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Rename a workspace template

How to edit the title of a workspace template.

Updated over 3 months ago

If you use workspace templates in Futrli, you can change the name of a template.

  1. Click the Reporting tab.

  2. In the left-hand menu, click Workspace templates. You can see your 'Published' and 'Draft' templates
    โ€‹
    Click on the option where the report sits currently, for example, Published.
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  3. Click on the report, then click Edit.

    ๐Ÿ“ŒTIP: Alternatively, you can hover over a template and then click the pencil icon.
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    Screenshot of the reporting homepage. Highlighted is a template showing the pencil edit icon.

Any changes you then make are reflected when any Futrli user uses this workspace template.

๐Ÿ“ŒTIP: When any workspace template is used to create a new report, you can still change the title for the individual new report.

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