Create document template form

---
title: Create document template form
description: Learn about the fields on the Create New Document Template form of the Project Workspace. Use this form to create a status report or docs template according to your requirement.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-workspace/create-new-document-template-form.html
release: australia
product: Project Workspace
classification: project-workspace
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Form field information for Project Workspace, Project Workspace reference, Project Workspace, Project Portfolio Management, Strategic Portfolio Management]
---

# Create document template form

Learn about the fields on the Create New Document Template form of the Project Workspace. Use this form to create a status report or docs template according to your requirement.

|Field|Description|
|-----|-----------|
|Name|Unique name for your template.|
|Category|Category for the template. Search and select **Project status report**.|
|Description|Type in a description for your template.|
|Visibility|Visibility of the template.|
|Owner|Owner of the template.|
|Icon|Icon for the report. Select an icon file, which appears in the window along with the template you’re creating. This file appears in the header of the status report.|
|Is dynamic|Option to insert dynamic project data for dynamic content in docs using this template.|
|Attachments|Attachments to the template.|

**Parent Topic:**[Form field information for Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/form-field-information-for-project-workspace.md)

**Related topics**  


[Create a status report or docs template in Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/create-a-status-report-template-project-workspace.md)