How to setup Obsidian for projects using Templater with simple aggregation? (will determine if Obsidian is ease enough to use)

[sumneuron]

Hello,
I am new to Obsidian. I have read the docs, some GitHub discussions, some plugin docs (e.g. Templater), and asked ChatGPT for some clarification when needed. Yet I am struggling to set up my vault as I want it.

Here is what I am trying to accomplish.

I have a set of people People, a set of datasets Datasets, and a set of projects, Projects, where each project has a weekly meeting under Meetings, at least one dataset, at several people working on it. I think the way to setup my vault is as follows:

Vault/
    - People/
        - Collaborator_A.md
        - Collaborator_B.md
        - ...
    - Projects/
        - Project_A/
            - README.md
            - Meetings/
                - weekly_meeting_1.md
                - weekly_meeting_2.md
                - ...
        - Project_B/
            - README.md
            - Meetings/
                - weekly_meeting_1.md
                - weekly_meeting_2.md
                - ...
        - ...
    - Scripts/
        - ?
    - Templates/
        - Meeting.md
        - README.md

What I would like to accomplish is the following:

• cmd + N to create a new file under a directory that I clicked on in the file navigator on the left. (It always makes new file under Vault’s root directory)
• Have a way to make a new project with ease (with the appropriate structure)
• Have a way of generating new meetings under the Meetings directory
• Have new meetings be updated under the corresponding README.md
• Have TODOS from meetings aggregate under the corresponding README.md

I’ve tried fiddling with the Templates/Meetings.md file, but it isn’t working well. So I would like to ask the Obsidian community to see if anyone can produce a small git repo or example of how to configure Obsidian to work this way.
Thanks!

[I-d-as]

If I understand correctly, in Templater settings, first you should enable “Trigger Templater on new file creation”. Also, in settings, after having enabled “Trigger Templater on new file creation”, there is an additional setting called “Enable Folder Templates”. After setting these up, and setting the “Default location for new notes” to “Same folder as current file” within the “Files and Links” section of Obsidian settings, you should be able to open a project note, then press ctrl n to automatically create a new project note based on you Projects folder template. Unfortunately, since you have Project subfolders for each project, it will require additional setup in comparison to other methods. You could have the Templater script let you choose where the note gets moved after it is created. This may sound confusing, but I believe what you are looking for is possible with some special setup.

I hope this helps get you started. Good luck!