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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a Board or Doc from a template in CWM

# Create a Board or Doc from a template in CWM {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 WorkspacesCollaborative Work Management.
2. Select +Create.
3. Open the Template Center by selecting Explore templates.  
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.
   {#create-a-space-board-or-doc-from-a-template-in-cwm__choices_osf_tf1_ddc}
5. From the template card that you want to apply, select Use.  
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](https://www.servicenow.com/docs/q1W8TgjVx9C5XTB85xStDA "Create, customize, and switch seamlessly between Board display preferences such as column display, sorting, and filtering based on the audience and purpose in Collaborative Work Management (CWM).").
* For a Doc, any template pages and content formatting is applied to the Doc.
{#create-a-space-board-or-doc-from-a-template-in-cwm__ul_u4c_gh1_ddc}

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