Template Sets
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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
Purnima Gore
Cierr Limited
Your Time is Important, you want to Stay on Track, We can help you use the Right Tools
Answers
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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
✅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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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
Purnima Gore
Cierr Limited
Your Time is Important, you want to Stay on Track, We can help you use the Right Tools
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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!
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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