diff --git a/frontend/src/components/canvas/NoteEditor.vue b/frontend/src/components/canvas/NoteEditor.vue
index ee6d9bd..be49ad1 100644
--- a/frontend/src/components/canvas/NoteEditor.vue
+++ b/frontend/src/components/canvas/NoteEditor.vue
@@ -1,5 +1,6 @@
 <script setup lang="ts">
-import { shallowRef, watch } from 'vue'
+import { shallowRef, ref, watch, nextTick } from 'vue'
+import { parseNote } from '@/utils/noteParser'
 
 const props = defineProps<{
   content: string
@@ -12,8 +13,44 @@ const emit = defineEmits<{
   delete: []
 }>()
 
+type TabMode = 'markdown' | 'form'
+const activeTab = shallowRef<TabMode>('form')
 const text = shallowRef(props.content)
 const deleteConfirm = shallowRef(false)
+const textareaRef = shallowRef<HTMLTextAreaElement | null>(null)
+
+interface FormState {
+  title: string
+  subtitle: string
+  status: string
+  progress: number | null
+  priority: string
+  deadline: string
+  startDate: string
+  owner: string
+  tags: string
+  type: string
+  metric: number | null
+  target: number | null
+  link: string
+  description: string
+  subTasks: SubTaskEntry[]
+}
+
+interface SubTaskEntry {
+  text: string
+  done: boolean
+}
+
+function emptyForm(): FormState {
+  return {
+    title: '', subtitle: '', status: '', progress: null, priority: '',
+    deadline: '', startDate: '', owner: '', tags: '', type: '',
+    metric: null, target: null, link: '', description: '', subTasks: [],
+  }
+}
+
+const form = ref<FormState>(emptyForm())
 
 watch(() => props.content, (val) => {
   text.value = val
@@ -23,11 +60,87 @@ watch(() => props.visible, (val) => {
   if (val) {
     text.value = props.content
     deleteConfirm.value = false
+    parseToForm(props.content)
+    activeTab.value = 'form'
   }
 })
 
+function parseToForm(content: string) {
+  const parsed = parseNote(content)
+  form.value = {
+    title: parsed.title,
+    subtitle: parsed.subtitle,
+    status: parsed.status ?? '',
+    progress: parsed.progress,
+    priority: parsed.priority ?? '',
+    deadline: parsed.deadline ?? '',
+    startDate: parsed.startDate ?? '',
+    owner: parsed.owner ?? '',
+    tags: parsed.tags.join(', '),
+    type: parsed.type ?? '',
+    metric: parsed.metric,
+    target: parsed.target,
+    link: parsed.link ?? '',
+    description: parsed.description,
+    subTasks: parsed.subTasks.map((s) => ({ text: s.text, done: s.done })),
+  }
+}
+
+function formToMarkdown(f: FormState): string {
+  const lines: string[] = []
+
+  const emitField = (key: string, value: unknown) => {
+    if (value === null || value === undefined || value === '') return
+    if (Array.isArray(value) && value.length === 0) return
+    if (typeof value === 'number') {
+      lines.push(`${key}: ${value}`)
+      return
+    }
+    if (Array.isArray(value)) {
+      lines.push(`${key}: [${value.join(', ')}]`)
+      return
+    }
+    lines.push(`${key}: ${String(value)}`)
+  }
+
+  emitField('title', f.title)
+  emitField('subtitle', f.subtitle)
+  emitField('status', f.status)
+  if (f.progress !== null) emitField('progress', f.progress)
+  emitField('priority', f.priority)
+  emitField('deadline', f.deadline)
+  emitField('startDate', f.startDate)
+  emitField('owner', f.owner)
+  emitField('tags', f.tags ? f.tags.split(/[,，\s]+/).filter(Boolean) : [])
+  emitField('type', f.type)
+  if (f.metric !== null) emitField('metric', f.metric)
+  if (f.target !== null) emitField('target', f.target)
+  emitField('link', f.link)
+
+  let md = ''
+  if (lines.length > 0) {
+    md = '---\n' + lines.join('\n') + '\n---'
+  }
+
+  if (f.description.trim()) {
+    md += (md ? '\n\n' : '') + f.description.trim()
+  }
+
+  for (const st of f.subTasks) {
+    if (st.text.trim()) {
+      md += '\n- [' + (st.done ? 'x' : ' ') + '] ' + st.text
+    }
+  }
+
+  return md.trim()
+}
+
 function handleSave() {
-  emit('save', text.value)
+  if (activeTab.value === 'form') {
+    emit('save', formToMarkdown(form.value))
+  } else {
+    emit('save', text.value)
+  }
   emit('close')
 }
 
@@ -40,6 +153,32 @@ function handleKeydown(e: KeyboardEvent) {
     handleSave()
   }
 }
+
+function switchToForm() {
+  parseToForm(text.value)
+  activeTab.value = 'form'
+}
+
+function switchToMarkdown() {
+  text.value = formToMarkdown(form.value)
+  activeTab.value = 'markdown'
+  nextTick(() => {
+    textareaRef.value?.focus()
+  })
+}
+
+function addSubTask() {
+  form.value = {
+    ...form.value,
+    subTasks: [...form.value.subTasks, { text: '', done: false }],
+  }
+}
+
+function removeSubTask(index: number) {
+  const updated = [...form.value.subTasks]
+  updated.splice(index, 1)
+  form.value = { ...form.value, subTasks: updated }
+}
 </script>
 
 <template>
@@ -48,20 +187,168 @@ function handleKeydown(e: KeyboardEvent) {
       <div class="editor-panel" @keydown="handleKeydown">
         <div class="editor-header">
           <span class="editor-title">编辑便签</span>
-          <div class="editor-hint">Ctrl+S 保存 · Esc 取消</div>
+          <div class="editor-tabs">
+            <button
+              class="tab-btn"
+              :class="{ active: activeTab === 'form' }"
+              @click="switchToForm()"
+            >
+              问卷模板
+            </button>
+            <button
+              class="tab-btn"
+              :class="{ active: activeTab === 'markdown' }"
+              @click="switchToMarkdown()"
+            >
+              自由编辑
+            </button>
+          </div>
+          <div v-if="activeTab === 'markdown'" class="editor-hint">Ctrl+S 保存 · Esc 取消</div>
           <button class="editor-close" @click="emit('close')" title="关闭 (Esc)">
             <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
               <path d="M18 6 6 18M6 6l12 12" />
             </svg>
           </button>
         </div>
+
         <textarea
-          ref="textRef"
+          v-if="activeTab === 'markdown'"
+          ref="textareaRef"
           class="editor-textarea"
           v-model="text"
           placeholder="输入 Markdown 内容..."
           autofocus
         />
+
+        <div v-if="activeTab === 'form'" class="form-body">
+          <div class="form-grid">
+            <label class="form-label">标题</label>
+            <input
+              class="form-input"
+              v-model="form.title"
+              placeholder="例如：登录模块开发"
+            />
+
+            <label class="form-label">副标题</label>
+            <input
+              class="form-input"
+              v-model="form.subtitle"
+              placeholder="例如：用户系统重构"
+            />
+
+            <label class="form-label">状态</label>
+            <select class="form-input" v-model="form.status">
+              <option value="">-- 自动推断 --</option>
+              <option value="待办">待办</option>
+              <option value="进行中">进行中</option>
+              <option value="已完成">已完成</option>
+              <option value="阻塞">阻塞</option>
+              <option value="延期">延期</option>
+            </select>
+
+            <label class="form-label">优先级</label>
+            <select class="form-input" v-model="form.priority">
+              <option value="">-- 无 --</option>
+              <option value="紧急">紧急</option>
+              <option value="高">高</option>
+              <option value="中">中</option>
+              <option value="低">低</option>
+            </select>
+
+            <label class="form-label">进度</label>
+            <div class="progress-row">
+              <input
+                type="range"
+                class="progress-slider"
+                min="0"
+                max="100"
+                :value="form.progress ?? 0"
+                @input="form = { ...form, progress: Number(($event.target as HTMLInputElement).value) }"
+              />
+              <span class="progress-value">{{ form.progress ?? 0 }}%</span>
+            </div>
+
+            <label class="form-label">卡片类型</label>
+            <select class="form-input" v-model="form.type">
+              <option value="">-- 自动推断 --</option>
+              <option value="task">task</option>
+              <option value="milestone">milestone</option>
+              <option value="metric">metric</option>
+              <option value="countdown">countdown</option>
+              <option value="project">project</option>
+            </select>
+
+            <label class="form-label">截止日期</label>
+            <input class="form-input" type="date" v-model="form.deadline" />
+
+            <label class="form-label">开始日期</label>
+            <input class="form-input" type="date" v-model="form.startDate" />
+
+            <label class="form-label">负责人</label>
+            <input
+              class="form-input"
+              v-model="form.owner"
+              placeholder="例如：张三"
+            />
+
+            <label class="form-label">标签</label>
+            <input
+              class="form-input"
+              v-model="form.tags"
+              placeholder="逗号分隔，如：前端, 核心"
+            />
+
+            <label class="form-label">指标值</label>
+            <input
+              class="form-input"
+              type="number"
+              v-model.number="form.metric"
+              placeholder="例如：1500"
+            />
+
+            <label class="form-label">目标值</label>
+            <input
+              class="form-input"
+              type="number"
+              v-model.number="form.target"
+              placeholder="例如：3000"
+            />
+
+            <label class="form-label">链接</label>
+            <input
+              class="form-input form-input-full"
+              v-model="form.link"
+              placeholder="https://..."
+            />
+          </div>
+
+          <label class="form-label">描述</label>
+          <textarea
+            class="form-input form-textarea"
+            v-model="form.description"
+            placeholder="正文描述..."
+            rows="4"
+          />
+
+          <label class="form-label">代办步骤</label>
+          <div class="subtask-list">
+            <div v-for="(st, i) in form.subTasks" :key="i" class="subtask-row">
+              <input type="checkbox" v-model="st.done" class="subtask-checkbox" />
+              <input
+                class="subtask-input"
+                v-model="st.text"
+                placeholder="步骤描述..."
+              />
+              <button class="subtask-remove"                 @click="removeSubTask(i)" title="删除步骤">
+                <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
+                  <path d="M18 6 6 18M6 6l12 12" />
+                </svg>
+              </button>
+            </div>
+            <button class="subtask-add" @click="addSubTask">+ 添加步骤</button>
+          </div>
+        </div>
+
         <div class="editor-footer">
           <button
             class="delete-btn"
@@ -74,7 +361,7 @@ function handleKeydown(e: KeyboardEvent) {
             {{ deleteConfirm ? '确认删除？' : '删除便签' }}
           </button>
           <div class="editor-markdown-hint">
-            支持 Markdown：**粗体** #标题 - [ ] 复选框
+            {{ activeTab === 'form' ? '表单数据将保存为 YAML 格式' : '支持 Markdown：**粗体** #标题 - [ ] 复选框' }}
           </div>
           <button class="editor-save-btn" @click="handleSave">
             保存 (Ctrl+S)
@@ -100,9 +387,9 @@ function handleKeydown(e: KeyboardEvent) {
 .editor-panel {
   background: var(--surface-canvas);
   border-radius: var(--radius-lg);
-  width: 600px;
-  max-width: 90vw;
-  max-height: 85vh;
+  width: 660px;
+  max-width: 92vw;
+  max-height: 88vh;
   display: flex;
   flex-direction: column;
   box-shadow: 0 20px 60px rgba(0, 0, 0, 0.3);
@@ -111,20 +398,47 @@ function handleKeydown(e: KeyboardEvent) {
 .editor-header {
   display: flex;
   align-items: center;
-  padding: 14px 18px;
+  padding: 12px 18px;
   border-bottom: 1px solid var(--border-canvas);
+  gap: 12px;
 }
 
 .editor-title {
   font-size: 14px;
   font-weight: 600;
   color: var(--text-canvas);
+  white-space: nowrap;
+}
+
+.editor-tabs {
+  display: flex;
+  background: #f1f5f9;
+  border-radius: var(--radius-sm);
+  padding: 2px;
+}
+
+.tab-btn {
+  padding: 5px 14px;
+  border-radius: 4px;
+  font-size: 12px;
+  font-weight: 500;
+  color: #64748b;
+  transition: all 0.15s;
+}
+
+.tab-btn:hover {
+  color: #334155;
+}
+
+.tab-btn.active {
+  background: #fff;
+  color: var(--accent);
+  box-shadow: 0 1px 2px rgba(0, 0, 0, 0.06);
 }
 
 .editor-hint {
   font-size: 11px;
   color: var(--text-canvas-secondary);
-  margin-left: 12px;
 }
 
 .editor-close {
@@ -158,6 +472,163 @@ function handleKeydown(e: KeyboardEvent) {
   color: #cbd5e1;
 }
 
+.form-body {
+  flex: 1;
+  overflow-y: auto;
+  padding: 18px;
+  display: flex;
+  flex-direction: column;
+  gap: 14px;
+}
+
+.form-grid {
+  display: grid;
+  grid-template-columns: 1fr 1fr;
+  gap: 12px 18px;
+  align-items: center;
+}
+
+.form-label {
+  font-size: 12px;
+  font-weight: 600;
+  color: #475569;
+  margin-top: 2px;
+}
+
+.form-input {
+  padding: 7px 10px;
+  border: 1px solid #e2e8f0;
+  border-radius: var(--radius-sm);
+  font-size: 13px;
+  color: var(--text-canvas);
+  background: #fff;
+  outline: none;
+  transition: border-color 0.15s;
+  width: 100%;
+  box-sizing: border-box;
+}
+
+.form-input:focus {
+  border-color: var(--accent);
+  box-shadow: 0 0 0 2px rgba(56, 189, 248, 0.12);
+}
+
+.form-input::placeholder {
+  color: #cbd5e1;
+}
+
+.form-input-full {
+  grid-column: 1 / -1;
+}
+
+.form-textarea {
+  resize: vertical;
+  font-family: inherit;
+  line-height: 1.6;
+  min-height: 80px;
+}
+
+select.form-input {
+  cursor: pointer;
+  appearance: auto;
+}
+
+.progress-row {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+}
+
+.progress-slider {
+  flex: 1;
+  height: 4px;
+  cursor: pointer;
+  accent-color: var(--accent);
+}
+
+.progress-value {
+  font-size: 12px;
+  font-weight: 600;
+  color: var(--accent);
+  min-width: 32px;
+  text-align: right;
+  font-variant-numeric: tabular-nums;
+}
+
+.subtask-list {
+  display: flex;
+  flex-direction: column;
+  gap: 8px;
+}
+
+.subtask-row {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+}
+
+.subtask-checkbox {
+  width: 16px;
+  height: 16px;
+  accent-color: var(--accent);
+  cursor: pointer;
+  flex-shrink: 0;
+}
+
+.subtask-input {
+  flex: 1;
+  padding: 6px 10px;
+  border: 1px solid #e2e8f0;
+  border-radius: var(--radius-sm);
+  font-size: 13px;
+  color: var(--text-canvas);
+  outline: none;
+  transition: border-color 0.15s;
+}
+
+.subtask-input:focus {
+  border-color: var(--accent);
+  box-shadow: 0 0 0 2px rgba(56, 189, 248, 0.12);
+}
+
+.subtask-input::placeholder {
+  color: #cbd5e1;
+}
+
+.subtask-remove {
+  padding: 4px;
+  border-radius: 4px;
+  color: #94a3b8;
+  display: flex;
+  align-items: center;
+  flex-shrink: 0;
+}
+
+.subtask-remove:hover {
+  color: var(--status-overdue);
+  background: rgba(239, 68, 68, 0.08);
+}
+
+.subtask-add {
+  padding: 6px 12px;
+  border: 1px dashed #cbd5e1;
+  border-radius: var(--radius-sm);
+  font-size: 12px;
+  font-weight: 500;
+  color: #64748b;
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  transition: all 0.15s;
+  width: fit-content;
+}
+
+.subtask-add:hover {
+  border-color: var(--accent);
+  color: var(--accent);
+  background: rgba(56, 189, 248, 0.04);
+}
+
 .editor-footer {
   display: flex;
   align-items: center;
diff --git a/frontend/src/components/layout/TopNav.vue b/frontend/src/components/layout/TopNav.vue
index 61ce350..9533e77 100644
--- a/frontend/src/components/layout/TopNav.vue
+++ b/frontend/src/components/layout/TopNav.vue
@@ -17,18 +17,6 @@ const ui = useUiStore()
     </div>
     <div class="nav-center">
       <div class="view-switcher">
-        <button
-          class="switcher-btn"
-          :class="{ active: ui.viewMode === 'canvas' }"
-          @click="ui.setViewMode('canvas')"
-        >
-          <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
-            <rect x="3" y="3" width="18" height="18" rx="2" />
-            <line x1="3" y1="9" x2="21" y2="9" />
-            <line x1="9" y1="3" x2="9" y2="21" />
-          </svg>
-          画布
-        </button>
         <button
           class="switcher-btn"
           :class="{ active: ui.viewMode === 'dashboard' }"
@@ -42,6 +30,18 @@ const ui = useUiStore()
           </svg>
           大屏
         </button>
+        <button
+          class="switcher-btn"
+          :class="{ active: ui.viewMode === 'canvas' }"
+          @click="ui.setViewMode('canvas')"
+        >
+          <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
+            <rect x="3" y="3" width="18" height="18" rx="2" />
+            <line x1="3" y1="9" x2="21" y2="9" />
+            <line x1="9" y1="3" x2="9" y2="21" />
+          </svg>
+          画布
+        </button>
       </div>
     </div>
     <div class="nav-right" />
diff --git a/frontend/src/stores/ui.ts b/frontend/src/stores/ui.ts
index 35194fc..97b3b35 100644
--- a/frontend/src/stores/ui.ts
+++ b/frontend/src/stores/ui.ts
@@ -3,7 +3,7 @@ import { shallowRef } from 'vue'
 import type { ViewMode } from '@/types/note'
 
 export const useUiStore = defineStore('ui', () => {
-  const viewMode = shallowRef<ViewMode>('canvas')
+  const viewMode = shallowRef<ViewMode>('dashboard')
   const canvasScale = shallowRef(1)
   const canvasOffsetX = shallowRef(0)
   const canvasOffsetY = shallowRef(0)