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Each week brings job lists, emails, documents, and new projects. How much of this is different from the job you’ve done before? Odds are, not much. A number of our daily tasks are variations on something.
Do not reinvent the wheel each time you start something fresh. Rather, use templates–as starting point for new work standardized documents with formatting and text. Once you save another variant of the template add, remove, or change any info for that document that is exceptional, and you’ll have the new work.
Templates work everywhere: in word processors, spreadsheets, project management apps, survey programs, and email. Here’s to automatically create documents from a template — and how to use templates from your favorite programs –so you can get your ordinary tasks quicker.
Templates take the time to build, and it’s easy to wonder if they’re worth the investment. The answer: absolutely. Editing a template requires much less time than formatting something from scratch. It is the distinction between retyping it, or copying and pasting some text.
That’s only one advantage: Using a template means you’re less inclined to leave out crucial information, too. For instance, if you need to send freelance writers a contributor arrangement, changing a standard contract template (rather than composing a new contract every time) ensures you won’t leave out that crucial clause regarding possessing the content once you’ve paid for it.
Templates also guarantee consistency. You send customers or investors regular job updates. With a template, you know the upgrade will have the same formatting, layout, and general structure.
How to Create Great Templates
Not many templates are created equal–and a few things do not need a template. Here are a few tips to follow.
First, templates should be comprehensive. It is easier to delete info than add it , so err on the side of adding rather than too small.
Imagine you’re creating a template of your resume. You’d want to record details and that means you’ll have.
You always have the option to delete notes that are less-important in the future, but you may forget it at the last 25, when it’s not from the template.
Some tools will automatically fill in these variables for you (more on that in a bit). But should you have to fill in the data on your own, add some text that is easy and obvious to look for so it is possible to find text that has to be altered without a lot of work.