Once you have saved a workbook as a custom template, you may want to use that template to create workbooks you can add and edit data in. As it is generally advisable to not use templates to store and work with data unless that data will persist across workbooks.
For instance, if you have saved a template for your Hiring Budget create a workbook each year to track that year's hiring budget. Or if you have a standard project plan, turn it into a template, then create a new workbook from that template with each new project. Plus if you keep your template up to date and create workbooks from that template then you will ensure that your team is always following best practices.
How to Create a Workbook From a Template
After you have created a template, you may want to create workbooks based on the template. There are two ways to create a workbook from a template:
- From a Folder
By right-clicking on the desired template from your folder, you can select Create workbook from template.
This will open up a dialog box where you can specify the name and location of your new workbook. Clicking Save will create and open the new workbook.
See below for an animation of these steps in action:
- From Inside the Template
You can also create a workbook based on a template from the template itself. With the template workbook open, click on File > Create workbook from template.
Which will open the same dialog box as the method above, where you can edit the name and location of your new workbook. Clicking Save will create and take you to the new workbook.
Note: Clicking + New workbook on the home page and selecting Start from a template will load Spreadsheet.com's official custom templates, not the custom templates you have created. Try one of the two methods above to create a workbook from your personal templates.
Once you have saved your own custom template and used it to create a workbook, try using Spreadsheet.com's custom templates, or check out our articles on Views to make sure you are customizing your spreadsheet to best fit your needs.