Most of these templates are professionally designed—so when you don't have the time to create a nicely-formatted document, they're a good option. But style and structure alone don't add up to a truly powerful template. You also want to mix in pre-written text so you can finish the document by filling in a few blanks. To make your own template in Google Docs, start a new Blank document—or use one of the pre-made templates as a blueprint.
Then, fill it with your framework: your formatting, text styles, logos, default text, and anything else most of your documents need. For example, my posts tend to follow the same general formula, so I've created a blog post template. It functions as a general outline, and saves me from fiddling with styles when I need to focus on writing. Now, save the template so you can reuse it again. Google Docs saves new documents automatically, but remember to give it a recognizable template name.
From there, just customize the copied document for your specific needs. And if you need templated spreadsheets, the same tips work in Google Sheets. Learn how to create and autopopulate a Google Docs template. Like Google Docs, Microsoft Word is loaded with pre-made templates, from meeting agendas and cover letters to business trip checklists.
However, Word also lets you save your own reusable templates as. Say you've drawn up a business contract that you want to save for future use. Next time you start a new document, your template will appear in your gallery of options, alongside Word's pre-existing templates. When you want to make a new version of the contract, create a new file, find the contract template, and click Open. If you want to edit your template, select the Open dialog and change the Files of Type option to Templates.
Then, search for the template in question, open it, and make your changes. From here on out, every document you create based on that template will incorporate those changes.
Having a distinction between templates and documents is really useful, since it protects you from accidentally modifying, deleting, or losing your master copy. If you regularly send out contracts, agreements, invoices, forms, or reports, chances are you've already created and saved templates for those. That doesn't mean you've circumvented all of the tedious work: Each time you send a new version of the template, you still have to copy-and-paste names, project info, dates, and other relevant details into your document.
Enter Formstack Documents. This tool will combine your template with unique data automatically, so you'll get customized, finished documents without tapping a single key.
You can upload a template you've already made Word docs, PDFs, spreadsheets, and PowerPoint presentations are all fair game , or start from scratch using Formstack's online editor. Simple, right? Then, choose where you want completed documents to go. Maybe you want them saved to a Dropbox or Google Drive folder, emailed to you, or sent to a tool where you can collect signatures. Finally, select your data source.
You could manually import data from a spreadsheet—but that sort of defeats the purpose. Instead, use Zapier to set up an automated workflow. Your document templates will be automatically populated with data from another app—like a survey or eCommerce tool. For example, if you use PayPal to run your online shop, you could use Zapier to create a custom receipt for each customer. Or, if you still want to use spreadsheets, just connect Google Sheets to Formstack Documents and new rows will be turned into formatted documents in seconds.
Many customized document templates require approval from a client, employee, manager or partner. With HelloSign , you can painlessly collect signatures from anyone—just upload a template, indicate where recipients need to sign and add information, then send it off. Want to make this process even easier? Use Zapier to connect your CRM, email platform, survey tool, and any other apps, and build workflows that handle your templates automatically.
For instance, I use Proposify to send proposals to potential clients. When a client accepts my Proposify proposal, Zapier tells HelloSign to send my standard freelance writing contract to their email address for signing. Most of the same document template tricks apply to presentations: create a base presentation with your general layout, apply your style to the slides, then duplicate the presentation and fill in the blanks each time you need to present something.
Or, there's another way. If you often reuse the exact same slides in different presentations—perhaps a slide with your business plan, company statement, goals, or some other common elements—you can copy individual slides from one presentation into another without sacrificing your presentation's design. Here's a quick tutorial on swapping content in Google Slides and don't worry, this same trick works in Apple Keynote or Microsoft PowerPoint's desktop versions, too. Google Slides is a good go-to for presentations, because it's cloud-based—which means your templates follow you anywhere.
And just like Google Docs, it's pretty simple to start building. Just create your core slides in a presentation, with their own unique style and template that fit the content. Then, when making a new presentation, open that core template presentation, select the slides you want to use in the slide menu on the left, and copy them. Now, just click in the slide picker on the left, and paste those copied slides. They'll retain the original formatting by default, but if you want the slides to match your new presentation style, just click the paste icon and select Match Destination Formatting.
Follow the same process for Keynote or PowerPoint. Another option is to not worry so much about your presentation's formatting, and just focus on the text, images, and videos in the presentation. There are a number of apps that can turn plain text and images into a presentation in almost no time, including:. Deckset and Swipe turn Markdown formatted text documents into presentations, with pre-made templates. Evernote's Presentation Mode reformats your notes and web clippings into basic presentations on the fly.
Slidebean chooses a theme for your presentation automatically based on your pictures and videos. Prezi turns your content into an animated presentation—it's eye-catching, though perhaps not time-saving. With most of these apps, use the same tricks you'd use for creating document templates. Write your common points or presentation structure, then copy that document each time you need to make a presentation.
All you'll need to do is open that file in your text-powered presentation app—or copy the text into the tool—and select a pre-made template design.
You won't get as customized of a presentation, but you'll save a ton of time. Check our full roundup of the Best PowerPoint Alternatives to discover other great presentation tools. Spreadsheets are like LEGO bricks: You start with a bunch of seemingly random pieces, and turn them into complex structures. That's why they make great template tools. Even better, creating a spreadsheet template lets you apply the same conditional formatting to multiple data sets.
The tips here work in most spreadsheet tools—so check out our roundup of the Best Spreadsheet Apps for more options, along with some spreadsheet history and extra tutorials. To make a template, open the workbook you want to convert into a template, click Save As and give it a name. Then click the Save as Type box, just as in Word.
You can save the file as an Excel Template , but if it's got macros automated action in the spreadsheet , choose Excel Macro-Enabled Template. Alternatively, you can modify one of the templates already installed in Excel.
You can also take advantage of the existing templates on Office. Once you've found one, click on it to edit in Excel Online or download it to Excel. If none of those fit the bill, the Excel community has developed templates for almost every purpose imaginable. Do a quick search for Excel template [use case] and take a look at the results. Smartsheet is a spreadsheet tool that's built around templates.
You can make your own using an existing sheet as your baseline: Simply right-click its name and choose Save as Template. The sheet's column names, column types, conditional formatting rules, and dependency settings will be carried over to the template—along with its data and formatting if you choose. So, if you've got an expense report that tends to look pretty similar from month to month, you can create a template with all your expenses already tallied up. Then, every four weeks or so, you can make any necessary adjustments, and have a report in no time.
Smartsheet also offers an impressive gallery of pre-made templates that cover everything from goal tracking to office relocation plans. Once you've found the template you want, click on it and choose Use template. Make it your own by adding data, changing the column names, applying your own formatting, and so on.
When you're done, you can save the file as a regular sheet by opening the Actions menu and selecting Save as New. Or, turn that customized version into your own new template by choosing Save as Template instead. Smartsheet doesn't count templates against your sheets total, either, so you can store an unlimited number in any account. Using templates to start new projects doesn't just cut down on setting up workflows—it also helps you leverage the processes that have worked in the past.
There are three strategies that work in most project management tools: Create a template project using built-in tools, copy an existing project to use as your blueprint, or import a spreadsheet and turn that into a project. Here are examples of these strategies in some popular project management apps.
Trello is designed to break your projects down into groups called boards, which means it's the perfect tool for creating templates—but you'll need to copy those boards to reuse them.
To make a template project, just create a new board, add the appropriate lists and cards, then flesh them out with the relevant attachments, project members, and descriptions if applicable. For example, if your coworker always handles visuals for your blog posts, you could assign the Create graphics card to them in advance and add template design files—now, every time you use this template for a new project, they'll already be assigned to that task.
When you want to use this template, open the sidebar menu, choose More then select Copy board. If you don't want to go to the trouble of creating a brand-new board for your template, simply copy an existing one.
You can choose whether or not to carry over the cards—a handy way to reuse an old project's list structure without duplicating completed tasks. You could also create templates for specific project stages rather than the entire project. Say you offer a range of different digital marketing services.
Create a list for every service like SEO Audit [Template] ; then when you get a new client, you can copy the lists for the services they've asked for into a fresh Trello board.
Trello even lets you copy individual cards, so you can create a task template with a checklist, attachments, and assignees. Then, to add new tasks with that same set of checklists and attachments, just copy the card and fill in this task's unique details. For project template ideas, check out Trello's Inspiration collection. Take a look at some creative ways to use Trello , and then learn how to organize your projects and life in Trello with our complete guide to automating Trello.
There are two ways to make templates in Asana : start a new project and save it as a template, or duplicate an existing project.
If you go with the second option, you'll want to change the sections and tasks to make them more generic. For templates, just open an existing project, click the dropdown menu at the top-right of the main window, and select Use as a Template Copy Project. Asana recommends creating project templates for processes with five or more steps—either by reusing an old project as a template, or with a new project designed just to be a template.
However, for processes with five or fewer steps, you should create task templates. As with project templates, just add a new template task, or duplicate an existing task and modify it. Make your templates easy-to-access by creating a template tag. You can add it to the appropriate tasks, then favorite your template tag. Templates are JSON files. To create templates, you need a good JSON editor.
If you use Azure CLI, you must have the latest version. For the installation instructions, see:. If you're using Azure CLI, make sure you have version 2.
The commands shown in this tutorial will not work if you're using earlier versions. To check your installed version, use: az --version. Name the file azuredeploy and select the json file extension. The complete name of the file is azuredeploy. Save the file to your workstation. Select a path that is easy to remember because you'll provide that path later when deploying the template.
This template doesn't deploy any resources. We're starting with a blank template so you can get familiar with the steps to deploy a template while minimizing the chance of something going wrong. The CLI examples in this article are written for the Bash shell.
If you have multiple Azure subscriptions, select the subscription you want to use. Replace SubscriptionName with your subscription name. You can also use the subscription ID instead of the subscription name. When you deploy a template, you specify a resource group that will contain the resources. Use the resource group you created. Give a name to the deployment so you can easily identify it in the deployment history. For convenience, also create a variable that stores the path to the template file.
Be sure to check out Use Security Roles to control access to templates. Administrators can use the Settings page to upload the Word template into customer engagement apps. A template uploaded in Settings is available to all users in your organization.
Open a record with information you want to create a document. For example, open a customer account record in Sales. Only templates built for the selected record type entity will be displayed. For example, if you open an opportunity record, you will not see a template you created with the Account entity. You need to refresh customer engagement apps to see the template. Either refresh your browser or close and reopen customer engagement apps.
After you select your Word template, customer engagement apps create a Word document from the record you selected. The sample Word templates were created with a particular record type entity. You'll only be able to apply the template to records of the same record type. Open a record with information with the entity type that matches the sample template.
For example, open a customer account record in Sales to apply the Account Summary template. Administrators can control access to Word templates with some granularity. For example, you can give salespeople Read but not Write access to a Word template.
Select Document Template to set access for templates available to the entire organization. Select Personal Document Template for templates shared to individual users. Lists of records created from a custom template may not appear in the same order in Word documents as the order in customer engagement apps.
Records are listed in the order of the time and date they were created. Analyze your data with Excel templates. Troubleshooting Word templates. Skip to main content. This browser is no longer supported. Download Microsoft Edge More info. Contents Exit focus mode. Please rate your experience Yes No. Any additional feedback?
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