A workspace template saves time by allowing you to create a workspace that can be replicated instantly. It can contain everything a normal workspace does, such as folders, files, tasks, and posts. You can even populate its members.
You can create as many workspace templates as you like, and only you, as the creator, will be able to edit them. Templates are, however, shared, so that other users can create new workspaces using your templates.
How to create a workspace template
There are two ways to create a workspace template: from scratch or by copying an existing workspace.
Create a workspace template from scratch
Click the plus icon next to the title 'MY WORKSPACES' on your side navigation bar, or use the 'Add' icon.
You create the template in the same way as you would create a new workspace.
On the 'Features' section of the wizard, instead of clicking 'Create', click the arrow to display the drop-down menu.
Select 'Create Template'.
Give your template a name and click the ‘Create Template’ button.
Prepopulating the Workspace Template with Users and Required Elements
Open the template from the slide navigation bar, then:
Add any users who should be pre-populated.
Include the file and folder structures you want.
Add any other elements you’d like to include in the workspace template.
Create a workspace template from an existing workspace
Navigate to the workspace you want to template, then to Settings>Options and scroll down to the 'Workspace template' section. Click the 'Create template' button, give it a name and click 'Create'.
Your template will be created and will now appear in your workspace list, in the side navigation bar.
Its name will be prefixed with ‘TEMPLATE’. It is now ready for you to use.
How to create a workspace from a template
To create a new workspace from a template, click on the ‘+’ icon to the right of the title ‘WORKSPACES’ on your side navigation bar.
Give your workspace a name and click the 'More Options' link (which will appear as soon as you start typing the workspace name).
Now select your template from the 'Create a new workspace based on template' drop-down and click 'Create'.
Templates with members
If the template includes members, they will be notified when the new workspace is created. If you prefer that members not be notified, deselect the checkbox for this option, which appears after you select the template from the dropdown.
Members of the template will only be added to the new workspace if they have already accepted their invitation and completed their account setup.