Using note templates to quickly create notes with structure

As of mid-2021, Amplenote doesn't offer a feature that is labeled as "template," but you can get all the benefits of a template by following the steps below. This page will explain how to set up note templates "the Amplenote way."


linkCreating a new note from a template

There are a few simple steps to creating a new note from a note template.


linkStep one: Create a note with template content

Create a new note, and either paste template content into it from the web, or create the content that you'll want to use as your template.




A sample template for meeting minutes, with note title that will make it easy to copy later


linkOptional suggestion: Preface note title with Template:

If the note title you choose starts with the word "Template:" (not case sensitive) and you have locked the note, then when you subsequently look up the note title via Quick Open, you'll be provided an option to create a new copy of the template:



When a note starts with the word "Template:" and has been locked (Triple dot -> More Options -> Lock Note), you'll be given an option from the Quick Open menu to create a copy of it

Clicking on that second option will open a new note where you can change the title to include today's date.


Assuming you leave the body of the note title matched to the template, you'll be able to look up all past notes that used the template by invoking "Quick Open" and typing "Meeting Minutes".


linkOptional suggestion: Apply a tag like templates

You don't need to apply a tag to your source template, but if you do, it will be easier to find later if you end up creating a large collection of note templates.


linkStep two (optional): lock the template note

While it's not required, there are three benefits to locking your template note:

You get the option straight from Quick Open to create a new instance of the template, cutting out most of "Step Three," as described below

If you keep tasks in the template, they won't have their Task Score accumulate as you potentially open the note over time

If you keep tasks in the template, they won't show up in your Tasks View mode (until you create an unlocked copy of the source template)



If you lock the template note after tagging it, you get a handful of extra benefits

You can always unlock the template note later, also under "More options."


linkStep three: create a new note instance from Quick Open

If you followed the "Optional suggestion" above to prefix your note title with "Template:" and you locked the note, then creating a new note instance is easy. Invoke Quick Open, enter the name of the template you want to copy (so it's in the first position in the Quick Open suggestion list) and then select the second option in the list, to create a new copy of the template note. Like so:



Creating a note from source template when the note title was prefixed with "Template:" and the note was locked


linkAlternate step three: If you can't duplicate straight from Quick Open

If the note title isn't prefixed with "Template" or isn't locked, you'll need to start by opening the template note (e.g., using Quick Open). Then, visit the Note Options -> More Options -> Duplicate note:



Using "Duplicate note" to create a new instance of this template

Upon choosing the new note title, you'll be placed in the newly created note. You can get straight to modifying the template contents for the meeting at hand.


linkCreating a gallery of templates using the "new note" link

You can create links that will beget the creation of notes from existing templates. To do so, you start by defining a link that will create a new note: https://www.amplenote.com/notes/new. Then you can combine the two optional parameters, source and name.


For example, if you have a template called "Template: Bonanza Manager review for Employee" with the note UUID ABC123, the following link will duplicate that template while renaming it "Employee review: "


https://www.amplenote.com/notes/new?source=ABC123&name=Bonanza%20Employee%20Review%3A%20


Note that the source parameter is used to specify the note UUID of the template that is to be copied, while the name parameter specifies the initial name for the new template instance. The final link would work like this:



Setting up a link to create a new note from a template

Notice how links that will create a new note use a different Rich Footnote icon than a vanilla link would use.


linkSharing note templates

Want to share note templates? Currently there a couple options to get a template from another user:


linkSharing with a friend: add them as a collaborator

Once they have access to the note, they can use the "Duplicate" option (video above) to create a version they own, and they can lock that version (and/or modify it to their tastes).


linkSharing with the public: publish the note

By the end of Q3 2021, we expect that Amplecap: capturing web content with our Chrome extension will offer the ability to clone other users' public notes into your notebook. We'll probably also add a button to clone public notes sooner or later.