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Every week brings documents, emails, new projects, and task lists. How much of that is completely different from the job you have done? Odds are, not much. A number of our tasks are variations on something.
Don’t reinvent the wheel each time you start something fresh. Use templates–as starting point for new work standardized files with formatting and text. As soon as you save another variant of the template add, remove, or alter any data for that record, and you’ll have the new job done in a fraction of the time.
Templates work anywhere: in word processors, spreadsheets, project management apps, survey programs, and email. Here’s how to automatically generate documents from a template — and the way to use templates in your favorite programs –so it’s possible to get your tasks done quicker.
Programs take time to construct, and it’s easy to wonder if they’re worth the investment. The answer: absolutely. Editing a template takes far less time than formatting something from scratch. It is the distinction between copying and pasting some text, or retyping it.
That’s only one advantage: Using a template means you are not as likely to leave out crucial information, also. For instance, if you want to send freelance authors a contributor agreement, modifying a standard contract template (instead of composing a new contract each time) ensures you won’t depart out the crucial clause regarding possessing the content as soon as you’ve paid for it.
Templates also guarantee consistency. You send customers or investors regular job updates. Using a template, you understand the upgrade will constantly have the same formatting, layout, and arrangement.
How to Create Great Templates
Not all templates are created equal–and a few things don’t need a template. Listed below are a couple of guidelines to follow.
First, templates must be comprehensive. It’s more easy to delete information than add it in, so err on the side of adding also instead of too little.
Imagine you are creating a template of your own resume. You’d want to record details about your duties and achievements, and that means you are going to have all the information you want to submit an application for any job.
You can always delete notes later on, but you might forget it in the last edition if it’s not from the template.
Some tools will automatically fill in all these factors for you (more on this in a bit). But if you have to fill in the information on your own, add some text that is obvious and simple to look for so you can locate text that has to be altered without much effort.
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