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 your profile picture in the top-right corner, then select Templates.
    By default, the My Templates tab will be selected.
  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.

  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.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                          Zoho Marketing Automation

                            Zoho Sheet Resources


                                Zoho Forms Resources

                                  Secure your business
                                  communication with Zoho Mail

                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times

                                    Carry your calendar with you
                                    Anytime, anywhere

                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now

                                                Zoho SalesIQ Resources

                                                    Zoho TeamInbox Resources

                                                            Zoho DataPrep Resources

                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW

                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now

                                                                                      • Related Articles

                                                                                      • Templates in WorkDrive

                                                                                        Templates are preset layouts that help you create files with consistent file settings, such as style, design, and formatting, including the default or primary content. Zoho WorkDrive allows you to create or save templates for documents and ...
                                                                                      • Data Templates and Custom Fields

                                                                                        If you're in a company that often works with customers on a day-to day basis, then you likely have to manage a lot of their data in multiple files and folders across various locations in your computer or on the cloud. You also may have faced a number ...
                                                                                      • Supported object categories in Search (Object Detection)

                                                                                        With WorkDrive's Object Detection feature, you can search for image files based on the actual objects present in them. Here's the list of supported object categories in Search:             person             bicycle             car             ...
                                                                                      • Mandate a data template to a folder

                                                                                        Users can enable a setting in a folder to associate a data template automatically and require all collaborators to add custom properties to every file or folder they add to that folder. Once data templates and custom properties are added to files and ...
                                                                                      • Create and manage Groups in your Team

                                                                                        Create Groups in WorkDrive based on member roles or profiles and easily add the Group members to Team Folders. Create a Group 1. Click your profile picture in the top-right corner, then select Team Details. By default, the MEMBERS tab will be ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace



                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.

                                                                                          Zoho Show Resources