---
title: Create a Board or Doc from a template in CWM
description: Create Boards or Docs using predefined or custom templates from the Template Center.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/collaborative-work-management/create-a-space-board-or-doc-from-a-template-in-cwm.html
release: australia
product: Collaborative Work Management
classification: collaborative-work-management
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Use templates for Boards and Docs, Use, Collaborative Work Management, Strategic Portfolio Management]
---

# Create a Board or Doc from a template in CWM

Create Boards or Docs using predefined or custom templates from the Template Center.

## Before you begin

Role required: sn\_cwm.cwm\_user

## Procedure

1.  Navigate to **Workspaces** > **Collaborative Work Management**.

2.  Select **+Create**.

3.  Open the Template Center by selecting **Explore templates**.

    \[Omitted image "cwm-templates-explore.png"\] Alt text: Main create menu of CWM.

4.  Locate the template that you want to use.

    -   Filter the available templates by Owner or Type
    -   Search for the template using its title or keyword.
5.  From the template card that you want to apply, select **Use**.

    \[Omitted image "cwm-templates-card.png"\] Alt text: Template card in CWM.

6.  Enter the Board or Doc name.

7.  Select the Space that you want to create this Board or Doc in.

8.  Select **Save**.


## Result

The Board or Doc is created in the Space that you selected.

-   For a Board, any template tasks and custom columns that the template contains are applied to the Board. To learn more about Board views, see [Board views in CWM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/collaborative-work-management/board-views-in-cwm.md).
-   For a Doc, any template pages and content formatting is applied to the Doc.

**Parent Topic:**[Templates in CWM for Boards and Docs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/collaborative-work-management/templates-in-cwm-for-spaces-boards-and-docs.md)