10 Templates to Save Time at the Office

Sandy Writtenhouse 02-09-2016

Don’t you love things that save you time and energy? When you are in the office, rather than wasting time on creating documents from scratch, you can focus on your tasks and duties by using and reusing simple templates. From budgets to to-dos and custom templates, check out these 10 time-saving tools.


Most of the templates below target Microsoft Office and compatible office suites Which Office Suite Is Best for You? You'll be pressed to find an occupation that doesn't require word or number processing of some sort. And you may wonder, is Microsoft Office really the best solution? Here are your options. Read More . The Google Docs users among you won’t have to reinvent the wheel either. With several templates available 24 Google Docs Templates That Will Make Your Life Easier These time-saving Google Docs templates will help you finish your documents instead of struggling to put them together. Read More for the office, you can select a template for your project timeline, an invoice, a meeting agenda, and even for your business plan.

1. Budgets

For those who are in charge of the budget 15 Excel Spreadsheet Templates for Managing Your Finances Always keep track of your financial health. These free Excel spreadsheet templates are the tools you need to manage your money. Read More , working with financials can be enough of a task on its own. To ease that burden just a little bit, try using an uncomplicated template made especially for it. That way, you can keep your attention on those numbers, instead of the delivery of them.

Excel PM Yearly Budget Template

TidyForms has a good variety of budget templates for various types of projects. Income, expenses, salary, and travel costs are all easily editable with this yearly budget template How to Make Your Project a Success with Excel Templates Excel templates are an essential tool in the portfolio of an effective project manager. Even in the smallest project, templates can make your life easier and save significant time. We have compiled a selection. Read More for Microsoft Excel.

2. Invoices

For documents you create on a regular basis, like invoices, templates that you can use over and over just make sense. Instead of wasting time, using a template means you can just pop in the numbers, dates, and get that invoice out the door 10 Simple Invoice Templates Every Freelancer Should Use Invoices can be a nuisance, but they don't have to be. Here are some of the best invoice templates you can download. Read More .


Excel PM Basic Invoice

A basic invoice from Microsoft that you can use with Excel is a great way to keep the task simple. Enter your company information and invoice details and let the template calculate the prices for you.

3. Meeting Agendas

If you plan meetings often 15 Free Meeting Agenda Templates for Microsoft Word These free meeting agenda templates for Microsoft Word can get you off to a great start for any type of meeting. Read More , then having a few meeting agendas at hand can really save you time. From casual team get-togethers to important executive meetings, show your professionalism as well as your consistency with a well organized template.

Formal Meeting Microsoft Word Template


An agenda that never fails is a classy, formal template from Office Templates Online for Microsoft Word. With a clean, structured appearance and the necessary information, you cannot go wrong.

4. Meeting Minutes

While a template for your meeting agenda can help you manage time, clearly structured meeting minutes become terrific time-savers once you need to follow up. It shows the participates a uniformed process and also lets them know what to expect after each meeting.

OneNote Formal Meeting Notes Template

What better application for capturing meeting minutes than a note-taking tool like Microsoft OneNote 12 Tips to Take Better Notes with Microsoft OneNote These 12 tips show you how to take better notes in MIcrosoft OneNote. Today, digital note-taking is as much about skill, as it is about the tool. Read More ? With its built-in templates How to Use OneNote Templates: Everything You Need to Know OneNote templates are essential for true productivity. Here's all you need to know to edit and create your own OneNote templates. Read More , you can choose from a casual to a formal look and feel with sections to match.


5. Newsletters

If you send newsletters to clients and customers regularly, then having a template or two is not only efficient, but will be more pleasant for the recipients. They will know what to expect with each communication and you will be able to provide them with the news and deals faster.

Campaign Monitor Email Newsletter Templates

With a great variety, optional customizations, and a drag-and-drop editor, Campaign Monitor has high-quality newsletter templates 7 Free Responsive Email Newsletter Templates Your Readers Will Love Online businesses benefit from an email newsletter because it can distribute information to customers. We show you how to make your newsletter look nice with free and responsive templates. Read More to give your communications that professional look.

6. Presentations

For presenting products, projects, reports, and other work materials, templates for Microsoft PowerPoint The Best Free PowerPoint Templates for Your Project Presentation How you present your project is at least as important as what you present because what your audience will remember is how you made them feel. Wow them with professional PowerPoint templates for project management. Read More can help you prepare for presentations with less effort. Creating slideshows from scratch can be a huge time sucker, so use a template that contains your logo, a consistent theme, and company colors and then just pop in your data.


PP Slide Hunter Gantt Chart Template

As an example, when you want to display a project’s progress regularly, this template from SlideHunter gets it done. With adjustable colors and a comprehensive timeline, this sleek Gantt chart template works well.

7. Status Reports

Similar to meeting agendas and minutes, status reports with a consistent look and feel are quite appropriate for business. For those who create monthly, weekly, or even daily status reports, templates can make that job task much easier.

Microsoft Word 2016 Project Status Report Template

Word 2016 has nice, built-in templates How to Manage Your Project with Word Templates In project management, preparation is half the battle. To organize and document your project, you may need many different reports, forms or plans. We have compiled a selection of Word templates to get you started. Read More available for status reports. Depending on the type of look you want, one that includes summaries and overviews with a clean appearance is a solid choice.

8. Tables of Contents

Those who are tasked with creating documents in the office that use a table of contents Best Table of Contents Template Examples for Microsoft Word A good-looking table of contents template will give your documents a professional look. We have the best examples around. Read More usually prefer a consistent look. And, if you have ever crafted a table of contents without a template, then you know it can turn out to be quite an undertaking, depending on the length of your document.

Microsoft Word Table of Contents Template has a good selection of table of contents templates for both Word and PDF documents. From simple to advanced, you are sure to find one that suits your needs.

9. To-Do Lists

Task lists that are shared with team members, coworkers, or supervisors should be simple to understand. With a template that makes tracking to-dos easier for those in the office, you can all spend more time on the tasks at hand, rather than the list that tracks them.

OneNote Priority ToDo Task List Template

Microsoft OneNote offers three types of task list templates How to Adopt OneNote Templates for Project Management A wide selection of templates is one of the features that make Microsoft OneNote a great tool for project management. Let us show you how you can use OneNote templates in your project. Read More to suit your needs. From a simple list to one that is prioritized, you can choose just one or all three.

10. Custom Templates

Do you love to use templates, but prefer to create your own to save and reuse? Making your own PDF or Excel template How to Quickly Create a Custom Excel Template to Save Time Excel templates are universally useful — they can help you keep your finances in order, manage a project, and organize your life. We show you how to create your own custom template. Read More , or one with Evernote How 6 Simple Evernote Templates Boost My Daily Productivity Create custom templates in Evernote. With these templates, you can boost your productivity at work and in your personal life. Let's see how you can make your own custom Evernote templates quickly. Read More , may take a bit of time upfront, but the time that you save in the long run might just make it worth it.

Time Log Evernote Template

Note that most templates you can download for free can be adjusted to meet your needs. Sometimes, it’s a matter of finding something that’s almost perfect and customizing it until it works for you. Keep this in mind before you start creating a custom template from scratch.

Which Templates Save You Time at the Office?

Is there a template that you use daily at the office and find it to be not only a time-saver, but a life-saver? Share your thoughts with us in the comments below!

Related topics: Budget, Google Docs, Invoice, Microsoft Excel, Newsletter, Office Templates, Presentations, Spreadsheet, To-Do List.

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  1. Madilyn Abbie
    February 3, 2018 at 2:24 pm

    I especially like your meeting agenda. BTW, your newsletter link doesn’t seem to be working. Personally, I use GetResponse for my newsletters: