Creating a Workbook from a Custom Template

Once you've saved a workbook as a custom template, you can use that template to create workbooks you can add and edit data in.

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. 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.

It is not advisable to use templates to store and work with data unless that data will persist across workbooks.

Using a Custom Template from Your Homepage

From your Spreadsheet.com homepage, navigate to the workspace or folder where your custom template is saved. Then, right click on the template name or click the downward arrow to the right of the template name to open the dropdown and select "Create workbook from template..." from the list of options.

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This will open the Create workbook from template dialog where you can specify the name of your new workbook and the location where it will be saved.

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Click the blue Save button in the lower right corner to save your new workbook, and Spreadsheet.com will automatically open your new workbook.

Clicking any of the blue + New workbook buttons on the homepage and selecting "Start from a template" will open Spreadsheet.com's template gallery, but not show your custom templates.

Using a Custom Template from Inside the Template

Open the custom template which you want to use to create your new workbook. Select File from the top menu bar and select "Create workbook from template..." from the dropdown.

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This will open the Create workbook from template dialog where you can specify the name of your new workbook and the location where it will be saved.

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Click the blue Save button in the lower right corner to save your new workbook, and Spreadsheet.com will automatically open your new workbook.

Ready to start customizing your new workbook? Learn more about some of Spreadsheet.com's unique features like Views, Related Rows, and Automations. Or, check out our suite of articles on Sharing & Collaborating to bring more users into your workbook.