Pre-made Project Templates

We've created project templates to help you get started quickly.

Team avatar
Written by Team
Updated over a week ago

Save time by creating projects using templates. We've added some use-case driven task lists and milestones teams would require to get started on their projects.

You can choose from our pre-built templates from workflows based in Client Collaboration, Design, Development, Getting Things Done, Legal, Marketing, Product, and Sales to get a head start on setting up.

If these don't work for you, or are a near-but-not-quite-perfect fit, you can always save your own template.

--- Template Categories and Types ---

Client Collaboration

Client Meeting Agenda

Lists: New Items --> Updates --> Differed from Last Meeting --> Next Actions

Client Invoice Tracker

Lists: Client #1 --> Client #2 --> Client #3
Milestones: This month's invoices --> Next month's invoices

Client Invoice Tracker

Lists: Questions & Proposals --> Client onboarding --> To Do --> In Progress
Milestones: 1st month --> 2nd month


Design

Product Design

Lists: Product Design Docs 📑 --> Exploring 🔬 -->In Progress ⚡️ --> Prototype 📘 -->

Build Ready ✅
Milestones: Planning --> Design --> Development --> Testing --> Launch

Software Design Checklist

Lists: Guidelines --> UI Components --> Design tokens
Milestones: Discover --> UX --> UI --> Branding

Interior Design

Lists: Living room / 🛋 Bedroom 🛌 / Bathroom 🚻 / Kitchen 🍴 /Dining room ⑁

Software Design Checklist

Lists: Brief 📄 --> Research 💡 --> Concept 👨‍💻 --> Full design 📗 --> Mockup📊
Milestones: Discover --> UX --> UI --> Branding


Development

Scrum Project

Lists: Product Backlog --> Sprint Backlog --> In Progress --> Sprint QA
Milestones: Sprint 1 --> Sprint 2 --> Sprint 3 --> Sprint 4 --> Sprint 5 --> Sprint 6


Agile Sprint Retrospective

Lists: Sprint agenda 📗 --> What was good 👍 --> What was bad 👎 --> New ideas 💡

--> Future actions 📈

Bug Tracking

Lists: Newly Reported Bugs 👨‍💻 --> Bug Backlog 🕷 --> Queued --> Validation

Agile Development

Lists: Backlog --> To Do --> In Progress --> QA


Getting Things Done

Freelancer Monthly Tasks

Lists: 1st Week --> 2nd Week --> 3rd Week --> 4th Week

To-Do's

Lists: To Do - Personal 👨‍💻 --> To Do - Team 👨‍👩‍👧‍👧 --> To Do - Client 👩‍💻
Milestones: This month --> Next month --> Over one month

Getting Things Done

Lists: Inbox --> Before review --> Weekly review --> After review

Daily Task Tracker

Lists: Monday's --> Tuesday's --> Wednesday's --> Thursday's --> Friday's --> Weekends

Milestones: This month --> Next month -->


Legal

Legal Case Management

Lists: Discovery --> To-Do --> In Progress --> Completed

Milestones: Discovery --> Summons --> Pre-Trial --> Trial --> Appeal


Marketing

Marketing Growth Strategy

Lists: A/B test idea --> Team review --> Ready for launch --> A/B test live --> Test evaluation --> Winner --> Loser

Marketing Campaigns

Lists: Planning --> Implementation --> Content Development -->Campaign Promotion

Milestones: Test Campaign --> Lead-gen Campaign --> Brand Campaign

Link Building Pipeline

Lists: To Outreach --> Outreached --> Negotiation --> Article Writing --> Article Finished --> Article Ordered

Digital Marketing Process

Lists: Meeting notes 📝 --> To do 👨‍💻 --> In Progress 🚀 --> Client review 🕵️‍♀️ -->

Revision 💡

Content Writing Calendar

Lists: Idea --> Writing --> Editing --> Need to fix --> Approval

Milestones: 1st week --> 2nd week --> 3rd week --> 4th week

Blog Content Workflow

Lists: Upcoming article ideas --> Draft 🧾 --> In Progress ⚡️ --> Editorial 📗


Product

Scrum Project

Lists: Product Backlog --> Sprint Backlog --> In Progress --> Sprint QA
Milestones: Sprint 1 --> Sprint 2 --> Sprint 3 --> Sprint 4 --> Sprint 5 --> Sprint 6

Product Roadmap

Lists: Product Backlog --> Research 🔬 --> In Progress ⚡️ --> Prototype 📘
Milestones: Planning --> Design --> Development --> Testing --> Launch

Product Design

Lists: Product Design Docs 📑 --> Exploring 🔬 --> In Progress ⚡️ --> Prototype 📘

--> Build Ready ✅
Milestones: Planning --> Design --> Development --> Testing --> Launch


Sales

Retail Sales Pipeline

Lists: New Inquiry 📩 --> Negotiation 👨‍💻 --> On Transfer 🚛 --> Pending 🕐 --> Follow-Up Needed 📞 --> Delivered ✅

Real Estate Sales Pipeline

Lists: Lead --> Contacted --> First Appointment --> Follow-Up --> Searching --> Negotiations --> Finalizing Contract
Milestones: Deals Month 1 --> Deals Month 2 --> Deals Month 3

Internal Sales Pipeline

Lists: Contacted us 📩 --> Leads 🙎‍♀️🙍‍♂️ --> Meeting Scheduled 📞 --> Negotiation 👨‍💻 --> Client Acquired --> Rejected

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