How to Create A Template Set

How to Create A Template Set

edited 12/09/19 in Using Smartsheet

I've created several project management files (sheets, reports, dashboards). How can I save these as a template set (package) for others in my organization to use/download?

 

Or is it save as a workspace??

Comments

  • Hi save as a workspace is the quickest option and leave it available for others to grab the templates, reports etc they need.

    If you have a lot of projects kicking off regularly then take a look at Control center which can help mechanise the whole process and links sheets into overarching reports automatically.   If you need any further info on that route let me know,

    Mick

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    I have talked with Smartsheet about this as it would be EXTREMELY beneficial to my work. The only option is to purchase the Control Center add-on. I have my manager looking into it for me.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    If you save as new from a Workspace or a folder you can keep it connected. I use this with my clients all the time. Not as automatic as with Control Center though.

    I hope this helps you!

    Best,

    Andrée Starå - Workflow Consultant @ Get Done

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Hi Paul that sounds good.  If you would like any help configuring Control Center once purchased we as a Smartsheet Channel partner can provide this service for you at a significantly discounted rate.  

    Hope that is of interest,

     

    cheers

     

    Mick

  • KrisWalshKrisWalsh ✭✭✭✭✭

    Andrée is correct.  The best way to accomplish this is by using Workspaces.

    1. Have a base Workspace that is your blank template. 
    2. When someone wants a copy of it, Right mouse click the Workspace and select 'Save as new'. *see pic*
    3. The default selection maintains the relationship between Sheets, Reports & Dashboards.

    Good Luck!  (:

    Smartsheet-Workspace-Save_As_New.png

  • Andrée and Kris,

    thank you for sharing, it works!!!yes

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Dietmar,

    Excellent!

    Happy to help!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • You can also do the same with a folder. If you have only one workspace but a couple of project folder containing the same sheet... I would prepare on folder as template.

  • Hey Andrée

    Do I understand you correctly? Do you develop "template sets" for clients and provide it to them in a folder and/or workspace format?

    Kind regards,

    Jana

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Jana,

    Yes, exactly!

    I hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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