Multi Sheet template with Dependencies and automation.

I am currently using a template I created for projects that works well. I have also created another template for the sales team to use for a portion of the project that does not relate to any of the project team besides myself. Each sheet changes cells in the other. My issue is i have to create the connectors from scratch each time.

I would love to create a template that has both sheets in it so i do not have to manually create connectors between the sheets each time i start a project. Help

Answers

  • Leroy Noriega
    Leroy Noriega ✭✭✭✭✭✭

    I recommend creating a folder with both Templates inside, with the links already connected, you can name it 'Template(save as new)'. When you want to create a new project select the folder > right Click > 'save as new' and rename the copied folder . This approach should have all the links set up.

    Leroy Noriega | Smartsheet SME | Independent Smartsheet Consultant

    Core App, Project Management and System Administrator Certified🏅

    E: leroy.noriega@yahoo.com | Linkedin Profile

  • I knew it was something simple. I will give that a try. Thank you very much.