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To do this: Select File Save As Download a Copy. If Excel asks whether to open or save the workbook, select Save.
Click File, and then click Save As. In the File name box, type the name that you want to use for the template. In the Save as type box, click Excel Template, or click Excel Macro-Enabled Template if the workbook contains macros that you want to make available in the template. Click Save.
How to make a custom Excel template In the workbook you want to save as a template, click File Save As. In the Save As dialogue, in the File name box, type a template name. Under Save as type, select Excel Template (*. xltx). Click the Save button to save your newly created Excel template.
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People also ask

How to create a checklist in Excel Enable the Developer menu. In Excel, you can insert a checkbox control from the Developer menu. Add your checklist items. Next, begin your checklist by adding items to it. Insert checkboxes next to the items. Make your checkbox look good. Run through your checklist.
Create a Master Spreadsheet Click File, and then click New to create a blank spreadsheet. This blank spreadsheet will be the master and will contain the merged data from your open spreadsheets.
Instead of entering data into the numerous sheets, consider entering data just ONCE, in the Master sheet. Then you can set up a report to create filtered lists for different groups of people, based on the group they belong to. You need to add a column to the master sheet, then add all the data to that sheet.

credentialing spreadsheet template