Is there a way to create a template from a full workspace?

Nathan Fraser · 08/30/24

I am working on creating a workspace for onboarding new employees. Essentially it is an interactive checklist that will remind people of upcoming tasks etc… I have my main sheet, and then I have other sheets that I use for referencing different data and pull it to the main sheet. I would like to make this whole workspace a template so that every time a new employee starts, managers can grab the template, fill in a few names and everything else populates.

I tried to "Save as New" and this didn't really work as sometimes it seemed that data would update in the "New" workspace, but then other times my data would be sent back, or pulled from, or combined with data from my original sheet.

I tried to "Save as Template" but that simply saves my main sheet and not the rest of the workspace.

Thanks,

Paul Newcome · 08/30/24

The only option within the core product is the Save as New option. Do you happen to have access to the premium add-on Control Center?

Nathan Fraser · 09/04/24

Ok,

I've used the "Save as New" function, and it works well enough. I do not currently have access to Control Center. Would this allow the ability to save as template? I may be able to make a case to have this add on obtained.

One of the issues with data location I have is with forms. I have links on my dashboard to bring staff to forms to fill out for registering their names, or to provide feedback. But even when I "Save as New" and click the form link on the "New" dashboard, it sends me to the form on the original copy of the workspace.

Thanks,

Andrée Starå · 09/04/24

https://community.smartsheet.com/discussion/comment/452378#Comment_452378

Hi,

I hope you're well and safe!

Unfortunately, it's not possible now to have the links to the forms automatically updated, not even with the Control Center add-on, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

That said, Control Center can help save time in many other ways. I also think the feature to have Control Center update the form links will come. (fingers crossed)

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Nathan Fraser · 09/04/24

Thank you both for your help.

I will leave the suggestion.

Nathan

Andrée Starå · 09/04/24

https://community.smartsheet.com/discussion/comment/452380#Comment_452380

Excellent!

Happy to help!

✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

Paul Newcome · 09/04/24

Control Center works more like an automated version of "Save As New". You don't click on a button to save something as a "template", but you can create a folder set that Control Center can then replicate (takes care of naming everything, roll-ups, cell links, cross sheet references, most automations, etc.). One of the features within Control Center allows you to say that every new "project" created from the blueprint automatically creates its own workspace.

It unfortunately won't help with the forms, but it does make a lot of other processes much easier to manage.

Nathan Fraser · 09/04/24

Thanks, Paul!

I will look into what options our company has.

Nathan

Is there a way to create a template from a full workspace?

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