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Creating a Workspace Template
Creating a Workspace Template

How to create a Workspace template

Updated over a week ago

Overview

Workspace templates help save team members time by giving them a framework to build off of. 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.


Creating a Workspace Template

Step 1: On your homepage, look at the left navigation bar. Click on the Templates section below "Library".

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

Step 2: Click New template on the top right.

Step 3: Select the foundation for your template.

There are three options: create from a company template (one that's already built), duplicate a workspace, or start from scratch.

Step 4: Duplicate template or name your template and Create template.

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

Dock tip: Use dynamic variables to customize your templates and help your team save time when creating Workspaces.

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