Update a template in CWM

---
title: Update a template in CWM
description: Update sharing permissions for a Board template or edit the format of a Doc template using the Template Center in Collaborative Work Management \(CWM\).
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/collaborative-work-management/edit-a-template.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]
---

# Update a template in CWM

Update sharing permissions for a Board template or edit the format of a Doc template 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 update its details.

## About this task

-   **Updating Board templates**

    You can only modify the sharing permissions, template name, and the description of a Board template. The tasks, column order, sorting, custom columns, or any other preferences within the template can't be updated.

-   **Updating Doc templates**

    You can modify sharing permissions along with the format, structure, and pages for a Doc template.


## 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 edit.

    -   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 menu \(\[Omitted image "cwm-icon-page-actions.png"\] Alt text: Template actions icon.\) and select **View details**.

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

6.  Modify the template title, the **Share with** access, or the description.

    \[Omitted image "cwm-templates-edit-board.png"\] Alt text: Editing a Board template.

7.  For a Doc template, select **Edit** to edit the content of the template.

    \[Omitted image "cwm-templates-edit-doc-temp.png"\] Alt text: Editing a Doc template.

8.  After making your changes, select **Done** to close the template editor.

    The changes are automatically saved to the template and they are applied to any Docs that you create from this template in the future.


**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)