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How to use workspace templates

This how-to guide explains the step-by-step process for utilizing workspace templates effectively.

viktoriaviktoria
·5 steps·31 views·Published

This how-to guide explains the step-by-step process for utilizing workspace templates effectively. From adding features to customizing CRM templates, you'll learn how to enhance your projects with the right resources and tools.

Step-by-step Guide5 steps

  1. Click 'Add item to workspace'

    Clicking this button allows you to add a new item or feature to your selected workspace, enhancing your project's functionality.

    Click 'Add item to workspace'
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  2. Click the Add new menu

    This will open a dropdown menu that allows you to select options to create a new Agent, Vibe app, Board, or Folder, as well as access the Template center and Project management features.

    Click the Add new menu
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  3. Click the Created by ACME Inc section

    This action will display templates or items that have been created by ACME Inc, allowing you to browse and select from those specific resources.

    Click the Created by ACME Inc section
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  4. Click the CRM template by ACME Inc

    This action opens the CRM template for editing or viewing details, allowing you to customize or use it as needed.

    Click the CRM template by ACME Inc
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  5. Click the Use template button

    This action will apply the selected CRM template to your current project, allowing you to customize it according to your workflow needs.

    Click the Use template button
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