Creating and Saving Template Sets

Jana Brits · 10/08/19

Hey

Is there a way that I can save a folder, that I created, containing sub-folders, which contain sheets, reports and dashboards as a template set?

Andrée Starå · 10/09/19

Hi Jana,

Yes and no!

It won't be seen as a Template Set in Smartsheet but as a Folder or a Workspace.

You'd use the Save as new feature on a folder or a Workspace and then use that in the same way as a template set.

Would that work?

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Anna Morrison · 08/13/21

Hi Andree,

This could be very helpful for me. I assume that certain kinds of content embedded in a dashboard---like dynamic views and or widgets using pivot tables---would still need to be recreated and mapped to the newly saved folder. Is that correct?

Thanks,

Anna

Creating and Saving Template Sets

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