Best Practices for Updating and Versioning Project Templates in Workfront

Hi everyone! I’m currently working on cleaning up and standardizing our project templates and I’d love to hear how others are managing this.

When updates are needed to a template, do you typically:

• Update the active template directly, or
• Create a new version (copy), make updates, and deactivate/archive the old one?

I’m leaning toward a versioning approach for better governance, but I’m curious how others are handling:

• Template version control
• Naming conventions
• Preventing users from selecting outdated templates

Would love to hear what’s working well for your teams or any lessons learned. Thanks in advance!