How to Create Custom Templates in Notion Step by Step with Screenshots
Notion is a very powerful productivity tool that allows you to create and customize content in a variety of ways. Perhaps one of the most powerful ways that Notion allows you to customize is via templates. Templates allow you to create content and enable that content to quickly be replicated for multiple uses. In addition to the pre-made templates Notion offers, it also supports the ability to create custom templates.
So how do you create custom templates in Notion? Listed below are the steps needed to create a template in Notion:
- Open Notion Page where you want to use the template
- Create content you want to create a template of
- On the page, type /template to add a template button to the page
- Clear out the existing content in the Template section of the Configure Template box
- Click and Drag the content you want to add to your template into the โTemplateโ section of the Configure Template box
Once you want to use the template on the page, simply click the template button.
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Letโs get started with the tutorial on how to create a custom template in Notion.
Open the Notion Page Where You Want the Template to Appear
Open up Notion. Navigate to the page that you want the template to appear.
Create Content You Want to Create a Template of
This part is up to you in terms of what type of content (to-dos, boards, pages, etc) you want in your template. For the purposes of this tutorial, I will be creating a page that I will turn into a template.
To create a new page in Notion, do the following:
Type /page in the body of your Notion page and select the Page option to create a new page in Notion.
A new page will appear. Give your page template a title and press Enter.
Next, add the content you want in your template page. For this example, I will be adding a to-do list so letโs add it.
First we will add a heading to our to-do list by typing /heading and selecting Heading 1 from the drop-down menu. Type in the name of your to-do list and press Enter. Now, for the sake of a cleaner looking page, letโs add a divider to separate the heading from our list of to-dos.
To add a divider line to a Notion page, do the following:
Click where you want the divider line and type /divider and select the divider block.
Now we can add our to-do list. To add a to-do list to a page in Notion, do the following:
Click inside the body of your Notion page and type /todo and select the To-do list block.
Enter some sample to-dos for testing purposes as I have done in the screenshot above.
Next, letโs add a table that will contain our travel confirmation number and dates of travel. To add a table to a page in Notion, do the following:
Click where you want your table and type /table and select Table โ Inline.
A table should appear on the page.
Populate the table with data as shown in the above screenshot. Please note that I only put the dummy data into the table to show you what it might look like when you actually use the template.
Now we will create a template for these blocks on our travel page.
Making the Custom Template
Navigate back to your main page (I have included a screenshot of my main page above) where you want to set up your template button.
Click in the body of your page where you want the template button to appear and type /template. Select the Template button block.
Your page should now look similar to the above screenshot with the Configure Template Button template appearing as shown in the red box.
In the shaded box, type in the name you want to give your button. For the tutorial, I will use โCreate new tripโ.
Next, backspace out the existing to-do in the shaded area under TEMPLATE.
Now, to add our page to the template, simply click and drag the template page into the TEMPLATE section of the Configure Template Button.
Your template page is now part of the template button. Click the โCloseโ button to complete the configuration of the template button.
You should now see a button on your page to add your template (mine is shown in the screenshot above).
To create a page based on your template, click on the template button. A new page should open with your template pre-populated.
Change the title of your page from template to a new name. Go back to your main page.
You should now see your page with a new name.
Create a second page by clicking the template button again. Fill in the template with new data.
Go back to your main page and you should see two pages you created with the same template. Templates are pretty awesome to use once you get the hang of them.
If you want to add time blocking to your Notion Task Management setup, check out my guide to Time Blocking in Notion
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Summary
Creating templates using the template button functionality can really speed up your workflow inside Notion. The ability to create a template that can contain multiple blocks of content and reuse it over and over again is very powerful. I hope this tutorial was helpful to you!
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