How to move templates between different spaces

Moving templates between spaces requires specific permissions. To transfer a template or change its space location, you must have rights to “Manage templates” in both the source space and the target space. Ensure you have this permission enabled before proceeding, or contact your company administrator for help.

Once enabled, follow these steps to move templates between spaces

  • Click on the Templates tab from the main navigation menu.

  • Select the specific space where the template you want to move is currently located.

  • Click on the three small gray dots located on the far right side of the template you are hovering over.

  • Select Move to a space from the drop-down menu.

  • Choose the new destination space from the drop-down list to finalize the move.

  • Verify that the template is now available in the new space and no longer visible in the original space.

Troubleshooting space permissions

If you are trying to move a template between different spaces but do not see the option, verify that you hold the right shared permissions in all individual template spaces involved. You must explicitly have the “Manage templates” permission in both the space you are moving it from and the new space you are moving it to. Alternatively, you can move templates from your own private template spaces to any other shared template space in which you have the “Manage templates” permission enabled.

Pro-tip: Moving a template removes it entirely from its original space location. If you need the exact same template to be accessible from two different spaces simultaneously, consider duplicating the template first before you move it to a new space location.

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