Templates in CWM for Boards and Docs

By enabling creation of Boards and Docs from predefined or custom templates, Collaborative Work Management (CWM) helps improve efficiency, save time, and reduce inconsistencies in format.

Creating Boards and Docs from scratch across similar processes often consumes time and effort, and could also lead to differences in their structure. With templates in CWM, you get a predefined format for Boards and Docs, which you can use as-is or customize to suit your workflow. You can use templates for new Boards and Docs or apply them to existing ones. You can also save an existing Board or Doc in its current format as templates.

Template Center provides a centralized space where you can manage all templates for Boards and Docs. From the Template Center, you can:

• Explore predefined templates for Boards and Docs.
• Filter for available templates by Owner or Type.
• Search for templates using its title.
• View details for all available templates where you can see a preview of the Board or Doc format.
• Delete templates that you own.

Templates for Boards

When you use a template for a Board, any template tasks, custom columns, and shared columns that the template contains are applied to the Board. The Board data is displayed with all the custom columns available as part of the template.

Templates for Docs

When you use a template for a Doc, any template pages and content formatting is applied to the Doc.

To access templates, you can choose one of the following ways:

• For creating a Board or Doc from template, use these options:
  • Explore templates from the main Create menu.
  • Use templates from the New Board or New Doc modal.
  • Apply template from the More actions menu or in the header of the Board or Doc.
• For saving a Board or Doc as a template: Use the Save as template option from the More actions menu or in the header of the Board or Doc.

The following sections help you get started with templates in CWM.

• Create a Board or Doc from a template in CWM
  Create Boards or Docs using predefined or custom templates from the Template Center.
• Apply a template to existing Board or Doc in CWM
  Apply predefined or custom templates to existing Boards or Docs in Collaborative Work Management workspace so that you can avoid inconsistencies in structure and format across your processes.
• 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.
• Update a template in CWM
  Update sharing permissions for a Board template or edit the format of a Doc template using the Template Center in Collaborative Work Management (CWM).
• Delete a Board or Doc template in CWM
  Delete any custom templates that are no longer necessary for your workflows using the Template Center in Collaborative Work Management (CWM).