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Creating a new template
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?
Comments
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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.
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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
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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
