If you find yourself creating the same spreadsheet outline over and over again in Google Sheets, you can save yourself massive amounts of time if you create a template. We’ll walk you through the process step-by-step.
Google Sheets has a wide selection of templates you can choose from, but it’s possible none of these will meet your specific requirements. If you want to create a custom template you can use whenever you need it, there’s a work-around you can use to get started.
First, fire up your browser and head to Google Sheets. Open a blank spreadsheet, a spreadsheet you created previously, or one of Google’s templates.
Now that you’ve got some “bones” for your spreadsheet template, click the filename at the top of the sheet and rename it to something that includes the word “template.” Press Enter when you’re finished to save your changes.
Next, click the folder icon next to the filename, and then select the “New Folder” icon to create a new folder for your Google Sheets templates.
Type a name for the new folder and click the check mark to create it.
Click “Move Here” to save the template in your new Google Sheets template folder.
This folder can now be the new home for any future templates you create. This is also a great way to keep everything in your Google Drive neatly organized and easy to find for anyone who’s part of your team.
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When you need to make a copy of any of your templates, head over to Google Drive, find the folder you just made for your templates, and double-click it.
Because this is a template file you plan to use multiple times, you should first make a copy of it before you start editing or adding info to it. To do so, right-click the template and select “Make a Copy” to duplicate the file.
The copy of your template saves in the current folder with the prefix “Copy of.” From here, you can double-click the file to open it, rename it, or move it to another folder altogether.
If you open the document, or someone sends you a template file, click File > Make a Copy to copy the template to your Drive.
Name the file, choose a location for it in your Drive, and then click “OK” to save it.
If you pay for your G Suite account, you can save custom templates in your custom template gallery for all your team members to use. If you use the free version of G Suite, you can use the method outlined above. Free accounts can share custom templates without any additional expenses.