Sharing Templates

TeeM · 02/13/20

I have created a template for a client to use but I can't share it to them unless I make a separate Workspace just for the template....am I missing something as this seems crazy?

Andrée Starå · 02/13/20

Hi,

Have you created a Smartsheet Template and not a sheet template? Smartsheet Templates can’t be shared individually, and they have to be shared by being in a Workspace.

As a possible workaround, you could save it as a sheet instead and use that as a template.

Would that work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå · 02/14/20

Happy to help!

Yes, unfortunately, that is the case.

I usually create sheet templates anyway because my client solutions involve features that are not included in the template.

Please submit an Enhancement Request when you have a moment to have your vote added

Andrée Starå · 02/13/20

Hi,