Create a project set template with multiple sheets / reports

gata

Hello,

We are creating multiple sheets for each project and we have templates for each sheet.

Every time we create a project, we have to create these sheets one by one.

Is there anyway that I can create a project template which contains multiple sheets?

Thanks in advance!

Andrée Starå

Hi @gata

I hope you're well and safe!

Yes, but you have to add everything together in a Folder or a Workspace and save it as new.

Make sense?

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 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!

gata

Simple but a great idea, thanks!

Andrée Starå

@gata

Excellent!

Happy to help!

✅Remember! 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!

Melissa Bosi

@Andrée Starå Can we create custom template sets that link sheets, reports, and dashboards together?

Andrée Starå

Hi @Melissa Bosi

I hope you're well and safe!

Yes, absolutely!

A Template Set would be everything inside a folder or a Workspace.

Make sense?

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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!