How to create a note template in MeasureSquare 8?

How to create a note template in MeasureSquare 8?

This article will guide you through how to create a note template in MeasureSquare 8.


Steps to Create a Note Template


Step 1: Add a Note to the Project

Click on the "Note" button in the toolbar, then, click anywhere on the canvas to place the note. A text box will appear where you can type your desired note text.



---

Step 2: Access the Note Template Management

Click the dropdown arrow next to the note text box. From the dropdown menu, select "<Manage List>" to open the Note Template Management window.



---

Step 3: Add and Edit a Note Template

In the Text List window that appears, click the "+" (Add) button to create a new note template. Type your desired note text in the editable field. Once done, click "OK" to save the note template.



---

Step 4: Use the Note Template

To use the newly created note template, click the dropdown arrow next to the note text box again. Select the saved template from the list. The note text will automatically update to match the selected template.



---

Note: If you need further assistance, contact MeasureSquare Customer Support at +1-626-683-9188 or email support@measuresquare.com.

    • Related Articles

    • How to Create a New Project in MeasureSquare Bid using an existing Cloud File.

      In this article, we will be covering how to create a project from an existing cloud project. To watch a video of this tutorial click here This article applies to MeasureSquare Bid. Download this file here and add it to your MeasureSquare Cloud to ...
    • How to Register as a new user on MeasureSquare Cloud

      In this article, we will show you how to register as a new user on the MeasureSquare Cloud. Note: Your MeasureSquare ID is the email you use to sign in to all MeasureSquare services. You will use this to manage your licenses, projects, catalogs and ...
    • How to Create Customize Fields in MeasureSquare CRM

      In this article, we will cover how to create custom fields for different items in MeasureSquare CRM This article applies to MeasureSquare CRM. 1. From the homepage, click on your profile in the top right corner then click on Settings. 2. To add/edit ...
    • How do I save a room or elevation as a template on MeasureSquare Mobile?

      In this article, you will learn how to save rooms or elevations as templates on MeasureSquare Mobile(ipad) so you can easily use them again in future projects. This article applies to MeasureSquare Mobile. If you find yourself using the same room ...
    • How to Create a Quote in MeasureSquare CRM

      In this article you will learn how to create a quote on MeasureSquare CRM. There are two methods to create a new quote: Method 1 Step 1. Select your project Step 2. From your Project view, open your diagram Step 3. Click the +Add button to the right ...