Create Workroom templates

With Workroom templates, you can create a Workroom structure you like and save it for later. You can create a template:

•  In the "Template chooser" via the "Create new template" button (described below).

• Save an existing Workroom as a new template (only possible while creating or customising a Workroom).

Step 1: Open the Template chooser

 To open the template chooser:

1. Go to the dashboard and Click the "New" button in the "Workroom list" sidebar.

2. In the "New" menu, click on "Create Workroom from template".
   

3. The "Template chooser" dialog opens where you can create and edit templates.

Step 2: Select the template category

Templates are sorted into 4 categories, which you can navigate through on the left side of the template chooser:

• All templates: Shows all available templates, regardless of category.

• CELUM templates: Shows all predefined templates which CELUM Work provides out of the box.

• <Organisation>: Shows all templates which are managed by the currently-selected organisation account. In the example on the right, the logged in user is currently active in the "CELUM Technical Documentation" organisation. To see and create templates in another organisation account, switch to a different organisation.

• Personal templates: Shows all templates which you created for yourself and which are not part of any particular organisation account.

Click on a template category to select it and see all templates in that category.

Step 3: Create a template

1. In the "Template chooser", click the "Create new template" button above the template list:
   

2. The template wizard dialog opens and you can specify the details, customize the taskboard, and adapt the Workflow process for your template.