--- title: Creating a Note Template description: Creating a myFolio notes template for observations. image: https://blog.foliocollaborative.org/hubfs/Screenshot%202025-02-19%20at%2015.07.40.png --- [![Folio Site Logo 250 x 100 px](https://blog.foliocollaborative.org/hs-fs/hubfs/Folio%20Site%20Logo%20250%20x%20100%20px.png?width=175&height=70&name=Folio%20Site%20Logo%20250%20x%20100%20px.png "Folio Site Logo 250 x 100 px")](https://foliocollaborative.org/) [![Folio Collaborative company logo](https://blog.foliocollaborative.org/hs-fs/hubfs/Logos/Folio_ColoronTrans_Full%20lockup%20horz.png?width=1801&height=1500&name=Folio_ColoronTrans_Full%20lockup%20horz.png "Folio Collaborative company logo")](https://foliocollaborative.org/) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. - [Speak with an expert](https://meetings.hubspot.com/alaena1/consultation-call) - Solutions - [Our Approach](https://foliocollaborative.org/our-approach) - [Platform](https://foliocollaborative.org/solutions) - [Professional Learning](https://foliocollaborative.org/professional-learning) - [Research](https://foliocollaborative.org/the-state-of-faculty-growth-in-independent-schools) - [Events](https://45568612.hs-sites.com/folio-events) - [Resources](https://blog.foliocollaborative.org) - [Newsletter](https://info.foliocollaborative.org/the-folio-quarterly-professional-growth-delivered) - [Members](https://foliocollaborative.org/member-schools) - About - [Board of Directors](https://foliocollaborative.org/board-of-directors) - [Advisory Board](https://foliocollaborative.org/advisory-board) - [Team](https://foliocollaborative.org/team) - [Company](https://foliocollaborative.org/about-2) - [Careers](https://foliocollaborative.org/about-2#careers) - [Contact Us](https://foliocollaborative.org/contact) # Creating a Note Template by [Folio Support](https://blog.foliocollaborative.org/support/author/folio-support)   |   Jul 13, 2026 The myFolio Platform allows schools to create pre-formatted text employees can add to their Notes with the Note Template Manager. When a myFolio Admin is looking to create a standardized prompt or rubric for employees, they can create a template for employees to use.  [Notes](https://biteable.com/watch/4444562/45678e91389638afb31295b70a0587be) on [Biteable](https://biteable.com). ## Creating a Note Template Under the Manage tab, myFolio Admin will select Note Template. Only myFolio Admin and School Data Administrators are able to create Note Templates. School Viewers are not able to create Note Templates. From the Note Template Manager, the administrator(s) are able to create templates for Goals Meeting, Observation, Mid-Cycle, Year End Summary, and Conversation notes.  ### ![1Note Templates in Manage](https://blog.foliocollaborative.org/hs-fs/hubfs/Support%20Article%20Images/1Note%20Templates%20in%20Manage.png?width=714&height=353&name=1Note%20Templates%20in%20Manage.png) ### Formatting a New Note Template To add a new Note Template, click "New Note Template" in the Note Template Manager. ![2New Note Template](https://blog.foliocollaborative.org/hs-fs/hubfs/Support%20Article%20Images/2New%20Note%20Template.png?width=2870&height=1252&name=2New%20Note%20Template.png) When creating a new Note Template, make the title meaningful so employees can pick the correct template when writing a Note for themselves or someone else. *Note: It is important that Note Types are correctly selected. If the incorrect Note Type is chosen, it will not show up when employees try to use them. For example, Observation templates will not show up under Year End Summary templates.* The body of the template is able to be formatted and customized to your liking. The customization options include adjusting the layout, adding headers and footers, selecting different fonts and colors, and incorporating multimedia elements such as images and links.    ![3Create Note Template](https://blog.foliocollaborative.org/hs-fs/hubfs/Support%20Article%20Images/3Create%20Note%20Template.png?width=2864&height=1544&name=3Create%20Note%20Template.png)   Saved Note Templates will show up in the Note Template Manager. Note Templates can be viewed, updated or deleted at any time. If changes are made to a Note Template, it will not affect Notes that were using the previous version, only future notes. *![4Show Edit Delete](https://blog.foliocollaborative.org/hs-fs/hubfs/Support%20Article%20Images/4Show%20Edit%20Delete.png?width=2858&height=1398&name=4Show%20Edit%20Delete.png)*   ## Using a Note Template Users can use a Note Template in a few quick steps. When creating a Note for yourself or someone else, you can add a Note Template by selecting Templates in the Body box menu. ![10Template](https://blog.foliocollaborative.org/hs-fs/hubfs/Support%20Article%20Images/10Template.png?width=2858&height=1510&name=10Template.png) The pre-filled prompt will populate in the Conversation field. You will still be able to insert attachments such as websites and files. Once completed you will save as draft or publish. #### About the author Folio Support [Follow me on my website](https://blog.foliocollaborative.org/support) [Follow me on LinkedIn](https://www.linkedin.com/company/foliocollaborative/) The team behind technical support to myFolio! Create a Support Request using this link: https://share.hsforms.com/1NC3Yt6naRIylsT4ofVlUHQr4oys Topics:   [Notes](https://blog.foliocollaborative.org/support/tag/notes) ,   [Customizations](https://blog.foliocollaborative.org/support/tag/customizations) ,   [myFolio Admin](https://blog.foliocollaborative.org/support/tag/myfolio-admin) ### Related posts [Professional Development Approval Process](https://blog.foliocollaborative.org/support/pd-approval-process) [How to Submit Professional Development on myFolio](https://blog.foliocollaborative.org/support/how-to-submit-pd) [Setting Up the Professional Development Workflow](https://blog.foliocollaborative.org/support/professional-development-workflow) [Completing Your myFolio Profile](https://blog.foliocollaborative.org/support/completing-your-myfolio-profile) [Activity Log](https://blog.foliocollaborative.org/support/activity-log) [myFolio Reporting Dashboard](https://blog.foliocollaborative.org/support/reporting-dashboard) [myFolio Notifications](https://blog.foliocollaborative.org/support/myfolio-notifications) [Mindful Minute](https://blog.foliocollaborative.org/support/mindful-minute) [myFolio Student Survey Implementation FAQ](https://blog.foliocollaborative.org/support/myfolio-student-survey-implementation-faq) ©  2026 COPYRIGHT Folio Collaborative. 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