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
Any help would be greatly appreciated! We have a 3-step process for travel approvals. I am able to get the forms to the correct people. I now have a request for the ability to add comments during the approval process. Staff submit request via Smartsheet form Automation forwards the form to the manager for approval Once…
Hi everyone, I’m running into an issue with one of my sheets and was hoping to see if anyone else has experienced this. Here’s the setup: I have a sheet where, when I check a box, the row moves to a “Completed” sheet. In my Total column, I use a formula that sums a group of cells tied together via a parent/child…
Is anyone having trouble with smarthsheet over the past several days? Every time I go into a form to edit it, the cursor jumps fields after each character is typed. It is so frustrating. In some cases the cursor gets frozen in a field and jumps back and forth between two fields and freezes the whole system. I have yet to…
