Create a Board or Doc from a template in CWM

  • Release version: Xanadu
  • Updated July 31, 2025
  • 1 minute to read

    • Create Boards or Docs using predefined or custom templates from the Template Center.

    Before you begin

    Role required: sn_cwm.cwm_user

    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 that you want to apply, select Use.
      Template card in CWM.
    6. Enter the Board or Doc name.
    7. Select the Space that you want to create this Board or Doc in.
    8. Select Save.

    Result

    The Board or Doc is created in the Space that you selected.
    • For a Board, any template tasks and custom columns that the template contains are applied to the Board. To learn more about Board views, see Board views in CWM.
    • For a Doc, any template pages and content formatting is applied to the Doc.