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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

Delete a Board or Doc template in CWM

Delete any custom templates that are no longer necessary for your workflows using the Template Center in Collaborative Work Management (CWM).

Before you begin

Role required: sn_cwm.cwm_user

You must be the owner of the template to delete it.

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, select the Template actions (
Image omitted: cwm-icon-page-actions.png
Template actions icon.\) menu and select **Delete**.
Image omitted: cwm-templates-view-details.png
View template details.
  1. Select Delete to confirm.

Result

The template is deleted and is no longer available for you or your team to use.

Parent Topic:Templates in CWM for Boards and Docs