Sharing Two Linked Template Sheets

pierre.w.naude34876

We are rolling out a new process dependent on two linked template sheets to be shared into workspaces for each new project.  When we share the templates into a workspace today, it appears to retain the links back to the original template in our template workspace. 

Is it possible to share two templates together and have them linked to each other in the new workspace?  Or would we have to remove the links and manually re-link once they exist together in the new workspace? 

Andrée Starå

Hi Pierre,

It´s possible to have them linked to each other. You should get the possibility when you make the copy. I'll provide some more information later.

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant / Get Done

Andrée Starå

Hi again Pierre,

I would suggest that you put those two sheets in a folder and then when you right click on it you get an option to "Save as New" so that you can save them in the the Workspace.

Heres a gif of the process

Best,

Andrée Starå - Workflow Consultant / Get Done

kayef

Hello - I've read through multiple community messages but still unable to find my answer.

I have a project budget sheet that links to the project timeline and I want to save the set as a template for new projects. However, once I start a new project, the cells are linking to the original not the new sheet I just made. Any detailed help would be appreciated.

Andrée Starå

Hi @kayef

I hope you're well and safe!

Add the assets in a folder or a workspace and then save that as new.

Did that 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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kayef

Thank you -

I tested it by saving as 'new' to a new workspace - it worked : )

But when I tested it by saving as 'new' to a new folder in the same workspace - it is still linking to the original sheet