How-to: Save time with templates

How-to: Save time with templates

How-to: Save time with templates

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.

How to save time with templates

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
  • Timelines
  • 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.'

How to save time with templates

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.

How to save time with templates

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.

How to save time with templates

 

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.

How to save time with templates

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.

How to save time with templates

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.

How to save time with templates

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.

How to save time with templates

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.

How to save time with templates

 

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.

How to save time with templates

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.

 

Download templates

Browse the entire Evernote template collection and download templates for many common business tasks, including expense tracking, marketing calendars, meeting agendas, and more.

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