# Start a note from a template

> Begin a meeting note, project brief, weekly review, comparison or budget from a ready layout, then change it into your own.

Source: https://priortasks.com/docs/notes/note-templates/
Last updated: 2026-11-05

A template fills an empty note with headings, a checklist, a table or a chart that you edit. Prior ships five. They are written in the language of your interface.

## Use a template

There are two places to find them.

**In an empty note.** Open a note with no text. Under it, **Start from a template** lists the five templates. Choose one and its text goes into the note. This works in your own notes and in [shared notes](https://priortasks.com/docs/notes/shared-notes/).

**On the Notes page with no note open.** When nothing is open, under **Or start from a template**, choose **Meeting notes**, **Weekly review** or **Project brief**. Prior creates a new note with that title and layout. This is only offered for personal notes.

## The five templates

- **Meeting notes**: date and people, an agenda list, a **Decisions** callout and a checklist of next steps.
- **Project brief**: the goal, a scope table with **In** and **Out** columns, a checklist of milestones and a **Risks** warning callout.
- **Weekly review**: what happened this week, what went well, what to change, and a checklist for next week.
- **Comparison**: a table with **Criteria**, **Option A** and **Option B** over price, quality and time, and an **Our choice** tip.
- **Budget**: an **Item** and **Amount** table with a **Total** row that uses `=SUM`, and a pie chart of where the money goes.

For instance, **Meeting notes** writes:

```
## Meeting notes
**Date:** 
**People:** 

### Agenda
- 

### Decisions
> [!note] What we decided

### Next steps
- [ ] 
```

The three templates offered on the empty Notes page have their own wording, for example **Attendees**, **Agenda**, **Decisions** and **Next steps** for a meeting.

## Make a layout your own

Prior has no screen for saving your own templates. To reuse a layout, copy the text of a finished note into a new one and clear what you do not need. For tables, see [Add tables and totals](https://priortasks.com/docs/notes/tables/). For charts, see [Draw charts from a table](https://priortasks.com/docs/notes/charts/).

Starting a whole project from a template is a different feature: see [Project templates](https://priortasks.com/docs/projects/project-templates/).

## Good to know

- Templates appear only while the note is empty. Once you type, they go away.
- A template is plain text in your note. Changing it later does not change the template.