NEW
1. Notes: Templates for Clients, Projects and Vendors
Note templates — reusable note structures like meeting agendas, review forms, and onboarding checklists — are now available when creating notes on clients, projects, and vendors, not just team members.
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Click "Choose template" in the note editor to browse and select a template. Each area has its own template pool — client templates are separate from project or vendor templates. New templates can be created directly from the template selection dialog.
Why? Teams writing recurring notes were rebuilding the same structure every time. Templates eliminate that repetition across all note contexts.
Available to all paid customers.