Note Templates

It would save a lot of time if there were a way for a Coordinator to save off a Note Template, with values in note fields that are always the same for their particular brand of notes.  To, CC, Type, Tags, and any other custom fields could be populated with the info they hand enter over and over currently.  Would need a way to save these values (similar to Task Templates) and then load a template into a new note dialog.


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    Chris Mihaly

    Yes, this is something ou8r Coordinators are requesting as well.   They do want a set of templates per production that they can use.

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    Shayna Duguid

    Hi Chris, 

    Thanks so much for sharing your thoughts. This is a feature request that I've added your thoughts to. We'll keep you updated as discussions move forward on the design team.

    All the best and Happy New Year,


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    Hi Shayna,

    We would like to have these note template too.

    If you have update on this matter, please let us know.

    Thank you very much