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