Templates

Templates turn repeated note formats into a shared starting point.

Open template explorer

1. Open an empty note.
2. Choose Explore Templates from the template picker.
3. Browse built-in Orbit templates and workspace templates.
4. Preview a template.
5. Apply it to the note.

Built-in templates

Built-in templates are provided by Orbit for meetings, planning, reviews, and updates.

Workspace templates

Workspace templates are saved by your team. They fit local language, process, and governance better than a generic template.

Save a note as a template

1. Open the note that has the structure you want to reuse.
2. Confirm the note is a normal editable note.
3. Open the note menu.
4. Choose Save as template.
5. Wait for Orbit to show Saved as template.

The note title becomes the template name. The current note content becomes the starting content for future notes.

Users with the write role or higher can save workspace templates.

Use a template in a new note

1. Create or open an empty note.
2. Choose Explore Templates from the template picker.
3. Select a built-in template or workspace template.
4. Preview the template.
5. Apply it to the note.

Applying a template inserts the template content into the current note. Review the note before sharing it.

Manage templates

1. Open Settings.
2. Open Workspaces.
3. Select the workspace.
4. Open Templates.
5. Search, review, or delete workspace templates.

Users with the write role or higher can delete workspace templates.