How to create use Note Templates within Affinity

Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

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Create note templates to save time and ensure quality note-taking for your recurring meetings.

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How to create Note Templates

1. Click Settings on the left-side of your screen.
2. Select Note Templates on the left side, then click the New Note Template button.
3. After naming the note template and adding body text, click the Save button on the top-right corner.

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How to manage Note Templates

Once you’ve created multiple note templates for different use cases, use the features below to manage your note templates more efficiently.

1. Search for a note template
2. Sort by Last Modified to know which note templates had the most recent changes
3. Preview note templates
4. Edit or delete a note template as needed

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Where can Note Templates be used?

You can find note templates in a few different places:

1. Add Note and Log Interaction buttons on the top-right corner of profile pages.
2. Replying to notes, meetings, and logged interactions found in the Activity Timeline on profile pages.
3. Sheet views within a list, where you can click on a cell in the Notes column.
4. Board views within a list, where you can click on a card to open the profile page and add notes.

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Important Callouts

• Note templates are not shareable across the team or between team members. All templates are only available to the one who created them. Please email support@affinity.co with specific team members on the CC line if you’d like to have your note templates duplicated for these team members.
• @ mentions cannot be saved into a note template itself but can be added after inserting a note template.
• Note templates are not available in the Affinity mobile app, Chrome extension, or Outlook Add-in.
• You can only have a total of 100 note templates. To create a new one, simply delete an unused note template.