Save a CWM Board or Doc as a template
Save a Board or Doc, which you created or personalized, as a template so that you can reuse the same structure and format for other Boards and Docs in the future.
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 save as a template.
You can save a Board, a Doc, or a single Doc page as a template.
| Choice | Action |
|---|---|
| Save a Board as template | From the Board header, select the More options icon ( Image omitted: cwm-icon-board-more-options.png More options icon.) and select <strong>Save as template</strong>.[Omitted image "cwm-templates-save-board.png"] Alt text: Option to save Board as a template.</td></tr><tr><td id="d259578e141"><strong>Save a Doc as template</strong></td><td>From the Doc header, select the More actions icon ([Omitted image "cwm-icon-doc-more-actions.png"] Alt text: More actions icon.) and select <strong>Save as template</strong>.[Omitted image "cwm-templates-save-doc.png"] Alt text: Option to save Doc as a template.</td></tr><tr><td id="d259578e165"><strong>Save a Doc page as template</strong></td><td>From the page options, select the Page Actions icon ([Omitted image "cwm-icon-page-actions.png"] Alt text: Page Actions Icon.) and select <strong>Save as template</strong>.[Omitted image "cwm-templates-save-page.png"] Alt text: Option to save a Doc page as template.</td></tr></tbody>
ResultThe saved template is added to the Template Center. Parent Topic:Templates in CWM for Boards and Docs |