Delete a Board or Doc template in CWM

task australia Updated Sep 10, 2026 1 min read delete-a-template.md
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Delete any custom templates that are no longer necessary for your workflows using the Template Center in Collaborative Work Management (CWM).

Before you begin

Role required: sn_cwm.cwm_user

You must be the owner of the template to delete it.

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, select the Template actions ([Omitted image "cwm-icon-page-actions.png"] Alt text: Template actions icon.) menu and select Delete.

    [Omitted image "cwm-templates-view-details.png"] Alt text: View template details.

  6. Select Delete to confirm.

Result

The template is deleted and is no longer available for you or your team to use.

Parent Topic:Templates in CWM for Boards and Docs

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