Can I Create A Default Card?

Steve Kopischke

I would like to create a default card to use for every project. Can I do this?

Andrée Starå

Hi @Steve Kopischke

Not sure I follow!

There isn't a way to select a default card, but if you have a sheet template, it could be set in a certain way, and then you'd save as new to have in the same in another project.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Steve Kopischke

I will try a sheet template.

Andrée Starå

@Steve Kopischke

To clarify, I think it can be a Sheet or a Template.

I usually use a Sheet because it's more flexible.

Let me know how it works!

Steve Kopischke

OK. I'm new to Smartsheet, so my grasp of the terminology is imprecise.

Andrée Starå

@Steve Kopischke

No worries!

Here are two excellent articles about Sheets / Templates.

https://help.smartsheet.com/learning-track/get-started/create-sheet

https://help.smartsheet.com/articles/522123-creating-using-templates#toc-create-your-own-template