Can a user created Dashboard be saved as a Template to be used mulitiple times?
As the Question above reads. I have a Dashboard I am creating as well as some specific sheets. The sheets can be saved as a Template. But, I do not see an option for the Dashboard.
If Dashboard cannot be saved as a Template. Does that mean I need to take the existing Dashboard and save as new? If that is the case, I will need to re-input from the new Templates of existing sheets?
Best Answer
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No. You'll need to collect everything in one folder or workspace and save that as new instead.
Make sense?
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
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You can only save a sheet as a template, but if you save the dashboard and the sheets/reports together, it will keep everything together.
You’ll need to have them all in a folder or Workspace for it to work when saving 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!
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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So all I need to do is:
- Save the created Dashboard as new into the folder where I have the Templates that will be used for that project?
- And the Template sheets will update to the newly saved Dashboard in that folder?
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No. You'll need to collect everything in one folder or workspace and save that as new instead.
Make sense?
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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Thanks for your help.
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You're more than welcome!
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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