Overview

Step 1:  Find a...

Step 2:  Load t...

Step 3:  Modify...

Step 4:  Save a...

Helpful Resources:


Learn how to use templates to load premade charts, dashboards, screeners, models and much more

<a href="https://intercom.help/cryptosheets/en/articles/3577475-custom-functions-query-builder-template">
  <span style="color:red;">See our updated tutorial</span>
</a> on using the Query Builder template for both Excel & Googlesheets

## Overview

To use Cryptosheets templates, follow the simple steps below:

1. Overview
   1. Step 1:  Find a template by searching the templates section
   2. Step 2:  Load the template in one of two ways
   3. Step 3:  Modify the template
   4. Step 4:  Save and modify the template as your own
   5. Helpful Resources:
      - `Insert into your current workbook`    
      - `Open the template in a new workbook`
2. **Modify the template**
3. **Save the template as your own**

#### Step 1:  Find a template by searching the templates section

![](https://downloads.intercomcdn.com/i/o/172601059/62a13e04aff84af5e1fea3be/new-template-landing-pages%5B1%5D.gif)

#### Step 2:  Load the template in one of two ways

a) Insert into your current workbook  
   b) Open the template in a new workbook

\***NOTE**: You can load templates from the [**templates search page**](https://app.cryptosheets.com/#/browse) in the browse section, next to providers and endpoints **OR** from the [**workspace section**](https://app.cryptosheets.com/#/workspace) by loading a `Templates widget panel`

![](https://downloads.intercomcdn.com/i/o/172602665/a916414a3fd6f65c14c0ff09/image.png)

Loading a template from the **templates search page:**

![](https://downloads.intercomcdn.com/i/o/172603687/a323dbbc6eb75c3597bbadf8/image.png)

Loading a Templates widget panel in the **workspace:**

![](https://downloads.intercomcdn.com/i/o/172603373/d1dd4568ed359f863d6132a8/image.png)

#### Step 3:  Modify the template

![](https://downloads.intercomcdn.com/i/o/172601742/af6d863191f2264cb483297f/historical-price-volume-resolution%5B1%5D.gif)

#### Step 4:  Save and modify the template as your own

#### Helpful Resources:

Visit the [templates homepage](https://app.cryptosheets.com/#/templates)  
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_  
Tags: template, screener, chart, model, dashboard, tutorial, help, guide, excel, googlesheets, spreadsheet


Learn how to use templates to load premade charts, dashboards, screeners, models and much more

How to use Cryptosheets Templates