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Each week brings documents, emails, new jobs, and task lists. How much of this is different from the job you’ve done? Odds are, not much. Many of our day-to-day tasks are variants on something.
Do not reinvent the wheel each time you start something new. Use templates–standardized documents with formatting and text as starting point. Once you save a separate variant of the template add, remove, or change any info for that unique document, and you are going to have the new job completed in a fraction of this time.
Programs work everywhere: in word processors, spreadsheets, project management programs, survey platforms, and also email. Here’s how to use templates in your favorite programs –and to automatically create documents from a template–so it’s possible to get your ordinary tasks faster.
Templates take time to build, and it’s easy to wonder whether they’re worth the investment. The answer: absolutely. Editing a template requires far less time than formatting something from scratch. It is the distinction between copying and pasting some text, or retyping it.
That’s not the only benefit: Using a template means you are not as inclined to leave out crucial info, also. For example, if you want to send freelance authors a contributor agreement, modifying a standard contract template (rather than writing a new contract each time) guarantees you won’t depart out the crucial clause regarding possessing the content once you’ve paid for it.
Templates also guarantee consistency. Perhaps you send investors or clients regular project updates. Using a template, you know the upgrade will always have the formatting, layout, and standard arrangement.
How to Produce Great Templates
Not all templates are created equal–and some things don’t need a template. Listed below are a couple of guidelines to follow.
First, templates must be comprehensive. So err on the side of including too instead of too small, it is more easy to delete info than add it in.
Imagine you’re developing a template of your own resume. You would want to record facts so you’ll have.
You can always delete notes later on, but when it’s not in the template you may forget it at the final edition.
Some tools will automatically fill in all these variables for you (more on this in a bit). But if you need to fill in the information by yourself, add some text that is obvious and easy to search for so you can find text that needs to be changed without a lot of effort.