As discussed in creating page templates, these templates can be editable or synced.
Editable page templates operate like a normal page. Reps will be able to edit the cover images, titles, and add/remove content.
Synced page templates are special pages. One update to a page will auto-populate changes across all active workspaces.
One common use case is for content. You can have your marketing team manage the content in a synced page to make sure it's up-to-date across all spaces.
Synced pages do not currently support project plans and related tasks. This is intentional as project plans and timelines are highly customized to the customer.
Creating Synced Pages
To create a synced page, you have two options:
Create the page template as its own building block separate from any existing workspace. Reps can then pull it into any space (check out the instructions below).
Navigate to an existing workspace or template and turn any page into a synced page. This will both save it as a page and sync it at the same time. This is the most common option for creating synced pages and we recommend doing this to "finalize" your workspace template!
How to save an existing page as "synced"
Step 1: Navigate to an existing template or workspace and find the page you'd like to sync (aka "lock down")
Step 2: Click on the ellipsis (...) to the right of the page title
Step 3: Select Save as template
Step 4: Name your page and save it as a synced page
This will lock it down!
Adding Synced Pages to Workspaces
If you've built out a page on its own, the template can be added and synced when added to an existing space. To do so, follow the steps below:
Step 1: Navigate to the desired Workspace > Editor view > and click the + button
Step 2: Click on Template page from the dropdown
Step 3: Find the page and click Add to workspace > Synced page
How to Update Synced Pages
Synced pages can only be edited from the template library. To update them, follow the steps below:
Step 1: Return to your Dock home screen and select Templates on the left hand nav bar.
Step 2: Click the Pages sub-tab
Step 3: Find and select the page you'd like to edit.
Just click Update and the changes made to the page (new sections added, changes to the page title, cover image, etc) will auto-populate across workspaces.