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Customizing Team Note Templates

Set prompts for Week In Sync and Daily Huddle notes by team

 

Why Customize Note Templates

Different teams may benefit from different prompts in their weekly or daily meeting notes. For example:

  • The Finance team may want updates on numbers and budgets.

  • The Operations team might focus on logistics or process issues.

  • The Executive team may want to reflect on strategic or leadership-specific topics.

Custom templates let each team focus on what matters most to them.

How to Set Custom Templates

NOTE: Your Rhythm Admin will need to update this setting for your company. If you don’t have an internal Rhythm Admin, please contact our Support Team for assistance.

To customize note templates:

  1. Go to Company Admin > Text Templates

  2. To update the default for all teams, edit the Company-Wide template.

  3. To set templates for specific teams:

    • Switch to Team Level

    • Copy the Company-Wide template to create a new one

    • Apply the customized template to one or multiple teams

Each department can have its own tailored template—or share a common one.