---
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


---

# Save a CWM Board or Doc as a template

# Save a CWM Board or Doc as a template {#ariaid-title1}

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

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

## Before you begin

* [Create a Board in CWM](https://www.servicenow.com/docs/zkoJoFMBAOXopiyoAt2N4A "Manage work assigned to your team as tasks and track them to completion using customizable Boards for your shared Spaces in Collaborative Work Management.")
* [Create a Doc in CWM](https://www.servicenow.com/docs/1qzKOt3W3vgqq4EwkcA7aw "Store information related to your tasks, reference users and task records, and collaborate in real-time using Docs in Collaborative Work Management workspace.")
{#save-as-a-template__ul_xwn_531_ddc}

Role required: sn_cwm.cwm_user

## Procedure

1. Navigate to WorkspacesCollaborative 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 (![More options icon.]()) and select Save as template. |
   | Save a Doc as template | From the Doc header, select the More actions icon (![More actions icon.]()) and select Save as template. |
   | Save a Doc page as template | From the page options, select the Page Actions icon (![Page Actions Icon.]()) and select Save as template. |
   |-|-|

   {#save-as-a-template__choicetable_mfv_yn1_ddc}
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.

## Result

The saved template is added to the Template Center.

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