Space templates are a premium feature that make it easy to automate space creation. They’re ideal for repeating projects & workflows; for example, a client project that involves similar docs & tasks to your other client projects.
When deployed across your team, space templates provide a helpful overview of all your shared processes in one place.
Space templates provide a prebuilt starting point for a project or workflow. You can create space templates for personal use, or share them with your team so they can quickly and easily create spaces from your team’s templates.
Your templates can be managed in the template manager.
Your team’s templates can be managed from team template settings in the admin dashboard.
Templates
at the top of the sidebar. If you don't see it, you may need to reenable the sidebar item within settings.Space Templates
section.+
in the top-right of the template manager.New template from space
or New template from scratch
, then the space template editor will open. All of your changes will be autosaved.Next
. You can preview how the space template will appear in the New Space menu on the right side.Next
or Skip
.Done Editing
.+
button. Once you're done, click Share Space Template
or Skip
.Templates
at the top of the sidebar. If you don't see it, you may need to reenable the sidebar item within settings.Space Templates
section.Edit template
button (pencil icon).Done
. You can preview how the space template will appear in the New Space menu on the right side.Done
.Done Editing
.+
button. Once you're done, click Done
.Templates
at the top of the sidebar. If you don't see it, you may need to reenable the sidebar item within settings.Space Templates
section.Share template
button (team icon) that appears when you hover over the template.Templates
at the top of the sidebar. If you don't see it, you may need to reenable the sidebar item within settings.Space Templates
section.Delete template
button (trash icon) that appears when you hover over the template.Open Workona.
Click Templates
at the top of the sidebar. If you don't see it, you may need to reenable the sidebar item within settings.
In the template manager, navigate to the Space Templates
section.
To manage a template, hover over a space template and click the buttons that appear:
Share template
(team icon)Edit template
(pencil icon)Delete template
(trash icon)Open Workona.
Click the Teams
button at the top of the sidebar, or navigate to workona.com/admin/.
Select the team you want to manage.
Select Templates
in the team settings sidebar.
Select Space Templates
in the sidebar, and the team’s space templates will appear.
To manage a template, hover over a space template and click the buttons that appear:
Share template
(team icon)Edit template
(pencil icon)Delete template
(trash icon)+
button at the top of the sidebar.Space name
field.Create
.