Save a view and quickly re-use it across any Space, Folder, or List in your Workspace.
Plus, you can even set who has access to Templates!
View templates save the filters, grouping, sorting, and other view preferences. Tasks are not saved in view templates. To save tasks, use a List template.
Find and Use a View Template
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Create or open a view
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Click on the view settings ellipses
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Select
Template Center
and thenBrowse Templates
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Search for a template from your Workspace
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Filter by template type to just see view templates
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Click on
Quick Use
to immediately append the template to your existing view -
Or select a view template to see more detail
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Select
Use Template
Create a View Template
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Create or open a view
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Click on the view settings ellipsis
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Select
Template Center
and thenSave as a Template
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Enter your new Template name or overwrite an existing one by selecting
Update an existing template
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Select your sharing options
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Click
Save
Update a View Template
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Create a brand new view using an existing template
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Make any changes and updates to the view
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Click the view settings ellipses
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Select
Template Center
and thenUpdate existing template
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Search for and choose the existing template you wish to update
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Click
Next
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Optional: rename and update the sharing preferences for your template
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Click
Save
Delete a View Template
Need to tidy up your view templates? Consider deleting ones you no longer need.
Be careful! Once you delete a template, it's gone forever.
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Open the Template center
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Select the template you wish to delete
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In the template preview, select
Delete Template
Default View Templates
Set default views in a Space by choosing a template. When new views are created, they'll also use the template's view by default.
Updated