Update a template in CWM

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Update sharing permissions for a Board template or edit the format of a Doc template using the Template Center in Collaborative Work Management (CWM).

    Avant de commencer

    Role required: sn_cwm.cwm_user

    You must be the owner of the template to update its details.

    Pourquoi et quand exécuter cette tâche

    Updating Board templates
    You can only modify the sharing permissions, template name, and the description of a Board template. The tasks, column order, sorting, custom columns, or any other preferences within the template can't be updated.
    Updating Doc templates
    You can modify sharing permissions along with the format, structure, and pages for a Doc template.

    Procédure

    1. Navigate to Workspaces > Collaborative Work Management.
    2. Select +Create.
    3. Open the Template Center by selecting Explore templates.
      Main create menu of CWM.
    4. Locate the template that you want to edit.
      • Filter the available templates by Owner or Type
      • Search for the template using its title or keyword.
    5. From the template card, select the Template actions menu (Template actions icon.) and select View details.
      View template details.
    6. Modify the template title, the Share with access, or the description.
      Figure 1. Editing a Board template
      Editing a Board template.
    7. For a Doc template, select Edit to edit the content of the template.
      Figure 2. Editing a Doc template
      Editing a Doc template.
    8. After making your changes, select Done to close the template editor.
      The changes are automatically saved to the template and they are applied to any Docs that you create from this template in the future.