Share Recipes and Templates

Share recipes and templates within a workspace. Useful, if you're duplicating boards or using board templates (e.g. single project templates).

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You can easily share automation recipes between boards. This feature is included in all our paid plans (from Standard).

How to share recipes?

If you define a new action/automation, you'll find the option to 'share with workspace' under ‘avanced settings':

All shared recipes will be automatically available in all other boards of the same workspace.

Shared recipes are highlighted with a small workspace icon in the list of all 'Templates' under 'More':

Share existing recipes

You can also share an existing recipe:

1. In the DocExport Board view, select the template you want to share

2. Click on 'Actions/Automations'

3. Select 'Share with Workspace' (see first screenshot)

The shared recipe will instantly appear in all other boards of your workspace.

I can't see my template

Only the recipe will be shared if you share a recipe with other boards. The connected template stays in the original board and will be pulled from there.

If you want to update a template, you can simply replace/edit the docx template in your original board.