Workspace Templates

    With Workspace Templates, you can quickly create workspaces for your teams - with just a few clicks.

    How can I access different Workspace Templates lists?

    To access the out-of-the-box Slingshots templates, you can:

    1. Click/tap on the +Add button next to Workspaces in the left panel.

    2. Click/tap on See All Templates.

    3. The following dialog will pop up:

    Workspace templates dialog

    In the left panel, you can do the following:

    • Check all of your templates.

    • Check the templates that you have recently used.

    • View all the featured templates.

    • Use a template from the Slingshot Templates.

    • Locate where you have stored your templates.

    • Filter the templates by Created by Me or Shared with Me.

    How can I use an out-of-the-box Workspace Template?

    The Slingshot templates are organized based on different industries/departments. To use a template, you need to:

    1. Open one of the lists in the left panel.

    2. Click/tap on a template that best fits your needs.

    3. You will be presented with a preview of how the workspace will look like. In this case we chose the Recruiting template.

    Preview of a workspace template

    1. Here you find a brief description of what’s inside the template, what it includes and who created it. You can also use the left/right arrows to see the thumbnails of each component (in this case Tasks and Discussions). This can give you a better overview of how your workspace will look like. When you are ready, click/tap on Use Template.

    2. You will be presented with a dialog, where you can change the title of your project and change the description by clicking/tapping on each text box. You can also set the starting date for the workspace from the drop-down menu. The starting date will also be used for configuring the task dates.

    Create a new workspace from a template
    1. When you are ready, click/tap on Create.

    How can I create a custom Workspace Template?

    In order to create a custom workspace template, you need to:

    1. Open the overflow menu next to the workspace you want to use as a template.

    2. Click/tap on Save as Template.

    Save as template option for workspaces
    1. The following dialog will open up. Here you can choose what to keep from the workspace in order to use it for the template. When you are ready, click/tap on Save.
    Save as template dialog for workspaces
    1. Once you have created the template, you can find it in the Workspace Templates lists when you click/tap on See all Templates (next to Workspaces in the left panel). The custom template will show up under Personal Templates.
    Personal workspace templates under Location

    Besides this, you can also open the overflow menu on the right side of the workspace template, that you have created, and take the following actions:

    • Open the template.

    • Copy the link to the template.

    • Add the template to Bookmarks or remove it from there.

    • Share the template.

    • Delete the template.

    [!Note] Keep in mind that the option to create custom workspace templates is available to Slingshot and Slingshot Enterprise users.

    If you want to find more information about how you can create and use workspaces, head here.