Our customers use the templates feature for
- Repetitive tasks
- Standardize processes (customer qualification, KO call, employee onboarding,..)
Use a note template
- Create a new document
- Pick a template you want at the bottom of the new doc created
Create note templates
Create a library of templates, accessible in the left sidebar, under "my private notes":
These templates will be available to use and edit by everyone in your Slite.
You can also create a note template by saving any note you've created to your templates library:
Delete a note template
Head to your template section and click the trash icon. This icon appears when you hover your template.