Moving a Shared Sheet to a Workspace

Pamela Wagner

If someone has shared a sheet with me and others and we are actively editing that sheet, is there any way that I can move that sheet from my "Sheets" folder to one of my personal Workspaces? If others did not have to use the sheet, I would just do a Save As New and put the new one in my personal workspace and then delete the original. I would like to keep things organized and not have to remember that a particular shared sheet is in another location other than my particular project workspace.

Sarah Donnelly

Hi,

You need to be the Owner of the sheet to pull it into a Workspace. If you are not the sheet owner you cannot move it into a workspace even in you own the Workspace.

Paul Newcome

@sdonnelly is correct. Sorry about that. You do need to be the owner of the sheet to move it into your own workspace. I create most of the sheets for my team, so I forgot about that part since I am typically the owner already.

You should however be able to move it into a subfolder within your Sheets folder.

Paul Newcome

Yes. You should be able to move it as needed without affecting anyone else's sharing permissions.

Pamela Wagner

Thanks @Paul Newcome but I should have included that when I try to drag it to a new workspace I see a circle with a line through it on those that someone shared with me while if I try to do the same with a sheet that I created that is in that same folder, that does not show up. I also don't see it as an option in the dropdown under actions.

Sarah Donnelly

Hi,

You need to be the Owner of the sheet to pull it into a Workspace. If you are not the sheet owner you cannot move it into a workspace even in you own the Workspace.

Paul Newcome

@sdonnelly is correct. Sorry about that. You do need to be the owner of the sheet to move it into your own workspace. I create most of the sheets for my team, so I forgot about that part since I am typically the owner already.

You should however be able to move it into a subfolder within your Sheets folder.

ckelsoe

I am the sheet owner and it does not allow me to move my owned sheet into a workspace.

Paul Newcome

@ckelsoe What permissions do you have to each of the workspaces?

smercado

Hi all. Not sure if there was ever a solve for this issue, but I'm running into the same problem. I am the owner of a workspace that I created for my team. I can move sheets that I have created or copies of my team member's sheets, but not the original sheet they created. My team mate (with editor access) tried to drag and drop his sheet into the workspace I created, but is getting a circle with a line through it. Is there a permission that we're missing for him to move this sheet? Thanks!

Genevieve P.

Hi @smercado

Editors cannot change sheet locations; the Owner of that sheet will need to drag-and-drop that item into your workspace (as long as they're shared to it with Admin permissions). 🙂

Here's more information: Issue: Unable to move items to or from a workspace

Cheers,

Genevieve

smercado

Thank you @Genevieve P. My team mate is the owner of the sheet we are trying to move. I'll double check the admin permission to see if that changes it. :)

smercado

@Genevieve P. changing the permission did the trick. Thank you so much for your help! My team mate can now move his sheets into the folder I created. 😁

Genevieve P.

Glad to hear it!