---
sourceDocument: Yokohama Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-business-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Update a template in CWM

# Update a template in CWM {#ariaid-title1}

* Release version: Yokohama
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Update sharing permissions for a Board template or edit the format of a Doc template 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 update its details.

## About this task

Updating Board templates
:   You can only modify the sharing permissions, template name, and the description of a Board template. The tasks, column order, sorting, custom columns, or any other preferences within the template can't be
    updated.

Updating Doc templates
:   You can modify sharing permissions along with the format, structure, and pages for a Doc template.

## Procedure

1. Navigate to WorkspacesCollaborative 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 edit.
   * Filter the available templates by Owner or Type
   * Search for the template using its title or keyword.
   {#edit-a-template__choices_osf_tf1_ddc}
5. From the template card, select the Template actions menu (![Template actions icon.]()) and select View details.  
   ![View template details.]()
6. Modify the template title, the Share with access, or the description.  
   Figure 1. Editing a Board template
7. For a Doc template, select Edit to edit the content of the template.  
   Figure 2. Editing a Doc template
8. After making your changes, select Done to close the template editor.  
   The changes are automatically saved to the template and they are applied to any Docs that you create from this template in the future.

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