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Create an Excel Template

January 31, 2018

We often may need the same template to create an invoice, expense report, inventory report, etc.  Rather than hoping to do a “save as” (which we often forget to do), create a template!  This video shows the saving process, opening the template, and even how to delete one that is no longer needed.  The skills for this template also apply to PowerPoint and Word.  This video was done in version 2016/office 365.

FYI, older versions were much simpler to delete a template (all you had to do was right click on the icon for the template and select delete) – not as simple anymore yet relatively straightforward.


From → Excel, Word

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