Creating a Workbook from a Template

Save time and access some of Spreadsheet.com's unique features with pre-built templates. There are templates for project launches, applicant tracking, cap tables, RACI matrices, and more. Plus, try out a template to see how views work, see different data types in action, or discover ways to customize your worksheets.

Creating a Workbook from a Template 

To create a workbook from a template, navigate to a folder and click on + New workbook.

You will then be prompted for the type of new workbook you want to create:

Or navigate directly to our Templates gallery from your home page.

In our Template gallery, you can see the growing number of templates in Spreadsheet.com. Such as Product Launch Plan, RACI Matrix, and Applicant Tracking, among many others. You can browse through the various templates using the categories on the left.  

Click on a template to view a brief description and snapshots from the template.

To start using a template, click Use this template. From there, a dialog box appears. Specify the Workbook name and Location and click Save.

Next, Spreadsheet.com will create and take you to your new workbook. The full process is shown in the animation below.

Workbooks created from templates come with sample data to help show you how they work, such as fake users and example file attachments within cells. You can delete all of this sample data and replace it with your own when you are ready. Also, no real users will have access to your data until you share it with them.

Once you have discovered all you can with our custom templates, make sure to check out our introductions to folders, views, and data types to learn about more ways to customize your own workbooks.