Based on your requirements, define the format of the activity notes by using the case fields.
To insert placeholders for current values of variables, click Insert Fields, and perform any of the following actions based on the type of activity note template:

• For a case notes template, expand the General menu or Case menu, and add a field.
  The Case menu consists of the case association fields and dynamic fields along with the case fields.

• For a task notes template, expand the General menu or Task menu, and add a field.
  The Task menu consists of the task association fields and dynamic fields along with the task fields.

• For a knowledge notes template, expand the General menu or Knowledge menu, and add a field.
  The Knowledge menu consists of the knowledge association fields along with the knowledge fields.

• For a people notes template, expand the General menu or Person menu, and add a field.
  The Case menu consists of the person association fields along with the person fields.