Productivity Tip: Using Templates in Google Drive
[User Level: Beginner]
Templates are excellent productivity tools. They save time and facilitate consistency of format and wording. In this blog post, I list steps for using a template in Google Drive and provide a video demonstration.
- This strategy works with Google Docs, Google Slides, and Google Sheets.
- It works for individuals and teams.
- Note: There are multiple ways to do what I’m demonstrating here. Use the tools that work best for you.
First: Create your template in Google Drive
Again, this can be a document, a slides presentation, or a spreadsheet. You can create your own, or you can use a template provided by Google.
My example: Stationery Template [Google Doc]
- Use the formatting that you want for all such documents (logo, spacing, font, etc.).
- Add information that will be the same for all such documents (your contact information, salutation, complementary close, signature, etc.)
- Indicate which information should be customized (recipient contact information, date, etc.). Note: If you are sharing the template with a team, or if you think you may miss something, you can highlight these fields, or make them bold (or both). Just be sure to fix them before publication.
Next: How to use the template
There are three basic steps:
- Make a copy of the template.
- Rename the copy.
- Edit.
As a beginner, all you need is support and practice.
Here is a detailed list of steps: How to Use a Template in Google Drive [PDF] and a corresponding video demonstration:
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