Share Workspace Templates

Once you have created a workspace template, you can start to create new workspaces based on that template. You can make the workspace template available to all users within your ProjectPlace account.

To share a workspace template:

1. Click the tool selector  and select the Workspace templates tool.
2. From the new window that appears, select the name of the workspace template you want to distribute from the available list.
3. In the detail pane that appears, select how you want to distribute the workspace template:
   1. Click the toggle switch to turn on (or off) the Share this template with all members of the account option giving (or preventing) template access to all users in the account. Turn this option to on when syncing ProjectPlace with other products in the platform, such as IdeaPlace, to make workspace templates available to users working with the connector. When this is toggled on, any existing Documents, boards and groups in that workspace template can be imported into an ongoing workspace by a workspace admin. To learn more, see this article.
   2. Optionally, click the toggle switch to turn on (or off) the ability to Allow administrators to create new templates based on this template option allowing (or preventing) easier duplication of templates. By default, new templates cannot be created from template-based workspaces. This option overrides that restriction.

 

 

 

 

---