Is it possible to set up your own template sets?
Hello everyone! 👋
I've created a workspace for a project which includes multiple sheets, reports and dashboards which all link together. It's something I've put a good bit of work into for a while!
Is it possible to use this as a template set for other projects? As far as I can see, I can only create a template from a sheet, which would be really limiting.
Thanks in advance. 🙂
Best Answer
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Hi Nicholas,
You can’t create a template like a template sheet, but you can save the Workspace and use it as a template with the save as new option.
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Hi Nicholas,
You can’t create a template like a template sheet, but you can save the Workspace and use it as a template with the save as new option.
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Perfect Andree,
I've just done that for one of our projects and it's saved a lot of time, so thanks for pointing that out to me! 🙌
Best regards, Nic.
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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