How can I reuse a Smartsheet Template every month?

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I have a Smartsheet Template for Inventory that needs to be used every month by six (6) Users. The Template should start out as blank every month. The Totals will roll up to a Report.

I can make six copies of the template, saved with unique names in a folder named for each month. I want to know if there is a better way to automate this process?


Thank you,

Larry Callan

Answers

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭
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    Hi @Larry Callan ,

    I believe that Save as New and renaming the easiest way unless you subscribe to Control Panel which has some additional automations to replicate templates. I have to Save as New.

    Curious to find out if anyone else knows of a way.

    Mark


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