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Overview

Templates make it easy to create reusable notes or snippets you use often—like meeting notes, checklists, or project outlines.

Create and manage templates

  • Click your profile photo → Templates
  • Create new templates and edit existing ones in the Templates editor (it looks like the Note editor)

Template variables

Insert variables that auto‑fill when you use the template—for example:
  • Date variable → fills with today’s date
  • Name variable → fills with a name you provide when inserting

Organize templates

  • Associate templates with collections so they’re easy to find and apply in context

Use templates inside a note

  • Web/Desktop: click Start with template at the bottom of a note
  • Web/Desktop: type / and the template name, then choose it from the list
  • iOS: tap the + button above the keyboard (or toolbar +), open the insertion menu, type the template name, then tap it from the list

Sharing

Templates are shareable. Share with teammates, friends, or family so everyone can use the same structure.

Example use cases

Meeting Notes

One‑click meeting docs with agenda, attendees, decisions, and action items.

1:1s

Reusable format for topics, feedback, goals, and follow‑ups.

Weekly Planning

Priorities, tasks, and checkpoints for the week ahead.

Daily Journal

Prompts for reflection, highlights, and learnings.

Project Brief

Scope, goals, milestones, stakeholders, and risks.

Interview Notes

Candidate details, question bank, and evaluation rubric.

Sales Call Notes

Discovery questions, objections, next steps, and owners.

Bug Report

Steps to reproduce, expected vs actual, environment, and severity.
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