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Supercharge your workflow with Templates

Save time, stay consistent, and unlock powerful features with NotePlan's templating tools.

Top 10 Notes Apps - AppleSince 2016 - Apple

Insert Template

Quickly add pre-made templates into your notes with just a click.

Keyboard Shortcut
Insert templates instantly using a simple keyboard command.
Organized Template List
Browse and select templates from an organized list.
Dynamic Placeholders
Auto-fill templates with live date, time, or predefined variables when inserted.

Auto-Insert

Automate recurring tasks or notes with templates that insert themselves.

Daily & Weekly Notes Auto-Insert
Automatically insert a predefined template into daily or weekly notes.
Recurring Templates
Set up recurring templates for regular check-ins, reflections, or workflows.
Smart Task Carryover
Auto-transfer unfinished tasks from previous days into today’s note.

Codable with API

Build and trigger powerful, API-powered templates to save time and eliminate manual tasks.

Custom Data Insertion
Use API scripts to pull in external data like tasks, calendar events, or weather.
Retrieve & Modify Data
Fetch and update specific tasks, projects, or notes dynamically.

AI-Enhanced

Use AI commands to pull insights, create summaries, or generate action items.

Smart Summaries
AI generates concise overviews of meetings, tasks, or ongoing projects.
Context-Aware Suggestions
Get AI-powered recommendations for follow-ups or related notes based on your work.
Retrieve Past Notes
Automatically fetch and insert relevant notes, goals, or highlights from past entries.

Structured Meeting Notes

Standardize your meeting notes with pre-made templates for agendas and action items.

Structured Meeting Agendas
Use pre-built formats to outline agenda items before meetings.
Action Item Tracking
Automatically format meeting notes to include assigned tasks and deadlines.
Meeting Summary Generator
Quickly create a structured recap for reference or sharing with the team.

Practical uses for everyday tasks

Explore practical ways to use templates in your daily work and life.

Quick Reuse

Save time by reusing structured templates for repetitive tasks like daily planning or journaling.

Routine Automation

Set templates to auto-insert for recurring tasks like weekly reviews or monthly goal tracking.

Advanced Automation

Use API scripting to trigger templates based on user actions or external triggers.

Smart Note Management

Pull relevant information, like yearly goals or key highlights, directly into your notes using AI

Structured Meeting Notes

Standardize note-taking for every meeting, ensuring key points are captured consistently.

Project Management

Maintain uniform formatting and organization across your notes for better readability.

Learn how to use Templates

Watch tutorials to make the most of NotePlan templates.

Thumbnail for Auto Insert Templates Video
5:58
•Eduard Metzger

Auto Insert Templates...

With auto templates (on iOS and macOS), you can set a standard set of tasks, notes, and checklists for specific note types (daily, weekly, ...). Once configured, these templates are automatically loaded when you open the corresponding note—no need for extra clicks or taps!

Thumbnail for NotePlan's new Template Gallery video
12:56
•Eduard Metzger

Introducing NotePlan's new Template Gallery...

Say goodbye to blank pages! From daily schedules to business strategies, vacation itineraries, and everything in between – there's a template to unlock your productivity potential for work, life, and play.

Thumbnail for Testing Embedded AI in Templates Video
2:12
•Eduard Metzger

Embedded AI in Templates...

The video describes how to use AI prompts in NotePlan templates to generate random annual goals, inspirational quotes, and other content. It provides examples and details on the NotePlan.ai() function.

Deep dive into Templating

Explore our detailed guides and resources.

Docs
10 mins

Templating API Docs

The document discusses the Templating plugin for NotePlan, which allows users to create structured and consistent notes for repetitive tasks by inserting variables and executing custom JavaScript in templates.

Advanced
5 mins

Customize Meeting Note Templates

The article provides instructions on how to create meeting notes in NotePlan, including how to use templates to automate the content and location of the notes. It also provides example templates and explains the various template tags that can be used.

Getting Started
6 mins

Templates

The article is about using templates in the NotePlan app to automate and streamline note-taking. It covers how to create and use templates, the different types of templates available, and provides examples of templates that can be used for various purposes like daily notes, habit tracking, and integrating with other services.

Jumpstart with pre-made Templates

Start productive workflows with ready-to-use templates.

Jira Integration - Get Active Tickets Template

This template will pull all tickets assigned to you with the status "To Do" and "In Progress" into the current note.

View Template
Random Task Inserter

Random Task Inserter

Randomly select and insert a task from their quick task list into their daily note.

View Template

Review Your Year With NotePlan with Template

This template guides a comprehensive annual review to reflect on the past year and plan for the next.

View Template