Sharing Templates

Eddie Rayborn

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? 

Andrée Starå

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

Paul Newcome

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.

Nick Burrus

It is incredibly disappointing you can't share Templates without a workspace. I just ended up creating a workspace dedicated to Templates. 

Rebecca_Kolker

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