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
Has anyone figured out a way to use a column as a created date but not have the time stamp? It causes problems for my manager trying to use that date to pull into PBI. I know how to convert in a helper column to a year-month and a year, but those have to be text/number columns, not date columns and he can't use those…
I am looking for a way to automate a cell so that when column A displays 9 'Days Open' (or between the values 0-14) the 'Req Age' will auto populate (or trigger) the ranges provided. Image below: I want the highlighted section to auto populate based on the value in 'Days Open'
Good morning, I haven't needed to do this is quit a while but I went to clean up the "Sheets" folder in my account and can no longer create a folder, sheet, or report in any area of that folder. The "Create" button at the top right takes me the templates page. This is what I am seeing vs what I can do within a workspace.…