Workspace templates help save team members time by giving them a framework to build off of. For example, you can configure a workspace template for your Sales Room or Onboarding Portal.

We recommend that every new Workspace starts from a template or existing space. In the article below, you'll learn how to create and access Workspace templates for your org.

Step 1: Within Dock, look at the left navigation bar. Click on the Templates section under Workspaces:

Here you'll find any template that's already in your system.

Step 2: Click New template on the top right to create something new.

Step 3: Select the type of template: workspace, page, or section. For this purpose, let's select Workspace.

Step 4: Select the foundation for your template.

There are four options: create with AI, create from an existing template (one that's already built), an existing workspace, or blank.

Step 5: Complete the set-up by choosing names and sharing settings.

Shared with settings:

Click here for guidance on how to build out your template with content.

Once you've built out your content, click the Preview icon (▷) next to Publish template in the top right. This shows a clean view of exactly what your template will look like to the end customer — a helpful way to double-check your work before publishing.

Users with standard permissions can create templates for themselves, but the privacy setting will default to Private. Any private templates are currently only visible to the template creator and even admins do not have visibility.

Admins or "Super" admins of Dock can create templates for everyone.