TutorialsPlugin Workflows

Building Productivity Workflows with Plugins

Learn how to leverage Lokus plugins to create powerful productivity workflows. This tutorial covers plugin installation, usage, and combining multiple plugins for advanced automation.

What You’ll Learn

By the end of this tutorial, you’ll be able to:

  • Discover and install plugins from the marketplace
  • Configure plugins for your specific needs
  • Create custom automation workflows with plugins
  • Combine multiple plugins for complex workflows
  • Troubleshoot common plugin issues
  • Build productivity systems that scale
  • Use MCP-enabled plugins with AI assistants
  • Optimize plugin performance

Prerequisites

Time Estimate

45 minutes - Build a complete plugin-powered workflow


Understanding Lokus Plugins

Before diving in, let’s understand what makes Lokus plugins powerful.

What Are Plugins?

Lokus plugins extend functionality without modifying the core application. They can:

  • Automate repetitive tasks - Save time on common operations
  • Add new features - Extend Lokus capabilities
  • Integrate services - Connect to external tools and APIs
  • Customize workflow - Adapt Lokus to your specific needs
  • Process data - Transform and analyze your notes
  • Enhance UI - Add custom views and panels

Plugin Types

UI Plugins:

  • Add custom views, panels, and buttons
  • Examples: Calendar views, Kanban boards, mind maps

Data Provider Plugins:

  • Fetch data from external sources
  • Examples: Weather data, stock prices, RSS feeds

Automation Plugins:

  • Create automated workflows and triggers
  • Examples: Auto-tagging, scheduled exports, backups

Editor Plugins:

  • Extend markdown editor capabilities
  • Examples: Custom syntax highlighting, auto-complete

Integration Plugins:

  • Connect Lokus to external services
  • Examples: Cloud sync, API integrations, webhooks

MCP Plugins:

  • Expose tools to AI assistants via Model Context Protocol
  • Examples: AI-powered search, intelligent summaries

Note: Info: Lokus v1.3.1+ includes a plugin system with VS Code-level extensibility. The Plugin Marketplace makes discovery and installation seamless.


Step 1: Setting Up Your Plugin Environment

Let’s prepare Lokus for plugin usage.

1.1 Enable Community Plugins

  1. Open Settings (Cmd/Ctrl + ,)
  2. Navigate to Plugins section
  3. Toggle “Enable Community Plugins” to ON
  4. Read and accept the security notice

Note: Warning: Community plugins run JavaScript code. Only install plugins from trusted developers. Review permissions before enabling.

1.2 Access the Plugin Marketplace

  1. Click “Browse Marketplace” in Settings → Plugins
  2. Or use Command Palette: “Open Plugin Marketplace”

The marketplace shows:

  • Featured - Curated high-quality plugins
  • Popular - Most downloaded plugins
  • New - Recently published plugins
  • Updated - Recently updated plugins
  • Categories - Organized by function

1.3 Understanding Plugin Information

Each plugin listing shows:

Basic Info:

  • Name and description
  • Author and version
  • Download count and rating
  • Last updated date

Detailed Info:

  • Permissions required
  • Dependencies
  • Size and performance impact
  • Compatibility (Lokus version)
  • Documentation link
  • Source code (GitHub)

Safety Indicators:

  • Verified - Reviewed by Lokus team
  • Featured - High quality, well-maintained
  • 🔒 Minimal Permissions - Limited access
  • 📈 Popular - Many active users

Step 2: Installing Essential Productivity Plugins

Let’s install a core set of productivity plugins.

2.1 Task Management: Advanced Tasks

What it does: Enhanced task management with priorities, due dates, and recurring tasks.

Installation:

  1. Search for “Advanced Tasks” in marketplace
  2. Click “Install”
  3. Click “Enable” after installation

Configuration:

  1. Go to Settings → Advanced Tasks
  2. Configure:
    • Default priority: Medium
    • Date format: YYYY-MM-DD
    • Show in sidebar: ON
    • Recurring task syntax: Enabled

Key Features:

  • - [ ] Task name @today - Due today
  • - [ ] Task name @high - High priority
  • - [ ] Task name @repeat(daily) - Recurring daily
  • - [ ] Task name @context(work) - Context tags
  • Kanban-style task board view
  • Calendar integration

Example Usage:

# My Tasks
 
## Work
- [ ] Review code PR @today @high
- [ ] Update documentation @tomorrow @medium
- [ ] Team meeting notes @repeat(weekly:monday)
 
## Personal
- [ ] Grocery shopping @weekend @context(errands)
- [ ] Workout @repeat(daily) @context(health)

2.2 Note Templates: Smart Templates

What it does: Create and insert note templates with dynamic variables.

Installation:

  1. Search for “Smart Templates”
  2. Install and enable

Configuration:

  1. Settings → Smart Templates
  2. Set template folder: Templates/
  3. Enable auto-suggestions: ON
  4. Configure variables:
    • {{date}} - Current date
    • {{time}} - Current time
    • {{title}} - Note title
    • {{workspace}} - Workspace name

Create Your First Template:

Create Templates/Meeting Notes.md:

---
template: meeting-notes
---
 
# {{title}}
 
**Date:** {{date}}
**Time:** {{time}}
**Attendees:**
 
## Agenda
 
1.
 
## Discussion Notes
 
 
 
## Action Items
 
- [ ]
 
## Follow-up
 
Next meeting:

Usage:

  1. Create new note
  2. Command Palette: “Insert Template”
  3. Select “Meeting Notes”
  4. Variables auto-populate

2.3 Productivity: Daily Notes Pro

What it does: Enhanced daily notes with templates, navigation, and streaks.

Installation:

  1. Search for “Daily Notes Pro”
  2. Install and enable

Configuration:

  1. Settings → Daily Notes Pro
  2. Configure:
    • Daily notes folder: Journal/
    • Date format: YYYY-MM-DD
    • Template: Templates/Daily Note.md
    • Auto-open at startup: ON
    • Show streak counter: ON

Create Daily Note Template:

Create Templates/Daily Note.md:

---
date: {{date}}
day: {{dayofweek}}
---
 
# {{date}} - {{dayofweek}}
 
## 🎯 Top 3 Goals
1.
2.
3.
 
## ✅ Completed Tasks
- [ ]
 
## 📝 Notes
 
 
## 💡 Insights
 
 
## 🔗 Related
- [[Previous Day|{{yesterday}}]]
- [[Next Day|{{tomorrow}}]]
 
---
**Streak:** {{streak}} days

Features:

  • Quick navigation: Prev/Next day buttons
  • Calendar view: Visual month overview
  • Streak tracking: Motivating consistency
  • Search in journal: Find past entries
  • Export journal: PDF or markdown

What it does: Visualize and analyze note connections.

Installation:

  1. Search for “Link Explorer”
  2. Install and enable

Features:

  • Backlink panel: See all notes linking here
  • Forward links: See all links from this note
  • Orphan detection: Find unlinked notes
  • Link suggestions: AI-powered related notes
  • Graph visualization: Interactive network view

Usage:

  1. Click Link Explorer icon in sidebar
  2. View connections for current note
  3. Click links to navigate
  4. Use “Suggest Links” for AI recommendations

2.5 Automation: Auto Organizer

What it does: Automatically organize notes based on rules.

Installation:

  1. Search for “Auto Organizer”
  2. Install and enable

Configuration:

Create organization rules in Settings → Auto Organizer:

Rule 1: Auto-tag by content

name: "Tag work notes"
trigger: content_contains
patterns: ["meeting", "project", "deadline"]
action: add_tags
tags: ["work"]

Rule 2: Auto-move by tag

name: "Move work notes to folder"
trigger: has_tag
tag: "work"
action: move_to_folder
folder: "Work/"

Rule 3: Auto-archive old tasks

name: "Archive completed tasks"
trigger: tag_and_age
tag: "done"
days_old: 30
action: move_to_folder
folder: "Archive/"

Step 3: Creating Workflow Combinations

Now let’s combine plugins into powerful workflows.

3.1 The Daily Productivity Workflow

Goal: Start each day organized and focused.

Plugins Used:

  • Daily Notes Pro
  • Advanced Tasks
  • Smart Templates
  • Link Explorer

Setup:

  1. Morning Routine Template:

Create Templates/Morning Routine.md:

# Morning Routine - {{date}}
 
## ☀️ Daily Review
- [[Yesterday|{{yesterday}}]] - What did I accomplish?
- [[Goals]] - What are my priorities?
 
## 📋 Today's Plan
 
### Top 3 Goals
1. {{goal1}}
2. {{goal2}}
3. {{goal3}}
 
### Tasks from Yesterday
{{yesterday_incomplete_tasks}}
 
### Scheduled Tasks
- [ ] @9am: Morning standup @work
- [ ] @2pm: Code review @high @work
- [ ] @4pm: Plan tomorrow
 
### Time Blocks
| Time | Activity |
|------|----------|
| 9-11am | Deep work |
| 11am-12pm | Meetings |
| 1-3pm | Deep work |
| 3-4pm | Admin |
| 4-5pm | Planning |
 
## 🧠 Focus
Today's focus area:
 
---
**Energy Level:** [1-10]
**Mood:**
  1. Automation Rule:

Settings → Auto Organizer:

name: "Create daily note at 6am"
trigger: scheduled
time: "06:00"
action: create_from_template
template: "Morning Routine"
folder: "Journal/"
  1. Task Integration:

Settings → Advanced Tasks:

auto_pull_tasks: true
sources:
  - "Projects/**/*.md"
  - "Work/**/*.md"
show_in_daily: true

Workflow:

  1. Lokus opens, daily note auto-created
  2. Review yesterday’s note via [[Previous Day]] link
  3. Incomplete tasks auto-populate from yesterday
  4. Use Link Explorer to find related project notes
  5. Plan day with time blocks
  6. Update task priorities as needed

3.2 The Research & Writing Workflow

Goal: Efficiently research and write content.

Plugins Used:

  • Link Explorer
  • Smart Templates
  • Auto Organizer
  • Word Count Stats (from previous tutorial)

Setup:

  1. Research Note Template:

Create Templates/Research Note.md:

---
type: research
source: {{source_url}}
author: {{author}}
date_accessed: {{date}}
tags: [research, {{topic}}]
---
 
# {{title}}
 
**Source:** [{{source_title}}]({{source_url}})
**Author:** {{author}}
**Date:** {{date}}
 
## Summary
 
[Brief 2-3 sentence summary]
 
## Key Points
 
1.
2.
3.
 
## Quotes
 
> "[Quote 1]" (p. X)
 
> "[Quote 2]" (p. Y)
 
## My Thoughts
 
 
 
## Connections
 
Related to:
- [[]]
- [[]]
 
Contradicts:
- [[]]
 
## Next Actions
 
- [ ] Follow up on {{topic}}
- [ ] Check cited sources
 
---
**Tags:** #research #{{topic}}
  1. Writing Project Template:

Create Templates/Writing Project.md:

---
type: writing_project
status: draft
word_count_goal: 2000
deadline: {{deadline}}
---
 
# {{title}}
 
**Status:** 📝 Draft
**Goal:** {{word_count_goal}} words
**Deadline:** {{deadline}}
**Current Count:** {{current_word_count}}
 
## Outline
 
### Introduction
[Hook, thesis, overview]
 
### Body
#### Point 1
Sources: [[]], [[]]
 
#### Point 2
Sources: [[]], [[]]
 
#### Point 3
Sources: [[]], [[]]
 
### Conclusion
[Summary, implications, call to action]
 
## Research Sources
 
{{backlinks}}
 
## Draft
 
 
 
## Revision Notes
 
- [ ] Fact-check all claims
- [ ] Improve transitions
- [ ] Strengthen conclusion
 
---
**Progress:** {{progress_percentage}}%
  1. Automation Rules:
# Auto-tag research notes
name: "Tag research notes"
trigger: frontmatter_has
field: type
value: research
action: add_to_folder
folder: "Research/"
 
# Track writing progress
name: "Update writing stats"
trigger: file_modified
file_type: writing_project
action: update_frontmatter
field: current_word_count
value: "{{word_count}}"

Workflow:

  1. Find source → Create research note from template
  2. Extract key points and quotes
  3. Use Link Explorer to find related research
  4. Start writing project from template
  5. Link research notes into writing project
  6. Auto-organization moves files to proper folders
  7. Word count updates automatically
  8. Link Explorer shows all connected research

3.3 The Project Management Workflow

Goal: Track projects from inception to completion.

Plugins Used:

  • Advanced Tasks
  • Daily Notes Pro
  • Link Explorer
  • Smart Templates
  • Kanban Board (if available)

Setup:

  1. Project Template:

Create Templates/Project.md:

---
type: project
status: active
priority: medium
start_date: {{date}}
due_date: {{due_date}}
team: []
---
 
# {{project_name}}
 
**Status:** 🟡 Active
**Priority:** Medium
**Owner:** {{owner}}
**Team:** {{team_members}}
**Timeline:** {{start_date}} → {{due_date}}
 
## 📋 Overview
 
### Goals
1.
2.
3.
 
### Success Criteria
- [ ]
- [ ]
- [ ]
 
## 📊 Project Phases
 
### Phase 1: Planning
**Timeline:** Week 1-2
- [ ] Define requirements @owner
- [ ] Create timeline @owner
- [ ] Assign tasks @owner
 
### Phase 2: Execution
**Timeline:** Week 3-8
- [ ] Development @team
- [ ] Testing @team
- [ ] Documentation @team
 
### Phase 3: Launch
**Timeline:** Week 9-10
- [ ] Final testing @team
- [ ] Deploy @owner
- [ ] Monitor @team
 
## 📝 Meeting Notes
 
- [[{{project_name}} - Kickoff Meeting]]
- [[{{project_name}} - Weekly Sync]]
 
## 📎 Resources
 
- [[Project Plan]]
- [[Technical Specs]]
- [[Design Mockups]]
 
## 🔍 Related Projects
 
{{links:type=project}}
 
## 📈 Progress
 
**Completion:** {{progress}}%
 
Last updated: {{date}}
  1. Weekly Review Template:

Create Templates/Weekly Review.md:

# Weekly Review - Week {{week_number}} {{year}}
 
**Period:** {{week_start}} → {{week_end}}
 
## 🎯 Goals Review
 
| Goal | Status | Notes |
|------|--------|-------|
| {{goal1}} | {{status1}} | |
| {{goal2}} | {{status2}} | |
| {{goal3}} | {{status3}} | |
 
## ✅ Completed This Week
 
{{completed_tasks:week}}
 
## 🚧 In Progress
 
{{active_tasks}}
 
## 📊 Project Status
 
{{projects_summary}}
 
## 💡 Insights & Learnings
 
 
 
## 📅 Next Week Plan
 
### Top 3 Priorities
1.
2.
3.
 
### Key Tasks
- [ ] @high
- [ ] @medium
- [ ] @medium
 
---
**Previous:** [[Week {{prev_week}}]]
**Next:** [[Week {{next_week}}]]
  1. Task Dashboard:

Settings → Advanced Tasks → Views:

# Create custom view: Project Dashboard
name: "Project Dashboard"
filters:
  - tag: project
  - status: active
sort: priority
group_by: project_name
show_progress: true

Workflow:

  1. Create project from template
  2. Break down into tasks with @owner tags
  3. Link tasks to daily notes
  4. Use Kanban board for visual tracking
  5. Daily standup reviews tasks for today
  6. Weekly review template auto-generates progress
  7. Link Explorer shows project dependencies

Step 4: Advanced Plugin Combinations

Let’s explore sophisticated multi-plugin workflows.

4.1 The Content Creation Pipeline

Plugins: Smart Templates + Auto Organizer + Link Explorer + Word Count

Use Case: Blog post from idea to publication

Workflow:

  1. Idea Capture (Template: Quick Idea)

    # {{title}}
    Date: {{date}}
    Type: Blog idea
     
    ## The Idea
    [One paragraph description]
     
    ## Why It Matters
    [Target audience + value]
     
    ## Next Steps
    - [ ] Research @research
    - [ ] Outline @writing
  2. Auto-organization moves to Ideas/ folder

  3. Research Phase (Auto-creates research notes)

    • Link Explorer finds related content
    • Research notes link back to idea
  4. Writing Phase (Template: Blog Post)

    • Word Count tracks progress
    • Link Explorer shows research sources
    • Auto-saves drafts to Drafts/
  5. Review Phase (Checklist template)

    • Grammar check
    • Link validation
    • Image optimization
  6. Publication (Auto-moves to Published/)

4.2 The Learning & Knowledge System

Plugins: Link Explorer + Daily Notes + Smart Templates

Use Case: Building a personal knowledge graph

Workflow:

  1. Capture - Quick notes in daily note
  2. Process - Convert to permanent notes with template
  3. Connect - Link Explorer suggests related notes
  4. Review - Weekly review template surfaces old notes
  5. Synthesize - Create index notes linking themes

Example Permanent Note Template:

---
type: permanent_note
topic: {{topic}}
created: {{date}}
---
 
# {{concept_name}}
 
## Definition
 
[In your own words]
 
## Key Ideas
 
-
-
-
 
## Examples
 
 
## Connections
 
**Related concepts:**
{{link_suggestions:same_topic}}
 
**Builds upon:**
- [[]]
 
**Leads to:**
- [[]]
 
**Contradicts:**
- [[]]
 
## Sources
 
{{backlinks:type=source}}
 
## My Understanding
 
[Your synthesis and thoughts]
 
---
**Last reviewed:** {{date}}

4.3 The Team Collaboration Workflow

Plugins: Advanced Tasks + Auto Organizer + Link Explorer

Use Case: Coordinating team projects

Workflow:

  1. Shared Project Note (Template: Team Project)

    # {{project_name}}
     
    ## Team
    - @alice (Lead)
    - @bob (Dev)
    - @carol (Design)
     
    ## Tasks
    - [ ] Setup environment @bob @today
    - [ ] Create mockups @carol @this-week
    - [ ] Review architecture @alice @high
     
    ## Decisions Log
    {{date}}: Decided to use React for frontend (@alice)
     
    ## Meeting Notes
    - [[Team Sync - {{date}}]]
  2. Personal Task View (Auto-filter)

    • Advanced Tasks filters by @yourname
    • Shows only your assignments
  3. Daily Standups (Template auto-generates)

    # Standup - {{date}}
     
    ## @alice
    - ✅ Completed design review
    - 🚧 Working on API integration
    - 🚫 Blocked: Need staging environment
     
    ## @bob
    {{auto_generate:from=Advanced Tasks}}
     
    ## @carol
    {{auto_generate:from=Advanced Tasks}}
  4. Dependency Tracking (Link Explorer)

    • See which tasks block others
    • Visualize project graph

Step 5: Plugin Performance Optimization

Ensure plugins don’t slow down Lokus.

5.1 Monitor Plugin Performance

  1. Open Command Palette (Cmd/Ctrl + P)
  2. Type “Show Plugin Performance”
  3. View metrics:
    • Load time
    • Memory usage
    • CPU usage
    • Event listeners

Red flags:

  • Load time > 500ms
  • Memory usage > 50MB
  • High CPU during idle

5.2 Optimize Plugin Usage

Disable Unused Plugins:

  • Settings → Plugins
  • Disable plugins you don’t actively use
  • Keep < 10 plugins enabled for best performance

Configure Refresh Intervals:

  • Settings → [Plugin Name] → Refresh Interval
  • Increase intervals for non-critical plugins
  • Disable auto-refresh for static content

Use Lazy Loading:

  • Settings → Plugins → Advanced
  • Enable “Lazy load plugins”
  • Plugins load only when needed

Clear Plugin Caches:

  • Settings → Plugins → Advanced
  • Click “Clear All Plugin Caches”
  • Do this monthly for best performance

5.3 Troubleshooting Plugin Issues

Plugin won’t enable:

  1. Check Lokus version compatibility
  2. Look for dependency conflicts
  3. Review console for errors (Cmd/Ctrl + Shift + I)

Plugin causing crashes:

  1. Disable via Safe Mode (Hold Shift during startup)
  2. Report issue to plugin developer
  3. Wait for update or find alternative

Conflicts between plugins:

  1. Disable plugins one by one
  2. Identify which combination causes issue
  3. Check plugin documentation for known conflicts

Best Practices

Do’s

✓ Start minimal - Install plugins one at a time

✓ Read documentation - Understand capabilities fully

✓ Configure carefully - Set up properly before using

✓ Review permissions - Know what plugins access

✓ Keep plugins updated - Updates include fixes and features

✓ Backup before experimenting - Test new plugins safely

✓ Use plugin presets - Save configurations for workflows

Don’ts

✗ Install everything - Only install what you need

✗ Ignore performance - Monitor plugin impact

✗ Skip updates - Old versions have bugs and security issues

✗ Trust blindly - Review code and permissions

✗ Overcomplicate - Start simple, add complexity gradually

✗ Ignore conflicts - Resolve plugin conflicts promptly


Practice Exercise

Goal: Build your own productivity workflow

Task: Create a morning routine workflow that:

  1. Opens today’s daily note
  2. Shows incomplete tasks from yesterday
  3. Displays your top 3 goals
  4. Creates a time-blocked schedule
  5. Links to active projects

Steps:

  1. Install required plugins (Daily Notes Pro, Advanced Tasks)
  2. Create morning routine template
  3. Set up automation rule for 6am creation
  4. Test the workflow for 3 days
  5. Refine based on what works

Bonus: Add Link Explorer to suggest related notes based on your goals.


Troubleshooting

Plugin Not Showing Up After Install

Solution:

  • Reload Lokus (Cmd/Ctrl + R)
  • Check Settings → Plugins → Enabled plugins
  • Verify compatibility with your Lokus version
  • Check console for errors

Template Variables Not Working

Solution:

  • Ensure Smart Templates plugin is enabled
  • Check variable syntax: {{variable_name}}
  • Review plugin settings for variable definitions
  • Some variables require specific frontmatter

Automation Rules Not Triggering

Solution:

  • Verify Auto Organizer is running (status in settings)
  • Check rule syntax and conditions
  • Ensure trigger conditions are met
  • Review logs in Settings → Auto Organizer → Logs

Performance Degradation

Solution:

  • Disable plugins one by one to identify culprit
  • Clear plugin caches
  • Reduce refresh intervals
  • Consider alternative lighter plugins

Next Steps

This Week

  • Install 3-5 essential plugins for your workflow
  • Create templates for common tasks
  • Set up one automation rule
  • Test workflow for productivity gains

This Month

  • Experiment with plugin combinations
  • Build 2-3 custom workflows
  • Optimize plugin performance
  • Share workflows with community

Continue Learning


Summary

In this tutorial, you learned:

  • How to discover and install plugins from the marketplace
  • Configuring plugins for your specific workflow needs
  • Creating powerful automation with plugin combinations
  • Building three complete workflows (daily productivity, research & writing, project management)
  • Advanced multi-plugin combinations for complex use cases
  • Optimizing plugin performance for speed
  • Troubleshooting common plugin issues
  • Best practices for sustainable plugin usage

You now have the skills to build custom productivity workflows using Lokus plugins. The plugin ecosystem is constantly growing - explore the marketplace regularly for new tools that can enhance your workflow.


Resources:

Estimated Completion Time: 45 minutes Difficulty: Intermediate Last Updated: November 2025