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Creating Custom Note Templates
Creating Custom Note Templates

Create as many note templates as you want and then quickly and easily import them into any event or project.

Christina Farrow avatar
Written by Christina Farrow
Updated over a week ago

When it comes to storing and sharing information with clients throughout the planning process, Aisle Planner's Notebook feature is a great place to keep track of it all.  

Our note templates feature allows you to create templates of your most used Notes as well as documents that have been living somewhere else on your computer. From welcome notes to design questionnaires and song list worksheets to floral requests for proposals and ceremony details – create as many note templates as you want and then easily import them into any event or project. 

There are two ways to create a note template - you can save an existing note as a template or create a new note template from scratch. Read on below to learn more!

Saving An Existing Note As a Template

If you have a note in a project that you'd like to save as a template, head on over to your note index, click on the three dot "more" menu that appears on hover, and select the Save as Template option from the drop down menu.

We walk you through the steps in the video below!

Creating a New Note Template From Scratch

To create a note template from scratch, head on over to the Business Settings Icon menu, which you'll find towards the top right of your Pro Dashboard and follow the steps below!

Step 1: Navigate to the Notes Templates area

Click on the Templates tab towards the top of your screen and select the Notes option, which you'll see on the left.

Step 2: Create a new folder

Click on the black Add New Folder button and add a name for your new folder. Not sure how you'll want to organize your notes just yet? Start with "My Note Templates" - you can always rename and reorganize as you go.

You can also create as many folders as needed. Folders help you keep your notes organized and are required to create your first note template.

Step 3: Create a new note template

Below the folder you've just created, click on the gold Add a Template + link to create a new note template. If you have multiple template folders, be sure to click the gold Add a Template + link below the folder you want to add this new template to.

Step 4: Choose the type of template you'd like to create

You can create two types of notes templates - shortcuts or notes. Shortcuts are a great way to link resources outside of Aisle Planner into your notebook. Notes are perfect for creating worksheets, general notes, resources and planning guides inside of Aisle Planner.

Once you've selected your note type, follow the prompts to create your new template. The first thing you'll want to do is give your new template a name for future reference. Naming your templates is SUPER important, so you won't have any challenges finding the right template that you need down the road. You'll also have the option to add in a cover image for your template - you can always add or edit that cover image later.

Please note, to keep page and image load times speedy, we've set a 4mb limit for images. Keep this in mind when uploading note template cover images!

Step 5: Open Your Note Editor

If you've created a new shortcut template, you're all set and there's nothing more you need to. But if you've added a new note template, you'll want to dive on in and add your content. To get started, click on the gray Edit button you see towards the top right of your empty note. This will open all your editing options for this note.

If already set up your company branding, we'll automatically pull in your company logo at the top as the default header. But if your note template has a great big white space at the top, take a moment to head over to your branding center, where you can upload your company logo for a better branded experience in Aisle Planner.

As a side note: You have the option to hide this default heading if you prefer to get creative and customize your heading by adding your custom heading in as an image (see example below). Just uncheck the Use Default Header box to the right of this note template.

Pro Tip: You can learn more here about adding your own custom heading and see more examples of why you might want to take advantage of this much loved feature!

Step 6: Add In Your Content

You have two options for adding content within a note template. You can either upload a file to be displayed as a note OR use the rich text editor to create your note from scratch.

To upload a file, check the box titled "Use File Upload for Note" and follow the prompts to upload your file. You can upload PDF, JPG, PNG and DOCX files. Once uploaded, the displayed file cannot be edited, however, you can always delete and upload a new file to display any updates.

To create a note from scratch, click directly into the note to add content or to edit the note. You can type in your content, or copy and paste text into the document editor, and then use the rich text menu towards the top for formatting. 

In addition to text, you can also insert tables and horizontal lines, add images, embed videos into your note template, along with a host of other rich text formatting options. not sure what an icon stands for? Hover over any of the icons in the rich text menu for a tooltip to learn more.

Step 7: Done and DONE!

We'll automatically save your work in each note template as you go! Once you've completed your updates, click on the DONE button toward the top right of your note to close your note editor.

What Next?

Now that you've set up this note template, you'll be able to use this template to quickly and easily create new notes to share with your clients and planning partners within the notes tab of each project.

Don't worry, you can always further update and adjust your notes for each client from within a project as needed, but setting up your templates will give you a great head start. 

You can also make updates to your note templates down the road, but please note, any updates you make to a template will not affect existing notes within your projects. Your changes will only affect new notes created from note templates moving forward.

Pro Tip: Need some ideas for Note Templates to get you started? Click here.

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