Thursday, November 5, 2020

Save Time With Gmail Templates

 

One thing I really don't like is having to compose the same or similar email over and over. The mundane, repetitive nature of this is annoying. Thankfully, Gmail has a template function that is a huge timesaver. For example, each weekday, as an edtech coach, I am on-call via Google Meet for teachers to drop in for coaching and assistance. It's like an edtech coach hotline. I have set hours for each day of the week.

The thought of having to compose a reminder email each day with a message and clickable link gives me a headache. Lucky for me, I have a Gmail template with all of that information already set. When I schedule my emails, all I have to do is open the template, paste in the recipients and done. Click here to read a blog post about how to schedule emails

If you're a classroom teacher, you might use Gmail templates for frequent emails regarding intervention, failing grades, student praise, assignment reminders, office hours and more. If you're an instructional coach, you might create templates for on-call hours, PLC business, assessment reminders and more. If you're an administrator, you might use Gmail templates for daily announcements to students and or staff.

Below is a series of screenshots that shows you how to get started using Gmail templates.

Step 1: Compose an often-used message. Don't forget to add a subject line. If anything in the template needs to be edited when you use it in the future, you can do so without changing the template. 


Step 2: Click the "three dots" in the bottom right corner. In the menu that appears, hover your cursor over Templates.


Step 3: Another menu will appear to the left. Move your cursor left and hover over Save draft as template.


Step 4: Another menu will appear to the left. Move your cursor left and hover over Save as new template.


Step 5: In the window that pops up on your screen, give the template a name. Use a name that is easy to remember and recognize. When you click Save, it will now be saved as a template that can be used over and over in the future.


After you've saved a template, the next time you go to compose an email, go back to the "three dots" in the bottom right corner. Hover over Templates. In the menu that appears to the left, click, don't hover, on the template of your choice. This will enter the subject and message saved in the template into your message. When you use a template, in your new email, you are able edit the subject and message from the template without the template being altered. 


When you use a template, as seen below, all you need to do is enter recipients.


If you have any questions and would like a follow up, contact me via Gmail or Hangouts at ajuarez@techcoachjuarez.com. If you would like to unsubscribe from this blog, go to bit.ly/tcjinbox.

My book, The Complete EdTech Coach: An Organic Approach to Digital Learning, co-authored with my wife Katherine Goyette is now available on Amazon. Click here to purchase. It is published by Dave Burgess Publishing. Be sure to follow the hashtag #OrganicEdTech and #CVTechTalk for updates.


2 comments:

  1. Is this on the Enterprise version of Google? I cannot locate the Templates option on my GMail.

    ReplyDelete
  2. Go to Settings in Gmail. Go to Advanced and enable Templates. Save changes.

    ReplyDelete