When to use templates
- Use a template for repeated team setups, client onboarding, or internal operating systems.
- Use a marketplace plugin (
Settings -> Extensions -> Marketplacein the desktop app) when you only need to distribute skills or MCPs. - Use managed providers when the only shared piece is model access.
Recommended flow
- Build the workspace locally in the OpenWork desktop app.
- Add the skills, MCP servers, commands, agents, and providers the team should start with.
- Share the setup to your OpenWork Cloud organization.
- Assign the template to the right team.
- Ask teammates to import the template from
Settings -> Cloud.
Keep it maintainable
- Keep secrets out of templates.
- Put shared model credentials in Cloud providers instead of config files.
- Keep reusable skills in a marketplace plugin when several templates need the same skill set.
- Create separate templates for separate teams or client environments.