Template Categories

Template Categories

You can create categories and group the templates that are available in your gallery. Currently, you can organize your templates in My Templates and Org Templates.

Note: You cannot create categories for Public Templates.

Create a new category

1. Click Templates in the left panel. The Templates window will appear on the right side of your screen, and My Templates will be selected by default.
2. To create a category for Org Templates, click the Org Templates tab.
   
   Note: Only the Team Admins and Template Admins can create and manage categories under Org Templates.
   
   
3. Click the  button next to CATEGORY on the top of the left pane.
   
   
   
   
4. Enter the category name and click the  icon.
   
   
   

Notes:

1. You can assign a category while saving a file as a template.
2. To change a category for an existing template, right-click a template and select Change Category.
   

Rename a category

1. Select a category in the left pane and click the More actions  icon.
   
   
   
   
2. Select the Rename option.
3. Edit the category name and click the  icon.

Delete a category

1. Select a category in the left pane and click the More actions  icon.
   
2. Select the Delete option. A confirmation dialog box will appear.
3. Click the DELETE button on the confirmation dialog box.
   

Note: If you delete, all the templates associated with that category will only be available under the All category.

Also read: Templates in WorkDrive