Creating and Saving Template Sets

Jana BritsJana Brits ✭✭✭✭✭
edited 12/09/19 in Using Smartsheet
10/08/19 Edited 12/09/19

Hey

Is there a way that I can save a folder, that I created, containing sub-folders, which contain sheets, reports and dashboards as a template set?

Tags:

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Jana,

    Yes and no!

    It won't be seen as a Template Set in Smartsheet but as a Folder or a Workspace.

    You'd use the Save as new feature on a folder or a Workspace and then use that in the same way as a template set.

    Would that work?

    Hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Anna MorrisonAnna Morrison ✭✭✭✭✭

    Hi Andree,

    This could be very helpful for me. I assume that certain kinds of content embedded in a dashboard---like dynamic views and or widgets using pivot tables---would still need to be recreated and mapped to the newly saved folder. Is that correct?

    Thanks,

    Anna

Sign In or Register to comment.