Notebook templates give you a structured starting point for strategy notes, mindset work, performance reviews, and productivity planning. This article explains how to open, use, pin, and edit templates.
Templates are the recommended way to start a note in Notebook. They are pre-built structures covering strategy, mindset, productivity, and performance review. Each template opens as a read-only preview first so you can check the structure, then creates a personal editable copy when you choose to use it.
Using a template
- Open Notebook from the left navigation bar.
- The Templates section appears at the top of the screen.
- Click any template card to open a read-only preview.
- Scroll through the preview to see the structure and content.
How to use a template
Once you have found the template you want to use, follow these steps:
- Click on the template card to preview its structure and fields.
- Review the template content to confirm it matches what you need.
- Click the Use Template button in the top right corner of the preview.
- A new note is created from the template with all the structure pre-filled.
- Start filling in your content. The original template remains unchanged in the library.
Tip: You can create as many notes from the same template as you need. Each use creates a fresh copy.
Pinning templates
If you use certain templates regularly, pin them so they always appear at the top of the Templates section.
- Open the template preview.
- Click the Pin icon (shown as a pin icon). The icon fills in to show the pinned state.
- The template now appears in the Pinned Templates section at the top of the template library.
- To unpin, click the pin icon again. The icon returns to outline state.
Template categories
Templates are organised into four categories. You can browse all templates or filter by category to find what you need.
| Category | Best for |
|---|---|
| Playbook | Strategy documentation, setup rules, entry and exit logic |
| Mindset | Pre-session mental preparation, emotional processing, discipline habits |
| Productivity | Session planning, focus routines, time management |
| Performance Review | Weekly or monthly self-assessment and pattern identification |
Frequently asked questions
Why can I not edit a template directly when I open it?
Templates open in read-only preview mode. This is intentional. To edit the content, click Use template to create your own editable copy. If you want to change the template itself for future use, use the pencil icon or Edit template option in the options menu.
I clicked a template and nothing happened. What should I do?
The first click opens the read-only preview. From the preview, click Use template to create an editable copy. If the Use template button does nothing after clicking, refresh the page and try again. If the issue continues across multiple templates, contact support.
Can I use the same template more than once?
Yes. Click Use template each time you want a fresh copy. Every copy is independent and does not affect previous copies or the original template.
How do I find all templates I have used previously?
Notes created from templates appear in your notes list like any other note. Search by title or browse through your folders and recent notes to find them.
Related questions
- Which Notebook template should I use?
- How do I create a blank note in Notebook?
- How do I rename a note created from a template?
- How do I pin a template in Notebook?
- How do I organise my notes into folders?
- Do my notes auto-save in Notebook?
- Can I edit a template after creating a note from it?
- How do I delete a note I no longer need?
- How do I search for a note in Notebook?
- What does the pin icon on a template do?
- How many times can I use a template?
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