Updated on March 2, 2022

Note Templates

Global note templates are useful for notes that are used in multiple projects. These are ideal for research plan templates, interview scripts, and other notes that will be used repeatedly.

#New template

From within your Workspace > Note Templates > New Template you’ll be able to type up a template from a blank document.

Add note template
Add note template

#Template from existing note

If you already have a note within a project that you’d like to use as a template, you can save it in your workspace for use in other projects. Find the note you want to duplicate as a template and under Actions > Save as template. This new template will show up under the Note Templates section of your workspace.

Add existing note as template
Add existing note as template