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,
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.
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!
Andrée Starå - Workflow Consultant @ Get Done
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,
Andrée is correct. The best way to accomplish this is by using Workspaces.
Good Luck! (:
Andrée and Kris,
thank you for sharing, it works!!!
Happy to help!
Have a fantastic week!
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.
Do I understand you correctly? Do you develop "template sets" for clients and provide it to them in a folder and/or workspace format?
I hope that helps!
Have a fantastic day!