Collection
For Startups
Lightweight pipelines and roadmaps that grow into real plans. 8 templates, in the order a team usually needs them.
AgileBasicKanban WorkflowA five-column board from Backlog to Done with priorities and work types. The simplest way to run continuous work.Board5-step workflow2 custom fieldsAgileStandardProduct RoadmapNow, Next and Later initiatives with a stage workflow, themes, effort estimates and release milestones on a timeline.GanttBoardDashboardAgileStandardSprint DeliveryTwo sprints of stories, tasks and bugs with story points, a board by status and a dashboard that shows the burn.GanttBoardDashboardSalesStandardCRM-LiteContacts and leads with company, email, phone, source and a next step, a lead capture form, and a board from New to Converted.BoardCalendarDashboardSalesStandardSales PipelineOpportunities by quarter with value, probability, close date and stage, a board from Lead to Won, and a dashboard that reads as a forecast.BoardCalendarDashboardHRStandardRecruiting PipelineCandidates by role from Applied to Hired, with an intake form, interview dates on a calendar, ratings and a dashboard of candidates by stage.BoardCalendarDashboardStrategyStandardOKR TrackerObjectives as groups and key results as measurable rows with baseline, target and current value, a confidence status and quarterly check-ins.GanttBoardDashboardMarketingStandardContent CalendarA month of content on a calendar, each piece moving from Idea through Drafting and Review to Scheduled and Published, with channel, type and owner.BoardCalendarDashboard
Other collections
For PMOsPortfolio visibility, governance registers and the plans they govern.8 templatesFor Marketing TeamsCampaigns, content and launches with approvals and a budget envelope.4 templatesFor Transformation TeamsPrograms that change systems and the people who use them.7 templatesFor Technology DeliveryImplementation, migration and release plans built on dependencies.8 templatesFor StartupsLightweight pipelines and roadmaps that grow into real plans.8 templatesFor Professional ServicesClient engagements from onboarding to close, staffed and on budget.7 templatesFor Financial ServicesRegulated change with audit-ready governance.8 templates
Start from a template
Create a free account, pick a template, and the views, fields, workflow, milestones, dependencies and dashboard are already there.