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Share Templates

Lori Cetlinski

It would be useful to be able to share a Template with other Smartsheet users. I created a template for offboarding and would like to share with with the rest of the organization.

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Genevieve P.

Hi @Lori Cetlinski

If you place the Template in a Shared Workspace then your organization would have access to it 🙂

Here's more information: Share a Template

Does that work for you?
Cheers,
Genevieve

Lori Cetlinski

Thanks Genevience but this is not working. I have shared the workspace with 2 different users (as admin). One has a Smartsheet License, one has a collaborator license. Neither can see the template.

Genevieve P.

Hi @Lori Cetlinski

Can you confirm that they're looking into the correct Workspace?

Here's an example of what a Template looks like when it's in a Workspace. I'm only a Viewer in this Workspace but I can still see it, and actually create a version of that sheet! (As long as I put it in a different Workspace where I have higher permissions).