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 ๐Ÿ“‘ --> Exploring ๐Ÿ”ฌ -->In Progress โšก๏ธ --> Prototype ๐Ÿ“˜ -->

Build Ready โœ…
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 / ๐Ÿ›‹ Bedroom ๐Ÿ›Œ / Bathroom ๐Ÿšป / Kitchen ๐Ÿด /Dining room โ‘

Software Design Checklist

Lists: Brief ๐Ÿ“„ --> Research ๐Ÿ’ก --> Concept ๐Ÿ‘จโ€๐Ÿ’ป --> Full design ๐Ÿ“— --> Mockup๐Ÿ“Š
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 ๐Ÿ“— --> What was good ๐Ÿ‘ --> What was bad ๐Ÿ‘Ž --> New ideas ๐Ÿ’ก

--> Future actions ๐Ÿ“ˆ

Bug Tracking

Lists: Newly Reported Bugs ๐Ÿ‘จโ€๐Ÿ’ป --> Bug Backlog ๐Ÿ•ท --> 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 ๐Ÿ‘จโ€๐Ÿ’ป --> To Do - Team ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ง --> To Do - Client ๐Ÿ‘ฉโ€๐Ÿ’ป
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 ๐Ÿ“ --> To do ๐Ÿ‘จโ€๐Ÿ’ป --> In Progress ๐Ÿš€ --> Client review ๐Ÿ•ต๏ธโ€โ™€๏ธ -->

Revision ๐Ÿ’ก

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 ๐Ÿงพ --> In Progress โšก๏ธ --> Editorial ๐Ÿ“—


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 ๐Ÿ”ฌ --> In Progress โšก๏ธ --> Prototype ๐Ÿ“˜
Milestones: Planning --> Design --> Development --> Testing --> Launch

Product Design

Lists: Product Design Docs ๐Ÿ“‘ --> Exploring ๐Ÿ”ฌ --> In Progress โšก๏ธ --> Prototype ๐Ÿ“˜

--> Build Ready โœ…
Milestones: Planning --> Design --> Development --> Testing --> Launch


Sales

Retail Sales Pipeline

Lists: New Inquiry ๐Ÿ“ฉ --> Negotiation ๐Ÿ‘จโ€๐Ÿ’ป --> On Transfer ๐Ÿš› --> Pending ๐Ÿ• --> Follow-Up Needed ๐Ÿ“ž --> Delivered โœ…

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 ๐Ÿ“ฉ --> Leads ๐Ÿ™Žโ€โ™€๏ธ๐Ÿ™โ€โ™‚๏ธ --> Meeting Scheduled ๐Ÿ“ž --> Negotiation ๐Ÿ‘จโ€๐Ÿ’ป --> Client Acquired --> Rejected

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