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Working with room templates

Room templates serve as the basis for creating rooms when processes and projects exist that have a similar workflow or structure. For example, you can create tasks, files or posts within a room template and use these each time a similar project needs to be done.

How do I create a room template?

Use the
Use the "Create New" button to create a room template

New room templates can be created by clicking on the "Create New" button. This will open a drop down menu, which contains the option "New Room Template". Clicking on that will open a new pop up menu, in which you can define a name for the room template. In addition, you can define if the room template should be stored encrypted or unencrypted. This decision only applies for the room template itself. When creating a room from a room template, you can still decide if the actual room should be encrypted or not. Finally, the room template is created by clicking on "Create New Room Template".

Define a name and activate / deactivate the encryption
Define a name and activate / deactivate the encryption
Hint: As the admin of an encrypted room template, keep the password (found in the "Room Settings") accessible at all times.

Where can I find already created room templates?

The already created room templates can be viewed via the "More" button (symbol: arrow down) of the room list and the option Room Templates.

Room templates in the global search
Room templates in the global search

Click on the "Room Templates" button to open a list of all available room templates, which can also be searched if required.

List of room templates
List of room templates

How do I edit a room template?

After creating a room template / Selection of the existing room template, it will be displayed directly. Within this template, you can now create all tasks, files etc. that you need. You can also add users and individual right groups to the template. Only a member of the room with the appropriate rights can edit a template. Later, these users will be automatically added to rooms, which are created through room templates.

A template can be opened and edited through the dashboard
A template can be opened and edited through the dashboard

How do I use a room template?

Note: Users with the role "Member" may be required to use room templates!

Room templates can be used each time you create a new room. Simply click on "Create from template.." and select a room template within the dropdown menu. After having clicked on "Create New Room", your new data room will be created with all items that are contained in the template.

Choose the needed template while creating a room
Choose the needed template while creating a room

Opportunities for admins

In the organization settings an admin of the organization can determine which users, more precisely which user roles, are allowed to create room templates and whether users with the "Member" role must use room templates when creating a new room.

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