Create and share custom canvas templates
If you can’t find a canvas template to suit your needs, you can create your own. Custom templates can be shared with others in your workspace or Enterprise Grid organization, or you can keep them private.
How it works
- Add content to a canvas, then convert it to a template.
- Share your template with others in your workspace or org so they can use it.
- If you’re on the Enterprise Grid plan, certain members can add templates to the Created by your organization section of the canvas template gallery.
- If you use Slack Sales Elevate on the Business+ or Enterprise Grid plan, Sales Admins can publish sales canvas templates for members to use.
Note: It’s not currently possible to create, share, or use canvas templates on the Slack mobile apps.
Create a custom canvas template
To create a custom template, you'll need to convert an existing canvas. Once converted, you’ll be able to search for the template and use it later on.
- From a canvas, click the three dots icon, then select Convert to a template.
- Click Convert to a template.
Share a canvas template
When you convert a canvas to a template, it will only be accessible to you. To let others use your template, you can share it.
- From a canvas template, click Share in the top-right corner.
- Add the people or channels you’d like to share the template with, and add a message if you’d like.
- Click the drop-down menu and select Can view or Can edit to decide how the template should be shared.
• Those with Can view access can use your template to create a canvas.
• Those with Can edit access can make changes to the template. Once the changes are saved, the updated version will be available immediately. - Click Share.
Edit a canvas template
You, and anyone else with Can edit access, can edit a canvas template.
- Hover over More, then select Canvases.
- Click New in the top-right corner, then select Start From a Template.
- Search for the template you'd like to edit, then select it from the list.
- Click Edit, then make your changes. Edits will be saved automatically.
Note: Anyone with Can edit access can also change who can use or edit the template. Follow the steps above to find the template, then click Share to adjust the permissions.
Revert a template to a canvas
Anyone with Can edit access can revert a template to a canvas so that it no longer be available for use as a template.
- From the canvas template, click the three dots icon, then select Revert template to a canvas.
- Click Revert to Canvas to confirm.
Publish templates for your organization
By default, all owners, admins, and Template Admins (as well as Sales Admins on the Business+ plan) can publish templates to the Created by your organization section of the canvas template gallery. These templates can be found and used by everyone in your Enterprise Grid org, and are great for standardizing the look and use of canvases across your org. To add a template to this section, follow the steps below:
Add or remove templates
- From a canvas template, click Share in the top-right corner.
- Click the General tab.
- Check the box to add the template to the Created by your organization section of the template gallery. To remove it from the section, uncheck the box.
- Click Save.
Note: To add or remove a template from the Created by your organization section, you'll need Can edit access to the template.
Publish canvas templates for Sales Elevate
Canvas templates for Slack Sales Elevate are made by Slack, and allow members to easily create documents like opportunity plans or account recaps. Sales Admins can customize and publish these sales canvas templates for their members to use.
- Hover over More, then select Canvases.
- Click New in the top-right corner, then select Start From a Template to browse available templates.
- Below Created by Slack, select a sales template from the list.
- Click Use Template.
- Make changes if you'd like, then click Publish.
Once published, sales canvas templates will appear in the canvas template gallery with a 💸 sales emoji.
- All members (by default)
- Available on paid plans