Client workbook from agency template
Make a copy of Master CRM Template, rename Acme Corp CRM 2026, and swap logo cells plus default owner dropdown.
Cloning creates a new Google Sheets file from an existing one so you start from a proven layout without editing the master template. Use File > Make a copy inside the sheet or copy from Google Drive. The clone usually brings tabs, formatting, named ranges, and bound Apps Script, but sharing permissions reset.
Clone when onboarding a new client, kicking off a quarterly planning file, or letting each teammate own a personal copy of a team template without touching the golden master.
Skip cloning for live collaborative data everyone should share. Edit the original or use filter views instead of duplicating rows across ten files.
Open the source spreadsheet and choose File > Make a copy (or right-click the file in Drive > Make a copy).
Name the copy clearly with client, quarter, or owner so it is searchable in Drive later.
Choose the destination folder; avoid cluttering the template folder with working copies.
Open the clone and update Settings tabs, IDs, and dropdown lists tied to the new context.
Re-authorize Apps Script if the clone prompts for permissions under a new owner account.
Archive or delete stale clones on a schedule so Drive does not fill with abandoned drafts.
Make a copy of Master CRM Template, rename Acme Corp CRM 2026, and swap logo cells plus default owner dropdown.
File > Make a copy on a shared template link so you own the editable version in your Drive root.
Clone last quarter's sheet, clear outcome rows on the Tracker tab, keep formulas and conditional formatting rules.
Build this without starting from a blank cell
Use a Better Sheets tool for clone a spreadsheet, then watch a walkthrough when you want the full pattern.
Watch how clone a spreadsheet works
Guides that explain clone a spreadsheet in more depth.
If you know how to code, you'll learn in this step-by-step tutorial how to code in Google Sheets.
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Read post →Nothing is better than Google Sheets. You just need to learn more about the unlimited power of Google Sheets. Functions, Formulas, Apps Script and more.
Read post →A template is a master spreadsheet layout you copy before real work begins: tabs, formulas, dropdowns, and instructions pre-built so each new project starts consistent. Templates live in your Drive, Google's template gallery, or a shared team folder. The goal is clone once, customize names and settings, never edit the golden master in place.
Read guide →Duplicating inside a workbook means copying a sheet tab or repeating row data for another entry. Right-click a tab and choose Duplicate to clone an entire sheet with formulas adjusted for the new tab name. For rows, copy-paste or drag-fill copies values and formats, which is fast but risky for unique IDs unless you regenerate keys in a helper column.
Read guide →In Google Sheets a workbook is the whole spreadsheet file containing one or more tabs (sheets). Each tab has its own grid, but tabs share the file's permissions, Apps Script project, and named ranges. Smart workbook structure separates raw data, calculations, and presentation so editors know which tab to touch.
Read guide →Naming conventions are agreed rules for files, tabs, columns, and named ranges so anyone can guess where data lives. Good names reduce VLOOKUP errors, make IMPORTRANGE links obvious, and stop duplicate Dashboard (2) tabs from spreading across your Drive.
Read guide →Default values fill gaps when a cell is empty or pre-populate new rows with standard choices. Use IFBLANK in formulas, data validation lists with a suggested first option, template row copy, or ARRAYFORMULA that writes a fallback until someone overrides manually.
Read guide →Done reading about clone a spreadsheet?
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