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Use templates for Boards and Docs › Use › Collaborative Work Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a Board or Doc from a template in CWM

Create Boards or Docs using predefined or custom templates from the Template Center.

Before you begin

Role required: sn_cwm.cwm_user

Procedure

  1. Navigate to Workspaces > Collaborative Work Management.

  2. Select +Create.

  3. Open the Template Center by selecting Explore templates.

Image omitted: cwm-templates-explore.png
Main create menu of CWM.

  1. Locate the template that you want to use.

    • Filter the available templates by Owner or Type
    • Search for the template using its title or keyword.
    • From the template card that you want to apply, select Use.
Image omitted: cwm-templates-card.png
Template card in CWM.

  1. Enter the Board or Doc name.

  2. Select the Space that you want to create this Board or Doc in.

  3. Select Save.

Result

The Board or Doc is created in the Space that you selected.

  • For a Board, any template tasks and custom columns that the template contains are applied to the Board. To learn more about Board views, see Board views in CWM.
  • For a Doc, any template pages and content formatting is applied to the Doc.

Parent Topic:Templates in CWM for Boards and Docs