Adding labels to note templates can be a useful way to organize the templates for you and your staff.
To do this:
Click on Note Templates
Click on the three dots in the top right-hand corner
Select Vocabulary and you will see a list of existing labels
To add a label click the + sign next to Add Labels
Type in a label name and choose a colour
To add a existing label to your note template:
Click on the template
Click on Labels
Search labels either by typing the name of the label or by clicking the chevron arrow to the right. Select which label you want to add to the template.
When you add a note to your learner's profile, you are able to filter note templates by the labels. All the labels will have a drop-down menu where you can select the applicable template. This way, you do not need to scroll through multiple templates while searching for the one that is relevant to you.
Updated 8/17/2026 by Alexandra Ahlgren