> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create and use Note Templates within Affinity

> Help center reference

<Note>
  **How-to** — task-oriented recipe.
</Note>

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

## How to create Note Templates

1. Click **Settings** on the left-side of your screen.
   <img src="https://mintcdn.com/support-affinity/9vyQAPZnFmoR6onJ/images/features-notes/how-to-create-use-note-templates-within-affinity/1.jpg?fit=max&auto=format&n=9vyQAPZnFmoR6onJ&q=85&s=78d6677797072c2f495d9de44e4c3d95" style={{ width:"37%" }} width="486" height="680" data-path="images/features-notes/how-to-create-use-note-templates-within-affinity/1.jpg" />
2. Select **Note Templates** on the left side, then click the **New Note Template** button.
   <img src="https://mintcdn.com/support-affinity/9vyQAPZnFmoR6onJ/images/features-notes/how-to-create-use-note-templates-within-affinity/2.jpg?fit=max&auto=format&n=9vyQAPZnFmoR6onJ&q=85&s=fef3cc0094f3dc83b1380b041f4ff43a" alt="" width="1278" height="354" data-path="images/features-notes/how-to-create-use-note-templates-within-affinity/2.jpg" />
3. After naming the note template and adding body text, click the **Save** button on the top-right corner.
   <img src="https://mintcdn.com/support-affinity/9vyQAPZnFmoR6onJ/images/features-notes/how-to-create-use-note-templates-within-affinity/3.jpg?fit=max&auto=format&n=9vyQAPZnFmoR6onJ&q=85&s=6c876dc4ce778d9caa749c3042bdaaf0" alt="" width="1273" height="646" data-path="images/features-notes/how-to-create-use-note-templates-within-affinity/3.jpg" />

## 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.

<img src="https://mintcdn.com/support-affinity/9vyQAPZnFmoR6onJ/images/features-notes/how-to-create-use-note-templates-within-affinity/4.jpg?fit=max&auto=format&n=9vyQAPZnFmoR6onJ&q=85&s=fd13ef6f26b465983e4183f141734b0f" alt="" width="1732" height="371" data-path="images/features-notes/how-to-create-use-note-templates-within-affinity/4.jpg" />

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

## 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.
   <img src="https://mintcdn.com/support-affinity/9vyQAPZnFmoR6onJ/images/features-notes/how-to-create-use-note-templates-within-affinity/5.jpg?fit=max&auto=format&n=9vyQAPZnFmoR6onJ&q=85&s=e7a5fa5ce1d747fdcef7b53119de9eef" alt="" width="1449" height="278" data-path="images/features-notes/how-to-create-use-note-templates-within-affinity/5.jpg" />
2. Replying to notes, meetings, and logged interactions found in the **Activity Timeline** on profile pages.
   <img src="https://mintcdn.com/support-affinity/9vyQAPZnFmoR6onJ/images/features-notes/how-to-create-use-note-templates-within-affinity/6.jpg?fit=max&auto=format&n=9vyQAPZnFmoR6onJ&q=85&s=31eeedc62d05aac8df6d20b00077a5ec" alt="" width="1302" height="256" data-path="images/features-notes/how-to-create-use-note-templates-within-affinity/6.jpg" />
3. Sheet views within a list, where you can click on a cell in the **Notes** column.
   <img src="https://mintcdn.com/support-affinity/9vyQAPZnFmoR6onJ/images/features-notes/how-to-create-use-note-templates-within-affinity/7.jpg?fit=max&auto=format&n=9vyQAPZnFmoR6onJ&q=85&s=ddf2cd62c4d31fe317c4b133a6ec17d4" alt="" width="1323" height="523" data-path="images/features-notes/how-to-create-use-note-templates-within-affinity/7.jpg" />
4. [Board views](/s/article/Lists) within a list, where you can click on a card to open the profile page and add notes.
   <img src="https://mintcdn.com/support-affinity/9vyQAPZnFmoR6onJ/images/features-notes/how-to-create-use-note-templates-within-affinity/8.jpg?fit=max&auto=format&n=9vyQAPZnFmoR6onJ&q=85&s=5f9559864bbb5ac892448b2d66d78763" alt="" width="1110" height="622" data-path="images/features-notes/how-to-create-use-note-templates-within-affinity/8.jpg" />

## 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](mailto: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.