"Use template" - can do 1 at a time and save in a folder, is there ability to do more than 1

BarbaraGriffith

We are setting up master templates that we want to use for a customer project. We currently can select to use 1 template and place it in the customer folder. Is there a way to select multiple templates an send them to the customer folder at the same time?

ChristianFinke

Hi @BarbaraGriffith

Currently Smartsheet doesn’t support selecting and using multiple templates simultaneously. You can only apply one template at a time, saving each in the desired folder individually. To streamline the process, I would try setting up a folder with pre-configured templates, then duplicating the entire folder when needed for a new customer project. This allows you to replicate multiple templates at once without having to add each template individually.

ChristianFinke

Hi @BarbaraGriffith

Currently Smartsheet doesn’t support selecting and using multiple templates simultaneously. You can only apply one template at a time, saving each in the desired folder individually. To streamline the process, I would try setting up a folder with pre-configured templates, then duplicating the entire folder when needed for a new customer project. This allows you to replicate multiple templates at once without having to add each template individually.