We're excited to announce the launch of our new Template Editor. With this new feature, you will be able to edit your templates in a more flexible and robust way. This article will walk you through step by step on how to use it. 

 

Introduction 

The Template Editor brings a new and enhanced way of editing your templates.

 

Create your template

Create a board template

You can transform your favorite boards into templates for your account in just a few clicks. When viewing your board, click the three-dot-menu at the top right corner of your screen, select "More actions" and then "Save as a template". 

 

Create a template with multiple elements

Do you have a workspace with multiple boards (and Dashboards, Workforms, etc.) that you'd like to replicate for other teams across your organization? You can now save this entire workspace as a template. To do so, click on the three-dot menu to the right of your workspace name from the left panel of your account. Then, select "Save as template". For more details, check out this article. 

 

Choose your template type

Once your template is created, you will get the following pop-up asking you to choose between a Standard Template or a Managed Template. Managed Template is a Beta feature available to Enterprise accounts only.

 

In this page, you'll be able to edit the name of your template if you need to. Once done, click on "Save as template". Your template will now be saved in our template center and accessible to all your account members. 

 

Find your template

Once a board or a Workspace is saved as a template, it will be removed from your left panel. You can easily find it by navigating to template center or by using the quick search.

To access the template center, open your left panel, click the "+" icon and select "Template center" as shown below: 

The Template Center is the place where you will be able to manage and edit all of your templates. 

 

Edit your template

You can edit your template by navigating to the template center as explained in the section above. From the template center, you can either type the name of your template in the search box or click on "Templates created in your account": 

Once you found your template, click on the edit button and you will be redirected to our new template editor allowing you to easily customize your template. 

 

Delete or remove a template 

If you no longer need one of your templates, you have two options;

1. Delete a template - this will delete the template from your account. It can still be found in the archive section if you choose to reverse this decision in the future. 
2. Remove a template - this action will remove the template from the Template Store, and recreate it as a new workspace in your account. 

To delete a template, head to the template editor (by clicking "Edit" on the template's page in the Template Center, as shown right above). Click the 3-dot menu in the Template editor's header, click "Remove/delete" and then click "Delete". 

 

To remove a template from the Template Center, head to the template editor and click the 3-dot menu in the Template editor's header. Click "Remove/delete" and then click "Remove". 

 

You should be redirected straight to the newly created workspace. The workspace will be named the same name as your template and contain all of the boards and docs that existed within the template. 

 

The Template Editor layout 

Edit the name of your template

The name of the template you are currently working on is displayed in the top middle of your screen. You can easily edit it if you need to by clicking on it.

 

Exit the editor

The Template editor will open in a new browser tab by default, so in order to continue working when you're finished editing, you have two options. You can either close the tab or click the products switcher icon at the top right corner of the header to navigate somewhere else.

 

Edit your template structure

The left panel will display all the boards, dashboards, workdocs etc. included in your template. When installing this template, it will therefore install all of its structure. You can add additional elements to your template by clicking on the "Add to template" button: 

 

Publish your changes

Once your template is updated and ready to be published, click “Publish changes” to make the updates available for everyone else. Keep reading below for more details!

 

Publish your changes

Once you've edited your template, click on the "Publish changes" button located on the top right of your screen. Hovering on this button will also indicate you who last published changes on your template:  

Once you hit publish, all changes will be saved to the template for future use.

 

 

Who can edit my template?

As the creator of the template, you are by default the template owner, and can edit and publish changes to the template. In addition, any board members of the original templated boards will also become template editors of each respective board (or other workspace component, i.e, WorkForm, doc, dashboard, etc) in the template. You can choose to add additional members to your template allowing them to make edits. To do so, click on the three dots menu located on the upper right corner of your screen and click on Template members. 

Templates members can only edit your template but will not be able to publish changes. Templates owners are able to publish changes. You can turn your members as template owners by clicking on the blue crown next to their names as shown below: 

 

 

What will happen to existing templates?

Existing templates created before the Template Editor will remain as is. This mean they will remain in your left panel and editing them will be done directly from there. The Template Editor will be available to newly created templates only. 

 

Limitations

The template editor is not available on our mobile app and through our monday API. 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.