Custom Template Tabs

Do you use a lot of templates?

Are you annoyed by the sheer number of them on the General tab in the Templates window?

Wish there was a way to sort them out and make them easier to locate quickly?

If you find yourself answering “Yes, yes, yes!” then you’re in the right place, because this tip is all about making custom tabs for those templates.

Let’s bring some organization to the situation. Let’s “file” the templates into the tabs of our choosing and clean up the mess.

Okay, so if you’re still with me, you’re all for custom tabs and organized templates. Time to get busy.

The first thing you need to do is navigate to the Templates folder within the Microsoft Office folder.

I found that the fastest, most direct route was to go to the File menu, Save As choice, then switch the file type to Document Template. Word automatically switched to the location for template storage and I didn’t have to search it out.

Once in the Template folder, you need to create a new folder. You can do this from the Save As window. Simply click the Create New Folder button or use Alt + 5.

When the New Folder window opens, name the folder whatever you want the template tab to read and click OK.

If you want several different custom template tabs, keep creating folders until you feel you’ve covered all the bases.

When you’ve created all the folders you need, cancel out of the Save As window and return to your template design process. Be sure that any new templates that should appear on your custom created tab are saved within the new folder.

Next problem. What about organizing the templates you already have? Maybe you’d like to move your most used templates into your custom created tab.

Well, now that you know where the templates are stored (or at least know how to locate it through the Save As window), use My Computer to navigate to that location.

At this point, it’s a simple task to drag and drop any templates you want to appear on that tab into the new folder.

You can put different types of templates (Excel, Word, etc.) into the same folder.

The new tab will appear when you go to File menu, New choice in any program with a template in the folder, or with newer versions of Office, when you access the General Templates from the Task Pane.

(So don’t panic if it doesn’t show up in a program, it has to have a relevant template to be displayed with the standard tabs).

When you’re done with the drag / drop process, you can close the window up because it’s done. That’s all there is to it.

Yeah, I know, way too easy. Wondering why you didn’t think of it earlier? Believe me, I wondered the same thing.

~ April