Template set

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Adrienne Powers
edited 03/17/22 in Smartsheet Basics

Hi,


I've sources a template set online from Smartsheet however when I try to download them and utilise them with my current SmartSheet licence it does not recognise my account. It is not a standard template set but created by an individual smartsheet user. Is it possible to do this??

This is the template set I'm wanting to use: https://www.smartsheet.com/content/lessons-learned-template

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 03/17/22 Answer ✓
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    Hi @Adrienne Powers

    I hope you're well and safe!

    Strange! It works for me!

    What happens when you click on the links?

    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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

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  • Hi,


    I've sources a template set online from Smartsheet however when I try to download them and utilise them with my current SmartSheet licence it does not recognise my account. It is not a standard template set but created by an individual smartsheet user. Is it possible to do this??

    This is the template set I'm wanting to use: https://www.smartsheet.com/content/lessons-learned-template

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @Adrienne Powers

    First, make sure you're logged in to Smartsheet on the correct account in the same Browser. Then, make sure you're clicking the link that says "Smartsheet" (the other files will download to your computer).


    This link will automatically open up the new Smartsheet sheet in your account (as long as you have a license that can own sheets). If you're seeing an error or unexpected screen, can you post a screen capture of what you're seeing?

    Cheers,

    Genevieve

  • Bill_WS
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    I'm having the same issue. Even though I am logged in when I go to that page it prompts a login.....does it have something to do with SSO?

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @Bill_WS

    This has to do with where the link is located; if you add your email and click the "Try Smartsheet" button it will take you through to the sheet in your account.

    You can also look for templates and template sets directly in the app through the Solution Center, if that helps!

    Cheers,

    Genevieve

  • Bill_WS
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    When I try to input my e-mail it says my company does not support that sign in method. If i try to use SSO, it states 'bad request'


    If I look up in the solution center, nothing comes up. I looked up lessons learned....lesson....learned.....etc. Let me know if you have any other ideas or can share the template with me another way. thanks

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @Bill_WS

    Thank you for reporting this! I was able to replicate what you're seeing. The first time I enter my email it shows a form with just a phone number, which I then skip to try and access the sheet. This is when I see the 400 Bad Request error message. I have notified our Web team about the error and they will look into this.

    In the meantime, if you click "Back" from that error message (staying in the same tab) and put in your email again, you should see a proper form with all fields like so:

    Since you're already signed in on the app, you should be able to leave all these fields blank and click "Try Smartsheet for Free" which will bring you to the proper sheet in your account.

    I was unable to find this sheet in the Template Center as well; I believe it may be a slightly older solution. Let me know if clicking "back" and re-entering the form has worked for you!

    Cheers,

    Genevieve