Applies to
- Pro
- Business
- Enterprise
Organize your work with templates from the template gallery
The template gallery helps you save time creating solutions to improve your work processes. Use templates to discover new capabilities, learn best practices, and get more from Smartsheet.
If you want a solution to accommodate your business case at scale, consider working with our Solution Services team. They can assess your situation and design a solution specifically for your needs.
Explore the template gallery
- Select the Templates icon on the left sidebar. Or go to https://app.smartsheet.com/r/template-gallery.
- Select a category from the dropdown at the top of the page. Use filters to narrow your search.
- Select the Template thumbnail for a description and live preview of the solution. Use the icons below the preview window to see each included element.
- Select Use template in the top right corner. The template and its contents load as a new workspace in your account.
Customize your template
You can edit templates like sheets, forms, automation, reports, and dashboards. For example, edit cell data, change column types, adjust report filters, and create new widgets to make the template work for your use case. You can modify everything in the template to match your needs and processes.
To personalize a template:
- Rename the workspace, sheets, reports, and dashboards. Renaming items doesn't change how the template functions.
- Select each element and examine its capabilities, starting with the sheets, reports, and then dashboards. For example, check if the sheet includes formulas, a form, or automation.
- Clear the sample data after becoming familiar with the solution. To maintain the integrity of the solution, be mindful not to delete cell references, formulas, hierarchy, or other capabilities that may affect how the solution functions.
- Share your solution. Templates create their own workspace. Anyone shared to the workspace with Admin access can add, subtract, and modify your solution. See Managing Items in a Workspace (Add, Move, Remove).
Share a template
You can’t share templates individually, but there are two ways for you to share them:
- Move them into a shared workspace. Anyone shared to the workspace with Admin access can create new sheets if they’re a licensed user in Smartsheet.
- When you create a new template from the template gallery, you can invite people to collaborate on the solution. Enter their email addresses, select their permission level, customize the invitation message, and then select the Share button.
If you’re in a Free or Trial plan, the sharing prompt automatically comes up after you download the template. Make sure to invite collaborators to help build the solution.
When you create a template from the template gallery, it creates a new designated workspace for that template. Change the workspace name by hovering over the workspace name, selecting the three dots, and then selecting Rename. Enter the new name, and then select Rename.