Creating your own template offers a way for users to create a template based on a custom image. The content added to a template moves together when the template is moved around the canvas. Changing the color of a group or subgroup within the template will change the color the notes within it.
Create a template from:
Images for templates can be found online, created in Excel™ or another program that is capable of exporting image files. JPG images tend to have a solid background, where as PNG images have the ability to leave the background transparent.
If you're stuck trying to find an image, see our Choosing an image for your template article.
Once you have an image, follow these steps to convert it into a template on your canvas:
To revert the group back into an image, follow steps 1 to 2 but choose Revert to image.
Change the group name or hide the name entirely to get it out of the way.
Changing the group name
You can also double-click on the group name to edit the group's name.
Hiding or showing the group names
To hide or show groups name click the three-dot menu on the quick tools bar and choose one of the following:
|Rename –||change the name of the group|
|Hide name –||hide the group's name|
|Show name –||show the group's name|
|Hide subgroup names –||hide the names of all subgroups within the group|
|Show subgroup names –||show the names of all subgroups within the group|
Adding custom titles for your groups and subgroups helps organize them when exporting the canvas to Excel™ (see Exporting a canvas).
Adding subgroups to a template enables you to group content.
Pin your subgroups to the template using the icon from the quick tools menu. That way they will stay in place as you add notes and other content.
Hide or show the subgroup pins from the templates three-dot menu on the quick tools bar.
Notes within the group will change to the color selected.
Add to your template by inking in the groups. This feature is only available at the wall (see Editing groups for more details).
Duplicate or delete a template from the three-dot menu on the quick tools bar.
You can also use the icon on the quick tools bar to duplicate a template.
See Using stock templates to learn about adding and editing stock templates.
Last updated: March 10, 2019