Save a Workspace as a Template

Save a workspace as a template so that other users can easily reuse the configuration to create their own workspace.

Templates can be shared within your Info360 hub or made available to other Info360 hubs (if external sharing is enabled by an Admin).

Note: It is not currently possible to remove or edit workspace templates.

To save a workspace as a template:

1. Configure your workspace. See Create a Workspace.
2. Make sure to name the workspace components clearly and add descriptions whenever possible to help those using the template.
3. You could also consider adding Text components to add extra information for those using your template.
4. Bear in mind what will be shared as part of the template:

   Not shared in template:

   • Your time series data

   Shared in template:

   • Chart names and descriptions
   • Series names (sensor alias)
   • Image names
   • Configuration details (colors, display options, etc.)
   • Text boxes and external links
   • Close values of sensors (as sample value)
5. When ready, click on the drop-down beside Save and select Save as Template.
   
6. Give the template a name and description.
7. Select the Category you want your template to show up in.
8. Select the Sharing permissions:
   • Internal library only: The template will be shared only within your Info360 hub.
   • Internal and external libraries: The template will be shared with all Info360 hubs, including those outside your organization.
     Note: Admins can enable or disable sharing templates externally in Admin General Settings, under Libraries.
9. Click Save. The workspace will now be available to users when creating a workspace. See Create a Workspace from a Template.

To delete a workspace template:

1. Click Create Workspace.
2. In the library of workspace templates, locate the template you want to remove and click on the three dots icon Delete.