Turning folder into template
Hello,
I have created sheet, dashboard, and reports for my team. I want them to use these as templates and be able to customize them without changing the templates. Originally, I had put them in shared workspace , however it was breaking the reports that were on dashboard as team members were changing the name of the sheet when they made their changes. Is there a way I can turn these into templates similar to ones we can download from Smartsheet? Ideally I want my team members to just download these and do not have to worry about changing the master template or have to relink reports on the dashboard.
Answers
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Hi @Mkaur
I hope you're well and safe!
Unfortunately, it's not possible at the moment, but it's an excellent idea!
Possible Workarounds
- Folder and save as new
- Workspace and save as new
- Premium App, Control Center
Would any of those options work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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