Using Templates in Adobe Captivate 5/5.5- Part 1

Original article published in  ASTD Nebraska’s monthly newsletter

SCENARIO:   You have been asked to develop an eLearning course in Adobe Captivate to teach employees about the company’s new billing system.  The course will consist of a dozen training modules.   Where do you begin?


A project template acts as the foundation, or blueprint, for subsequent projects.  When creating a template, you should include reusable elements such as:

  • Title/Objectives/Conclusion slides with placeholders for text
  • Placeholder slides
  • Placeholder objects
  • Object styles
  • Master slides

**If you’re new to Captivate, you may not be familiar with some of these tools and concepts.  In order to provide adequate explanations for how you can incorporate these tools into your workflow, I’ll be submitting a series of articles about this topic**

Part 1: Creating a Template

Begin by creating a project template:  File > New Project  >  Project Template (do not click Project from Template.  You’ll use this option later when you want to create a new project based on an existing template).   A dialog box opens.  Select the desired project size from the drop-down menu or enter a custom size and click OK.   The new project template opens with a single blank slide.

Next, create several foundation slides such as a title slide, objectives slide, and conclusion slide.  How you choose to design these slides is up to you, but ideally the foundation slides will have a consistent look and feel.   To add a new slide to a project template:  click Insert > New Slide.  After inserting a new slide, you can add images, text captions and other objects.   Use the Properties panel to adjust formatting and edit object properties as needed.

Note: Please bear in mind the examples below are just samples and are by no means meant to represent the principles of good graphic design.  Just saying….

Once you have your foundation slides in place, you can focus on adding additional slides to hold your lesson content.   Next month we’ll be looking at how you can use Object and Slide Placeholders  in your project templates.

Did you know? The file extension for a Captivate template is .cptl.   The file extension for a regular project is .cptx.

Need assistance on your Adobe Captivate project? Let us know!


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