Sales Process Flowchart from work flow chart template , image source: www.conceptdraw.com
Each week brings new projects, emails, files, and task lists. How much of this is different from the work you’ve done? Odds are, not much. A number of our tasks are variants on something we’ve done countless times before.
Don’t reinvent the wheel each time you start something new. Use templates–as starting point for 17, standardized files with formatting and text. As soon as you save a variant of the template, just add, eliminate, or alter any info for that record that is exceptional, and you’ll have the new work.
Programs work everywhere: in word processors, spreadsheets, project management apps, survey platforms, and also email. Here’s the way to use templates in your favorite apps–and to automatically create documents from a template–so it’s possible to get your ordinary tasks quicker.
Templates take the time to build, and it’s easy to wonder if they’re worth the investment. The short answer: absolutely. Editing a template takes much less time than formatting something. It’s the difference between retyping it, or copying and pasting some text.
That’s only one advantage: Using a template means you’re not as inclined to leave out key info, too. For example, if you want to send freelance authors a contributor arrangement, modifying a standard contract template (instead of writing a new contract every time) guarantees you won’t depart out the crucial clause regarding possessing the material once you’ve paid for this.
Templates also guarantee consistency. Maybe you send regular project updates to investors or customers. With a template, you understand the upgrade will have the formatting, design, and general arrangement.
How to Produce Great Templates
Not all templates are created equal–and some things do not require a template. Here are a few guidelines to follow.
First, templates must be comprehensive. So err on the side of adding too instead of too small, it’s simpler to delete information than add it .
Imagine you’re creating a template of your own resume. You’d want to record facts about your responsibilities and achievements, and that means you are going to have.
You can always delete less-important notes later on, but if it is not from the template you may forget it.
Some tools will automatically fill in all these factors for you (more on that in a little ). But if you need to fill in the information by yourself, add some text that’s easy and obvious to search for so it is possible to find.
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