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Create an manage Workspace Template
Create an manage Workspace Template

Learn to create, organize, and utilize workspace templates for efficient project management and design consistency.

Guillaume Stigliani avatar
Written by Guillaume Stigliani
Updated over 2 months ago

The purpose of the Workspace template library is to create reusable templates or master designs that can be utilized repeatedly for various projects. These templates are accessible to everyone in the workspace. This approach ensures that your templates are kept separate from your active projects and designs, preventing them from getting mixed up.
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Create Templates

Info : All templates created are visible and usable by all users in your workspace who have a role higher than Light Editor. Learn more about roles.

You can create a template using two methods, allowing you to choose which works best for you.

From a Project

  1. Go to a Project.

  2. Hover a design.

  3. Click on the ... icon

  4. Select Add to templates (if templates categories already exist, you can add it into a template category)

The design is now duplicated to be save into your workspace template

From Template Library

  1. Head to the "Template Library" page

  2. Click on Create new template on the top center of the page (if templates categories already exist, you can add it into a template category)


Where are stored your Templates ?

When a Template is created, it will be stored in the Workspace Templates directory. Here how to acces it :

  1. Head to the "Template Library" page

  2. Click on Browse X templates button right to the Workspace template section

You will find every templates created and stored by your teammate in the workspace.


Use and Manage your Workspace Templates

When you create your first template, it will initially be uncategorized. After this, you'll gain access to the workspace template page, where you can view all your templates and create categories to organize them.

Create a template category

  1. Head to the "Template Library" page

  2. Click on Browse X templates button right to the Workspace template section

  3. Click on "Create new" button on the left which allow you to create a new category

Use a template for a project

Note : When you use a template, it gets duplicated into your chosen project. Any changes made to this duplicated template as a design won't affect the original template, which remains unchanged. To learn how to edit a template, please refer to this section.

From the Template Library

  1. Head to the "Template Library" page

  2. Click on Browse X templates button right to the Workspace template section

  3. Select the template you want to use

  4. Click on "Use this template" in top right corner of the template page

A modal appear and ask you in which project that template need to be duplicated as a design.

From a Project

  1. Head to your project

  2. Click on "Create New Design" in the top right corner of the project page

  3. Click on "Browse Template" on the left on the new page

  4. Click on Browse X templates button right to the Workspace template section

  5. Select the template you want to use

Your new design is now created using a template from your workspace template library as its foundation.

Edit a Template

  1. Head to the "Template Library" page

  2. Click on Browse X templates button right to the Workspace template section

  3. Hover the template you want to edit

  4. Click on the ... button in the top right corner of the template

  5. Select Edit template from the dropdown menu

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