How to Create a Custom Template in Notion

How to Create a Custom Template in Notion

Notion is a popular productivity tool that has become even more popular since it became free for personal use. While Notion may seem overwhelming at first, it offers a wide range of templates that set it apart from competitors like Trello, Evernote, and OneNote.

How to Create a Custom Template in Notion

Templates are essential for the Notion experience. You can use built-in templates or create custom ones. Templates are available for tasks, travel planning, finance tracking, subscription tracking, and project management, among others.

Your template options are not limited to the Notion library. You can explore the template gallery from the Notion community. You can also create your own templates for specific purposes.

If you’re new to Notion and unsure where to start, check out our comprehensive Notion tips and tricks for beginners. It covers everything you need to know to begin using Notion effectively.

Why Do You Need to Create A Custom Template in Notion

With custom templates, you can easily replicate frequently used content combinations in Notion. For example, suppose you want to fill out a form every day, asking what you’re grateful for, without having to recreate it each time. Or if you want to generate a to-do list at the beginning of each week. You can also create a custom finance tracker that can be reused monthly.

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Notion allows you to create custom templates using the template button. Let’s discuss how to find and use the template button in Notion.

How to Create a Custom Template in Notion Using Template Button?

Here, create two custom templates in Notion. You can create a template from scratch or use built-in ones, make changes, and save it as a custom template for later use.

I imported Weekly agenda template on my Notion page. I changed the icon, added cover photo, relevant template details, and now it’s ready to use. I’ll use the template every week, so it’s not practical to import same template every time and make changes. Instead, I’ll create a template out of it. Follow the steps below to create a custom template in Notion.

Step 1: Import a relevant template from the template gallery and make necessary changes to it.

How to Create a Custom Template in Notion

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“Step 2: Create a new page in Notion and give it a relevant title.

Step 3: Type ‘/template’ and Notion will allow you to create a custom template button.”

How to Create a Custom Template in Notion

Step 4: The software opens the ‘Configure template button’ box.

How to Create a Custom Template in Notion

Step 5: First, add a name for the template button.

Step 6: Now, add blocks to be duplicated when the button is clicked.

Step 7: By default, it’s set as the To-Do button. Tap the six-dot menu and remove it.

How to Create a Custom Template in Notion

Step 8: From the Notion sidebar, drag the create template to the template button.

How to Create a Custom Template in Notion

Step 9: Press ‘Close’ to finalize the template button setup.

How to Create a Custom Template in Notion

This button can be added to any Notion page with a simple drag and drop action. With just one click, you can create a custom template.

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How to Create a Custom Template in Notion

I have created another template to keep track of finances every month. Following the steps above, you can create a template button for the monthly finance tracker and use it each month.

How to Create a Custom Template in Notion

You can create template buttons for normal tasks. I have seen Notion users using the to-do template button to create tasks quickly.

How to Edit or Delete Template Button

Notion allows you to easily modify the template button’s name and content. You have the freedom to make changes or delete the template button.

To modify the template button, simply hover over it and click on the ‘Settings’ icon. This will open a pop-up box where you can change the button’s name and blocks.

How to Create a Custom Template in Notion

To delete the template button, tap on the six-dot menu. This will remove the button without affecting the existing templates.

How to Create a Custom Template in Notion

Use Notion Like a Pro

Templates take the Notion experience to the next level. You can modify the built-in template and turn it into a template button. Users create new Notion templates from scratch and turn them into template buttons for frequent use. How will you use the template button in Notion? Sound off in the comments below. Some users describe Notion as Google Docs on Steroids. Read the post below to find the differences between the two.

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