Create Evernote Templates With Copy To Notebook

I receive a lot of requests from people wanting to create Evernote templates. They have recurring notes that need to be a certain structure, and don’t want to have to retype them over and over again.

This tip is stolen from Aaron Lynn on the journaling episode of The Productivity Show. He talks about how he uses Evernote for his journal, and he has a Templates notebook set up which contains his journal framework.

Many people don’t realize that while Evernote doesn’t have templates per se, it does have a handy Copy To Notebook command.

On Mac and Windows, just right-click on a note and select Copy To Notebook…. It will then ask you which notebook you’d like to save it to, and make an exact copy with the same content and tags. Very handy.

Do you use templates in Evernote? How do you do it?

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About the Author

Brooks Duncan helps individuals and small businesses go paperless. He's been an accountant, a software developer, a manager in a very large corporation, and has run DocumentSnap since 2008. You can find Brooks on Twitter at @documentsnap or @brooksduncan. Thanks for stopping by.

Leave a Reply 4 comments

Jeff Singfiel - January 7, 2015 Reply

I also use Evernote templates daily, particularly for my Daily Outcomes and Journal entries. But I also use them for project master notes and a number of other “tools”. For the templates I use periodically I find the “Copy To…” command works just fine. But for daily or regular templates I use a different process:
1. Export the template
2. Use a simple script to import the template into the right notebook with the right tags
3a. Use Launchy to fire the script.
3b. Alternatively, I use Windows Task Scheduler to fire my “Journal” script/template every morning so its waiting for m.

Templates are a wonderful thing!

Brooks Duncan - January 8, 2015 Reply

Cool workflow Jeff – are you using enscript.exe for the script or something else? Great suggestion about scheduling it.

Jeff Singfiel - January 8, 2015 Reply

Thanks! I enjoy your blog and enjoyed your visit on MPU while back. I am using the ENScript. I’m not a programmer and found it a little wonky to put together but found these resources to be really helpful.

Keep up the good work!