Video: How to Find and Open Templates

How to Find and Open Your Systems2win Templates

Topics in this Video

• Overview — 0:00

  Primary training pages related to this video:

  Quick Start Initial Training

  Tool Selection Matrix

• Why? — 0:15

  We're assuming that you already know 'Why Process Improvement'?

• How to Find and Open your Templates — 0:45

  Systems2win tab > Systems2win Templates

  Help sheet and Sample sheet

  'Open a Blank Sheet' button

• How to open Word templates — 2:20

  Open your Word templates through Excel

  View > Print Layout, and Multiple Pages

• How to use your Tool Selection Matrix — 4:00

  How to open it

  1 row for each of your 150+ templates

  Pop up help, and links to online training

• Translations — 7:15

  Translations for pop up help

  How to translate everything else

• Columns — 8:30

  Use CTRL+F to search for key words or phrases

  Temporarily resize columns to view long text

• Open your templates through the Tool Matrix — 10:00
• Filter to select the right tools — 11:00

  Using Excel Filter features

  Systems2win menu > More > Set or Reset Filter

• Insert Sheet — 13:30

  Insert Sheet

• Summary — 14:30