Notes & Docs for Trello - What's New in April

This April, Notes & Docs introduces a new feature: Note templates, designed to further improve your note-taking journey in Trello.

Note templates help you start your documentation faster and keep your documents looking consistent. They can be ready-made templates we've set up for you, or you can tailor your own to fit exactly what you need. By using templates, you can save time and maintain consistency across your documentation.

Using note templates

To create a new board note from a template, simply click on the ➕ icon on the left sidebar, near the “BOARD“ or “PRIVATE“ labels. This opens a small popup window where you can click “Start with a template…“ button to browse and select from various predefined note templates.

To create card notes from template, open any card on your Trello board, locate the "Notes" section and click on the Start with a template link to craft a new note using a predefined template.

After you create your own custom note templates, they will also be listed in this “Create note…” popup window.

Pre-made templates

Here is our initial collection of pre-made templates currently available:

Business and Startups

Development

Marketing

Meetings

Product

Others

Please note that this is just the initial collection, and we are planning to add more pre-made templates in the future.

Creating custom note templates

Creating your own templates in Notes & Docs is simple and straightforward. Choose "Create new note template" in the "Create note…" popup or simply convert your existing note to a note template. The "Convert to note template" option is available in the ... menu, located in the upper-right corner of your note. Please note that this option is available only for root notes, and cannot be used for sub-notes. Nevertheless, it is possible to create note templates that include sub-notes as well.

Template placeholders

As the name implies, you can create placeholders in your notes with the help of this feature. This is especially useful in note templates.

Placeholders let you add parts to a template that need to be filled out later, like names or dates. It is also worth mentioning that the date element can be configured as a placeholder for the current date as well.

The text placeholder formatting mark is available in the text selection toolbar, and the date element is available in the / slash commands menu.

Open your Trello and try out these new features. Don't have the power-up yet? Install it from the Trello power-up directory.

We hope these new features will improve your productivity while using Notes & Docs for Trello power-up.

In the meantime, we'd love to hear any feedback you have on the product and what we can do to make it even better. Feel free to drop us an email at feedback@geeksight.co.