Importing a Worksheet Template

You can create Worksheet Templates for saving categories of details that you use frequently, which can save you lots of time from having to re-create this in the future. Once you import a Worksheet Template into a new Worksheet, you can modify the imported elements as well as add new ones.

NOTE: We have already added 18 pre-built Worksheet Templates for you on a variety of topics, including audio/visual, renals, transportation and more. You can modify these as well as add your own.

To Import a Worksheet Template:

1. Click on the "Worksheets" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Worksheets" tool.
2. Click on the "Import/Export" button and select the "Import Template as New Worksheet" option.
3. Select the Worksheet Template from the dropdown menu and click "Save".

This imports all the details from the Template into a new Worksheet, and you can start modifying those details as well as adding new ones.

Video Tip - Go to the 2:06 mark of the video to view information on how to work with Worksheet Templates.