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Note templates let you define standardized note formats that your team can apply when creating notes. Each template includes a name and rich text content.

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Company-wide vs book-specific

  • Company templates are available across all books. Only admins can create, edit, or delete them.
  • Book templates are available only in a specific book. Any user can manage book-level templates.
Use the Company and book name tabs at the top of the page to switch between scopes.

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Create a note template

1

Go to note template settings

Go to Settings → Data customizations → Note templates.
2

Select the scope

Choose the Company tab for a company-wide template, or a book tab for a book-specific template.
3

Click New note template

4

Fill in the template

  • Name — an internal label to identify the template
  • Content — the note body (supports rich text formatting with headings, lists, and links)
5

Save the template

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Edit a note template

Click a template in the list to open the editor. Make your changes and save.
Non-admins can view company-wide templates but cannot edit or delete them.

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Clone a note template

Click the clone action on a template to create a copy. When cloning, you can choose a target book or keep it at the company level.

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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.

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FAQ

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.
Yes. Applying a template pre-fills the note content, but you can edit it freely before or after saving.
No. Editing a template only affects notes created from it in the future. Existing notes keep their content unchanged.

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Next steps

Note labels

Organize notes with color-coded labels

Email templates

Create reusable email templates