Organization Templates

• Publish an Org Template
• Edit an Org Template

• Add Wizards to Org Templates

• Remove an Org Template

Figure 1. Organization Templates in the Dashboard Templates window.

Organization Administrators (nicknamed "Org Admins") are able to create and publish Templates that will be visible only to users within the organization within the Dashboard Templates. Proprietary templates can then be standardized in Hoylu and shared out with other organization users as what we nickname Organization Templates or "Org Templates." 

Publish an Org Template

You must be both an org admin in the Management Portal as well as the Workspace admin to publish the Workspace as an Org Template. 

Figure 2. Publish an Org Template from the Dashboard.

1. Create a fresh Workspace with the clean layout you wish to publish or duplicate an existing Workspace and clean it up for publishing
   
   
2. Click on the three dot menu on the bottom right corner of the Workspace tile you wish to publish as a template
   
   
3. Click on the Workspace Info option
   
   
4. In the Workspace Info section of the popup, click on the Publish as template button
   
   
5. Change the Thumbnail, Template Title, and Template Description if desired
   
   
6. Click the Save button
   
   
7. You will be returned to the Dashboard, where your new Org Template will appear as a dark tile so you will always be able to differentiate published Org Templates from other Workspaces

The new Org Template will now appear in the Organization section in the Templates window, illustrated in Figure 1. 

✏️  Note: You can share the link to the Templated Workspace to others, which will automatically send them into their Dashboards to create a new Workspace from that Template. 

Edit an Org Template

You can always return to the Org Template and make any changes or updates so any new Workspaces created from the Template will have the new or modified information. However, be very conscientious of adding co-admins to the Template Workspace.

Figure 3. Edit an Org Template.

1. Click on the Org Template in your Dashboard
   
   
2. Click on the Edit Template option on the left side of the Create Workspace from Template window
   
   
3. The Org Template will then open for you to make any changes, which will autosave

Add Wizards to Org Templates

Org admins also have the option of enabling Hoylu Wizards, a guided setup experiences for specific structures. Users who use the Org Template will then be guided through the Plan setup process (setting up the timeline, swimlanes, and teams). Check out this article to understand more about these Wizards.

Figure 4. Enable Wizards in the Control Center.

1. Open the Control Center from the main menu
   
   
2. Click on the Startup section
   
   
3. Enable your desired Wizards (Swimlane Setup will only be enabled if Plan Setup is enabled or if a Plan already exists in your Templated Workspace)
   
   
4. Click the Save button

Remove an Org Template

Figure 5. Remove an Org Template.

1. Click on the three dot menu on the bottom right corner of the published Org Template
   
   
2. Click on the Workspace Info option
   
   
3. In the Template Info section of the popup, click on the Edit button
   
   
4. Click on the Remove Template button that will appear on the left
   
   
5. Confirm your choice by clicking on the Continue button
   
   
6. Your Org Template will appear as a regular Workspace once more