Quickest way to create a new sheet from a template?

HeatherDBS

I can't remember exactly how I used to do it but I'm sure the old style smartsheet was easier than trying to do it now. We hadn't been using it long before the change. The process I'm currently using feels extremely cumbersome.

Please tell me what you've found to be the quickest/easiest way to create a new sheet from a template in the new user-unfriendly format.

I have the template saved to the favourites section of the hamburger menu but I can't right-click on it to "use" it like I feel like I should be able to. I have to click on the template, then select the "use template" option. Is there an easier way?

Thank you.

Andrée Starå

Hi Heather,

To click on the Template and Use Template is probably the easiest way to do it.

How would you want it to work?

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

velef014

I created a template with additional headings in the first 5 rows, how could I import a project plan without overwriting the rows with needed information to transpose to a dashboard?

Flor Velez

 

 

Andrée Starå

Hi Flor,

I'm not sure what you'd want to do.

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)

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting