did you ask yourself already whether you can generate a template from an existing workspace? The answer is, yes you can. Hereafter is a description of how it works. Best you try this directly in Worklean.
To generate a template from an Workspace you have to click on the gearwheel on the top right and then press “Save as a Template”.
Going forward you can use this document as a template adding it to an existing workspace. To that end you have to click again on the gear wheel on the top right and selecting “Add Templates” this time. A window with the title “Select Templates” will open then. You can find there your own templates (“User”) and the Worklean templates (“Global”). You can select more than one template at once.
On the left side you find a button named “Templates” underneath the buttons named “Workspaces” and “People”. If you click on that button, you will enter your template administration page. There you can edit or delete your templates.
Do you have any interesting templates, which you would like to publish? If so, please contact us via the conversation field (small orange speech bubble), on the bottom right or send an e-mail to email@example.com. We would love to publish your template and would be happy to present your name in the template.