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Every week brings documents, emails, new projects, and job lists. How much of that is completely different from the work you have done? Odds are, not much. A number of our day-to-day tasks are variations on something we’ve done hundreds of times before.
Do not reinvent the wheel each time you start something new. Use templates–as starting point for work that is , standardized files with formatting and text. Once you save a separate version of the template, just add, eliminate, or alter any info for that record, and you are going to have the new job completed in a fraction of this time.
Programs work everywhere: in word processors, spreadsheets, project management programs, survey platforms, and also email. Here’s the way to use templates in your favorite programs –and how to create documents from a template–so you can get your tasks done quicker.
Programs take the time to construct, and it’s easy to wonder if they are worth the investment. The answer: absolutely. Editing a template requires much less time than formatting something from scratch. It is the distinction between copying and pasting some text, or retyping it.
That’s not the only benefit: Using a template means you are not as inclined to leave out crucial info, too. For example, if you want to send freelance authors a contributor agreement, modifying a standard contract template (instead of composing a new contract each time) guarantees you won’t leave out that crucial clause about owning the material once you’ve paid for this.
Templates also guarantee consistency. You send regular job updates to investors or customers. Using a template, you know the update will have the exact same formatting, design, and structure.
How to Create 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. It is easier to delete information than add it in, so err on the side of including too rather than too small.
Imagine you’re developing a template of your own resume. You’d want to list in-depth details about your duties and accomplishments, and that means you’ll have.
You can always delete less-important notes later on, but if it is not in the template you may forget it in the final edition.
Some applications will automatically fill in these variables for you (more on that in a bit). But if you have to fill in the data on your own, add some text that is simple and obvious to look for so you can locate text that needs to be changed without a lot of effort.
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