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Rename a workspace template

How to edit the title of a workspace template.

Updated over a week ago

If you use workspace templates in Futrli, you can edit the template and change its name.

  1. Click the Reporting tab.

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

    If the template is published, the following warning message will appear:

    Note: Any change to a published template will be reflected straight away when any user selects this workspace template again. If you don't want the changes to be applied yet, unpublish the template.

    Click I understand to edit.

  4. Once in the report, click into the template title to rename it accordingly.

  5. Click out of the title box to save it.

๐Ÿ“ŒTIP: When you use a workspace template to create a new report, you can still change the title of the new report.

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

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