Evernote is a powerful note-taking app that offers a wide range of features to help users organize and manage their notes. One of the key features that make Evernote stand out is its ability to use templates. Templates allow users to create notes with a pre-defined structure and design, making it easier to take notes and stay organized. However, there may be times when you want to change the template of a note or use a different template for a new note. In this article, we will show you how to change templates in Evernote.
Understanding Evernote Templates
Before we dive into the process of changing templates, let’s take a brief look at what Evernote templates are and how they work. Evernote templates are pre-designed notes that can be used as a starting point for new notes. They can include text, images, tables, and other elements, and can be customized to fit your needs. Evernote offers a range of built-in templates, including templates for meeting notes, to-do lists, and project plans.
Types of Evernote Templates
Evernote offers two types of templates: built-in templates and user-created templates. Built-in templates are pre-designed templates that come with the Evernote app, while user-created templates are custom templates that you can create yourself.
Built-in Templates
Evernote’s built-in templates are a great way to get started with using templates in your notes. These templates are designed to help you take notes for common tasks, such as meetings, projects, and to-do lists. To access Evernote’s built-in templates, follow these steps:
- Open the Evernote app and click on the “New Note” button.
- In the “New Note” window, click on the “Template” button.
- In the “Template” window, select the type of template you want to use from the list of available templates.
User-Created Templates
In addition to Evernote’s built-in templates, you can also create your own custom templates. This is a great way to create templates that are tailored to your specific needs. To create a custom template in Evernote, follow these steps:
- Open the Evernote app and click on the “New Note” button.
- In the “New Note” window, create a new note with the layout and design you want to use for your template.
- Once you have created your template, click on the “File” menu and select “Save as Template.”
- In the “Save as Template” window, give your template a name and select the notebook where you want to save it.
Changing Templates in Evernote
Now that we have covered the basics of Evernote templates, let’s take a look at how to change templates in Evernote. Changing templates in Evernote is a relatively straightforward process. Here are the steps you need to follow:
Changing the Template of an Existing Note
If you want to change the template of an existing note, follow these steps:
- Open the Evernote app and select the note you want to change.
- Click on the “Note” menu and select “Apply Template.”
- In the “Apply Template” window, select the new template you want to use from the list of available templates.
- Click “Apply” to apply the new template to your note.
Using a Different Template for a New Note
If you want to use a different template for a new note, follow these steps:
- Open the Evernote app and click on the “New Note” button.
- In the “New Note” window, click on the “Template” button.
- In the “Template” window, select the new template you want to use from the list of available templates.
- Click “Create” to create a new note using the selected template.
Tips and Tricks for Using Evernote Templates
Here are some tips and tricks for using Evernote templates:
- Use templates to streamline your workflow: Evernote templates can help you streamline your workflow by providing a pre-defined structure for your notes. This can save you time and help you stay organized.
- Create custom templates for specific tasks: If you have a specific task or project that you work on regularly, consider creating a custom template for it. This can help you stay organized and ensure that you don’t forget important details.
- Use templates to collaborate with others: Evernote templates can be shared with others, making it easy to collaborate on projects and tasks. Simply create a template and share it with your team members or colleagues.
Common Issues When Changing Templates in Evernote
While changing templates in Evernote is a relatively straightforward process, there are some common issues that you may encounter. Here are some solutions to common issues:
- Template not applying correctly: If the template is not applying correctly to your note, try restarting the Evernote app or checking that the template is saved correctly.
- Template not available: If the template you want to use is not available, try checking that it is saved in the correct notebook or that it has not been deleted.
Conclusion
Changing templates in Evernote is a relatively straightforward process that can help you streamline your workflow and stay organized. By following the steps outlined in this article, you can easily change the template of an existing note or use a different template for a new note. Remember to use templates to streamline your workflow, create custom templates for specific tasks, and use templates to collaborate with others.
What is the purpose of changing templates in Evernote?
Changing templates in Evernote allows users to customize the appearance and organization of their notes, making it easier to review and study the material. By using different templates, users can create a consistent format for their notes, which can help to improve retention and recall of the information.
Additionally, changing templates can also help users to adapt their notes to different types of content, such as meeting notes, lecture notes, or project plans. This can help to make the notes more effective and useful, and can also help to reduce the time and effort required to review and update the notes.
How do I access the template gallery in Evernote?
To access the template gallery in Evernote, users can click on the “New Note” button and then select “Template” from the dropdown menu. This will open the template gallery, which displays a range of pre-designed templates that users can choose from.
Alternatively, users can also access the template gallery by clicking on the “Notebook” tab and then selecting “Templates” from the dropdown menu. This will also open the template gallery, where users can browse and select templates to use for their notes.
Can I create my own custom templates in Evernote?
Yes, users can create their own custom templates in Evernote. To do this, users can create a new note and design the layout and content to suit their needs. Once the note is designed, users can save it as a template by clicking on the “Save as Template” button.
Custom templates can be useful for users who have specific needs or requirements that are not met by the pre-designed templates. By creating their own templates, users can tailor the design and layout to suit their needs, and can also reuse the template for future notes.
How do I apply a template to an existing note in Evernote?
To apply a template to an existing note in Evernote, users can open the note and click on the “Template” button. This will open the template gallery, where users can select a template to apply to the note.
Once a template is selected, Evernote will apply the template to the note, replacing the existing layout and design. Users can then customize the note as needed, adding or removing content to suit their needs.
Can I use templates in conjunction with other Evernote features?
Yes, users can use templates in conjunction with other Evernote features, such as notebooks, tags, and search. Templates can be used to organize and format notes within a notebook, and can also be used in conjunction with tags to categorize and prioritize notes.
Additionally, templates can also be used with Evernote’s search function, allowing users to quickly find and access specific notes or information. By combining templates with other Evernote features, users can create a powerful and flexible note-taking system.
Are templates available in all versions of Evernote?
Templates are available in the desktop and web versions of Evernote, but may not be available in all mobile apps. However, users can still access and use templates on mobile devices by logging in to their Evernote account through the web browser.
It’s worth noting that some features and functionality may vary between different versions of Evernote, so users may need to check the specific features and limitations of their version before using templates.
Can I share templates with others in Evernote?
Yes, users can share templates with others in Evernote. To do this, users can save the template as a note and then share the note with others. This can be done by clicking on the “Share” button and selecting the desired sharing options.
Shared templates can be useful for teams or groups who need to use a consistent format for their notes. By sharing templates, users can ensure that everyone is using the same layout and design, which can help to improve collaboration and communication.