Save folder/dashboard as template

Trym Dahl

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

Andrée Starå

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

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.

Laurent E

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.

Laurent E

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