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Note templates

Save a note's layout once and reuse it for your plans and reviews, in the Notebook and in My Day.

Updated 1 min read

Where: Journal → Notebook → a note → Template

Save a note as a template

  1. Write a note with the layout you want to reuse, for example a pre-market checklist.
  2. Click Template at the top of the note.
  3. Under Save this note as a template, type a Template name. A Description is optional.
  4. Click Save template. It now shows under Your templates.

Use a template

  1. Open the note you want to fill. In My Day or the Logbook, click Templates on the day note.
  2. Find the template under Your templates and click Apply.
  3. If asked, confirm with Replace content.
The Templates button on the My Day note
The same templates work in your My Day note.

What's on the screen

The Templates dialog with the name field and two saved templates
The Templates dialog.
  1. Template name: the name you'll see in the list.
  2. Save template: save this note as a reusable template.
  3. Your templates: the templates you saved.
  4. Apply: replace this note with the template.

Apply replaces everything in the note. Apply templates to empty notes, or copy what you need first.

FAQ

Are there ready-made templates?

No. The list only shows templates you saved. It reads No templates yet. until you save one.

How do I delete a template?

Open the Templates dialog and click Delete template next to it.

JournalThe NotebookJournalMy Day