See examples of how other people use Smartsheet. Get a jumpstart by starting with a template and then changing it to meet your specific needs.
Open the Template Gallery
- Click on the Add New tab (with a green plus sign) and select "New Sheet from Community Template..."
- or click on the Home tab and then select Template Gallery in the left sidebar
Find a Template in the Template Gallery
- Search
- or click on a category (e.g., Project Management, Marketing) to see a filtered list of templates
Preview and Use a Template in the Template Gallery
- Click on the Preview link to see the template. From the Preview window, you can decide to Use the template or Cancel to keep looking
- Click on the template image or the Use link to create your own sheet from the template
Create Your Own Template
- You can create a template from any sheet by clicking on the Sheet Actions button in the upper left corner of the formatting toolbar and selecting "Save as Template". You will be asked to name the template and select which folder or workspace you want it saved in.
- Templates can be shared with other collaborators in a workspace.
I have created a template. Who can see and use it?
Sheets that you have saved as a template are by default visible only to you. Templates that you create or drag into a shared workspace are visible and can be used by those who have been shared that workspace.
Every time I double click on a template it opens a new sheet based on that template. How do I edit the template?
Templates can only be used, not edited. To change a template, makes edits to the original source sheet and re-save as a template.
