◆ Microsoft PowerPoint

When you need to template

Use a theme or template. These are the workflows people run in PowerPoint to template, the busiest ones first — each with a prompt in four ways.

13workflows
58real tasks

The workflows

13 in all · busiest first
templateTemplate DesignCreate a reusable template for campaign briefings using a consistent visual language: set slide…20 tasks → templateTemplate DevelopmentAssemble a reusable proposal layout that every bid starts with the same approved brand and…8 tasks → templateTemplate ManagementSet up shared slide masters with the company brand elements, update the master, and push…6 tasks → templateDesign ConsistencyApply a professional theme and keep fonts consistent across the deck so publications and talks…4 tasks → templatePresentation CoachingCoach the senior brand lead through their keynote so they land the strategy narrative under…4 tasks → templateAccess ControlDefine and enforce access and distribution rules for final decks so only approved, proofed…2 tasks → templateCreate Report TemplatesPrepare a reusable template and slide library for all inspectors so field teams produce…2 tasks → templateStandard ReportProduce a standardized weekly-report template slide deck that captures costs, risks, and…2 tasks → templateStandard SettingDefine company presentation standards for materials, safety statements, and spec sheets: apply…2 tasks → templateStyle ComplianceMake the headline and byline on every slide match our house style exactly: Title Case for…2 tasks → templateTable LayoutConvert routine progress-note fields into a table layout on one slide so documentation is…2 tasks → templateTemplate DistributionCreate an approved company template for briefings, save it as a reusable template, and share…2 tasks → templateTemplates and LibrariesPublish a template and slide library with standardized plan, section, and detail layouts: build…2 tasks →

Questions people actually ask

with the jobs and tasks they touch

You can quickly start a presentation with a preset look by using a built-in template. This helps keep your slides looking professional and saves time, especially for common tasks like status reports or pitches.

  1. Open PowerPoint and select 'File', then 'New'.
  2. Browse the template gallery shown.
  3. Click the template you like to preview it.
  4. Choose 'Create' to open a new presentation with that template.
see alsoSlides →

You can make your own design reusable by saving it as a PowerPoint Template file (.potx). This is useful if you need your whole team to use a consistent look or follow company branding.

  1. Finish designing your presentation.
  2. Go to 'File' and choose 'Save As'.
  3. Select 'PowerPoint Template (*.potx)' as the file type.
  4. Name your template and choose a save location.
  5. Share the .potx file with your team.
see alsoDesign →

If you want to quickly change the overall look of your slides, you can apply a new theme. This updates fonts, colors, and backgrounds across your presentation.

  1. Open your PowerPoint presentation.
  2. Click the 'Design' tab on the ribbon.
  3. Browse themes in the Themes group.
  4. Click on a theme to instantly apply it to all slides.
see alsoDesign →

To match branding, use your company’s official template or create one with specific fonts, colors, and logos. This ensures every presentation follows company rules and looks professional.

  1. Get the official company template if available.
  2. Open it in PowerPoint.
  3. Check that the colors, fonts, and logos are correct.
  4. Use this template for all new presentations.
see alsoDesign →

To make your template easy for everyone to use, share the .potx file through your organization’s shared folders, email, or template library. This promotes consistent documents across teams.

  1. Save your template as a .potx file.
  2. Upload it to a shared network location or cloud service.
  3. Set permissions if needed for Access Control.
  4. Inform your team where to find and how to use the template.

Templates are full starting points with preset layouts, content, and design, while themes change only the colors, fonts, and effects. Both help presentations look consistent, but templates provide more structure.

FeatureTemplateTheme
Includes layouts/content?YesNo
Changes design elements?YesYes
Contains sample slides?OftenNo
File type.potxBuilt-in option
see alsoDesign →

Using a template saves time and ensures consistency, especially for reports or regular meetings. Creating from scratch gives you full control but takes more effort. Office Managers often use templates to keep team slides on-brand.

ApproachProsCons
TemplateFast, ConsistentLess unique
From ScratchFully customTakes more time

Both PowerPoint and Google Slides offer templates, but PowerPoint has more built-in options and export formats. Google Slides is better for team editing in real time. Choose based on your sharing and design needs.

FeaturePowerPointGoogle Slides
Built-in templatesMoreFewer
Export formatsManyLimited
Real-time editingLess directYes
Add-onsMore desktop optionsOnline add-ons
see alsoReuse →

No, updating a template does not change presentations already made from it. Only new presentations created with the updated template will get the changes. This is important for Template Management tasks.

Yes, you can limit access to the template file using file permissions on your network or cloud storage. This is important for roles like Executive Assistant to maintain brand consistency and control.

If the template is outdated, bring it up to the person in charge of branding or design. You may need to help update it or request a new one, especially if the company has changed its logo, colors, or fonts.

see alsoDesign →

Template management means keeping templates organized, updated, and available to everyone who needs them. This helps make sure all presentations follow the same style and branding, saving time and avoiding errors.

Templates help Transportation Planners make sure their reports are consistent, clear, and comply with standards. This saves time when creating regular updates and ensures all required information is included.

Check that all slide layouts use the same fonts, colors, and logo placement. Make sure headings and bullet points look the same everywhere. Ask a colleague or use Presentation Coaching if you’re unsure.

  • Same fonts and sizes
  • Consistent colors
  • Logo in same place
  • Uniform heading style
  • Bullet formatting matches
  • No random layout changes

AI tools in PowerPoint, like Designer, can suggest slide layouts and improve visuals, but cannot fully create a complex, company-branded template for you. Use AI for ideas and tweaks, then adjust manually for company standards.

  • Get design suggestions
  • Improve slide layout
  • Adjust color schemes
  • AI cannot fully brand a template
  • Manual review needed
see alsoDesign →