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?
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
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
Howdy, I am working on developing a several dashboards for our team, and for whatever reason the widgets I place are multiplying. I have copied/pasted some, but other I have just added I am ending up with dashboards that look like this: When originally I only had the top four items. It has happened on several different…
I am a construction project manager and built sheets that include actual costs for individual tasks, departments and overall project. I update the costs cells as invoices come in by manually calculating then entering in new amount. Ex: Plumbing: week 1 $300, week 2 $250, week 3 $150 = $700. I enter $700 in cell. I'm…
I have multiple items that each have their own statuses and that roll up to "workstreams" or swimlanes. On the dashboard, I would like to show the progress of the items by swimlane without breaking it out into separate widgets for each. This would ideally be a stacked bar where each bar represented the Items and was broken…
