Our customers use the templates feature for

  • Repetitive tasks
  • Standardize processes (customer qualification, KO call, employee onboarding,..)

Use a note template

  1. Create a new document
  2. 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.

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