Working with spreadsheet templates | Zoho Sheet Help Guide

Working with templates

Import as a new template

  1. To import a spreadsheet as a new template,
  2. Click on the File menu
  3. Click on Import
  4. Browse and select the spreadsheet file you want to import. Alternatively, you can also drag and drop the file on to the dialog box.
  5. Once you have the file you want to import, from the options available, choose the option to Import as a new template
  6. Click on import.

 

Save an existing file as a template

  1. Open the Zoho Sheet spreadsheet you want to save as a new template.
  2. Click on the File menu
  3. Click on the Save As option
  4. From the drop down, please choose to save the file as New Template
  5. Name your template, and click on Save

 


Note: All saved templates can be accessed from your file listing page

 

Open an existing template

  1. If you want to create a new spreadsheet from an earlier saved template,
  2. From the file listing page, go to the My Templates section
  3. From the list of saved templates, select the template that you want to use.
  4. From the preview, click on Use This Template.
  5. A new spreadsheet will be created from the template that you chose. Click Open, and start working on it.

 

Alternatively, you can click on the File menu, click on New From Template, and choose the template you want to work with.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Create spreadsheets from templates

                                                                                                    To create a new spreadsheet from templates, open the app and follow these steps: In the listing page, tap the + icon in the bottom bar. Simply tap to open the desired template from the default template gallery. You can immediately start editing the ...
                                                                                                  • Create a new spreadsheet using Templates

                                                                                                    Public Templates Public templates are pre-built ones that you can choose from. To view the list of Public Templates and select one for your spreadsheet: Select Templates from the file listing page. Select Public Templates from the options. Tap any ...
                                                                                                  • Using Merge Templates in spreadsheets

                                                                                                    Merge Templates in Zoho Sheet allows you to create spreadsheets with dynamic data fields with data fetched from external sources, and save the data records as files in Zoho Sheet or share them via email to respective stakeholders. Convert to Merge ...
                                                                                                  • Working with pivot charts

                                                                                                    Pivot charts, like the name suggests, lets you visualize the data while simultaneously letting you slice and dice the data just like a pivot table. Like any other chart, you can even customize how a pivot charts looks.   Creating a pivot chart Click ...
                                                                                                  • Working with Zoho Sheet

                                                                                                    Here are a few things that we'd like for you to know about Zoho Sheet as you get started: Maximum file size allowed for import 25 MB Maximum number of rows 131072 Maximum number of columns 1024 Maximum number of cells 5 Million Maximum number of ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources