Who can use this feature?
Anyone can perform this action. It's available in the Plus Edition only.
Sometimes conversations, even though critical for work, can get unwieldy. Here's where space templates can make all the difference. Think about a workflow that you do on a regular basis - maybe its to resolve customer service incidents, or to drive a sales lead from opportunity to signed deal. Now imagine applying a template, to your space activity, giving you a built-in timeline to keep everyone aligned and focused on the final outcome, apps to facilitate the work, and custom properties to organize and categorize your efforts.
Now, you no longer have just a way to communicate - you truly have a workspace, optimized to make you and your team more efficient and effective.
To learn more about templates watch this short video.
Anyone can use our developer APIs to create a template (Please note: These APIs are still experimental but let us know what you think). And although there is no catalog yet for templates, you can share your templates with anyone by using the share URL for your template.
Create a space using a template
Once a template has been created or shared with you, it's easy to create a space using a template. To apply a template to a space, simply paste the URL into your web browser and follow the instructions to create a space with the template applied.
Keep in mind, only Plus users can create a space using a template (although anyone can be added to a templated space). If you're a Plus user and are unable to access a template from a share URL it could mean one of these things:
- The template doesn't exist or was deleted
- The template hasn't been shared
Tip: Not Plus user? Upgrade today to get access to space templates and more!