Apply a Folder Template

Apply folder templates to project, portfolio, program, or idea folders to copy a folder structure and file set. You can delete any files or folders that are not applicable without affecting the template.

To apply a folder template:

Navigate to the files page
1. In the object selector, select a project, portfolio, program, or idea.
2. In the sidebar, hover over  Files, and select File List.
On the File List page, select a folder, select the  Context menu, and then select Apply Template.
In the Apply Template to Selected Folder dialog box, select a template, and select OK.
You will receive a notification when the template application is complete.

Tips

Folder templates are added in the workspace settings or in the Files app at the workspace level.

Next: Preview a File