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Each week brings task lists, emails, files, and new jobs. Just how much of this is completely different from the job you have done before? Odds are, maybe not much. A number of our tasks are variations on something we’ve done hundreds of times before.
Do not reinvent the wheel every time you start something fresh. Rather, use templates–as starting point for work standardized documents with formatting and text. As soon as you save another variant of the template add, remove, or change any data for that unique document, and you’ll have the new job.
Programs work everywhere: in word processors, spreadsheets, project management apps, survey platforms, and also email. Here is how to use templates from your favorite apps–and to generate documents from a template–so you can get your tasks done quicker.
Programs take time to build, and it’s easy to wonder whether they’re worth the investment. The answer: absolutely. Editing a template takes much less time than formatting some thing from scratch. It is the distinction between retyping it, or copying and pasting some text.
That’s only one benefit: Using a template means you’re not as inclined to leave out key information, too. For instance, if you need to send freelance writers a contributor agreement, modifying a standard contract template (instead of writing a new contract every time) ensures you won’t leave out that crucial clause regarding owning the material once you’ve paid for this.
Templates also guarantee consistency. Perhaps you send regular job updates to clients or investors. Using a template, you know the upgrade will have the formatting, design, and standard structure.
How to Create Great Templates
Not many templates are created equal–and some things do not require a template. Listed below are a few guidelines to follow.
First, templates must be comprehensive. So err on the side of including instead of too little, it’s simpler to delete info than add it in.
Imagine you are developing a template of your own resume. You would want to record details so you are going to have.
You can always delete less-important notes on, but if it is not in the template you may forget it at the last edition.
Some tools will automatically fill in these variables for you (more on that in a bit). But should you need to fill in the data by yourself, include some text that is easy and obvious to search for so it is possible to locate.