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Every week brings job lists, emails, documents, and new jobs. Just how much of this is totally different from the work you have done before? Odds are, not much. A number of our tasks are variants on something we’ve done hundreds of 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 version of the template, simply add, eliminate, or alter any data for that document, and you are going to have the new job.
Templates work everywhere: in word processors, spreadsheets, project management apps, survey platforms, and email. Here is the way to automatically create documents from a template — and how to use templates in your favorite programs –so you can get your tasks done faster.
Templates take time to construct, 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. It’s the difference between copying and pasting some text, or retyping it.
That’s not the only benefit: Using a template means you are less inclined to leave out crucial info, also. For example, if you want to send freelance writers 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 content as soon as you’ve paid for this.
Templates also guarantee consistency. Maybe you send customers or investors regular project updates. Using a template, you know the update will constantly have the formatting, layout, and structure.
How to Create Great Templates
Not all templates are created equal–and a few things do not require a template. Here are a couple of guidelines to follow.
First, templates should be comprehensive. It is easier to delete info than add it , so err on the side of adding too rather than too little.
Imagine you are creating a template of your resume. You would want to record in-depth facts so you’ll have.
You can delete notes that are less-important on, but you may forget it at the final 25, if it’s not from the template.
Some tools will automatically fill in all these variables for you (more on this in a little ). But if you need to fill in the data by yourself, include some text that is obvious and simple to look for so it is possible to find text that needs to be changed without a lot of effort.