Project Initiation Process from project management process flow chart , image source: edge.papercutpm.com
Templates are pre-designed files that you or someone else (such as Microsoft) generates to use as a blueprint for a job. The template could be for a business card, brochure, resume, demonstration. . .the list goes on. Irrespective of the purpose, templates offer the design consistency which any organization (or person ) needs to look professional. (You can also find templates for Excel, PowerPoint, and other applications, but in this guide we’re focusing on Microsoft Word.)
The template contains a specific design, style, design and, sometimes, fields and text which are common to every use of that template. Some templates are so complete (such as business cards), you only have to change the individual’s name, contact number, and email address. Others, like business reports or brochures, could demand that everything is changed except the layout and design.
Once you create a template, you may use it over and over. Remember that while you open a template to initiate a project, you save the job as a different file type, like the basic .docx Word format, 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).
Custom templates can be as straightforward or complex as needed. By way of instance, you may create a template for your company’s newsletter, posters for a seminar, or invitations for corporate occasions. You could even create interactive templates to load on the Intranet, so others can fill in the blanks to publish their own envelopes and letterhead, for instance.
To begin with, produce a document–design and format it, add graphics and photos. When it’s interactive, then select Controls in the Developer tab and make custom input fields for user interaction.
Some templates use interactive controls for user input. For example, imagine that once a month, the division managers, assistant managers, and loan originators of a large banking institution have a meeting at one of the 12 branches. It’s your helper’s job to email the date, time, place, speakers, themes, and the agenda to each attendee. Rather than having that individual retype the data in a normal template, you may make a template where options can be selected from a listing.
Programs let you configure all of the applicable settings you want pre-applied to documents–webpage design, styles, formatting, tabs, boilerplate text, and so on. You can then easily make a new file based on that template.
When you save a document as a template, you may then use that template to create new documents. Those new files include all the text (and images, and other content) that the template contains. They also have all the exact same page layout settings, segments, and fashions as the template. Templates can save you a lot of time when you are creating numerous files which have to have a consistent design, format, and some boilerplate text.
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