Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.
Sign in to join the conversation:
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
Hi Team Is there an update on this Community post from a year go? Issues with copying in the Windows App - Table View - Smartsheet Community I have confirmed in both Desktop and Web Applications, and on multiple browsers where the Clipboard setting in "ALLOWED", but the copy/paste CTRL-C/CTRL-V is not working. It doesn't…
I have a user that has accepted their invite. They do not show up in the roles section for me to assign the user roles.
Hey, We already have a native way to highlight a project's critical path: But is there a way to implement a filter based on this criteria? I would like to be able to run a portfolio level report to show me all critical paths across projects. Thanks for your help, Matt