Use this free, customizable Charting Note-Taking Method Template to keep complex information structured, compare details across categories, and collaborate seamlessly—all in one place. Whether you’re a student, researcher, or professional, this template helps you transform scattered details into organized insights that are easy to scan and review.
When you’re dealing with content that contains multiple categories, timelines, or data-heavy details, traditional note-taking methods can feel overwhelming. The charting method is designed to solve this by presenting information in columns and rows. Instead of long blocks of text, you divide your notes into specific categories such as main ideas, supporting details, and conclusions.

To get the most value out of this method, it’s important to structure your chart with specific elements. Each column or section is independent and important; it helps assure that your notes cover both the big ideas and the little details. By continually using these elements, you form a reliable system, which makes studying or exploring your information much easier.
Using a step-by-step process, you'll create detailed notes that are organized and easy to reference when you need them.
Step 1. Start your chart – Create a chart or table that has columns for date/topic, main ideas, details, vocabulary, and conclusions.
Step 2. Label the topic and date – Write in the topic and date to each chart. This helps when you want to reference something later.
Step 3. Record main ideas – As you read or listen, record your main ideas in the main idea column.
Step 4. Record any supporting details – Add supporting details/examples, supporting explanations, or evidence.
Step 5. Write down key/critical terms – Write vocabulary or key names/concepts within the appropriate sections.
Step 6. Summarize with conclusions – End each row with short inferences or insights.
Step 7. Review and refine – Scan your chart to spot connections, patterns, or missing details.
This template has been designed to make charting as seamless as possible. With predefined sections and clear formatting, you can focus on filling in the content rather than worrying about layout. From date and subject fields to structured rows and helpful tips, everything you need to get started is included.
With the increasing amount of information coming from lectures, research, and meetings, keeping track of everything can quickly feel overwhelming. The charting method offers a way to cut through the noise by forcing clarity and structure. Not only do you save review time, but you also start to understand how the concepts relate to each other by laying information next to each other. This makes it one of the most tried-and-true methods for tackling detailed, organized content.
Filling out this template is straightforward. Start by creating the chart with its columns and rows. Enter the subject and date at the top so your notes are always anchored in context. As you progress through a lecture or document, write the main ideas in one column and expand them with supporting details in the next. Be sure to highlight important terms, then end each row with conclusions or insights. Maintaining consistency across your charts ensures that reviewing and comparing sessions is both easy and effective.
This template is versatile and can be applied in a variety of contexts.
Q1: When is the charting method most effective?
It works best for subjects with multiple categories, timelines, or detailed comparisons, such as history events, scientific research, or project planning.
Q2: Can I customize the column headers?
Yes, the template is fully customizable. You can add or rename columns based on your needs—for example, adding “Examples” or “References.”
Q3: Is Charting Note-Taking Method suitable for brainstorming?
While it’s most powerful for structured information, the charting method can also be used for brainstorming when you need to compare and organize ideas clearly.
Q4: Does this method take more time to set up?
Not at all. Once your chart is ready, filling it out is faster than traditional notes because the structure guides what information goes where.