Templates

Templates are your shortcut to consistent, well-structured notes. Instead of starting from scratch every time, templates give you pre-filled content with the right properties and formatting, so you and your team can focus on the actual thinking instead of setup.

What Are Templates?

Templates are reusable note blueprints that include:

• Pre-written content - Headings, prompts, and structure

• Inherited properties - Tags and properties automatically applied

• Consistent formatting - Your team's standard structure every time

Think of them as smart starting points that ensure everyone on your team creates notes the same way.

Why Templates Matter

Speed Up Creation

Stop recreating the same note structure over and over:

• Meeting notes with the same agenda format

• Project planning with consistent sections

• Research notes with standard questions

• Daily standup updates with regular prompts

Ensure Consistency

When everyone uses the same template:

• All meeting notes have the same properties (Date, Attendees, Action Items)

• Project updates follow the same format

• Documentation maintains consistent structure

• New team members know exactly what information to include

Reduce Cognitive Load

Templates handle the "what should I include?" question so you can focus on the actual content and insights.

Creating Templates

Basic Template Structure

A template might look like:

# Weekly Team Meeting - [Date]

## Attendees
- 
- 
- 

## Agenda
1. Previous action items review
2. Project updates
3. Blockers and challenges
4. Next week priorities

## Action Items
- [ ] 
- [ ] 
- [ ] 

## Notes
[Key decisions and discussions]

---
Tags: #meeting #weekly
Status: Complete
Priority: 2

Property Inheritance

When you create a note from this template, it automatically inherits:

• Tags: #meeting #weekly

• Status: Pre-set to "Complete"

• Priority: Defaults to 2

• Any other properties you've defined

This means every meeting note starts with consistent metadata without manual setup.

Establish Standards

Create templates for your most common note types:

• Meeting formats for different types of meetings

• Project documentation standards

• Research note templates

• Decision record formats

Share and Iterate

Templates work best when your team:

• Uses them consistently - Make templates the default way to create certain note types

• Improves them together - Regularly update templates based on what's working

• Creates new ones - Add templates as new patterns emerge

Template Libraries

Organize templates by:

• Team function - Engineering, Design, Marketing templates

• Note type - Meetings, Projects, Research, Documentation

• Frequency - Daily, Weekly, Monthly templates

Using Templates Effectively

Choose the Right Moment

Templates work best for:

• Recurring activities - Regular meetings, status updates, reviews

• Structured content - Documentation, research, project planning

• Team consistency - When multiple people create similar content

Customize as Needed

Templates are starting points, not rigid rules:

• Add sections specific to your current meeting

• Remove parts that don't apply

• Modify properties for special cases

Keep Them Updated

Regularly review your templates:

• Are people skipping certain sections consistently?

• Do you need additional properties based on how you're using the notes?

• Are there new patterns that deserve their own templates?

Pro Tips

Start simple: Begin with templates for your most frequent note types - usually meetings and project updates.

Include prompts: Add questions or prompts in templates to guide thinking: "What went well this week?" "What challenges are we facing?"

Use placeholder text: Include clear placeholders to show what information goes where.

Link to related templates: Connect templates that often work together: project templates that link to meeting templates, research templates that connect to summary templates.

Make them discoverable: Use consistent naming and organization so team members can easily find the right template.

What's Next?

Now that you can create consistent notes quickly, explore advanced features:

• AI Assistant - Get AI help with your templated content

• AI Scenarios - Advanced AI workflows for different note types

• Publishing notes - Share your well-structured notes beyond your team

Ready to speed up your note creation? Create your first template and start building consistency! 📋