How To Steal Template From Smartsheet

Starting a project from a template can save you time and help you lot maintain consistency across standard elements such every bit column names, column types, and provisional formatting rules. Keeping things standard in this way will assistance you when you want to create rollup reports or dashboards from multiple sheets.

If you are planning on using a solution to accommodate your business case at scale, consider working with our Solution Services team. They'll be able to assess your state of affairs and design a solution specifically to address it.

Apply a Pre-Congenital Template

You'll detect hundreds of pre-built templates in the Solution Middle correct in the Smartsheet application.

Solutions Center

You can customize these pre-built templates in the same way y'all can edit sheets—for example, you tin can edit prison cell data, change column types, or include your own attachments equally needed.

The sheet name will be the same as the name of the template—you tin can rename it if needed. (For data about how to rename a canvas, see Creating and Renaming Sheets.)

Some templates may include instance information to familiarize you with certain features, such every bit comments, cell examples, formulas, and more. You tin can eliminate examples from the template by using "Relieve as New..." and selecting Data and Formatting preferences. For more information, see Copy a Sail with Save As New.

Visit the Solution Center in Smartsheet At present

Find the Solution Center in Smartsheet

Click the Solution Eye icon (plus sign) on the left Navigation Bar.

Create Your Own Template

You tin create a template from whatsoever existing sail. Columns and conditional formatting rules will always be saved to the template. Yous can also choose to include notification settings, and specific data and formatting options such as row data, manual formatting, attachments, discussions, and forms.

Open the sheet you lot'd similar to save every bit a template.
Click File >Save as Template to open the Salve equally Template window.
Enter a name and description for your template.
ClickAutomated Workflow & Warning Options and Data & Formatting Options to specify which of the options you lot would like to salvage with your template.
To retain cavalcade names and types just, uncheck Sheet data and formatting.
Click Relieve.

The template will be saved in the same binder or workspace where the originating canvass is stored. You can drag information technology to other folders or workspaces from Browseif needed.

NOTES:

Templates yous create are not attainable from the Solution Center which is public to all Smartsheet users.
The template volition only exist visible and usable past yous. To make it accessible to others, see the share a template section of this commodity.
Templates cannot be edited direct. To alter a template, yous'll demand to edit the original source sheet and re-salvage it as a new template.
Although all automated workflows are preserved in the template, whatsoever rules that are configured to be sent to specific people (every bit opposed to a Contact list cavalcade) volition exclude the email addresses. You must re-enter these email addresses in to these types of workflow rules on any new sheets created from the template.

Use a Template That You Created

To create a new canvass from your own template:

Locate the template.
Templates you create are stored in the same folder or workspace where the originating sheet is stored. To detect them, click Browse on the Navigation Bar. From Browse,click on the binder or workspace proper noun in the left panel.
Click on the name of the template.
A preview of the template will appear.
Click theEmploy Template button in the lower-right corner of the window to display the Use Template window.
Proper name your sheet and decide whether to include all of the features yous originally saved to the template (for example: data and formatting, attachments, discussions, and forms). You can also choose to save the canvas in a different folder or workspace.
Click Save.

Share a Template

Templates can't exist shared individually, but they can be moved into a shared workspace. Anyone shared to the workspace with Admin admission can create new sheets from your templates equally long every bit they are a licensed user in Smartsheet.

For more information, please run into "Moving Existing Items into a Workspace" in Managing Items in a Workspace (Add, Motion, Remove).