Sometimes you want to reuse a workbook more than once. Or have created a great workbook that can serve as a model for other workbooks. Rather than copying your workbook over and over, you can create a custom template .
Use custom templates to ensure formatting or data is consistent across workbooks and avoid duplicating work. For instance, if you have a great workbook for quarterly budgets, turn it into a template and create a new workbook from the template each quarter.
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How to Save a Workbook as a Template
Once you have selected and opened the workbook you would like to use as a template, click on File > Save as template
From there, a Save workbook as template dialog box appears. Here you can specify the Template name and Location. Also, you can choose to include the existing's worksheet's data, attachments, and comments in the template. Choosing to exclude the data will remove all data from cells, but will retain the column names and data types.
Once you click save, Spreadsheet.com will create your new template and take you to it. You can tell that you are in a template by the template label next to the workbook's name:
Templates are also represented by a template icon in the folder they're stored in. For instance, the Hiring Budget template we created looks like this, next to a regular workbook:
This full process is shown in the animation below:
Editing your Template
You can make edits to a workbook template much as you would a workbook itself. Simply open the template and make changes to the template. Changes to your template will not affect workbooks that have already been created from the template but will change any workbooks created thereafter.
Note: Ideally, templates and workbooks should be used differently. Templates are like reusable patterns that you use to create similar workbooks. For instance, in the example above, after we've created the Hiring Budget Template if we want a Hiring Budget for 2021, 2022, and so on, we would create a workbook from the template, not change the template itself.
For advice on how to create a workbook from the template you have created, check out our article on Creating a workbook from a custom template. Also, try Spreadsheet.com's custom templates, or import spreadsheets and turn them into templates you can use again.