Skip to main content
All CollectionsNotebook
How to Create a Default Template for Adding Notes
How to Create a Default Template for Adding Notes

Learn how to create a note-taking template in TradeZella.

Team avatar
Written by Team
Updated over 3 months ago

To create a default note-taking template in the Daily Stats page, follow these simple steps:

Steps to Create a Template:

  • Visit the Notebook: Navigate to the Notebook in your TradeZella account.

  • Edit Template in the Daily Journal: Click on the Daily Journal folder, then click the three-dot icon and select Edit Template.

  • Set Up Your Template: Customize the template you’d like to use for notes in each folder. For example, all notes created within the Daily Journal folder will follow the same template format.

  • Click Save: Once you’re satisfied with your template, click Save and then click on the Use Template button.

How It Works:

This template you create will be synced to all the notes pages. So, whenever you write a note for the day, your default template will automatically populate, ensuring consistency in your note-taking.

Need further assistance? Contact our support team at support@tradezella.com

Did this answer your question?