How-to: Save time with templates
Update (September 24, 2018):
There’s a new way to find, manage, and use note templates in Evernote. Visit our template gallery to browse pre-made templates you can add to your Evernote account.
Save time with templates
Starting from scratch each time you need a frequently-used document like a meeting agenda, marketing calendar, or project timeline is an inefficient use of your talent. Creating a library of templates in Evernote can save you both time and effort. Here’s how.
Create your template library
You’ll want a spot for you and your team to easily access the templates everyone will need. Begin by creating a new business notebook called 'Template Library.’ This is where you’ll create and store the templates you and your team will use.
With your 'Template Library’ notebook in place, it’s time to start adding templates to it. Consider the documents you use regularly at work, including:
- Meeting agendas
- Project plans
- Expense forms
- Phone logs
- ... and so on
Any core document you regularly customize can be turned into a template.
In this example, we’ll create a template for a meeting agenda that you can reuse. Add your first template by clicking ‘+ New Note’ at the top of the Evernote window. Title your note ‘Template - Meeting Agenda.'
Once you’ve added your new note, enter any text, formatting, or other elements you’d like to have as part of the template. In our meeting agenda example, we’ll add a few elements that are helpful at any given meeting.
After completing one template, create all the other ones you'll need to help streamline your daily workflow and add them to your ‘Template Library’ notebook.
Use and reuse
When you need to use one of the templates in your library, right-click (Windows) or Ctrl-click (Mac) and choose 'Copy to Notebook’ from the pop-up menu.
Choose which notebook you’d like to copy the template into. In this case, we’ll chose the ‘Meetings’ notebook to copy the ‘Template - Meeting Agenda’ note to.
Navigate to the notebook where you copied your template to. You’ll see a brand-new copy of your template, ready for you to edit and add your details to. Your original template is still in your ’Template Library’ notebook.
Customize the copy of the template with any details that are relevant to the project or meeting at hand. In this case, we’ll add details for an upcoming meeting by changing the note’s title and adding important notes directly in the note itself.
As with any note in Evernote, you can easily share with your teammates via Work Chat. Just click on the ’Share’ button on the note and you can give your coworkers access.
Share templates with your team
Don’t keep your templates to yourself - your teammates can probably make use of them too. Once you’ve created your 'Template Library' notebook, share it with your immediate workgroup via Work Chat, or with your entire company by publishing the notebook in Evernote.
You’ll want to make sure you share or publish the template library with ‘Can View’ access - that way, your team members can access the templates you’ve created, but they can’t accidentally overwrite or delete them.
Browse the entire Evernote template collection and download templates for many common business tasks, including expense tracking, marketing calendars, meeting agendas, and more.