How to Reuse Portfolio Tracker Column in Smartsheet Fast
Save columns as templates and paste them into any sheet.
- •Save your portfolio tracker column as a reusable column template and paste it into new or existing sheets to keep tracking consistent.
- •Paste columns with all settings kept — column types, formulas, number and text formatting, and descriptions — so your tracker works right away.
- •Save hours each week on repeat tasks.
I'm going to show you how to create a column template in Smartsheet. First, download SSFeatures. Open your sheet in Grid view. Click the SSFeatures button at the top. Hover over \"Create Columns\". Click \"Create Column Template\". Select the columns that you want to include in this template. Click \"Next\". Name your template. Click \"OK\". You have just created the template. To use this template in another sheet, open the sheet in Grid view. Click the SSFeatures button at the top. Hover over \"Create Columns\". Click \"Paste Column Template\". Click \"Paste\". SSFeatures will paste all of the columns from your template into the sheet. This saves you a lot of time compared to doing this manually from scratch every single time.
Use Cases
Standardized Project Sheets - Create templates for common columns like Status, Assigned To, or Due Date, and apply them across all your project sheets for consistency.
Team-Wide Best Practices - Save custom columns with specific formatting or formulas and share them as templates so your whole team uses the same setup.
Faster New Sheet Setup - When starting a new sheet, paste in your saved templates to instantly build out the structure without manually recreating each column.
Frequently Asked Questions
Click the 'Create Column Template' button, select the columns you want to save, give the template a name, and it will be ready to use in other sheets.
Go to the sheet where you want to add columns, click 'Paste Column Template,' choose your saved template, and the columns will be added instantly.
Column templates save time, reduce setup errors, and keep your sheets consistent. They’re especially helpful if you frequently build sheets with the same structure.
SSFeatures has a 30-day free trial with full access to all features. No credit card or account required—just download and start using it.
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President of Railing Excellence
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Michelle Choate
Senior Manager of Operations at Impact Housing
"Finally found a solution to handle some of the features I have been waiting on for a long time... So grateful to SSFeatures for the Auto-Sort function that has dramatically improved our experience with DataShuttle > Update Dropdowns feature so they are always alphabetized. Column finding/hiding is awesome! Keep up the great work - saving me hours!!!"
Joe Morrell
Independent Consultant at Morrell Consulting
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- •SSFeatures is a browser extension that makes Smartsheet way easier to use
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Related Resources
| Smartsheet Column Templates | Create, save, and reuse column templates in Smartsheet for faster project setup. |
| How to Paste Review Template Column in Smartsheet: One-Click | Learn How to Paste Review Template Column in Smartsheet to add saved review columns in one click, preserving types, formulas and formatting. Try it. |
| How to Copy Interview Tracker Column in Smartsheet: Faster | Learn How to Copy Interview Tracker Column in Smartsheet to save a tracker as a template, preserve formulas & formatting, and speed hiring. Try it. |
| How to Paste Open Positions Column in Smartsheet: Quick Hire | Learn How to Paste Open Positions Column in Smartsheet to add saved hiring columns, preserve types and formulas, and keep hiring trackers consistent. Try it now. |
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