Quarter Letter Templates

A fistful of basic templates you can use as a starter. Size 4.25x5.5, or one quarter of a letter page. These are intended to be bound along the long edge, with Circa or Rolla discs.

Paper size: 
Other
Thumbnail: 
quarter-letter-side-margin.jpg
Usage advice: 

Hi.

I built these for my own use. As such, you may find you want to doctor them up, which is fine with me. Draw files are included with the PDF so you can edit the forms if you want.

Included forms:

  • a one-page daily schedule 6-10 (6a-10p, but the hours are not marked am/pm). The page title is not shown because I use this as the foundation of a mail merge to preprint my daily pages with their exact DOW and Dates. The DOW blocks on the right hand edge of this page are for cutting daily tabs. I use a ruler and X-acto to remove the tabs that don't apply to the particular page that has been printed. Thus when I have a month's pages in the planner, I can quickly skip from one week to the next using the DOW tabs as a guide.
  • a blank monthly template. Again, I use this one with a mail merge to pre-print the days and the month name.
  • two Annual Events pages. These are intended to be printed back-to-back. You write in the birthdays, anniversaries, etc. so you can transfer them to your daily pages when you print a new month. Just a master list of stuff to remember annually. I've also got license plate renewals and car inspection requirements on my list.
  • two Contacts pages. These are freeform so you can track whatever on the list. No fields are pre-printed because I have different kinds of contact lists. My work contact list looks entirely different from my household list, which is entirely different from my family list. But they all use the same paper pattern. You can either hand-write the stuff in, or use this sheet as a background for a typed list.
  • a plain lined sheet with a blank header bar.
  • a plain checklist with a blank area at the top.
  • a Task Plan sheet. This lists the tasks, priorities, estimated time needed to complete the task, and a column of checkboxes. I use it on the back of my daily schedule pages to show the plan for the day after reviewing my various lists. I find the time estimate valuable in setting my own expectations for the day--helps me keep from overbooking.
  • a Projects and Multi-Step form. This is GTD, basically--a project list. It has a column for which other list is being used for the project (actions or waiting, basically) and the date the task was added to said list, the name of the project, and a reference name or number for the project. Also checkboxes. I have laminated a copy of this page so I can erase items when they're done. I use the 'list' and 'date on' columns to quickly scan which projects I have going, whether it's something I can do or not, and how long it's been waiting either for action or for someone else to do something. Example: The "Laptop" project has been waiting since the first of the year for me to decide a backup strategy. So the 'list' column shows an '@', and the Date On column shows a "1/1". So I can quickly find the oldest, moldiest stuff and target it for special attention and report details to my boss.
  • a Waiting For list. Shows Who owes me the action, the Date Due, the action needed, and a Ref column to tie the task back to the project list. I tend to sort the items on this page--I have two basic categories of stuff at work, so one category is always written at the top of the page, and the other category of stuff is at the bottom of the page. When there aren't any open lines left between them, it's time to start lighting fires.
  • an Actions list. This is my personal to-do list. Shows what needs to be done (Action), a Ref column to tie it back to the project list, and an Age/Due column to put either a date due or give an indication of just how old this item is (someone posted a method where every week they transfer their actions to a new sheet, and every old item moved to the new sheet gets a star to indicate its age. This is a cool method.).
  • and finally, a What/Where/When form. This is a multipurpose form that can be or do anything. It could be a reminder to go to the dentist, or a shopping list for the next time you're at the grocery, or a set of meeting notes. Has three fields at the top to explain what is on the card, a location and/or time if needed. Underneath a column of checkboxes, and a shaded and unshaded column for whatever you want.

Anyway, lots of stuff in here, you can fiddle with it to your heart's content. I won't mind. The margins are set to .25 inch, with an extra .1 inch guide on the left and right to allow Rolla/Circa punching. The pages are set left/right based on my personal preference. You are welcome to use the .odg file to move or eliminate the margins as you please.

Enjoy.
shris
[edited 3/26 to attach the files separately for non-zip folks]

License: 
Public Domain
Language: 
English
Applications required: 
Adobe Acrobat Reader, Open Office.Org (Draw)
AttachmentSize
Widget quarter letter side margin.zip103.46 KB
Widget quarter letter side margin.pdf102.89 KB
Widget quarter letter side margin.odg17.35 KB
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excellent!

This looks great! I hope you got it up in time to be a part of the template contest. I'd say if you added weekly planner pages, you'd have a complete planner here.

One request... Maybe you've done this already? How about a little tutorial on how to mail-merge to fill out your monthly pages?

-Kenny

Seconded!

I'd love to see your tutorial, too. Do you do them in M$ Word, or right in OpenOffice?

Reese

Mail Merges

Hi.

I do my merges in OpenOffice for these forms--but I know how to do them in Word, too.

Essentially:
You create a spreadsheet that contains the information you want plonked onto the form. This has to be in a list with headers at the top, no blank rows, etc.

Then Export the image of the form you want to use as a picture type that your Writer/Word program will accept (I usually use WMF, but this is not required). Just highlight all the stuff on the page you want, then File/Export and choose the picture type you want.

Then you stick the image of the form in the 'background' of the Writer/Word document. There's some fiddly stuff with margins and where you 'pin' the picture (to the margin, to the page, to the center of the page, etc.).

Then you link the two files together in a 'merge' and insert your fields. I use a 'table' in the foreground to help me get field placement just right. You make just one page with all the fields from a single record. If you want to show multiple records' data on a single page, then you have to start learning about specialty field codes, which is more detail than I really want to get into.

Finally, you print.

Of course, the nitty gritty bits are the important parts.

(No, this set of templates is not eligible for the contest :)

When I get a minute, I will see if I can come up with a more detailed tutorial.

shris

Can't open

Should I be able to open these with Winzip 10.0 or do I need 11.0 (as per the error message I received)?
Thanks,
~Cath

Error message?

You don't say what message you're getting.

I don't get an error when I download. XP should be able to open the file natively to reveal the two items inside. The two items inside require other programs to open.

shris

Error Message

I don't remember the exact wording but as I alluded the message specifically tells me I need Winzip 11.0 (not just any old Winzip). I'm guessing this is because I downloaded Winzip 11.0 once, not realizing it was only a 45 day trial so then I removed the program and I downloaded the free Winzip 10.0 version.

Also, I'm not sure what my operating system is but I don't think it's XP (it may be MS 2000 something or other).

I'm hoping I can figure it out because some of your forms look really helpful.

Otherwise I'll just muddle along with my crude MS Word 4 ups. I may try posting one of them again (first attempt failed) for anyone else stuck in the 20th Century.

They don't look slick and glossy but I think they may turn out to be fairly functional.

Thanks,
~Cath

Added files separately

Hi Cath.

Dunno what the deal is with Winzip. The latest version is available on their website for free--it'll nag you about registering/paying, but you don't have to.

Anyway, I've added the other two files separately for your viewing pleasure. The ODG file requires openoffice.org's Draw program (this is the editable source). I use version 2. The PDF requires Acrobat Reader. I am using version 6 but I expect the newer versions will work just fine.

shris

Zip Alternatives

For Windows users, I recommend 7-Zip. It's Open Source, handles lots of formats, and integrates nicely with the Windows explorer.

For Mac users, the built-in "BOMHelper.app" is pretty good, but I recommend replacing it with The Unarchiver (also free and Open Source), which handles more formats than the built-in archiver (including SIT files--no need for Stuffit).