Is it possible to set up your own template sets?

Nicholas Major

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. 🙂

Andrée Starå

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!

Andrée Starå

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!

Nicholas Major

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.

Andrée Starå

@Nicholas Major

Excellent!

You're more than welcome!