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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??
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
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.
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
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
Andrée is correct. The best way to accomplish this is by using Workspaces.
Good Luck! (:
Andrée and Kris,
thank you for sharing, it works!!!
Hi Dietmar,
Excellent!
Happy to help!
Have a fantastic week!
Andrée Starå
Workflow Consultant @ Get Done Consulting
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
Hi Jana,
Yes, exactly!
I hope that helps!
Have a fantastic day!
Workflow Consultant / CEO @ WORK BOLD
i am not sure I am calling this the right thing, but my manager has asked if there is a way in a dashboard to click on a graph and bring up a definition box for the different types of process improvements. Would I just create that in Smartsheet and then choose open a Smartsheet item?
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