Create your own template

Create your own template
PowerPoint Create your own template Before you begin This course assumes that people have some familiarity with PowerPoint. For those who have not created a PowerPoint slide show before, we recommend the course “Create your first presentation” as a starting point for training. [Notes to trainer: For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides. Because this presentation contains a Macromedia Flash® animation, saving the template may cause a warning message to appear regarding personal information. Unless you add information to the properties of the Flash file itself, this warning does not apply to this presentation. Click OK on the message.]

Course contents Overview: Creating templates Lesson 1: Of templates and their masters Lesson 2: Color scheme, background, and logo Create your own template

Overview: Creating templates
Are there elements that you want to use over and over again in your slide show design? For example, the logo for your organization, a font that you prefer for slide text, or a specific color scheme? This course tells you how to save all these preferences in a customized PowerPoint template that you can apply to any future PowerPoint show you create. Create your own template

Course goals Create a new template based on the Default Design template in PowerPoint. Get the background images, colors, fonts, and text you want. Add variety by giving title slides their own design. Make your templates available for future use. Create your own template

Of templates and their masters
Lesson 1 Of templates and their masters

Of templates and their masters
You apply a design template to give your slides their look, including the font styles they use; their background image, color scheme, logo, or other art; and their layout. PowerPoint comes with a collection of design templates to choose from, but you can change any one to create a template that reflects you, your organization, or a specific event. Start from a basic design template and create a customized template. Create your own template

PowerPoint templates: what and where
First, let’s look at the design templates that are in PowerPoint so that it’s clear what we mean by templates. The place you go for templates is the Slide Design task pane, shown in the picture. Applying a design template To open the Slide Design task pane: On the File menu, click New. In the New Presentation task pane, under New, click From Design Template. Create your own template

The task pane has a gallery of thumbnails that represent the available design templates. All you do is click one of these to apply its design to the slides in your show. Each template has a name and exists as a file on its own, with a .pot file name extension. Applying a design template Create your own template

To apply a design template using the Slide Design task pane: Select a slide thumbnail on the Slides tab. Click a template thumbnail to apply the template to all slides or selected slides. Applying a design template Tip for step 2: When you point to a template thumbnail, its name appears in a ScreenTip. Note: The template you'll be creating is a design template rather than a content template. The latter, in addition to containing the design for the presentation, has multiple slides and includes text content. You find content templates in the AutoContent wizard (which you can open from the New Presentation task pane). By contrast, the templates you find in the Slide Design task pane are design templates only. Their thumbnails do have writing on them, but that only represents text styles and not actual text content. [Note to trainer: Steps—given in either numbered or bulleted lists—are always shown in yellow text.] Create your own template

Start with an existing template
To create a new template in PowerPoint, you start with one that’s already there and then modify it as you choose. To give yourself the cleanest slate possible, start with the design template that PowerPoint defaults to any time you click the New button on the Standard toolbar. Use the Default Design template as the basis for your new one. Create your own template

As the picture shows: The Default Design template is applied to a new, “blank” presentation. Use this design as the basis for your new template. This is how the Default Design template is represented in the Slide Design task pane, which shows currently used templates. Use the Default Design template as the basis for your new one. Create your own template

The template’s name is Default Design.pot, and although it has styles applied already and even has color schemes, it uses a very basic design. So do you just make your changes directly in the slide that’s displayed? No. You change a special slide called the slide master, a kind of working face for the design template. Use the Default Design template as the basis for your new one. Default Design.pot just has a white background with black text. In other words, it’s ripe for livening up by you. Create your own template

Make changes to the slide master
Every design template in PowerPoint includes a slide master. The master stores the styles for the design template. The slide master is the place you go in any presentation to change aspects of the design that’s applied. It sits behind the scenes in its own place, called master view. Styles on the slide master and reflected on the slide The slide master is never part of the slide show that people see. Create your own template

The picture illustrates the relationship between the slide master and a slide in the show: The slide master shows the styles for title text and all levels of body text, plus layout, colors, and background design. On a slide in the show, the fonts and font styles for the title and bulleted body text reflect the styles on the master. Styles on the slide master and reflected on the slide In this design example, the background is plain white. Create your own template

So if you want to change the font for the title text in the show, you’d just change the title text’s font on the master. While you can change the master to effect design changes throughout any presentation, saving those changes as a template preserves them as a design that can be applied to any presentation. Styles on the slide master and reflected on the slide You can also make other presentation-wide changes on the master besides fonts, such as applying a background design or arranging and sizing placeholders. Create your own template

Getting to master view So to create your template, what are the steps, exactly? First open a new, blank presentation (New button, Standard toolbar). Then: Open master view by pointing to Master on the View menu, and then clicking Slide Master. In master view, a thumbnail of the slide master appears in the upper left. Master view Create your own template

Getting to master view So to create your template, what are the steps, exactly? First open a new, blank presentation (New button, Standard toolbar). Then: The slide master is displayed in the slide pane, ready for you to make changes to it. Master view Note: If you had several slides in the show and you had applied various design templates to different groups of slides, you'd see masters for all those templates represented by thumbnails in the left pane in master view. You could click any thumbnail to make changes to that master, and by doing so change all the slides that are based on it. Create your own template

Change the font The slide master displays all the fonts and font styles in use, including the title text and five levels of body text. “Font” refers to the typeface design, such as Times New Roman or Arial. “Font Style” refers to formatting, such as bold, italic, and small caps. Changing the font on the slide master In addition to changing fonts and font styles, you can also change the font size and add color and effects such as shadowing or embossing. Create your own template

Change the font The picture shows the steps for changing the font and font style by using the options in the Font dialog box: Click the text paragraph whose font you want to change, and open the Font dialog box (Format menu, Font command). Select a different font. Changing the font on the slide master Alternate method for selecting a paragraph (step 1): Click the placeholder border (the dashed box that holds the text). When you do this, your font changes will apply to all text in the placeholder. Create your own template

Change the font About choosing fonts Avoid using a font that might not be available on the computer where your template may be used. A safe way to go when you choose a font for your template is to use one that is included with Microsoft Office Changing the font on the slide master Avoid any strange looking font, standard fonts are easier to read than Examples of Office 2003 fonts are Arial, Book Antiqua, Century Gothic, Comic Sans MS, Garamond, Tahoma, Times New Roman, and Verdana. These are also included with Microsoft Office 2002. Create your own template

Change the layout Layout refers to how the various placeholders are arranged on the slide. For example, in the Default Design template: The title text is in a placeholder that runs across the top of the slide. Working with the layout of a slide Create your own template

Change the layout Layout refers to how the various placeholders are arranged on the slide. For example, in the Default Design template: The body text placeholder encompasses the bulk of the slide; it’s the area for all the levels of bulleted points. Working with the layout of a slide Each footer is in a placeholder. Create your own template

Change the layout Moving and resizing a placeholder effectively changes the slide layout. As the animation shows: To resize a placeholder, click its border, and then point to a sizing handle on a corner or side. When the pointer becomes a two-headed arrow, drag the handle. To move a placeholder, click its border. When the pointer becomes a four-headed arrow, drag the placeholder to a new position. Animation: Right-click, and click Play. Working with the layout of a slide [Note to trainer: To play the animation when viewing the slide show, right-click the animation, then click Play. After playing the file once, you may have to click Rewind (after right-clicking) and then click Play. If you have problems viewing the animation, see the notes for the last slide in this presentation about playing a Macromedia Flash® animation. If you still have problems viewing the animation, the slide that follows this one is a duplicate slide with static art. Delete either the current slide or the next slide before showing the presentation.] Create your own template

Change the layout Moving and resizing a placeholder effectively changes the slide layout. To resize a placeholder, click its border, and then point to a sizing handle on a corner or side. When the pointer becomes a two-headed arrow, drag the handle. To move a placeholder, click its border. When the pointer becomes a four-headed arrow, drag the placeholder to a new position. Working with the layout of a slide [Note to trainer: This slide is identical to the preceding slide except that it has static art instead of an animation. Use this slide if you have problems viewing the animation. Delete either the current slide or the preceding slide before showing the presentation.] Create your own template

Vary the design for title slides
Suppose you open a new, blank presentation, which by default has the Default Design template applied. When you go to master view, there is one master displayed: the slide master. But there’s another master available too, the title master. Its purpose is to give you additional options for the look and placement of content on the title slide (or multiple title slides) in your show. Example of a title master Why provide additional options for title slides? You might want them to have a certain zing that sets them apart from the rest of the show. Create your own template

What is the “title slide”? Any slide in your show that uses a Title Slide layout. The default slide in a new, blank presentation has this layout. As the picture shows, the layout includes a title and a subtitle. Starting from there, you can use this slide to create a unique layout or design look, such as moving the footer text or adding art. Example of a title master A title slide is sometimes used for any slide in the show that introduces a new section. Therefore, you could have multiple title slides in a show. Create your own template

In master view, if you want something on the title slide (or slides) to be different from the rest of the slides, make the change on the title master. Example of a title master Create your own template

Suggestions for practice
Get a sense for templates. Go to master view. Change the font. Change the layout. Insert and make a change to the title master. See the effect of this change on title slides. [Note to trainer: With PowerPoint 2003 installed on your computer, you can click the link in the slide to go to an online practice. In the practice, you can work through each of these tasks in PowerPoint, with instructions to guide you. Important: If you don’t have PowerPoint 2003, you won’t be able to access the practice instructions.] Create your own template

Test 1, question 1 To create your own design template, what’s a good way to start? (Pick one answer.) Go to master view. In normal view, add several slides to a show, and then apply any design template. In normal view, click the New button on the Standard toolbar. Create your own template

Test 1, question 1: Answer In normal view, click the New button on the Standard toolbar. This opens up a new, blank presentation, which has just the default slide and which applies the Default Design template. That template is a good starting point because it's the plainest of the templates offered. Create your own template

Test 1, question 2 You’re using the Default Design template in your show, and you want to change the font for the title text on all your slides. What’s the process? (Pick one answer.) In master view, insert a title master. On the title master, change the font for the title text. In master view, on the slide master, change the font for the title text. In normal view, select each slide in the show, and then change its title text, slide by slide, to the font that you want. Create your own template

Test 1, question 2: Answer In master view, on the slide master, change the font for the title text. Assuming you have not made changes to the title master, the change that you make to the slide master will affect the title text for all slides, regardless of layout. Create your own template

Test 1, question 3 When you change a title master, which slides in the show are affected? (Pick one answer.) Only those slides that have a Title Slide layout. Any slide that starts the show. Any slide with title text and body text. Create your own template

Test 1, question 3: Answer Only those slides that have a Title Slide layout. The default slide in a new, blank presentation uses this layout. Otherwise, you can apply it from the Slide Layout task pane; it’s the first layout in the gallery. Create your own template

Color scheme, background, and logo
Lesson 2 Color scheme, background, and logo

Color scheme, background, and logo
It’s time to round out your template with a great design. First, use the picture of your choice to create an effective background. Then change the color scheme to suit your design preference and the background you’ve chosen. Next, add a logo or other image for the title slides. And finally, save your work as a new template that's always available in PowerPoint. Get an airtight design for your template. Create your own template

Choose your color scheme
Dark text on light background is visible. Light text on dark background is readable. Avoid fancy design, focus on the scientific contents. Avoid any art/effect that is not supporting the teaching: you are not seducing but you are proving. Create your own template

Visible Create your own template

Readable Create your own template

Add a background One of the most profound ways to give a look or feel to your template is to use a background image. The picture shows you a list within the Background dialog box that offers color choices for a background and choices for other effects. Options in the Background dialog box Create your own template

Add a background To apply a background to your template: Open the Background dialog box by clicking Background on the Format menu. Click the arrow in the box under Background fill. Options in the Background dialog box Create your own template

Add a background To apply a background to your template: Either select a different background color for slides in your show (the current background is selected), or... …click Fill Effects to add gradient colors, a texture or pattern, or a graphic as background. Options in the Background dialog box Note: This course assumes that you’d apply a background image first and then select your color scheme to work well with it. You might prefer to decide on your color scheme first, though. (More about colors in the next section.) Create your own template

Choose your colors The Default Design template looks pretty darn colorless at the outset, but even it has a set of color schemes built in. A color scheme applies to the background color and the color of various elements on a slide, such as shapes, shape borders and lines, and title and body text. Color scheme thumbnails In creating your own template, you’ll want to look at the color scheme that’s applied and the others that are available. Create your own template

Choose your colors You can view and change a design template’s color scheme in the Slide Design task pane: Click the Color Schemes link in the Slide Design task pane to see all the schemes available for one design template. The currently applied scheme is selected amid the scheme thumbnails. Color scheme thumbnails Create your own template

Choose your colors You can view and change a design template’s color scheme in the Slide Design task pane: To change colors in the scheme, click the Edit Color Schemes link at the bottom of the pane, and select different colors from the options that appear. Color scheme thumbnails By editing colors in the existing scheme, you create your own scheme. Note: If you use a photograph or bitmap graphics file as a background, such as a .jpg, .gif, .bmp, or .png file, it will not be affected by your choice of color scheme. A vector graphics file, such as the drawings you find in Clip Art and Media on Microsoft Office Online, will be updated with your color scheme. Create your own template

Add a piece of art Your organization might have a graphics file, such as a logo, for you to include in presentations. You can insert it wherever you want it, on the slide master or title master or both. Logo in a different position on the title master and slide master Create your own template

Add a piece of art If you want the logo in different places on title slides and other slides, position it in one place on the title master and in a different place on the slide master: Slide master with the logo in the upper-left corner. Title master with the logo on the lower right. Logo in a different position on the title master and slide master Create your own template

Add a piece of art When you insert the logo on the slide master, it will appear on every slide except for those with the Title Slide layout. If you insert the logo on just the title master, it will appear only on the title master. Logo in a different position on the title master and slide master Exception to paragraph one: If you insert the picture on a slide master before a title master is inserted, the picture appears on title slides, too. To keep the picture off title slides, you’d insert the title master and delete the picture from there. Create your own template

Save as a template Finally, save your work as a template that you can use over and over again. Before saving, return to normal view and be sure that you have only a single slide there. Saving a template as a .pot file In master view, it’s okay to have both a slide master and title master, or as many masters as you want. But in normal view, you should have just the default slide, with no extra slides added. Create your own template

Save as a template Rather than saving your template as a .ppt file, which is the default, save it as a Design Template (*.pot): Choose the Design Template (*.pot) option in the Save as type box, and give your template a file name that you will recognize. Save it to the default location that PowerPoint opens for templates. Saving a template as a .pot file Create your own template

Save as a template Rather than saving your template as a .ppt file, which is the default, save it as a Design Template (*.pot): After you close and reopen PowerPoint, your template appears in the Available for Use area of the Slide Design task pane. Saving a template as a .pot file Create your own template

Suggestions for practice
Prepare a graphic to use as a background. Apply the background. Look at the current color scheme. Edit the colors. Add a graphic or logo. Save as a template. [Note to trainer: With PowerPoint 2003 installed on your computer, you can click the link in the slide to go to an online practice. In the practice, you can work through each of these tasks in PowerPoint, with instructions to guide you. Important: If you don’t have PowerPoint 2003, you won’t be able to access the practice instructions.] Create your own template

Test 2, question 1 From which menu do you open the Background dialog box? (Pick one answer.) The Insert menu. The View menu. The Format menu. Create your own template

Test 2, question 1: Answer The Format menu. The Background command is on the Format menu. Create your own template

Test 2, question 2 What do you do to edit the color schemes that are part of the current design template? (Pick one answer.) On the Edit menu, click Color Schemes. Near the top of the Slide Design task pane, click Color Schemes. At the bottom of the Slide Design – Color Schemes task pane, click Edit Color Schemes. Create your own template

Test 2, question 2: Answer At the bottom of the Slide Design – Color Schemes task pane, click Edit Color Schemes. This opens the Edit Color Scheme dialog box, where you see which slide elements have which colors in the scheme, and where you can change those colors and save your choices as a new color scheme. Create your own template

Test 2, question 3 How do you get to the Picture tab to insert a graphics file as the background? (Pick one answer.) Insert the graphic by using the Insert menu. Then right-click it, and click Format Picture on the shortcut menu. In the Background dialog box, click the arrow, and then click Fill Effects in the list of fill choices. In the Clip Art task pane, click a thumbnail to insert it onto the slide master. Then click Format Picture on the Picture toolbar. Create your own template

Test 2, question 3: Answer In the Background dialog box, click the arrow, and then click Fill Effects in the list of fill choices. This gets you to the Picture tab, from which you can look for a picture on your computer or on a server and apply it as the background. Create your own template

Quick Reference Card For a summary of the tasks covered in this course, view the Quick Reference Card. Create your own template

Using This Template This Microsoft PowerPoint® template has training content about using PowerPoint 2003 to create your own template. It's geared for you to present to a group and customize as necessary. This template's content is adapted from the Microsoft Office Online Training course “Create your own template.” Features of the template Title slide: On the very first slide, there are empty brackets over which you should type the name of your company. Or you can delete the text box altogether if you don't want this text. Animations: Custom animation effects are applied throughout. They'll play in previous versions back to Microsoft PowerPoint They include the entrance effects called Peek and Stretch, and sometimes the Dissolve effect is used. To alter them, go to the Slide Show menu, click Custom Animation, and work with the options that appear. If this presentation contains a Macromedia Flash® animation: To play the Flash file, you must register an ActiveX control, called Shockwave Flash Object, on your computer. To do this, download the latest version of the Macromedia Flash Player from the Macromedia Web site. Slide transitions: The Wipe Down transition is applied throughout the show. If you want a different one, go to the Slide Show menu, click Slide Transition, and work with the options that appear. Hyperlinks to online course: The template contains links to the online version of this training course. The links take you to the hands-on practice session for each lesson and to the Quick Reference Card that is published for this course. Please take note: You must have PowerPoint 2003 installed to view the hands-on practice sessions. Headers and footers: The template contains a footer that has the course title. You can change or remove the footers in the Header and Footer dialog box (which opens from the View menu). USING THIS TEMPLATE See the notes pane or view the full notes page (View menu) for detailed help on this template.

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