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
- Click your profile picture in the top-right corner, then select Templates.
By default, the My Templates tab will be selected. - 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. - Click the
button next to CATEGORY on the top of the left pane.
- Enter the category name and click the
icon.
Notes:
- You can assign a category while saving a file as a template.
- To change a category for an existing template, right-click a template and select Change Category.
Rename a category
- Select a category in the left pane and click the More actions
icon.
- Select the Rename option.
- Edit the category name and click the
icon.
Delete a category
- Select a category in the left pane and click the More actions
icon.
- Select the Delete option. A confirmation dialog box will appear.
- 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
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