Apply a template to existing Board or Doc in CWM
Apply predefined or custom templates to existing Boards or Docs in Collaborative Work Management workspace so that you can avoid inconsistencies in structure and format across your processes.
Before you begin
Role required: sn_cwm.cwm_user
Procedure
Navigate to Workspaces > Collaborative Work Management.
Open the Board or Doc that you want to apply a template to.
You can apply template to a Board, Doc, or a single page in a Doc.
| Choice | Action |
|---|---|
| Apply template to Board | From the Board header, select the More options icon ( Image omitted: cwm-icon-board-more-options.png More options icon.) and select <strong>Apply template</strong>.[Omitted image "cwm-templates-apply-board.png"] Alt text: Apply template to a CWM Board.</p> The Template Center shows only the Board templates. |
| Apply template to Doc | From the Doc header, select the More actions icon ( Image omitted: cwm-icon-doc-more-actions.png More actions icon.) and select <strong>Apply template</strong>.[Omitted image "cwm-templates-apply-doc.png"] Alt text: Apply template to a CWM Doc.</p> The Template Center shows only the Doc templates. |
| Apply template to a Doc page | From the page options, select the Page Actions icon ( Image omitted: cwm-icon-page-actions.png Page Actions Icon.) and select <strong>Apply template</strong>.[Omitted image "cwm-templates-apply-page.png"] Alt text: Apply template to a page in CWM Doc.</p> The Template Center shows only the Doc page templates. |
Locate the template that you want to use.
- Filter the available templates by Owner. The Type filter is automatically set based on your choice in the earlier steps.
- Search for the template using its title.
- Check the details of the template by selecting View details from the Template actions menu (
Template actions icon.\).
For a Board template, you can view the details of the number of Board views and custom task types that you get if you apply this template. You can also review the information on which of the List, Gantt, Kanban, and Sprint planning views are enabled in this template.
Only those custom columns that are part of these views are brought over when you apply this template.
- From the template card that you want to apply, select Use.
Template card in CWM.
Result
The selected template is applied to your Board, Doc, or page and the data is displayed according to the template.
Parent Topic:Templates in CWM for Boards and Docs