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Project Management Flow Chart

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Templates are pre-designed files that you or somebody else (such as Microsoft) generates to use as a blueprint for a project. The template may be for a business card, brochure, resume, presentation. . .the list goes on. Irrespective of the purpose, templates offer the plan consistency that any organization (or individual) needs to appear professional. (You can also find templates for Excel, PowerPoint, and other applications, but in this article we are focusing on Microsoft Word.)

The template includes a particular design, design, layout and, occasionally, text and fields that are common to each use of that template. Some templates are really complete (such as business cards), you merely have to change the individual’s name, phone number, and email address. Others, like business reports or brochures, could require that everything is altered except the layout and design.
As soon as you create a template, then you can use it repeatedly. Remember that while you start a template to initiate a project, you save the job as another file type, like the simple .docx Word structure, such as editing, sharing, printing, and much more. The template file stays the same, unless or until you wish to alter it (more on this later).

Customized templates can be as simple or complex as needed. For instance, you might create a template for your company’s newsletter, posters for a conference, or invitations for corporate occasions. You could also produce interactive templates to load the Intranet, so others may fill in the blanks to print their own envelopes and letterhead, as an example.

First, produce a record –layout and format , add graphics and photos. If it’s interactive, select Controls in the Developer tab and create custom input fields for user interaction.

Some templates use interactive controls for user input. For instance, imagine that once a month, the branch managers, assistant managers, and loan originators of a large banking institution have a meeting at one of the 12 branches. It is your helper’s task to email the date, time, location, speakers, themes, and the agenda to every attendee. Instead of having that individual retype the information in a regular template, you can make a template in which choices can be chosen from a list.

Templates allow you to configure all of the applicable settings you need pre-applied to files –webpage layout, styles, formatting, tabs, boilerplate text, etc. You can then easily create a new file based on that template.

After you save a document as a template, then you may then use that template to make new documents. Those new files contain all of the text (and images, and other articles ) the template contains. They also have all the same page layout settings, segments, and fashions as the template. Templates can save a great deal of time when you are creating multiple files that have to get a consistent design, format, and a few boilerplate text.

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