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Each week brings files, emails, new jobs, and task lists. How much of that is totally different from the work you’ve done before? Odds are, not much. A number of our day-to-day tasks are variations on something.
Do not reinvent the wheel every time you start something new. Use templates–as starting point for 17, standardized documents. Once you save a variant of the template add, eliminate, or change any info for that record, and you’ll have the new work.
Templates work everywhere: in word processors, spreadsheets, project management programs, survey programs, and email. Here’s how to use templates and to generate documents from a template–so it’s possible to get your tasks done quicker.
Templates take time to construct, and it’s easy to wonder if they are worth the investment. The answer: absolutely. Editing a template takes much less time than formatting some thing from scratch. It’s the distinction between copying and pasting some text, or retyping it.
That is not the only benefit: Using a template means you are not as likely to leave out key info, too. For instance, if you need 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 about possessing the material once you’ve paid for it.
Templates additionally guarantee consistency. You send clients or investors regular project updates. Using a template, you understand the update will have the formatting, layout, and structure.
How to Create Great Templates
Not all templates are created equal–and some things don’t require a template. Here are a few guidelines to follow.
First, templates should be comprehensive. So err on the side of including too instead of too little, it is simpler to delete info than add it .
Imagine you are developing a template of your own resume. You would want to list details about your responsibilities and accomplishments, so you are going to have all the info you need to apply for any job.
You can always delete less-important notes on, but you might forget it in the last 25, when it’s not in the template.
Some tools will automatically fill in all these factors for you (more on that in a little ). But should you have to fill in the information on your own, include some text that’s easy and obvious to search for so you can find text that has to be changed without a lot of effort.
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