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Managing Note Templates

You can use note templates to help you create notes faster. For example, if you have a checklist of items to cover when you follow up with a candidate after a placement, you can create a template with the questions you typically ask and can then use that template whenever you create follow up notes.

Note templates that have a visibility setting of Public can be edited and deleted by any user in your company.

This article will cover:

Adding Note Templates

  1. Select the + Add button and choose Note.
    • The Add Note screen will now open.
    • Alternatively, the Add Note screen can be accessed when adding a note to a record using Actions > Add Note.

  2. Select Note Template.
  3. Click New.
  4. Give your note template a name and set your desired visibility settings.
  5. Type your note template in the Note field.
  6. Select Save.

You'll now be able to select your template using the Note Template drop-down on the Add Note screen.

Editing and Deleting Note Templates

  1. Select the + Add button and choose Note.
    • The Add Note screen will now open in a slide-out window.
    • Alternatively, the Add Note screen can be accessed when adding a note to a record using Actions > Add Note.

  2. Select Note Template.
  3. Click Organize.
  4. Select the name of the note templates you want to edit or delete.

On the Edit Note Template screen, you are able to edit the selected note template or delete it using the trashcan icon.