# Set up progress note templates
## Overview
Progress note templates let you create reusable note layouts for your team, so practitioners can write notes faster and keep documentation consistent. You can include headings, prompts, and standard wording your practice uses, then select a template when creating a progress note.
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## Create a progress note template
1. Go to **Settings** → **Progress note templates**.
2. Click **Add progress note template**.
3. Enter a **template name.**
4. Create your template content.
> **Tip:** See [Using the rich text editor for notes and templates](https://support.caspen.com/using-caspen/progress-notes/using-the-text-editor-for-notes-and-templates) if you need help with formatting or layout tools.
Example of a SOAP note template.
5. Click **Create**.
The template is now added to your progress note templates list and can be selected the next time you create a progress note for a client.
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## Edit a template
1. Go to **Settings** → **Progress note templates**.
2. Find the template you want to edit and click **Actions** → **Edit** (or click the template name to open it).
3. Update the template name or content.
4. Click **Save** to apply your changes.
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## Archive a template
1. Go to **Settings** → **Progress note templates**.
2. Find the template you want to archive and click **Actions** → **Archive**.
The template will be moved to the **Archived** tab and will no longer appear as an option when creating a new progress note.
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## Restore an archived template
1. Go to **Settings** → **Progress note templates**.
2. Click the **Archived** tab at the top of the table.
3. Find your template (scroll or search), then click **Actions** → **Restore**.
Once restored, your template will appear again in the **Active** list and can be selected when creating a progress note.
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**Related article:**
* [Add a progress note](https://support.caspen.com/using-caspen/progress-notes/add-a-progress-note) – Create a progress note for a client.
