Whether for documentation purposes or creating wiki-like articles, Clinked's Notes feature is a powerful tool for your portal. However, if you need to create multiple notes in a similar format, this task can take more time than you anticipated.
The templates function on Notes shaves off the repetitive work and allows you to implement a previously created template into a new note, saving a lot of time and effort.
This article explains how to use the templates function.
- How to create a new template
- How to implement a template into a note
How to create a new template
In this section you will find the instructions on how to create a new template from scratch.
- Navigate to Notes section in a group. You can create the template on the root level or in a note folder.
- Click 'New Note' button
- Type in the name and description. Optionally, you can add a tag as well.
- Set the sharing options and permissions
- Toggle on the 'Set as template' option.
- Click 'Save' button and your template will be ready.
Please note that enabling the template toggle (step 5 above) is necessary to create a template. Existing notes cannot be edited into a template.
How to implement a template into a note
Now that you created a template, you are ready to implement it to any new or existing notes. Follow the instructions below to proceed;
- Click the 'New Note' button to create new note or alternatively click the 'Edit' button on an existing note
- Click 'File' on the text editor toolbar
- Select 'Load template' to open the list of existing templates
- Select a templates
- Click 'Load' button to implement it into your note
- Make any changes as necessary
- Click the 'Save' button at the bottom to finish
Please remember that templates are shared only on the group level, similar to notes. This means that a template created in one group cannot be used in another group. You will have to create another template for other groups if you wish to use it on multiple groups.