How to use
Open Basic Templates and select the worksheet template you need. Check the inserted sheet and update names, dates, evidence and figures. Check the result before saving changes.
Assist Pro+ / Templates and Present
Basic Templates
Lists available single-sheet templates.
Where to find it
Follow the ribbon path.
Assist Pro + → Templates and Present → Basic Templates
Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.
Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.
Browse all toolsPractical guidance
Use this tool in your workflow.
Best use case
Starting a recurring Excel worksheet using a saved layout.
Everyday Excel
Reuses established workbook designs when you need to list available single-sheet templates.
Accounting and audit
Reuses standard workpaper formats and audit documentation by helping list available single-sheet templates.