Create and edit workbook templates
Workbook templates allow users to templatize and share workbook structures for quick and consistent reuse.
Contents
Requirements
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To create a new template, you must:
- be assigned a Creator or Admin account type
- have Can Edit access to the workbook from which you are creating your template
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To edit an existing template, you must:
- be assigned a Creator or Admin account type
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have Can Edit access to the template
- Workbook templates are created from existing workbooks. Before you can create a template, you will need to create a workbook.
Create a new template
- Open the workbook you want to use as the basis of the template.
- In the workbook header, click the caret (▼) icon button to the right of the title.
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Select Save as template.
This will open the Save as template modal.
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Enter a Template Name.
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Click Save.
Sigma automatically directs you to your new template. - Edit the template
- Create a new workbook from the template
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Share the template with teammates
Edit an existing template
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Open the Templates gallery page.
Access this page from either:- The left-side navigation panel on your home page, or
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The quick navigation menu (
), located in the top left corner of any document page.
- Find the template you want to edit.
- Click its More button to open its menu.
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Click Open.
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In the template header, click Edit Template.
- Make your changes.
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In the template header, click Publish to save your changes.