Sharing a Template

Claire Diener

I made a sheet and then created a template from that sheet for our department's annual performance review. My manager needs to have access to this template, but i can seem to find a way to share the template and/or make her owner of the template. How can I do this? She need the template so she can set up 20+ sheets each year.

Thanks!

Joel Johnson

You can share a template by putting it in a shared Workspace.  If you both have access to that workspace then she can use the template.

JohnHinkle

Another option is to create a sheet from the template then use that sheet as the template. Just dont edit the original and when you need a new copy, just save a new copy of the sheet. 

J. Craig Williams

Be aware that sheets used as a templates count against your sheet limit. Templates do not.

 

Craig

siouxzieb

Ok, so this is pretty crazy. There's no way to share a LINK to a template?? So I can't say "Use the print spec sheet template located here: URL" on a reference page/wiki??? That is not cool, guys.

Josh Garcia

Just ran into this exact scenario. Planning to drop the template into it's own unique workspace, sharing the link to that, and hoping the user understands what to do next.

joecross98

Seconded.  Just one more way Smartsheet nickel and dimes you for VERY BASIC functionality.