Delete a Board or Doc template in CWM

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Delete any custom templates that are no longer necessary for your workflows using the Template Center in Collaborative Work Management (CWM).

    Before you begin

    Role required: sn_cwm.cwm_user

    You must be the owner of the template to delete it.

    Procedure

    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 use.
      • 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 (Template actions icon.) menu and select Delete.
      View template details.
    6. Select Delete to confirm.

    Result

    The template is deleted and is no longer available for you or your team to use.