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

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Apply a template to existing Board or Doc in CWM

# Apply a template to existing Board or Doc in CWM {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Apply predefined or custom templates to existing Boards or Docs in Collaborative Work Management workspace so that you can avoid inconsistencies in structure and format across your processes.

## Antes de Iniciar

* [Create a Board in CWM](https://servicenow-prod.fluidtopics.net/UTSHEiFdqARLH4CsZiONoQ "Manage work assigned to your team as tasks and track them to completion using customizable Boards for your shared Spaces in Collaborative Work Management.")
* [Create a Doc in CWM](https://servicenow-prod.fluidtopics.net/XlJv~hBcGuz70G0CfsHskQ "Store information related to your tasks, reference users and task records, and collaborate in real-time using Docs in Collaborative Work Management workspace.")
{#apply-a-template-to-existing-space-board-or-doc__ul_xwn_531_ddc}

Role required: sn_cwm.cwm_user

## Procedimento

1. Navigate to WorkspacesCollaborative Work Management.
2. Open the Board or Doc that you want to apply a template to.
3. You can apply template to a Board, Doc, or a single page in a Doc.

   | Choice | Action |
   | Apply template to Board | From the Board header, select the More options icon (![More options icon.]()) and select Apply template. The Template Center shows only the Board templates. |
   | Apply template to Doc | From the Doc header, select the More actions icon (![More actions icon.]()) and select Apply template. The Template Center shows only the Doc templates. |
   | Apply template to a Doc page | From the page options, select the Page Actions icon (![Page Actions Icon.]()) and select Apply template. The Template Center shows only the Doc page templates. |
   |-|-|

   {#apply-a-template-to-existing-space-board-or-doc__choicetable_mfv_yn1_ddc}
4. Locate the template that you want to use.
   * Filter the available templates by Owner. The Type filter is automatically set based on your choice in the earlier steps.
   * Search for the template using its title.
   {#apply-a-template-to-existing-space-board-or-doc__choices_osf_tf1_ddc}
5. **Opcional:** Check the details of the template by selecting View details from the Template actions menu (![Template actions icon.]()).  
   For a Board template, you can view the details of the number of Board views and custom task types that you get if you apply this template. You can also review the information on which of the List, Gantt, Kanban, and Sprint planning views are enabled in this template.

   Only those custom columns that are part of these views are brought over when you apply this template.
6. From the template card that you want to apply, select Use.  

## Resultado

The selected template is applied to your Board, Doc, or page and the data is displayed according to the template.