Use Note Templates

Basic users can save up to three note templates
Pro and Business users can save an unlimited number of note templates

Note templates are pre-defined note formats which can be used again and again. Use note templates to save time and bring systematic organization to your workspaces.

 


 

In this Article:

 


 

What Are Note Templates?

Note templates are predefined note formats which can be used again and again. Use note templates to quickly create beautifully designed notes out of pre-formatted templates.

 

Create templates for notes that require similar formatting and which need to be systematically organized. For example, you might find it helpful to create note templates for: 

 

  • Meeting Minutes
  • Quality Control Checklists
  • Presentation Outlines
  • Grocery/Shopping Lists

 

You can find your templates under the Templates header in the left sidebar of any workspace. Note Templates can be moved, edited or deleted like any other note. 

 


 

Create a Note Template

To create a new note template, click the button next to the Templates header on the left sidebar.

Createtemplate_2x.png

You can then edit, move or delete your template as though it were a regular note.

 


 

Create a New Note From a Template

After you've created templates in your workspace, you can use them to create a new, pre-formatted note. To do this:

 

  1. On the left sidebar, hover your mouse over the template you'd like to create a note from.
  2. Click the more options (...) button.
  3. Select New Note from Template from the drop-down menu.
  4. Enter a name for your new note and click Save Note.
  5. Your new note will appear in the left sidebar under the Notes header.

    Newnotefromtemplate_2x.png

 


 

Create a Template Out of an Existing Note

You can also create a template out of any existing note. To do this:

 

  1. On the left sidebar, hover your mouse over the note you'd like to change into a template.
  2. Click the more options (...) button.
  3. Select Save as Template from the drop-down menu.

    changenotetotemplate_2x.png
  4. Enter a name for your new template and click Save Template.
  5. Your new template will appear in the left sidebar under the Templates header.


 

Edit, Move or Delete Note Templates

Note Templates can be moved, duplicated, archived or deleted like regular notes. To do this:

 

  1. On the left sidebar, hover your mouse over a template.
  2. Click the more options (...) button.
  3. Select an option from the drop-down menu.

    Actionsfortemplates_2x.png

 

Still having trouble?

 

Reach out to MeisterNote Support for help!