SmartSheet: How to Duplicate a Project
There are two ways to duplicate a project in SmartSheet. The best method depends on what you want to copy, like sheets, reports, or dashboards.
The first option is Save as Template, which saves a sheet so you can copy it many times. The second option is Save as New, which lets you make a copy right away.
Option 1: Save as Template
When to Use Save as Template
Use Save as Template if you want to copy one sheet. You can also use Save as New for this, but if you want to copy more than one sheet, or copy a report, dashboard, folder, or workspace, you can't use Save as Template.
Save as Template is best when you have a main sheet that you plan to copy many times in the future, like every week, month, or quarter. It's also useful if you want to copy the same sheet for every new customer.
How to Use Save as Template
- Click the Browse button in the left toolbar.
- Right-click the sheet that you want to save as a template.
- Click Save as Template.
- Click Data & Formatting Options to review the options.
- Click Save.
Important Options for Save as Template
When using Save as Template, you can change options to control how the template works. You can choose whether to copy comments, attachments, cross-sheet references, sheet hyperlinks, filters, forms, and automation. Be sure to check these options before saving.
Option 2: Save as New
When to Use Save as New
Use Save as New if you want to copy more than just a sheet, like reports, dashboards, folders, or workspaces.
Save as New works with all SmartSheet items, while Save as Template only works for single sheets. If you need to copy multiple things, put them in a folder or workspace and then duplicate the whole folder or workspace.
How to Use Save as New
- Click the Browse button in the left toolbar.
- Right-click the items that you want to duplicate.
- Click Save as New.
- Click Data & Formatting Options and review the options.
- Click Save.
Important Options for Save as New
When using Save as New, you can change the options to control what data is copied, like comments, attachments, cross-sheet references, sheet hyperlinks, filters, forms, and automation. Be sure to review these options before saving.
Learn More About Duplicating Folders and Workspaces
To learn more about duplicating folders and workspaces, see How to Duplicate a Workspace or Folder.
Learn More About Duplicating Sheets
To learn more about duplicating sheets, see How to Copy a Sheet to a new Sheet and Can You Copy and Paste a Whole SmartSheet?.
Additional Resources
