Working with templates

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 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 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

                  Zoho SalesIQ Resources

                      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

                                                          • 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 ...
                                                          • 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 in Zoho Sheet :10MB Maximum number of rows one can create : 65536 Maximum number of columns one can create : 1024 Maximum ...
                                                          • 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 comments on your Zoho Sheet spreadsheet

                                                            Why should you use comments? You can make cell or range or sheet level comments in Zoho Sheet. These comments can further be replied to, resolved or re-opened for further discussion. You can even @mention your collaborators on your comments to bring ...
                                                          • Working with other cloud drives

                                                            Zoho Sheet lets you import and export your spreadsheets from/to other cloud drives like Google Drive, Dropbox, OneDrive and Box. Here's how to do it. To import from a cloud drive From the listing page Click on the Upload button on the right top ...



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


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


                                                          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