Creating a new template

Brad Plant

I just moved my team over to smartsheet (off of excel), so I'm still learning. Is there a way to create a new template with custom columns so that my team can have a consistent custom template to start projects with?

Russ Anderson

If you have something similar in Excel, import it, and save it as a sheet once you've got it configured the way you want. Whenever you want a copy of that sheet, "Save as new". We have a folder in our workspace for templates.

 

I haven't had much luck with templates because my templates have to change on occcasion, and I don't want to save it as a new template.

Tony Davidson - SmartSheet Certified User 2016

We use a standard template for every new project..feel free to contact me and I can give you a brief demo and answer some questions for you..Thanks 

J. Craig Williams

For me, the primary advantage of using a Template (Save as Template) vs a sheet (Save as New) is that the Templates do not count as a sheet for your account limits.

While for some, this is not a problem, I have worked with many clients that were constantly bumping up against their accounts sheet limits.

 

The main thing that you lose are things that are not saved Templates - like Alerts.

As Russ implied, updating a Template can take some effort (Use Template, make mods, Save as Template, delete old version).

 

For project related work, you might be better off creating a Workspace (sheets & reports, not templates) and the starting your project by Save as New on the whole Workspace.

 

Hope this helps.

 

Craig