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Every week brings job lists, emails, documents, and new jobs. How much of this is completely different from the work you’ve done? Odds are, not much. Many of our daily tasks are variants 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 standardized documents with formatting and text. Once you save a version of the template add, remove, or change any data for that record that is exceptional, and you are going to have the work.
Programs work anywhere: in word processors, spreadsheets, project management programs, survey programs, and also email. Here is how to use templates and how to create documents from a template–so you can get your ordinary tasks quicker.
Templates take the time to build, and it’s easy to wonder whether they’re worth the investment. The short answer: absolutely. Editing a template takes far less time than formatting some thing. It’s the distinction between copying and pasting some text, or retyping it.
That’s not the only benefit: Using a template means you’re less likely to leave out crucial info, also. For example, if you need to send freelance writers a contributor arrangement, modifying a standard contract template (instead of writing a new contract every time) ensures you won’t depart out that crucial clause about possessing the content once you’ve paid for it.
Templates also guarantee consistency. Perhaps you send investors or customers regular project updates. Using a template, you know the update will have the same formatting, layout, and general arrangement.
How to Create Great Templates
Not all templates are created equal–and a few things don’t need a template. Here are a couple of guidelines to follow.
First, templates must be comprehensive. So err on the side of including rather than too small, it’s more easy to delete information than add it .
Imagine you’re creating a template of your own resume. You would want to record details about your responsibilities and achievements, and that means you’ll have.
You can always delete notes later on, but you might forget it if it is not in the template.
Some applications will automatically fill in all these variables for you (more on that in a little ). But should you have to fill in the information on your own, add some text that is obvious and simple to look for so it is possible to locate text that needs to be changed without much effort.
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