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Share project templates

Last update: Wed Jan 11 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can share a template with users, or you can define how the projects that are created from a template will be shared with users by using the following sharing options at the template level.

When sharing an object in ÃÛ¶¹ÊÓƵ Workfront, you allow other users to view, contribute to, or edit that object.

For information about Workfront permissions, see Overview of sharing permissions on objects.

For information about the permissions you can give users when sharing a template, see Share a template.

Access requirements

You must have the following access to perform the steps in this article:

ÃÛ¶¹ÊÓƵ Workfront plan*
Any
ÃÛ¶¹ÊÓƵ Workfront license*
Plan
Access level configurations*

Edit access to Templates

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to a template

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Share a template share-a-template

You can share your templates with other users using Template Sharing. This action defines who has permissions to the template.

NOTE
When you designate an active user as the Template Owner, that user automatically receives Manage permissions on the template. For information about designating someone as the Template Owner, see Edit project templates.

To share a template:

  1. From the Main Menu icon , click Templates.

  2. Do one of the following:
    Click the name of a template to open it, then click the More menu , then Template Sharing.

    Or

    Select a template from the list, click the Share icon , then click Template.

    note tip
    TIP
    You can share an object only with active users, teams, roles, or companies.

  3. In the Template Access box, select the people, teams, roles, groups, or companies you want to share the template with.

    You can also click the Options icon to make the template available system-wide:

  4. From the drop-down menu for each entity with which you are sharing, select from the following:

    • View: Users with these permissions are able to view the template and create a project using it, or attach it to an existing project.

      note tip
      TIP
      Your Workfront administrator must give you Edit access to projects to be able to create projects.

    • Manage: Users with these permissions are able to edit or delete the template.

      For information about the Advanced Settings available here, see the section Advanced Settings for template sharing in the article Share a template.

  5. Click Save.

Share a project from a template share-a-project-from-a-template

With template Project Sharing, you can define who has permissions on the projects created from the template at the template level.

To share future projects created from a template with users:

  1. Do one of the following:
    Click the name of a template to open it, then click the More menu , then Template Sharing.

    Share project from template

    Or

    Select a template from the list, click Share, then click Project.

  2. In the Project Access box, select the people, teams, roles, groups, or companies the template is shared with.

    note tip
    TIP
    You can share an object only with active users, teams, roles, or companies.

  3. From the drop-down menu for each entity, select from the following:

    • No access: You can specify which users will not have any access to the template.
      This option is available only when bulk sharing projects from templates.
    • View: Users with these permissions can view projects created from the template.
    • Contribute: Users with these permissions can contribute to projects created from the template
    • Manage: Users with these permissions can manage or delete projects created from this template.

  4. (Optional) Click the Options icon to make the projects available system-wide.

  5. Click Save.

Share templates and projects from templates in bulk

You can share multiple templates as well as projects from multiple templates at the same time.

NOTE
When you select multiple templates, you cannot view who already has permissions to the individual templates.

  1. Go to a list of templates.

  2. Select multiple templates, then click Share .

    Share templates or projects in bulk

    note tip
    TIP
    You can share an object only with active users, teams, roles, or companies.

  3. Click Template to share the selected templates.

    Or

    Click Project to share the projects that will be created from the selected templates.

  4. Continue sharing the templates or the projects, as described in the following sections in this article:

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