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Notes

Start a note from a template

Reuse the shape of notes you write often — an agenda, a client call, a weekly review.

  • Get set up
  • 3 steps

Before you start

Who this is for

Anyone who writes the same kind of note again and again.

Before you start

  • A note you write often, or one of the ready templates.

Steps

  1. Step 1: Open Templates

    Choose Templates in the side menu.

  2. Step 2: Use a template

    Find a template and choose Use template. A new note opens with the template’s layout and title already filled in.

  3. Step 3: Save your own

    Choose Start from a note to turn one of your notes into a template, and add tags that every note from it should carry.

What happens next

Your next meeting note or checklist starts in the same shape every time, with the right tags already on it.

Questions

Does changing a template change notes I already made?

No. A template is a starting point; notes made from it are yours to change.

Ready? Try it now.

Open Notes in a new tab and follow along.

Still stuck?

Ask the community, or tell our support team what you were trying to do.