How to Create a Notion Template: A Step-by-Step Guide

Learn how to easily turn any page into a template in Notion and streamline your workflow. This step-by-step guide will help you create efficient templates.
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How to Turn a Page into a Template in Notion

Notion is a versatile productivity tool that helps you organize your thoughts, projects, and documents in a customizable and intuitive way. One of its powerful features is the ability to create templates, which save you time and effort by providing a pre-designed structure for recurring tasks. This article outlines the updated process and best practices for turning a page into a template in Notion.

Understanding Templates in Notion

Templates in Notion are predefined pages that serve as starting points for new content. They allow you to maintain consistent structures and layouts for various types of information, whether it’s meeting notes, project plans, personal journals, or blog posts.

When creating a template, you can include instructional text, pre-filled content, and even configure database properties to enhance its functionality. Additionally, templates can be shared with team members to promote consistency during collaboration.

Steps to Turn a Page into a Template in Notion

Now that we understand what templates are, follow these updated steps to turn a page into a template:

  1. Create a new page: Start by creating a new page in Notion. You can choose a blank page or modify an existing one. Notion’s modern interface offers a Template Gallery with pre-built options to inspire your design.

  2. Design your template: Customize the layout to meet your needs. Add headings, subheadings, bullet points, checkboxes, images, tables, and other elements. Plan the specific use case of the template and structure it accordingly for ease of use and consistency.

  3. Add hints for content: Although Notion doesn’t support native input placeholders, you can include instructional text as hints. For example, you might add text like *Enter project name here* or use double curly braces like {{Project Name}} to indicate where users should input their data.

  4. Pre-fill content (optional): If your template contains elements or information that remain the same across uses, pre-fill that content. This approach minimizes repetitive input and streamlines the process each time you create a new instance.

  5. Set up database properties (optional): If your template is part of a database, configure properties such as status, priority, tags, or dates. Leveraging Notion’s enhanced relation and rollup features can simplify filtering and sorting, making your template even more dynamic and useful for project management or task tracking.

  6. Duplicate the page as a template: When your page is ready, duplicate it to save the original as a template. Click the three-dot menu icon at the top right of the page or right-click the page in the sidebar, then select "Duplicate." This creates an independent copy that can be reused without affecting the original layout or data.

  7. Use the template: To create a new page based on your template, simply duplicate the template page. The new page will be independent, allowing you to customize it without modifying the base template.

Conclusion

Turning a page into a template in Notion streamlines your workflow and establishes consistent structures for various content types. Whether you’re organizing study notes, managing professional projects, or planning blog posts, templates offer a flexible and powerful framework to boost productivity. With Notion’s latest features and customization options at your disposal, you can create and share templates tailored precisely to your needs. Start leveraging these tools today to take your productivity to new heights.

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