTA sections

Technical Documentation Template

Developer-focused documentation.

Features

  • Version tracking
  • Code examples with syntax highlighting
  • API reference structure
  • Prerequisites and installation
  • Troubleshooting section

Template Structure

---
template: technical-doc
title: {{prompt:title}}
version: {{prompt:version:1.0.0}}
date: {{date}}
tags: [documentation, technical]
---
 
# {{title}}
 
**Version:** {{version}}
**Last Updated:** {{date}}
**Status:** {{select:status:draft,review,published}}
 
## Overview
 
{{prompt:overview}}
 
## Prerequisites
 
-
-
 
## Installation
 
` ` `bash
# Installation steps
` ` `
 
## Configuration
 
` ` `yaml
# Configuration example
` ` `
 
## Usage
 
### Basic Usage
 
` ` `{{prompt:language:javascript}}
// Code example
` ` `
 
### Advanced Usage
 
` ` `{{language}}
// Advanced example
` ` `
 
## API Reference
 
### Method 1
 
**Description:**
 
**Parameters:**
- `param1` (type): Description
- `param2` (type): Description
 
**Returns:**
 
**Example:**
` ` `{{language}}
 
` ` `
 
## Troubleshooting
 
### Issue 1
 
**Problem:**
 
**Solution:**
 
## Best Practices
 
1.
2.
3.
 
## FAQ
 
**Q: {{prompt:faq_1}}**
A:
 
## Related Documentation
 
- [[{{prompt:related_1}}]]
- [[API Reference]]
- [[Changelog]]
 
## Changelog
 
### Version {{version}} ({{date}})
- Initial release

Use Cases

  • API documentation
  • Library documentation
  • Framework guides
  • SDK references
  • CLI tool docs
  • Configuration guides

Customization Tips

  • Add language-specific examples
  • Include video tutorials
  • Add interactive demos
  • Link to GitHub repos
  • Include version matrix

Task List Template

Organized task tracking and management.

Features

  • Priority-based organization
  • Due date tracking
  • Project association
  • Owner assignment
  • Backlog management

Template Structure

---
template: task-list
title: {{prompt:title}}
date: {{date}}
tags: [tasks, {{prompt:project}}]
---
 
# {{title}}
 
**Created:** {{date}}
**Project:** {{project}}
**Owner:** {{prompt:owner}}
 
## High Priority
 
- [ ] {{prompt:high_1}} !high  {{date+3}}
- [ ] {{prompt:high_2}} !high  {{date+3}}
 
## Medium Priority
 
- [ ] {{prompt:med_1}} !medium  {{date+7}}
- [ ] {{prompt:med_2}} !medium  {{date+7}}
 
## Low Priority
 
- [ ] {{prompt:low_1}} !low
- [ ] {{prompt:low_2}} !low
 
## Backlog
 
- [ ]
- [ ]
 
## Completed
 
- [x]
 
## Notes

Use Cases

  • Sprint planning
  • Personal task management
  • Team task allocation
  • Project milestones
  • Feature checklists
  • Bug tracking

Customization Tips

  • Add status tags
  • Include time estimates
  • Link to related tasks
  • Add progress tracking
  • Include dependencies

Research Note Template

Academic and research documentation.

Features

  • Research question and hypothesis
  • Methodology documentation
  • Data collection tracking
  • Findings and analysis
  • Citation management

Template Structure

---
template: research-note
title: {{prompt:title}}
date: {{date}}
author: {{author}}
tags: [research, {{prompt:topic}}]
---
 
# {{title}}
 
**Research Topic:** {{topic}}
**Date:** {{date}}
**Researcher:** {{author}}
**Status:** {{select:status:in-progress,completed,on-hold}}
 
## Research Question
 
{{prompt:question}}
 
## Hypothesis
 
 
## Methodology
 
 
## Data Collection
 
 
## Findings
 
### Key Findings
 
1.
2.
3.
 
### Supporting Evidence
 
 
## Analysis
 
 
## Conclusion
 
 
## Future Research
 
 
## References
 
1. {{prompt:ref_1}}
2. {{prompt:ref_2}}
3.
 
## Related Research
 
- [[{{prompt:related_1}}]]
- [[Literature Review]]
 
## Notes

Use Cases

  • Academic research
  • Market research
  • User research
  • Competitive analysis
  • Literature reviews
  • Experiment documentation

Customization Tips

  • Add experiment protocols
  • Include data tables
  • Link to datasets
  • Add visualizations
  • Include ethics approvals

Template Snippets

Quick text insertion for common patterns.

Inline Snippets

Use slash commands for instant insertion:

Common Snippets:

/date → {{date}}
/time → {{time}}
/meeting → Insert meeting template
/todo → - [ ] Task item
/table3 → 3-column table
/code → Code block with language
/sig → Email signature

Creating Snippets

Snippet Definition:

snippets:
  - trigger: /sig
    content: |
      Best regards,
      {{author}}
      {{title}}
  - trigger: /todo
    content: "- [ ] {{prompt:task}}"
  - trigger: /table3
    content: |
      | Column 1 | Column 2 | Column 3 |
      |----------|----------|----------|
      |          |          |          |

Dynamic Snippets

Snippets with logic:

/greeting →
{{#if time < 12}}
Good morning!
{{else if time < 18}}
Good afternoon!
{{else}}
Good evening!
{{/if}}

Automation

Auto-apply Templates

Automatically apply templates based on rules:

Rule Configuration:

template_rules:
  - condition: path == "/Daily/"
    template: daily-note
  - condition: tags.includes("meeting")
    template: meeting-notes
  - condition: title.startsWith("Project:")
    template: project-plan

Template Triggers

Event-based template application:

Trigger Types:

  • File creation in specific folder
  • Note with specific tag added
  • Time-based (daily, weekly)
  • Calendar event scheduled
  • Workflow stage transition

Example:

triggers:
  - event: file_created
    folder: "/Meetings/"
    template: meeting-notes
  - event: daily
    time: "09:00"
    template: daily-note
  - event: tag_added
    tag: "project"
    template: project-plan

Use Case Examples

Startup Use Cases

Templates for:

  • Weekly investor updates
  • Product roadmaps
  • Sprint retrospectives
  • Customer discovery notes
  • Pitch deck outlines

Consulting Use Cases

Templates for:

  • Client meeting notes
  • Project proposals
  • Deliverable tracking
  • Status reports
  • Invoice documentation

Education Use Cases

Templates for:

  • Lecture notes
  • Assignment tracking
  • Research papers
  • Study guides
  • Course syllabi

Personal Use Cases

Templates for:

  • Workout logs
  • Meal planning
  • Book notes
  • Travel itineraries
  • Financial tracking

Next Steps

VariablesCreating Templates