Excel - Starting a New Workbook

Frequently used workbooks are accessible from the New task pane. These workbooks can be built into the Create software by Presentation Solutions or they can be uploaded by authors.

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Select New on the ribbon or side bar to view all your customised workbooks.

The New Workbook task pane opens, showing all available templates.

• You can change views by clicking the list or thumbnail icons on the top right.
• In list view, select Expand all, to see all templates, or click the + to expand a single folder.
• Search for a particular workbook by typing the workbook name in the search field.
• Double-click on the workbook to open it or select it and click Apply.

If a workbook has been uploaded by an author in your organisation, the author’s email address will be displayed in the information panel at the bottom of the task pane.