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Saving rich sheet as a template for new clients
I have rich workspace with multiple sheets, links, formulas, forms, reports and workflow and sample data. I want to be able to save and restore the package for new clients in their own workspaces. How can this be done? I note that Request Backup and Export does not provide this functionality.
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Create new document/grid/etc. in existing workspace
Currently, when I select the Create button in the left menu, I can select from a number of templates and document types but it automatically puts it into a new workspace. I need the option to add this to an existing workspace. Rarely ever do I want to create a new workspace. If I do, I'll go to my folders! How is this not…
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Multi-Category KPI Tracker - Engage Template Contest Win 2023
Hello Community Forum! I won the template contest last year with my Multi-Category KPI Tracker which I have since updated and added on to. I would be happy to help anyone who has questions or wants to know best practices when using this template set. We use it in our Manufacturing department, but are developing it for the…
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Dynamic View Template
We are needing the ability to create a Dynamic View template. Our organization creates many project schedules throughout the year, so a template would ensure consistency as well as simplify the process for creating new projects. Currently, I would have to create a dynamic view for each project, specify the columns shown,…
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Template for IT Services
As an IT manager, I'm responsible for various simultaneous and sometimes unrelated areas, including: Maintenance of existing apps New development projects Recruitment Operations Company websites Procurement Billing I'm looking for a template to help me manage these areas efficiently without overwhelming me with details.…
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Updated User Role/Permissions to allow Template Sheet Creation by ALL EDITORS/Admins/Owners
Allow Templated New Sheet Creation by ALL EDITORS/Admins/Owners. I understand restricting new grid/report/etc. creation WITHOUT A TEMPLATE to all Editors/Below. However, restricting Templated new sheet creation for Editors/Above defeats the point of creating a template to allow team based scalable project workflows. The…
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Updated User Role/Permissions to allow Template Sheet Creation by ALL EDITORS/Admins/Owners
Allow Templated New Sheet Creation by ALL EDITORS/Admins/Owners. I understand restricting new grid/report/etc. creation WITHOUT A TEMPLATE to all Editors/Below. However, restricting Templated new sheet creation for Editors/Above defeats the point of creating a template to allow team based scalable project workflows. The…
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Change Order Management
Does anyone have best practices for collecting and managing Change Order requests for Project Plans please?
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Merged: Keep Fillable PDF mapping when duplicating sheet
This discussion has been merged.
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Custom Template URL
I am trying to create a widget that links to a custom template. How do I find and copy the template URL?