As discussed in creating section templates, these templates can be editable or synced.
Editable section templates operate like a normal section. You add them to a workspace and then they can be adjusted as needed.
Synced section templates are special sections. One update to a synced section 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 section to make sure it's up-to-date across all spaces. That way, all your team members need to do is pull it into the Workspace and it's good to go long-term!
Synced sections 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 Sections
To create a synced section, you have two options:
Create the section from scratch, as its own building block separate from any existing workspace or template. Reps can then pull it into any space (check out the instructions below).
Navigate to an existing workspace or template and turn any section into a synced section. This will both save it as a section and sync it at the same time. This is the most common option for creating synced sections and we recommend doing this to "finalize" your workspace template!
How to save an existing section as "synced"
Step 1: Navigate to an existing template, workspace, or page and find the section you'd like to sync (aka "lock down")
Step 2: Click into the section and select the ellipsis (...) next to the title
Step 3: Select Save as template
Step 4: Name your template and save it as a synced section
This will give it a blue overlay and lock it down!
Adding Synced Sections to Workspaces
If you've built out a section on its own, the section 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 and click Add section on the desired page.
Step 2: Click Templates (under Recommended)
Step 3: Find the desired section and click Add to workspace
Step 4: When you add to the workspace, select the Add synced section option
When this section is added to the workspace, you'll see a blue box around it. This blue box prevents anyone from editing the section and shows that it's a synced section.
How to Update Synced Sections
Synced sections 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 Sections sub-tab
Step 3: Find and select the section you'd like to edit.
Just click Update and the changes will auto-populate across workspaces.