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.

Before you begin

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

Role required: sn_cwm.cwm_user

Procedure

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

   Choice	Action
   Apply template to Board	From the Board header, select the More options icon () and select Apply template. The Template Center shows only the Board templates.
   Apply template to Doc	From the Doc header, select the More actions icon () and select Apply template. The Template Center shows only the Doc templates.
   Apply template to a Doc page	From the page options, select the Page Actions icon () and select Apply template. The Template Center shows only the Doc page templates.

4. Locate the template that you want to use.
   • Filter the available templates by Owner. The Type filter is automatically set based on your choice in the earlier steps.
   • Search for the template using its title.
5. Optional: Check the details of the template by selecting View details from the Template actions menu ().
   For a Board template, you can view the details of the number of Board views and custom task types that you get if you apply this template. You can also review the information on which of the List, Gantt, Kanban, and Sprint planning views are enabled in this template.

   Only those custom columns that are part of these views are brought over when you apply this template.

6. From the template card that you want to apply, select Use.
   

Result

The selected template is applied to your Board, Doc, or page and the data is displayed according to the template.