Nineteen templates, ready to run
Every template installs a real project: starter tasks grouped into workstreams, the custom columns that project needs, pre-built views, and the automations that keep it moving. Pick one and start from a plan instead of a blank page.
Delivery and implementation
Running a programme from kickoff through go-live and the support period that follows.
Implementation Timeline
Predefined phases from Discovery through Hypercare with RAG status per task and phase colour-coded Gantt export.
Go-Live Readiness Checklist
Six-category readiness checklist with evidence, sign-off tracking, and a formal PDF sign-off document.
Hypercare Timeline
Day-by-day incident and resolution tracking for post-go-live support periods with stability indicators and full custom chart export.
Client Onboarding
Repeatable client onboarding plan from kickoff to go-live with owning teams, blockers, doc links, and auto-filing of completed steps.
Milestone Tracker
Milestone register by workstream with delay tracking and a milestone timeline chart.
Project Post-Mortem
Retrospective board capturing what went well, what didn’t, key learnings, and tracked action items with sentiment and tags.
Planning and roadmaps
Deciding what gets built, in what order, and when it lands.
Programme Roadmap
Quarterly initiative roadmap by workstream with a swimlane chart and executive summary export.
Product Roadmap
Now / Next / Later roadmap with stages, themes, effort estimates, and a release timeline, with ready-made columns, views, and automations included.
Sprint Planning Board
Agile sprint backlog with story points, four-stage status flow, and burndown chart export.
Risk, budget, and resources
The controls that tell you whether a plan is still affordable and still staffed.
Risk and Issue Log
Combined risk and issue register with probability-impact scoring and heat map export.
Business Change Impact Assessment
Stakeholder-by-stakeholder change impact and readiness assessment with change action tracking.
Budget Tracker
Cost category budget register with variance calculations and planned vs actual charting.
Resource Capacity Planner
Weekly resource capacity and utilisation planning with a utilisation bar chart by week.
Sales, marketing, and fundraising
Pipelines and campaigns, where a stage board matters more than a Gantt chart.
CRM-Lite
Lightweight sales pipeline with company, contact, deal value, and source columns, plus a lead-capture form that feeds the board.
Marketing Campaign Plan
Campaign workflow from brief to launch: approval status, channels, asset links, budgets, and launch dependencies.
Donor & Grant Tracker
Fundraising pipeline from prospect to collected: amounts, donor types, contact details, application deadlines, and smart alerts.
Operations and people
Registers and pipelines for the things a team has to keep track of continuously.
Inventory Stock Count
Multi-site stock register with SKU, on-hand vs par levels, reorder flags, supplier links, and a recurring count schedule.
IT Asset Inventory
Hardware and software register with asset tags, purchase costs, warranty status, and automatic expiry alerts.
Recruiting Pipeline
Stage-based hiring pipeline with candidate contact columns, an application intake form, interview calendar, and hire automations.
Start from a template
Create a project, pick a template, and the tasks, columns, views, and automations are already there.