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Rename a workspace template

How to edit the title of a workspace template.

Oliver Cook avatar
Written by Oliver Cook
Updated over 10 months 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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