Templates can be a clever time-saving tool in your productivity tool belt, if you know where they are in your productivity system, as well as create and use them wisely. Today, we’re discussing what a template is (or, rather, how you should use them to their best advantage), what types of templates we use in our own productivity system, and how to overcome some common obstacles in making templates in your productivity software work for you.

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In this Cast | Making Templates in Your Productivity Software

Ray Sidney-Smith

Augusto Pinaud

Art Gelwicks

Francis Wade

Show Notes | Making Templates in Your Productivity Software

Resources we mention, including links to them, will be provided here. Please listen to the episode for context.

* Evernote* Trello* Asana* Remember the Milk* Microsoft Word (Normal.dot, Normal.dotx; you can create your own DOTX file templates), Google Calendar (duplicate events)* Android personal dictionary* Tasker (Android)* OneNote* Notion* SharePoint* IFTTT* Zapier* Power Automate* ActiveWords* TextExpander* Apple Text Replacements* Apple Shortcuts* What Got You Here Won't Get You There: How Successful People Become Even More Successful by Marshall Goldsmith, PhD* SkedPal Calendar Heat Map

Raw Text Transcript | Making Templates in Your Productivity Software

Raw, unedited and machine-produced text transcript so there may be substantial errors, but you can search for specific points in the episode to jump to, or to reference back to at a later date and time, by keywords or key phrases. The time coding is mm:ss (e.g., 0:04 starts at 4 seconds into the cast’s audio).

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