Sharing Custom Templates Between Teams

  • 23 March 2022
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Starting today, everyone on our Consultant plan will have the ability to create company templates, and share them across their teams. Sharing custom templates helps build consistency, from set-up to execution, in separate secure client workspaces. Setting common practices can now be done without wasting time or duplicating efforts.


Curious to learn more? Visit Help Center, and let us know what you think in the thread. As always, we can’t wait for your feedback!


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