Templates?

[mekentosj]

This has indeed been requested a few times, for example:

Templates and Build from Template

One thing I would love to see is the ability to create templates for notes and projects and have a “Build from Template” option available when creating a new note or project. Even further, it would be awesome to incorporate variables in the template that you will be prompted to populate when building from a template. Use case for this would be like with my job, I do software trainings for customers of our company and I like to follow our statement of work to the letter so I have a checklist tha…

Recurring (templated) notes

Hey all, I was wondering if it’s possible (potentially down the line) to create recurring notes with the same template which can automatically be linked to the recurring events. Use case I have weekly meetings that take the same format and the notes are in the same format, yet need to be populated with new content weekly, which may be overlapping but isn’t necessarily.

Also make sure to check out this Talk article on the topic:

Copy-and-Paste 2.0 – How Templates Make a World of Difference

If you use Agenda for things like weekly catchup meetings, daily standups, prospective client meetings, and onboarding protocols, chances are you often find yourself using copy-and-paste of notes from other occasions, because the “agenda” is usually fixed. Here I’ll show you how to create note templates in a few simple steps using text replacement utilities. This makes Agenda even more powerful, and can save you a ton of time. nmcp → No more copy and paste! In this article I’m using TextExpa…