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How To: Create/Manage Workspace Templates

Creating and managing a well-organized list of workspace templates ensures consistency when creating new workspaces and improves efficiency when making changes to existing workspaces.

1. Navigate to your Workspace Templates list.

  • Click on "Admin" > "Workspace Templates".

workspace_template_admin.png

2. Start a new workspace template.

  • Click on "New Template" button.

workspace_template_list.png

3. Fill in the workspace template details.

  • Give your template a name and an auto ID prefix.
    • Example:
      • Name: Utilities
      • Auto ID Prefix: UTIL
  • Select teams and managers to be added to all workspaces created with this template.
  • Select resources and settings to be included by default in all workspaces created with this template.

workspace_template_details.png

4. Click "Create" on the Review page.

workspace_template_create.png

5. To edit and manage existing workspace templates:

  • Select the workspace template from list.
  • Click "Edit" button.

For more information on creating Workspaces, check out How To: Create/Manage Workspaces

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