Template Sets

Purnima Gore

Hi

Does anyone know how to create a template set?

I have looked on help and although it explains how to create a template it doesn't show how to create a template set.

The only option I guess is to create a folder, add the folder and then save as new, but I was hoping there was a nicer way in the way that you can choose a template set and then place it where you need.

Thanks :-)

Purnima

Andrée Starå

Hi @Purnima Gore

Unfortunately, it's not possible to create Template Set as it's available from Smartsheet, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment

As a workaround (as you thought about), create the Workspace/Folder and use the Save as new feature. Another option could be to structure something in the upcoming solution, WorkApps.

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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Purnima Gore

Hi @Andrée Starå

Already submitted :-)

and already tried the save as new and it does work but hoped that I could do this.

perhaps workapps will be the answer but it would be good to be able to do that in templates as some point.

Have a great day.

PG

Andrée Starå

@Purnima Gore

Excellent!

Happy to help!

Yes, I agree, it would be an excellent addition to Smartsheet features.

✅Remember! 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!