Creating a work order in Excel can be done by using the available templates. Microsoft includes hundreds of free templates in its software. If you aren't able to download the template from your software, you can download it directly from Microsoft's website. Once you have the work order template, you can customise it as needed. After the customisation, the template can be saved for future use.
- Skill level:
- Moderately Easy
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Open Excel 2007 and select "Office" on the menu bar. Select "New." In the search box, type "Work Order." Press "Enter." Microsoft displays a list of available work order templates. Click on a template to see a small preview in the right task pane. Download a template by clicking the "Download" button.
Review the downloaded template. Add the work order contact information and company information to the template. Add the work order number sequence to replace the default sequence number on the template. Add the job name in the "Job Name" field. If applicable, add your logo in the "Logo" area.
Save your changes by clicking the "Save" icon in the Quick Access Toolbar. Close the work order by clicking on "Office" and "Close."
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