Possible to create multiple linked templates?

David Slaughter

Hi All,

Hoping there's a few Smartsheet super users out there that can help!

I've created a pretty flash client specific dashboard which pulls in from one master project template, which is is also linked to about another 10 seperate report sheets.

Without cloning and linking it all up again, I was wondering if there was a way I could template the full set and to keep the cross-sheet queries in place? The idea being I can spin up a new dashboard and project management sheet for each client within seconds, as opposed to about 2 hours of work (roughly what it took my on a test run).

If it is possibe (which is really hope it is), how would I achieve this and what steps do I need to take?

Thanks all.

David

Andrée Starå

Hi David,

Yes, it’s possible.

You’d either have everything in a Workspace or a folder and select Save as New.

Make sense?

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi David,

Yes, it’s possible.

You’d either have everything in a Workspace or a folder and select Save as New.

Make sense?

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

David Slaughter

Thanks Andree, that worked!

Appreciate the help

Andrée Starå

Excellent!

Happy to help!