Information Technology Project Management ppt video from scope management plan example , image source: slideplayer.com
Templates are pre-designed files that you or someone else (such as Microsoft) creates to use as a blueprint for a job. The template may be for a business card, brochure, resume, presentation. . .the list goes on. Regardless of the purpose, templates provide the plan consistency that any company (or individual) needs to appear professional. (you could also find templates for Excel, PowerPoint, and other applications, but in this guide we are focusing on Microsoft Word.)
The template includes a specific layout, style, layout and, occasionally, text and fields that are common to every use of the template. Some templates are so complete (such as business cards), you only have to change somebody’s name, phone number, and email address. Others, like business reports or brochures, could demand that everything is changed except the design and layout.
Once you create a template, you can use it repeatedly. Remember that while you open a template to initiate a job, you save the project as another file type, such as the simple .docx Word format, for editing, sharing, printing, and more. The template file stays the same, unless or until you want to alter it (more on this later).
Custom templates can be as straightforward or complex as needed. By way of example, you might create a template for your company’s newsletter, posters for a seminar, or even invitations for corporate events. You could even produce interactive templates to load on the Intranet, so others can fill in the blanks to publish their own envelopes and letterhead, as an example.
To begin with, produce a record –design and format it, add images and photos. When it’s interactive, then pick Controls from the Developer tab and create custom input fields for user interaction.
Some templates use interactive controls for user input. For instance, imagine that after 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’s your assistant’s task to email the date, time, place, speakers, themes, and the agenda to every attendee. Instead of have that person retype the data at a regular template, you may create a template where options can be selected from a list.
Programs allow you to configure all the relevant settings you need pre-applied to files –webpage design, styles, formatting, tabs, boilerplate text, and so on. You may then easily create a new file based on that template.
When you save a document as a template, then you can then use that template to make new documents. Those new files contain all the text (and images( and other articles ) the template contains. They also have the exact same page layout settings, sections, and fashions as the template. Templates can save you a lot of time when you are creating multiple files which need to get a consistent layout, format, and some boilerplate text.
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