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Each week brings documents, emails, new jobs, and job lists. How much of this is different from the job you have done before? Odds are, not much. Many of our tasks are variations on something we’ve done countless times before.
Do not reinvent the wheel each time you start something fresh. Use templates–as starting point for work that is new, standardized files with formatting and text. Once you save another variant of the template, just add, remove, or change any data for that record that is exceptional, and you are going to have the new job.
Templates work everywhere: in word processors, spreadsheets, project management apps, survey programs, and email. Here is how to automatically generate documents from a template — and how to use templates in your favorite programs –so it’s possible to get your tasks done quicker.
Templates take the time to construct, and it’s easy to wonder whether they’re worth the investment. The answer: absolutely. Editing a template requires much less time than formatting something from scratch. It’s the distinction between copying and pasting some text, or retyping it.
That’s not the only advantage: Using a template means you’re less inclined to leave out key info, too. For example, if you want to send freelance authors a contributor agreement, changing a standard contract template (rather than writing a new contract every time) guarantees you won’t leave out that crucial clause about possessing the material once you’ve paid for it.
Templates additionally guarantee consistency. Perhaps you send customers or investors regular project updates. With a template, you understand the upgrade will always have the exact same formatting, layout, and arrangement.
How to Create Great Templates
Not all templates are created equal–and a few things do not need a template. Here are a couple of guidelines to follow.
First, templates should be comprehensive. So err on the side of adding too instead of too small, it is more easy to delete information than add it in.
Imagine you are creating a template of your resume. You would want to record facts about your duties and accomplishments, so you’ll have.
You can always delete notes that are less-important on, but you might forget it in the last 25, when it is not in the template.
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, include some text that’s obvious and simple to look for so it is possible to locate.