How to Use Evernote Templates to Quickly Make New Notes

By Matthew Guay - Published September 27, 2018 -

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Some notes don’t need much formatting. They’re ideas you want to remember, lists of things to buy, and photos of receipts and other essential documents. Other notes need more formatting: recipes, meeting notes, project plans, and more. Those take more time to set up—time you could better spend doing other things.

Here’s how to take notes faster in Evernote with templates.

Use Evernote’s Built-in Templates

Evernote new note

When you’re ready to make a new note—perhaps to log meeting details, list a new recipe, or plan out your next vacation—Evernote’s new built-in Templates are a quick way to build your note quickly without adding custom formatting each time.

To use an Evernote Template, open Evernote, make a new note, then click the Template button.

Evernote Template gallery

That will open Evernote’s Template gallery, which shows all of the templates you’ve added to your Evernote account. You can browse Evernote’s Template library and add any of their popular designs or can save your own Evernote notes as a template. Select the template you want.

New Evernote template note

Evernote will then add everything from that template to your note—including text, formatting, images, tables, and more. You can now delete anything you don’t want to keep and write your new note in the template.

Add New Evernote Templates

Add new Evernote Template note

Want to add more Evernote Templates to speed up your notetaking? The easiest way is with Evernote’s template library. Browse through the templates there, and click on any you like to preview the full template note. Then click Save Template to add it to your Evernote account.

If you have a paid Evernote account, you can also turn any of your notes into an Evernote template note. Open the note in Evernote, click the menu in the note, then select Save as template to add a copy of that note to your template library where you can reuse it in the future.

Automatically Make New Evernote Template Notes

Zapier Evernote Template Notes

Or, you could automate things with Zapier. Often when you need a template note, it’s for something routine—meeting notes, project plans, expense filing, and so on. Zapier can make those notes for you exactly when you need them.

Say you want to make a new meeting template note every time you have a call on your schedule. Zapier can watch Google Calendar for new events; then when one happens, it can make an Evernote note for you. Fill in the details you want in the template, then Zapier will make that note, customize it with your event details, and add it to Evernote automatically.

Build your own automated Evernote templates with your favorite Evernote integrations, or check out these popular Evernote Zaps to make new template notes for Google Calendar events, Gmail emails, Asana and Trello tasks, or using Zapier’s Chrome add-on to create template notes anytime you want from your browser.

Have another question about Evernote or other apps? Ask the Zapier team

Published September 27, 2018

Written by Zapier writer Matthew Guay


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