---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create document template form

# Create document template form {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Learn about the fields on the Create New Document Template form of the Project Workspace. Use this form to create a status report or docs template according to your requirement.
{#create-new-document-template-form__table_cgw_mws_gdc__entry__2}

| Field | Description |
|-|-|
| Name | Unique name for your template. |
| Category | Category for the template. Search and select Project status report. |
| Description | Type in a description for your template. |
| Visibility | Visibility of the template. |
| Owner | Owner of the template. |
| Icon | Icon for the report. Select an icon file, which appears in the window along with the template you're creating. This file appears in the header of the status report. |
| Is dynamic | Option to insert dynamic project data for dynamic content in docs using this template. |
| Attachments | Attachments to the template. |
[Table 1. Create document template form]

{#create-new-document-template-form__table_cgw_mws_gdc}
**Related tasks**   

* [Create a status report or docs template in Project Workspace](https://servicenow-prod.fluidtopics.net/aLgOYilEVVQ7j_gqS2ofGg "Create a custom template for status reporting in Project Workspace. Use the template to create status reports according to your specific requirements.")