Documentation Plugin Guide

Plugin Guide

Installed Plugins

Plugin	What It Does	When You Need It
Dataview	Creates automatic tables and lists from your notes	Dashboards, indexes, finding untagged notes
Templater	Fills in dates, IDs, and other variables when you create notes	Every time you create a note from a template
Copilot	AI assistant inside Obsidian	Summarizing, finding connections, suggesting tags
Tasks	Tracks research tasks and deadlines	Managing active projects
Omnisearch	Better search across your entire vault	Finding anything quickly

Dataview

What It Is

Dataview reads the metadata (frontmatter) in your notes and displays it as tables or lists.

How to Use It

1. Create a note
2. Switch to Source mode (Ctrl+E)
3. Type a code block starting with dataview:

TABLE type, id, created
FROM "03 Permanent Notes"
WHERE type = "permanent-note"
SORT id ASC
4. Switch to Reading view (Ctrl+E) to see the table
    
 
### Common Queries
 
**All notes by type:**
 
TABLE type, id, created
FROM ""
WHERE type
SORT type, id
 
```dataview
SORT type, id

Recently modified:

TABLE file.mtime as “Modified”, type FROM "" WHERE type SORT file.mtime DESC LIMIT 10

Untagged notes:

TABLE id, type, created FROM "" WHERE type AND tags = [] SORT created DESC

Templater

What It Does

When you create a note from a template, Templater automatically fills in:

• Today’s date

• A unique ID

• The note title

How to Use It

1. Create a new note

2. Press Ctrl+P

3. Type “Templater: Insert Template”

4. Select your template

5. Type the note title

6. Templater fills in the rest

Template Variables

Variable	What It Becomes	Example
<% tp.date.now("YYYY-MM-DD") %>	Today’s date	2026-07-19
<% tp.date.now("YY") %>	Current year (short)	26
<% tp.file.title %>	The note’s title	My New Note
<% Math.floor(Math.random() * 900 + 100) %>	Random 3-digit number	473

Copilot

What It Does

AI assistant that can read your notes and help with research tasks.

How to Access It

1. Open the Copilot sidebar (icon in left ribbon)

2. Or press your configured hotkey

3. Select a custom prompt or type freely

Custom Prompts

Prompt	What It Does
Summarize Note	2-sentence summary + gaps in reasoning
Find Connections	Suggests 3 related notes as [[PL-XXX]] links
Suggest Tags	Recommends 5 tags from standard categories
Analyze Source	Evaluates argument, evidence, methods, relevance

Good Uses

• Summarizing an article

• Identifying assumptions

• Suggesting related notes

• Explaining difficult concepts

• Brainstorming questions

Avoid

• Writing your conclusions

• Generating evidence

• Replacing critical reading

Troubleshooting

Problem	Fix
Dataview shows raw code	Switch to Reading view (Ctrl+E)
Templater shows <% %>	Template is corrupted, rebuild in Source mode
Copilot not responding	Check API key in settings
Plugin not working	Check if it’s enabled in Community Plugins