This guidance is aimed at Administrators and Publishers of the Room Owner's team.
Create a template of a deal space for immediate redeployment: recreate workflows, tasks and folders. Ensure consistent process across multiple deal spaces, eliminate duplication of effort and save time.
Note: only published items will be saved to the template.
Template a Deal Space
To create a template from an existing deal space:
- Click the Deal Room Settings icon, located in the right hand corner of the Dashboard
- Select 'Save Room as Template'
- Name the new template and select contents by checking the box next to the tab name
- Once all the required tabs and content have been selected, select 'Save'.
The template will be saved to your User ID. It is available when creating a new deal space.
Deploy a new Deal Space using a template
In the Global Dashboard, click on the plus icon in the top left hand corner of the page.
In 'Step 1', select saved templates from the 'Load from Template' field.
Complete the rest of the information across steps 1 and 2 to create the deal space.
Once the deal space has been created, users will note that all of the tabs and contents will have been created in draft.
Below are the related articles on publishing items within a deal space:
Need further guidance or help? Contact the Help Desk team: firstname.lastname@example.org