Share templates with books
Templates are shared with selected books. Click Share with books beside a template, choose at least one book, then click Save. Changes to a shared template apply wherever that template is used.Create a note template
1
Go to note template settings
Go to Settings → Data customizations → Note templates.
2
Click New note template
3
Fill in the template
- Name — an internal label to identify the template
- Content — the note body (supports rich text formatting with headings, lists, tables, and links)
4
Save the template
Edit a note template
Click a template in the list to open the editor. Make your changes and save.Clone a note template
Click the clone action on a template to create a copy. Keep Book set to Current sharing to preserve availability, or choose another book.Delete a note template
Click the delete action on a template and confirm. Deleting a template does not affect notes that were already created using it.FAQ
Where do I apply a note template?
Where do I apply a note template?
When creating a new note on a household, click the template icon to choose from available templates. The note content is pre-filled with the template’s text.
Can I edit a note after applying a template?
Can I edit a note after applying a template?
Yes. Applying a template pre-fills the note content, but you can edit it freely before or after saving.
Do changes to a template affect existing notes?
Do changes to a template affect existing notes?
No. Editing a template only affects notes created from it in the future. Existing notes keep their content unchanged.
Next steps
Note labels
Organize notes with color-coded labels
Email templates
Create reusable email templates