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How to make a template

Organize your tasks and create a template using the steps below.

Organizing the flow

① Write down your own tasks
② Write out the workflow for each task
③ Find tasks that are repeated
④ Try to generalize the repetitive work shown above (= create a template)

Sample flow organization

① Write down your own tasks
Examples: Creating minutes of team meetings, reporting on project progress, creating training materials for new employees.

②Example of writing out the workflow of each task:

Take minutes of a team meetingStart taking notes on the meeting start timeRecord what was said in real timeCreate a summary of the conversationList decisions and action items for each topicNote the meeting end timeReview and update overall notesTeam Distribute the minutes to

Report on project progress Check progress with task management tools Review performance indicators (KPIs) for each task Summarize met/unmet performance goals Summarize overall project progress Create next steps and recommendations For reporting Share materials with the creation team

Create training materials for new employeesList topics that require new trainingCollect information on each topicCreate outline of teaching materialsAdd detailed explanationReview training materialsRevise points for improvementCreate final training materials

conditional branch

You can branch in markdown format.

| xxx | xxxx | xxxxx |
| ---- | --- |
| xxx | xxxx | xxxxx |
| xxx | xxxx | xxxxx |
| xxx | xxxx | xxxxx |
| xxx | xxxx | xxxxx |

Sample using conditional branching

This is an example of a template that summarizes progress reports to your boss on a weekly basis.

It is assumed that the minutes of the team meeting will be pasted under the Minutes section.

________________________________

Here are the minutes of the meeting.
Determine the degree of completion of the project based on its contents.
Please also indicate the reason and next action.

## minutes


## Status table for completion level
| Completion degree (%) | Status |
| ---- | --- |
| 0% | No tasks completed |
| 10% | API specification confirmation and understanding completed |
| 20% | Biz members have completed consideration of detailed functional specifications |
| 30% | Completed creation of flowchart for implementation |
| 40% | Completed implementation of the program framework (framework) |
| 50% | Completed implementation of basic functions using API |
| 60% | Initial test (unit test) of implemented functionality completed |
| 70% | Implementation of image generation function details (advanced settings, etc.) completed |
| 80% | Integration testing of all functions completed |
| 90% | Final review and adjustments with biz members, improvements completed based on user feedback |
| 100% | Project completed after debugging and final inspection |

Sample template

Click here for other template samples