Apply a Folder Template
Apply folder templates to project, portfolio, program, or idea folders to copy a folder structure and file set. You can delete any files or folders that are not applicable without affecting the template.
To apply a folder template:
- Navigate to the files page
- In the object selector, select
Project,
Portfolio,
Program, or
Idea, and then select an object from the list.
- From the
Main Menu, select
Files, and then select File List.
- In the object selector, select
- On the File List page, select a folder, select the
Context menu, and then select Apply Template.
- In the Apply Template to Selected Folder dialog box, select a template, and select OK.
You will receive a notification when the template application is complete.
Tips
- Folder templates are added in the workspace settings or in the Files app at the workspace level.
Last Published Monday, March 17, 2025