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Company Templates
Company Templates

Create templates that are accessible by your entire team

Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Depending on your Workspace settings, administrators and/or members (non-administrators) can create templates that can be shared and used by the rest of the organization.

Note: This is an Business plan feature

Create a new company-wide template

Administrators

  1. Access the main templates section by clicking on your avatar in the top left hand corner and select Templates from the drop down.

  2. Click on Create new template in the upper right hand corner.

  3. Create your template just like any other template. But this time, select Workspace template from the visibility drop down. When complete, click Save template.

    Once created, this template will show up under Workspace templates.

Members (Non-Administrators)

The instructions are the same, but you may have to ask an admin to turn on the Workspace Template Creation toggle in their Workspace Settings

Edit a company template

  1. Navigate to Workspace Templates, find your template. Click on the three dots in the upper right hand corner and select Edit template. You might not see these full options if you try to edit a template that you are not the owner of AND are not an administrators.

  2. Make the edits that you would like to make, then press Save template in the upper right hand corner

Note: Administrators can edit templates that have been created by members. Administrators have the power to override some submitted templates. While members can edit their own templates, they will not be able to edit ones created by other people.

"Un-Share" a template

  1. Navigate to Workspace Templates, find your template. Click on the three dots in the upper right hand corner and select Edit template.

  2. Change the visibility from Workspace template to My template and press Save template.

  3. You can then confirm that the template has been unshared by clicking on Workspace templates. It should no longer be there.

Note: Administrators can un-share templates that have been created by members. Adminstrators have the power to override some submitted templates. While members can un-share their own templates, they will not be able to un-share ones created by other people.

Set default templates

  1. Administrators can set default by clicking on the Default templates under Workspace Settings.

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