Publish and share templates
When you create a template, your template becomes available for all your team members. If you want to share the template with someone outside of your team, you must publish it first.
For information on creating a template, see Create a new template.
Access requirements
You must have the following access to use the functionality in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront package | Any |
| ÃÛ¶¹ÊÓƵ Workfront license |
New: Standard Or Current: Work or higher |
| ÃÛ¶¹ÊÓƵ Workfront Fusion license** |
Current: No Workfront Fusion license requirement. Or Legacy: Any |
| Product |
New:
Or Current: Your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion. |
For more detail about the information in this table, see Access requirements in documentation.
For information on ÃÛ¶¹ÊÓƵ Workfront Fusion licenses, see ÃÛ¶¹ÊÓƵ Workfront Fusion licenses.
Prerequisites
A template must be created before it can be published or shared.
Publish an template
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In the left navigation panel, click Templates.
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Click the Team templates tab.
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Click Publish in the line of the template you want to publish.
Or
Click the name of the template you want to publish, then click the Publish button in the upper-right corner of the screen.
Share a Workfront Fusion template
After you have published a template, you can share it.
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In the left navigation panel, click Templates.
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Click the Team templates tab.
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Click on the name of the template you want to share to open the template.
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Click on the Published tab to open that version of the template.
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(Conditional) If you want a shareable link, click Share public link.
note note NOTE Although you can share this link, the template itself stays in the Team templates tab and is not public. -
(Conditional) If you want the template to become public, send it to your administrator for approval by clicking Request Approval.
note note NOTE - After the template is approved, it becomes public. Public templates are visible in the Public templates tab for all Workfront Fusion users, regardless of the organization or the team.
- Your administrator is not notified about receiving the template to review by email. If the approval is urgent, contact the administrator directly.
Template statuses
Fusion saves the different versions (Private, Published, and Approved) in different tabs of the template’s page.
The following statuses are available:
- Private: This template is visible only for the template author and their team.
- Published: This template is visible only for the template author and their team. You can send published templates for approval and copy a shareable link.
- Approved: This template is visible for all Workfront Fusion users in the Public templates tab. You can copy a shareable link by clicking Options in the upper-right corner of the screen.