---
title: Save a CWM Board or Doc as a template
description: Save a Board or Doc, which you created or personalized, as a template. This lets you reuse the same structure and format for other Boards and Docs in the future.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/collaborative-work-management/save-as-a-template.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]
---

# Save a CWM Board or Doc as a template

Save a Board or Doc, which you created or personalized, as a template. This lets you reuse the same structure and format for other Boards and Docs in the future.

## Before you begin

-   [Create a Board in CWM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/collaborative-work-management/create-boards-in-cwm.md)
-   [Create a Doc in CWM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/collaborative-work-management/create-a-doc-in-cwm.md)

Role required: sn\_cwm.cwm\_user

## Procedure

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

2.  Open the Board or Doc that you want to save as a template.

3.  You can save a Board, a Doc, or a single Doc page as a template.

<table id="choicetable_mfv_yn1_ddc"><thead><tr><th align="left" id="d283685e108">

Choice

</th><th align="left" id="d283685e111">

Action

</th></tr></thead><tbody><tr><td id="d283685e117">

**Save a Board as template**

</td><td>

From the Board header, select the More options icon \(\[Omitted image "cwm-icon-board-more-options.png"\] Alt text: More options icon.\) and select **Save as template**.\[Omitted image "cwm-templates-save-board.png"\] Alt text: Option to save Board as a template.

</td></tr><tr><td id="d283685e141">

**Save a Doc as template**

</td><td>

From the Doc header, select the More actions icon \(\[Omitted image "cwm-icon-doc-more-actions.png"\] Alt text: More actions icon.\) and select **Save as template**.\[Omitted image "cwm-templates-save-doc.png"\] Alt text: Option to save Doc as a template.

</td></tr><tr><td id="d283685e165">

**Save a Doc page as template**

</td><td>

From the page options, select the Page Actions icon \(\[Omitted image "cwm-icon-page-actions.png"\] Alt text: Page Actions Icon.\) and select **Save as template**.\[Omitted image "cwm-templates-save-page.png"\] Alt text: Option to save a Doc page as template.

</td></tr></tbody>
</table>4.  Enter a name and description for the template.

5.  From the Share with selection, select the access level for the template.

6.  From the Board Views to Save selection, choose to include all shared views or just the current view of the Board.

7.  Review the number of Board views and custom task types that will be included into this template.

8.  Select **Save**.


## Result

The saved template is added to the Template Center.

**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)