Creating a workspace from a template

Creating a workspace from a template#

wsman sysman sysadmin

You create a new workspace based on a workspace template. The procedure resembles copying a workspace.

For a top-level workspace you need administrator or system manager rights. For sub-workspaces, workspace administrator rights are sufficient.

  1. Go to Administration > Workspaces > Workspace templates.

  2. Select the desired workspace template.

  3. Click Create workspace from template in the toolbar.

  4. Assign a new name for the workspace.

../_images/newProjectTemplate-1-de.png

  1. Optionally select a parent workspace.

  2. Decide whether open items are copied along.

  3. Decide whether attachments and links between items are copied along.

  4. Decide whether role assignments and cockpit configurations are copied along.

../_images/newProjectTemplate-2-de.png

  1. Click Create workspace.

Your workspace is created from the template. Optionally, in the task management app you display the new items and adjust the start dates — for example through bulk editing with the “earliest date on” option. Allegra updates the end dates automatically.

The new workspace is based on the configuration of the template but is completely independent. You adapt it freely.