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Hi,
Is there an easy way of saving a whole folder + dashboard as a template so that when we start a new project, we can just chose that whole set of templates and create a new projekt-folder? Needs to include the dashboard and connections to sheets
Hi Trym,
Yes, You can either save a Folder or a Workspace as Save as New (right click and select Save as New) and then there are various settings so you can use it how you'd like.
More info: https://help.smartsheet.com/articles/1782802-copying-folders-workspaces
Hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
This doesn't work. I have a folder that's full of templates and when I got to save as new it only saves the folder, but nothing within the folder.
Agreed with KCJ, This doesn't work. I have a folder that's full of templates and when I got to save as new it only saves the folder, but nothing within the folder.
Allow me to re-post my comment, some time later, I came back and the folders sub folders, template , dashboards were all there. Thank you
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I need to revise/expand a filter - the list of items in the filter NOT the filter name - in a dashboard I created. Is this done through the dashboard or through the main data sheet?
