Space Templates

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.

• How space templates work
• Create a space template
• Edit a space template’s content
• Share a space template
• Delete a space template
• Manage space templates
• Manage team space templates
• Use a space template

How space templates work

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.

Create a space template

1. Open Workona.
2. Click Templates at the top of the sidebar. If you don't see it, you may need to reenable the sidebar item within settings.
3. In the template manager, navigate to the Space Templates section.
4. Click the + in the top-right of the template manager.
5. Choose between New template from space or New template from scratch, then the space template editor will open. All of your changes will be autosaved.
6. New space menu: Type in a template name, then click Next. You can preview how the space template will appear in the New Space menu on the right side.
7. Space creation form: Optionally specify a default space name and description, then click Next or Skip.
8. Space content: Define the resources, notes, and tasks that each space should be initially filled with. Note that everything below the blue line will be duplicated when spaces are created from the template. Once you're happy with the content of the spaces, click Done Editing.
9. Share Space template: Optionally share the space template with your team. All team members will see the space template appear in the New Space menu when they click the + button. Once you're done, click Share Space Template or Skip.

Edit a space template

1. Open Workona.
2. Click Templates at the top of the sidebar. If you don't see it, you may need to reenable the sidebar item within settings.
3. In the template manager, navigate to the Space Templates section.
4. Click any space template to open in the template editor, or hover over a space template and click the Edit template button (pencil icon).
5. The space template editor will open. While here, you can edit all parts of the template. All of your changes will be autosaved.
   • New space menu: Edit the space template's name, then click Done. You can preview how the space template will appear in the New Space menu on the right side.
   • Space creation form: Optionally specify a default space name and description, then click Done.
   • Space content: Modify the resources, notes, and tasks that each space should be initially filled with. Note that everything below the blue line will be duplicated when spaces are created from the template. Once you're happy with the content of the spaces, click Done Editing.
   • Share space template: Optionally share the space template with your team. All team members will see the space template appear in the New Space menu when they click the + button. Once you're done, click Done.

Share a space template with your team

1. Open Workona.
2. Click Templates at the top of the sidebar. If you don't see it, you may need to reenable the sidebar item within settings.
3. In the template manager, navigate to the Space Templates section.
4. Click the Share template button (team icon) that appears when you hover over the template.
5. Select a team to share with, or create a team if you don’t have one yet. Space templates cannot be shared with individuals, and you must be a member or admin of the team to share it with team members.

Delete a space template

1. Open Workona.
2. Click Templates at the top of the sidebar. If you don't see it, you may need to reenable the sidebar item within settings.
3. In the template manager, navigate to the Space Templates section.
4. Click the Delete template button (trash icon) that appears when you hover over the template.

Manage space templates

1. Open Workona.

2. Click Templates at the top of the sidebar. If you don't see it, you may need to reenable the sidebar item within settings.

3. In the template manager, navigate to the Space Templates section.

4. 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)

Manage team space templates

1. Open Workona.

2. Click the Teams button at the top of the sidebar, or navigate to workona.com/admin/.

3. Select the team you want to manage.

4. Select Templates in the team settings sidebar.

5. Select Space Templates in the sidebar, and the team’s space templates will appear.

6. 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)

Use a space template (create new spaces from a template)

1. Open Workona.
2. Click the + button at the top of the sidebar.
3. Click the name of the template you want to use, and the create space popup will appear.
4. The default space name you set up in the template (optional) will be autofilled into the Space name field.
5. Edit the space name if needed.
6. Click Create.
7. Notice all of the content you set up in the space template editor is reflected in the space you just created.