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Create a template by duplicating another template

BindTuning Team avatar
Written by BindTuning Team
Updated over 2 months ago

Automate365 makes creating new workspace templates efficient, and one of the fastest ways is by duplicating an existing template. This method is perfect for quickly building a new template similar to one you already have, or creating a new version without starting from scratch.

You can duplicate from BindTuning's pre-made template gallery or from your own existing custom templates, leveraging a proven foundation to save time, ensure consistency, and enable quick customization, though the specific steps will vary slightly depending on your chosen source.


Why duplicate a template

Duplicating an existing template is a powerful way to streamline your template creation process and leverage established, successful designs. Here's why it's a great approach:

  • Make use of proven best practices: You can instantly build upon designs that have already demonstrated success, ensuring your new templates start with optimal configurations and structures.

  • Inherit structure, content, rules, and policies: The copied template automatically brings along its pre-defined structure, content, governance rules, and associated policies. All of it! This saves significant time and reduces manual setup, ensuring consistency from the get-go.

  • An ideal starting point (for BindTuning Gallery Templates): If you're new to creating templates or want to experiment, duplicating a pre-made template from BindTuning's gallery offers an excellent foundation for creating your first test template or for quick customization.
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Example scenario:

Imagine you need to swiftly deploy a new learning portal for your organization, built upon Microsoft Learning Pathways. Fortunately, Automate365's gallery already features a robust "Learning Portal" template designed for this exact purpose.

Instead of creating a new template from scratch, you can duplicate this pre-built BindTuning template. This allows you to leverage its comprehensive structure and content immediately. Your primary task then becomes simply adjusting governance policies to align with your organization's specific rules. Significantly reduce setup time, getting it ready for use in no time!


How to duplicate from the BindTuning gallery

  1. Log in to the BindTuning App.

  2. Click Templates > Created by me.

  3. Click the "Create template +" button.

  4. After naming your template, click "Next step".

  5. Select "Duplicate from gallery" as your starting point and the M365 app.
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  6. Select a pre-made template from the gallery, then click "Next step".
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  7. Proceed to setting Structure and Content by clicking "Next step".


How to duplicate a custom template

To duplicate a custom template, which creates an independent copy you can refine, refer to our article on Manage templates - Copy a template.


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