Adding labels to note templates can be a useful way to organize the templates for you and your staff.
Creating a Label
Click on your Note/Report Template Library
Click on the three dots in the top right-hand corner and select "vocabulary"
You will see a list of existing labels and you can create a new label by clicking the + sign
Type a label name and choose a colour
Click "create label" when you are done
Adding a Label to a Note Template
Click on the template that you want to add a label to
Click on Labels (if you don't see this, click on the three dots in the right hand corner)
Search labels either by typing the name of the label or by clicking the chevron arrow to the right, this will open a drop down menu of all labels. Select which label you want to add to the template by clicking the + sign to the left of the label.
Searching Using Labels
When searching through a template list, you will be able to filter templates by labels. Do this by clicking the "Find" button in the right hand corner and selecting which filter you want to use (label or types), Select the label that is relevant to your search and all note templates with this label will be displayed.
Updated 9/7/2026 by Alexandra Ahlgren