Update a template in CWM

Update sharing permissions for a Board template or edit the format of a Doc template 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 update its details.

About this task

• Updating Board templates

  You can only modify the sharing permissions, template name, and the description of a Board template. The tasks, column order, sorting, custom columns, or any other preferences within the template can't be updated.

• Updating Doc templates

  You can modify sharing permissions along with the format, structure, and pages for a Doc template.

Procedure

1. Navigate to Workspaces > Collaborative Work Management.

2. Select +Create.

3. Open the Template Center by selecting Explore templates.

1. Locate the template that you want to edit.

   • 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 menu (

1. Modify the template title, the Share with access, or the description.

1. For a Doc template, select Edit to edit the content of the template.

1. After making your changes, select Done to close the template editor.

   The changes are automatically saved to the template and they are applied to any Docs that you create from this template in the future.

Parent Topic:Templates in CWM for Boards and Docs