How to use templates

How to use templates
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How to use templates

 

Templates make getting straight to work easier. Simply apply a template to a new note and you can begin adding content right away. Evernote features over 30 templates to help you save time and effort. Some of these include:

  • Meeting Agenda for work groups
  • Travel Calendar for trip planning
  • Project Overview for tracking milestones

View our gallery of free templates at evernote.com/templates.

Overview

Templates are pre-formatted notes that you can use and reuse. To get started, save a few templates from our website. If you have an Evernote Plus, Premium, or Business subscription, you can even create your own templates from existing notes.

Save templates from our website

We’ve created dozens of templates to help you get started. To view the collection and save a few for yourself, follow the steps below.

  1. Visit evernote.com/templates in your web browser
  2. Choose a template you’d like to save
  3. Click View template to preview the full template
  4. Click Save to Evernote in the upper right corner of the page

Repeat this for as many templates as you’d like to save. Your saved templates are displayed with preview images and are synced to your account so they’re available on all of your devices. To view your saved templates, create a new note and click or tap Template in the note body.

Apply a template to a note

A new note from which you can access your template gallery

To create a new note using a template, follow the steps below.

  1. Create a new note
  2. Click or tap Template in the note body
  3. Select a template from your saved templates
  4. Click Apply Template

The template will automatically be applied to your new note, then you can begin editing the note as you normally would.

Note: You must use the newest version of the Evernote app on desktop or mobile, or the new Evernote Web on Chrome or Safari, in order to apply a template to a note.

Manage saved templates

A view of a personal template gallery in Evernote Web

To rename a template or delete it from your account, follow the steps below.

  • Mac

    Create a new note and click Template in the note body. Hover over the template to view the Options menu (three dots), then select Rename Template... or Delete Template....

  • Windows

    Create a new note and click Template in the note body. Hover over the template to view the Options menu (three dots), then select Rename Template... or Delete Template....

  • iPhone, iPad, and iPod touch

    Create a new note and tap Template in the note body. Tap the preview image of a template to view the template options.

  • Android

    Create a new note and tap Template in the note body. Tap the preview image of a template to view the template options.

  • Web

    Create a new note and click Template in the note body. Hover over the template to view the Options menu (three dots), then select Rename Template... or Delete Template....

Frequently Asked Questions

Why can't I see templates in my account?

If you don't see templates in your account—that is, the Template button in the note body after creating a new note—you may not be using the newest version of Evernote. In order to use templates, you must be using the newest version of the Evernote app on desktop or mobile, or the new Evernote Web on Chrome or Safari. At this time, no other versions or browsers are supported.

I’ve been using templates in Evernote for a long time. What’s different?

In the past, we’ve offered templates in the form of sample notes that you can copy to a notebook, then duplicate to reuse. While this has been a popular workaround for a long time, we feel templates deserve an easier solution and better home in our product.

Templates now offer a way to quickly find and apply a template when you create a new note. In addition, if you use Evernote Plus, Premium, or Business, you can turn any of your existing notes into templates and everyone can pull from our gallery of 30+ pre-designed templates.

Your personal template gallery can be accessed from any new note. From there you can search for templates, edit template names, delete templates from your account, and apply templates to a note.

Are templates pre-loaded into my account?

No. To begin using templates, visit our website at evernote.com/templates where we have 30+ templates to begin with and more to come soon. You can save as many or as few of the templates from our website to your account as you’d like.

How do I access my saved templates?

To access your saved templates, create a new note and click or tap Template in the note body.

Can I sort or reorder my saved templates?

No. Templates are displayed in the order that they’re updated, with the most recently updated first.

How do I update a saved template?

To simply change the name of a saved template, hover over it in your template gallery, click the Options menu (three dots), then select Rename Template. To update the content of a saved template, you need a Plus, Premium, or Business subscription. To do update the content: create a new note, apply the template, make the desired changes, then save it as a new template.

How do I share a template?

You cannot share templates from your template gallery. However, a workaround is to share the template as a regular note. Simply apply the template to a note, then share that note using the share menu, or export it to an ENEX file and send it to another user to import into their account.

How do I export a template?

You cannot export templates from your template gallery. However, you can apply the template to a note, then export that note to an ENEX file.

How do I restore a template that I deleted?

You cannot restore deleted templates. If you’ve created a note from that template in the past, you may be able to reconstruct the original template, then save it as a new one.

Can I request that a certain template to be added to Evernote’s online template gallery?

At this time, we’re not accepting submissions for our online template gallery. However, if you have Evernote Plus, Premium, or Business, you can create your own templates.

How do I save my own templates?

To save your own templates, you must have an Evernote Plus, Premium, or Business subscription. Learn how to create your own templates.

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