Creating workspace templates

You can create workspaces with the specific purpose of serving as templates for new workspaces. In doing so, you can reuse its task groups and tasks for other workspaces.

Before you begin

Ensure that you are logged in to the Workspace Management tool as one of the following roles:
  • Workspace manager

Procedure

  1. Open the Workspace Management tool.
  2. HCL Commerce Version 9.1.16.0 or later Open Management Center tools and from the left navigation menu, click Business tools > Workspace > Task List.
  3. Create a workspace.
    Ensure that the workspace status remains as inactive, so that it remains open in the Workspace Management tool. That is, do not work on any of the task groups or tasks within this workspace template.
  4. Create task groups in the workspace that can be reused for other workspaces.
    Remember: Do not work on any task groups in this workspace template.
  5. Create tasks in the task groups that can be reused for other workspaces.
    Remember: Do not work on any tasks in this workspace template.

What to do next

After you create a workspace template, copy relevant task groups and tasks from your workspace template into other workspaces as needed.