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Using and creating templates

From: PowerPoint for Mac 2011 Essential Training

Video: Using and creating templates

Templates allow you to create new presentations with a lot of the formatting and the design created for you, with placeholders telling you where to place text so it looks great. What you can also do in PowerPoint 2011 is create your own templates, and that's what we're going to do right now, using our NewHire8 presentation. It's got a different theme that's being used here, some different content. As you create your presentations, you may realize, down the road, you need to reuse this presentation, maybe with updated information.

Using and creating templates

Templates allow you to create new presentations with a lot of the formatting and the design created for you, with placeholders telling you where to place text so it looks great. What you can also do in PowerPoint 2011 is create your own templates, and that's what we're going to do right now, using our NewHire8 presentation. It's got a different theme that's being used here, some different content. As you create your presentations, you may realize, down the road, you need to reuse this presentation, maybe with updated information.

In that case, it's an ideal candidate for creating a template. Let's start though, by looking at some of the templates that are available to you by clicking File and then New from Template. Now anytime you go to create a new presentation, by default, you are going to see this Presentation gallery, and under Templates, you'll probably see all selected, allowing you to view all of the templates that are available to you here in PowerPoint. As you hover over the thumbnails, you'll see some of the slides, using that particular template. If you go to My Templates, you should see nothing if you've never created a template in PowerPoint.

That's all going to change. So let's click Cancel. And with our NewHire presentation, we'll create a brand-new template from this. So all we do is go up to File and Save As; it's as simple as that. We're going to change the format. So it won't be a presentation. It would be an actual template. To do that, we go to Format dropdown, and we choose a template format. You can choose the new format that's used in PowerPoint 2008 and 2011 - POTX with the new XML extension - or you can go back to previous versions of templates, going back to PowerPoint 97-2004, if you think that you'll be allowing people who have yet to upgrade to use this particular template.

Well, let's choose PowerPoint Template POTX. Look what happens right away. The location is changed to the My Templates folder, and I'll show you where that is momentarily in case you want to delete templates. That's where it goes. You might want to change the name from NewHire8, the name of our presentation, to just NewHire Template, maybe. Now when you click Save, it will be saved to that default location. You really don't want to fiddle with the location because when you go back to create your new presentation, you'll go to My Templates, and you'll see it there; you won't have to search for it.

Notice that we are now working on the template itself. POTX is the extension. Any changes we make now to what we see here will be changing the actual template, not the original presentation. Let's just minimize this for a second. I want to show you in Finder exactly where you're going to find your NewHire Template. As we scroll back here, you'll notice it's quite a lengthy path. It's hidden away. First of all, on your own hard drive, in the Users folder, you'll look for your own username. Then you'll go to Library.

From there, under Library, you'll select Application Support. Then select Microsoft, then Office, and you can see this list really goes on. From Office, you'll choose User Templates, then My Templates, and that's where you'll see it. I only show you this because if you need to delete a template, this is where you go to find it. Just right-click and move it to the trash if you don't want it anymore. But we're not going to do that; we're going to test this out. So we're going back to PowerPoint. This is the template. We're going to close it up, and we'll go back up to File now, and choose New from Template.

So let's say, a couple of months later, we're going to do another orientation. We'll make sure My Templates is selected, so you might see All by default. There is NewHire Template right there. You'll also see it under My Templates, all by itself. You'll click Choose. Now, you've created a brand-new presentation using the template. Notice the name at the top; you'll see Presentation and then a number next to it, representing a brand-new presentation that has yet to be saved. So you can go in here and start making changes to it.

For example, where it says December 2010, you might change December to January, and it might be 2011. And then you continue through the various slides, making those updates, and then of course, when you go to Save, clicking the Save button assumes that you want to save this new presentation, and you get to choose your location and your name, because you have created a brand-new presentation using one of your templates. We'll just click Cancel.

Hopefully, you can see the time saving that can be accomplished using a template. If you find yourself updating your presentations on a regular basis to reuse them, why not create a template from it and save yourself a lot of time?

Show transcript

This video is part of

Image for PowerPoint for Mac 2011 Essential Training
PowerPoint for Mac 2011 Essential Training

63 video lessons · 22764 viewers

David Rivers
Author

 
Expand all | Collapse all
  1. 4m 11s
    1. Welcome
      1m 20s
    2. Understanding PowerPoint
      2m 4s
    3. Using the exercise files
      47s
  2. 15m 58s
    1. Exploring the Presentation gallery
      4m 17s
    2. Understanding the Ribbon interface
      6m 7s
    3. Navigating presentations
      2m 56s
    4. Customizing the UI layout
      2m 38s
  3. 32m 42s
    1. Creating new presentations
      2m 56s
    2. Adding, removing, and arranging slides
      7m 5s
    3. Saving time with Outline mode
      5m 15s
    4. Separating slides into sections
      8m 37s
    5. Checking compatibility
      3m 15s
    6. Saving your presentations
      5m 34s
  4. 35m 23s
    1. Using themes
      4m 58s
    2. Creating your own themes
      2m 42s
    3. Changing the background
      5m 33s
    4. Designing slides
      3m 12s
    5. Working with slide layouts
      3m 58s
    6. Working with slide masters
      5m 51s
    7. Using headers and footers
      4m 25s
    8. Using and creating templates
      4m 44s
  5. 30m 14s
    1. Adding text with text slides and boxes
      3m 37s
    2. Adding text to a shape
      2m 16s
    3. Formatting text on a slide
      5m 42s
    4. Changing character direction
      4m 11s
    5. Creating lists using bullets and numbering
      5m 25s
    6. Changing spacing and indents
      4m 17s
    7. Finding and replacing content
      4m 46s
  6. 25m 28s
    1. Adding a table to a slide
      4m 47s
    2. Editing and formatting tables
      4m 25s
    3. Pasting a table from Excel
      5m 11s
    4. Inserting a chart
      5m 42s
    5. Pasting a chart from Excel
      5m 23s
  7. 26m 40s
    1. Inserting pictures and clip art
      2m 18s
    2. Replacing and adjusting pictures
      6m 40s
    3. Drawings and SmartArt
      6m 29s
    4. Adding video to a slide
      5m 53s
    5. Adding sound to a presentation
      5m 20s
  8. 18m 7s
    1. Using a template with animation
      5m 35s
    2. Animating objects on a slide
      6m 1s
    3. Using slide transition effects
      6m 31s
  9. 15m 7s
    1. Checking spelling
      5m 25s
    2. Finding synonyms, definitions, and translations
      4m 23s
    3. Setting AutoCorrect options
      5m 19s
  10. 40m 53s
    1. Using speaker notes
      3m 50s
    2. Showing and navigating a presentation
      4m 56s
    3. Using pointer options
      3m 59s
    4. Using presenter tools with two screens
      3m 44s
    5. Creating a self-running slideshow
      6m 40s
    6. Playing a self-running slideshow
      3m 44s
    7. Adding hyperlinks to a presentation
      5m 7s
    8. Using action buttons
      8m 53s
  11. 28m 5s
    1. Using comments
      3m 58s
    2. Printing notes, handouts, and slides
      4m 17s
    3. Sending a slideshow to iPhoto
      2m 57s
    4. Creating PowerPoint pictures
      2m 43s
    5. Creating a PowerPoint movie
      3m 56s
    6. Creating a PDF presentation
      1m 49s
    7. Creating custom slideshows
      3m 57s
    8. Broadcasting a presentation over the web
      4m 28s
  12. 8m 52s
    1. Changing PowerPoint preferences
      3m 29s
    2. Customizing the Ribbon and toolbars
      5m 23s
  13. 22s
    1. Goodbye
      22s

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