Standardize and customize your work with Smartsheet templates

Saving a sheet as a template, like a project plan, can help you save time on your next project and maintain consistency across column names, column types, conditional formatting rules, and other sheet elements. Maintaining consistency makes it easy to add reports and dashboards to your solution. 

If you’re looking to jump-start your next solution, search for inspiration, or learn from best practices, create from a Template in the Template Gallery. Templates are pre-built with sheet, form, automation, report, and dashboard capabilities, making it easy to personalize and share a powerful solution for your use case.

If you need help getting started, consider working with our Solution Services team. They can assess your situation and design a solution specifically for your needs.

Create solutions from the Template Gallery  

Browse, search, and create solutions from dozens of templates right in Smartsheet.

Find the Template Gallery in Smartsheet by selecting the Template Gallery icon on the left navigation bar. 

You can customize these pre-built templates as you can edit sheets—for example, you can edit cell data, change column types, or include your attachment as needed.

The sheet name is the same as the template name, but you can rename it if needed.

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Create your template

You can create a template from any existing sheet. Columns and conditional formatting rules are always saved to the template. You can also include notification settings, specific data, and formatting options such as row data, manual formatting, attachments, discussions, and forms.

1. Open the sheet you'd like to save as a template.
2. Select File > Save as Template to open the Save as Template window.
3. Enter a name for your template and select where to save it. 
4. Open the Automated Workflow & Alert Options section and select whether to include Automated Workflows & Alerts and whether workflows that copy or move rows should reverse the destination. 
5. Choose Data & Formatting Options to specify which options you want to save with your template.
   To retain column names and types only, uncheck Sheet data and formatting. 
6. Select Save.

Your created templates are private. To modify a template, update the source sheet and save it as a new template. Remember that automated workflows exclude specific email addresses; re-enter them in new sheets derived from the template.

Use a template that you created

To create a new sheet from your template:

1. Locate the template. Select Browse on the navigation bar and choose the folder or workspace name in the left panel.
2. Select the template. A preview of the template appears.
3. Choose the Use Template button in the window's lower-right corner to display the Use Template window.
4. Name your sheet and decide whether to include all the features you originally saved (for example, data and formatting, attachments, discussions, and forms). You can save the sheet in a different folder or workspace.
5. Select Save.

Share a template

You can’t share templates individually, but there are two ways for you to share them: 

1. Move them into a shared workspace. Anyone on the plan who is shared with the workspace and has Admin access can create new sheets.
2. 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 on a Free or Trial plan, the sharing prompt automatically appears after downloading the template. Make sure to invite collaborators to help build the solution. 

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A template from the template gallery will be created, and a new designated workspace will be created for that template. To change the workspace name, hover over the workspace name, select the three dots, and then select Rename. Enter the new name, and then select Rename.