Hi,
I would like to share multiple templates that I have designed so others can use within my company. Does Smartsheet have the capability to share a blank template?
Hi Eddie,
Yes, it does.
Share a Template
Templates can't be shared individually, but they can be moved into a shared workspace. Anyone shared to the workspace with Admin access can create new sheets from your templates as long as they are a licensed user in Smartsheet.
Hope that helps!
Have a fantastic Weekend!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
They only need to have "View Only" access to use the Templates. They just can't save it into the Template Workspace without the Admin Permissions.
I have something very similar set up for my teams. A workspace with a bunch of templates in it where everyone has "Viewer Only" access aside from one that has Admin as a backup if I am out for the day.
That way the templates cannot be altered or deleted, but they can be used. They just have to be saved to a workspace where the user has admin or owner permissions or directly into their "Sheets" folder.
It is incredibly disappointing you can't share Templates without a workspace. I just ended up creating a workspace dedicated to Templates.
I am trying to do the same thing but I don't want to have to share each individual person to the workspace. I want them to be able to go right to a dashboard and choose one of my templates and simply save it as new. I am assuming this is not possible? Thanks. Rebecca
Circling back to this….. Another year goes by and still no folder level sharing. Smartsheet developers don't listen to their clients. I have seen hundreds or posts and requests for this over the past 7-8 years. And still NOTHING!! This has been a huge issue for us as a company. As you can tell this is a sore spot for us…
Today a team member accidentally changed several rows by either deleting the data or the row itself. Do I download a snapshot of each one to restore? Some of them didn't seem to be too helpful. What is the protocol for restoring this information? I've only done this before with the help of a representative and it was…
I have my Smartsheet set to generate a document when a form is filled out. The document is a fillable PDF and when the document generates not all of the answers populate on the generated PDF. I have tried making the PDF again from scratch, I have tried copying and pasting the fields so I know they're the exact same…