Create a template from a workspace

Platform discussions
1

Hi- I am trying to save the workspace I created as a template to reuse it for other projects. But I cannot figure it out how to save the whole workspace as a template. I can save each board as template but not all of them together. Would appreciate your insights. Thank you

2

Hey @simo09 ,

Welcome to the monday community!

Unfortunately you cannot currently save a workspace as a template, only its individual boards.

I can think of a (not very elegant) workaround solution so if you are interested please contact me so I can walk you through it.

Cheers,
Giannis Koukounas, Implementation Consultant at thespelas.com

3

@simo09

Welcome to the community! There is a way to build a template out of a workspace. This is done by creating an app and inside the app a feature (called Workspace Templates). For this kind of app there is no coding required. It is fully documented here.

Have Fun!