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Each week brings job lists, emails, documents, and new jobs. Just how much of that is different from the job you have done? Odds are, not much. A number of our tasks are variations on something.
Don’t reinvent the wheel each time you start something new. Use templates–as starting point for work that is , standardized documents with formatting and text. Once you save a separate version of the template, simply add, remove, or alter any data for that exceptional record, and you’ll have the new work completed in a fraction of this time.
Programs work anywhere: in word processors, spreadsheets, project management apps, survey programs, and email. Here’s the way to use templates from your favorite programs –and to automatically create documents from a template–so you can get your tasks quicker.
Templates take time to build, and it’s easy to wonder whether they are worth the investment. The answer: absolutely. Editing a template requires much less time than formatting something from scratch. It’s the distinction between retyping it, or copying and pasting some text.
That is only one advantage: Using a template means you’re less likely to leave out crucial info, too. For example, if you need to send freelance authors a contributor arrangement, changing a standard contract template (instead of writing a new contract each time) guarantees you won’t leave out that crucial clause regarding possessing the content once you’ve paid for it.
Templates additionally guarantee consistency. Perhaps you send regular project updates to customers or investors. With a template, you understand the update will always have the same formatting, layout, and standard structure.
How to Create Great Templates
Not all templates are created equal–and some things don’t need a template. Listed below are a few guidelines to follow.
First, templates should be comprehensive. It is easier to delete info than add it in, so err on the side of adding rather than too small.
Imagine you are developing a template of your own resume. You would want to list details about your duties and accomplishments, and that means you are going to have.
You always have the option to delete notes on, but when it’s not from the template you may forget it at the last version.
Some tools will automatically fill in all these factors for you (more on this in a bit). But if you need to fill in the information by yourself, add some text that is simple and obvious to search for so you can find.