How to create, save and share Custom Templates

Overview 

The Office Timeline add-in allows users to create their own custom timeline templates and use them for any future work. The following guide provides step-by-step instructions to help you make the most out of the feature. 

A) Create a custom template
B) Import into a custom template
C) Apply a custom template to any existing timeline
D) Share your custom template
E) Delete a custom template

Read the full guide to learn how to get the most out of the new feature or click on any of the links above to skip to the section you’re most interested in.

A) How to create a custom template

1. Start a new timeline or open a previously built one. For timelines created with older versions of the add-in, you may be prompted to first update the slide before you can use it.
   

2. After you’ve finished styling your timeline, click the Template button and select Create Template (the big "+" icon). 
   

   The timeline will be saved in your template gallery for future use.

    

B) How to import into a custom template

1. Click New on the Office Timeline ribbon and then double-click the template of your choice to open its preview window.
   

2. From the preview window, click on the Import button, select the project management tool you wish to load your data from, and then follow the usual import steps.

   Note: The same steps are valid if you wish to import data into one of the add-in’s pre-formatted Styles or stock templates.

    

 C) How to apply a custom template to any existing timeline 

To change the look of an existing timeline, users can instantly apply a custom template to it or switch to a different style. To do so, click the Template button on the ribbon and select the preferred template or style from the menu.

D) Share your custom template 

To share a custom template with your team, simply open it in PowerPoint (create a timeline slide out of it), and then save and send it as a .pptx file.

Then, instruct your team to open the timeline slide and click Template -> Create (+) on the Office Timeline ribbon to save it as a template on their own machines.

E) How to rename or delete a custom template 

To rename a custom template from your gallery, simply click New on the Office Timeline ribbon, right-click the template you wish to rename, and select Rename.

To remove a custom template from your gallery, click New on the Office Timeline ribbon, right-click the template you wish to dispose of, and select Delete.

If you need any further assistance with custom templates, please don’t hesitate to raise a support ticket with us by clicking the button below. Our friendly customer support representatives will be happy to help you out.