Save a CWM Board or Doc as a template

Save a Board or Doc, which you created or personalized, as a template so that you can reuse the same structure and format for other Boards and Docs in the future.

始める前に

• Create a Board in CWM
• Create a Doc in CWM

Role required: sn_cwm.cwm_user

手順

1. Navigate to Workspaces > Collaborative Work Management.
2. Open the Board or Doc that you want to save as a template.
3. You can save a Board, a Doc, or a single Doc page as a template.

   Choice	Action
   Save a Board as template	From the Board header, select the More options icon () and select Save as template.
   Save a Doc as template	From the Doc header, select the More actions icon () and select Save as template.
   Save a Doc page as template	From the page options, select the Page Actions icon () and select Save as template.

4. Enter a name and description for the template.
5. From the Share with selection, select the access level for the template.
6. From the Board Views to Save selection, choose to include all shared views or just the current view of the Board.
7. Review the number of Board views and custom task types that will be included into this template.
8. Select Save.

タスクの結果

The saved template is added to the Template Center.