Create a template set with linked cells

CarolineNorton

I use two sheets to track one project. I use these same two sheets for many projects. One is a fully detailed list of every task's status, assigned to, and start/due dates, and the other is an abbreviated version that only contains specific tasks for a person(s) that is assigned to the project. Every cell in the abbreviated sheet is updated from the fully detailed sheet. We have to do this because we share the abbreviated sheet in Teams so the assigned person(s) can see the task they must work on and it's due date. With over 50 cells linked, it is way too time-consuming to relink these every time we start a new project. 

I've made each of these a template, but the source doesn't keep the outbound links and the receiving sheet still links to the master sheet before I created the template. Any help would be awesome on accomplishing this.

Andrée Starå

Hi Caroline,

To keep the links like in a Template Sets you have to set them up and add them to a folder or a Workspace and save as new. That will keep the linking. Check the settings before you save the folder or workspace as new.

I hope this helps you!

Have a fantastic weekend & Happy Holidays!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

CarolineNorton

Thank you, I did create them in a separate Workspace. That is the issue. I have over 60 cross-links in these two documents. They must stay connected to each other when I create a new set of them. Not to the original sheet.

When I tested it, I used the templates I created in the separate Workspace and saved as new into another workspace. Those two documents I created into the other Workspace still link back to templates in the originating workspace.  I had all the options selected when making the sheets from the templates.

CarolineNorton

I also checked my original sheet that I made the template from it shows links to all of the different destination sheets I created from the template as well as some of the Save as New sheet's while I was testing. This is NOT what I need to happen. Each "set" must remain connected to each other, not to the original sheet. 

Andrée Starå

Happy to help!

Do you mean sheets when you say documents?

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)

Happy New Year!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Andrée Starå

Did you select the option "Newly created sheets" in the "Save as New" dialog?

What kind of links is it in the original sheet?

Best,

Andrée

CarolineNorton

I was clicking on the sheet/document itself to make the copy, not selecting the FOLDER/WORKSPACE to make the duplicate. I found another thread that made that distinction. Thank you for all of your help!!! I got it working. YAY!!!!!

Andrée Starå

Great!

I'm always happy to help!

Best,

Andrée

S-Coffaro

I am unsure if this thread is dead, but I am trying to accomplish the same goal. I understand the distinction mentioned above of saving an entire folder as new, and that those new documents will be linked to each other.

I'm having trouble with the templates itself. If I link two sheets together, and then make one of them a template, then it will be linked to the sheet, not the template.

Is the solution not to use the template feature at all, and only work with sheets? Perhaps I am not fully understanding.

ldguser

@CarolineNorton is there any chance you could share the thread that answers this??