Saving a Workspace as a template allows you to replicate a workspace's custom fields, folder structure, and workspace participants to minimize time building out your future workspaces. This is particularly helpful if you will be frequently using the same settings across many workspaces.
For a short video overview of the Workspace template, please see below:
Save your Workspace as a Template
First, click the ellipses icon on the top right-hand side of your Workspace to expand the drop down menu.
In the drop-down menu, you have additional editing options for your Workspace. Click Save as template as indicated below.
Onna will give a notification at the bottom of the screen that the Workspace has been saved as a template.
Create a Workspace using an existing template
Once you have saved your Workspace as a template you can replicate that template's folder path and user participants for any new Workspaces.
To create a new workspace with a saved template, head to the menu on the left-hand side and click Workspaces. You can also click the "add" icon next to Workspaces in the menu to access the Add New Workspace modal.
As you create your new workspace, you will see the Template icon to the right of the Name field. Clicking the icon will display the "Import a workspace template" section.
After choosing your existing template you can select which fields to replicate in your new workspace. Here, we have decided to replicate the folder structure and members. By selecting Members, any members of the template will be added to the "Share your workspace" section. Click Create to create your new Workspace.
When you open your new Workspace you will see your saved folder structure and invited users already included from your template. Your Workspace is now ready to use!