3-14: Understand Templates and Set a Custom Template Folder Location.
All you need to know about Excel Templates. By default all Office templates are jumbled together in one template folder. This lesson shows how you can set a custom folder location for your own Excel templates. You can then organize your templates so that they are easier to find and use. While this is an Excel lesson it is equally relevant to Word, PowerPoint and other Office applications.
As with all video lessons from The Smart Method®, there's a sample file download link at the beginning of the video to enable you to work along with the lesson.
⌚ Timestamps
0:00 Discussion of templates, explains what templates are and what they are used for.
1:06 Difference between sample templates and custom templates explained.
1:36 Open a new workbook based upon a Microsoft Sample Template.
2:09 Warning regarding three potential problems when using Sample Templates.
3:32 Discussion regarding why Custom Templates are more useful than Sample Templates.
3:56 Custom Template Folders discussed and why organizing templates is useful.
4:56 Create a Custom Template Folder.
6:21 Set the new Custom Template Folder location in Excel Save Options.
7-13 Link to next lesson, course session playlist and to download sample file set.