Just like email and SMS templates, you can now build your own Note Templates to use when gathering intake on your candidates!
To create a new Person Note Template, navigate to Settings > Team > Templates > Person note.
Creating a new template is simple!
Choose a title for your Note Template,
Build the body of the template - you can create a bulleted or numbered list of questions or prompts,
Decide whether or not you want to share it with the team and then save.
Note: there is a 2048 character limit on Note Templates
From the Person Profile, select Intake to record a new note. From here you will have the option to insert your custom Note Template.
Note: The Intake section IS searchable via the People page, so be sure to include memorable notes here!
As always, please reach out firstname.lastname@example.org with any further questions!