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    More about templates

    Help · Templates

    Create your own template in the team portal.

    Your own form for the report, with the template builder.

    Applies toWebPlanTeamEnterpriseUpdated on 24 October 2026

    Short answer

    Plan
    Team and Enterprise
    Who
    the owner and the administrators
    Where
    in the team portal, under Sjablonen (templates)
    Afterwards
    in the app, under Template

    In the team portal.

    1. 1In the team portal, click Nieuw sjabloon (new template).The team portal is at notuly.nl/team. The button is under Sjablonen (templates).
    2. 2Give the template a name.That is how colleagues recognise it in the app.
    3. 3Choose the type of conversation.Below that, you choose what the report is for.
    4. 4Set up the structure the way you want.Turn sections on or off and drag them into the right order.
    5. 5Choose the length and the tone.For example, short and businesslike.
    6. 6Under ‘Jullie taal’ (your language), add your terms and abbreviations.Write them as abbreviation = meaning, for example MT = Management team.
    7. 7Choose who sees the template.By default, that is everyone in the organisation. If you choose a sub-team, only its members see it.
    8. 8Click Sjabloon aanmaken (create template).The list shows ‘Wordt aangemaakt’ (being created) until it is in the app.

    Try it here

    Notuly
    notuly.nl/team
    Notuly.TeamportaalFree Lane B.V. Terug naar NotulyVE
    Gebruikers4Sjablonen2FacturatieInstellingen

    Sjablonen.

    Een sjabloon legt de vaste vorm van het verslag vast. Per sjabloon kies je wie het in de app ziet.

    Zoek op naam of beschrijvingAlle 2Systeem 0Organisatie 2Team 0Persoonlijk 02 van 2
    Sjabloon Soort Taal Openen
    VerkoopgesprekVerkoopgesprek · beknopt Organisatie nl
    WerkoverlegWerkoverleg · gemiddeld Organisatie nl

    Step 1 of 8Click Nieuw sjabloon (new template)

    This is a practice screen.Nothing is saved.

    Questions.

    How do I change a template?
    Select the template, then Bewerken (edit). After your changes, choose Wijzigingen opslaan (save changes). While it says ‘Wordt bijgewerkt’ (being updated), Notuly is updating the template.
    How do I delete a template?
    Select the template, then Verwijder sjabloon (delete template). It disappears for everyone who could choose it. You can’t undo this.
    Can I copy a template?
    Yes. Select the template, then Dupliceren (duplicate). The original stays.
    It says ‘Aanmaken mislukt’ (creation failed). What now?
    Select the template, then Bewerken (edit) and Wijzigingen opslaan (save changes). Notuly then tries again. If it fails again, email team@notuly.nl.
    Can I use an existing Word file as a template?
    No. You create the template with the choices in the template builder.

    Related articles.

    More help

    Still stuck?

    Email us and tell us what you use: Mac, Windows, iPhone or Android.Or open Settings in the app (the cog) and choose Report a problem.

    Email team@notuly.nl →