If you have read any of my course reviews then you know I love a good workbook! And given how easy they are to make I am surprised that more people don’t utilize them. Therefore, I have decided to hook you up with a step-by-step guide to create a workbook in PowerPoint. Bonus feature, these are great for using to make note guides for your children for their school work! Let’s get started.

Create a workbook in PowerPoint

I have the Office 365 app installed on my laptop, so the screenshots I share may differ slightly, but the idea is pretty much the same. Also, just like the calendar, you can make these in Google Slides and Docs.

Step 1: Getting started

If you have an existing presentation open it like normally would. If not, go ahead and create your presentation for your course, training, or lesson. Ready? This is going to be SO easy.

  1. Click File.
  2. Select Export from the left-hand menu.
  3. Select Create Handouts.
  4. Click the Create Handouts button.
Export to create a workbook in powerpoint

A new dialog box will open. You will have five options.

Notes next to slidesIf you have added any notes for your slides, these notes will appear to the right of the slide in your handout.
Blank lines next to slidesThis option provides a few lines to the right of the slide, with multiple slides per page.
Notes below slidesIf you have added notes to the slide they will display below a large slide.
Blank lines below slidesThis option provides a lot of space for note-taking below one large slide.
Outline onlyThis will generate an outline of your presentation with any notes you may have included but limited space for notetaking.

Personally, I opt for either one of the blank line options. It provides the end-user with built-in lines to jot down any notes they want to take on the information. After you select your option give it a few moments to open in Microsoft Word. Switch to Word to finish up your workbook.

Step 2: Formating the workbook

Make any changes to your workbook. The sky is the limit, you can add a watermark with your business’s name and URL. One thing that I typically do is to remove the borders. To do that you will need to:

  1. Click on the Table Design tab.
  2. Select Borders
  3. Pick No Border.

Make any other changes to your workbook and then you are ready to share it!

Step 3: Exporting it as a PDF

The best way to share it and make sure all of your formating stays is to save it as a PDF. To didn’t go to all the effort to create a workbook in PowerPoint and Word to have people not see how amazing it is, did you?

  1. Click the File tab in Word.
  2. Select Export from the left-hand menu.
  3. Pick Create PDF and click the button.
  4. Save it with your presentation’s name + workbook

You are ready to go! See, that was easy.

Did you make one?

Did you try to create a workbook in PowerPoint? I would love to see it! Drop me a line and send it my way.

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