Creating and Maintaining Workspace Templates
Turn stable methods into templates while keeping old project details out of new pages.
Save a page as a template
Open a well structured page and choose More → Save as Template. Fields, section guidance, and checklists are copied; comments, member input, and final decisions are excluded.
What to include
Keep prompts that help teams begin, such as what needs deciding and what success means. Leave the structure adaptable and limit required fields.
Management
Administrators can recommend templates, edit guidance, and retire old versions. Retirement leaves existing pages intact.
Maintenance
Review templates quarterly against actual practice. A frequently deleted section may become optional. Repeated gaps in retrospectives may call for a more specific prompt.
Sharing
Workspace templates are visible to internal members. Guests cannot create templates, but may use templates allowed within a project.