Create a Board or Doc from a template in CWM

task australia Updated Sep 10, 2026 1 min read create-a-space-board-or-doc-from-a-template-in-cwm.md

Raw file servicenow.com

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

Before you begin

Role required: sn_cwm.cwm_user

Procedure

Navigate to Workspaces > Collaborative Work Management.
Select +Create.
Open the Template Center by selecting Explore templates.

[Omitted image "cwm-templates-explore.png"] Alt text: Main create menu of CWM.
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.
From the template card that you want to apply, select Use.

[Omitted image "cwm-templates-card.png"] Alt text: Template card in CWM.
Enter the Board or Doc name.
Select the Space that you want to create this Board or Doc in.
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.
For a Doc, any template pages and content formatting is applied to the Doc.

Parent Topic:Templates in CWM for Boards and Docs

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---
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: "2026-09-10"
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** &gt; **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)