Templates for your industry
Templates for retail teams
Campaigns, stock counts, store rollouts and seasonal launches. 16 templates from the library apply, each one the same configured workspace it is everywhere else: nothing is watered down per sector.
Start here
The templates retail teams reach for first.
Project deliveryStandardGo-Live ReadinessSix readiness categories with evidence and sign-off, converging on a readiness review and an approved go-live.GanttBoardDashboardProject deliveryStandardHypercareA post-go-live ticket log with severities, a tickets-per-day chart and the exit criteria that end hypercare.GanttBoardDashboardAgileStandardProduct LaunchPMO, Product, Engineering, Marketing, Sales and Operations on one plan, with a launch campaign whose date moves when anything upstream slips.GanttBoardCalendarPMOStandardBusiness Change ImpactStakeholder-by-stakeholder change impact: assessment, readiness level and the actions that raise it, feeding a readiness gap analysis.GanttBoardDashboardMarketingStandardMarketing CampaignA campaign from brief to launch with channels, content types, approvals, a budget envelope and a launch milestone that moves when anything upstream slips.GanttBoardCalendarMarketingStandardContent 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
The rest of the library for retail
Grouped by the kind of work. Every one is the same template it is everywhere else on the site.
Start simple
An empty project, the sample program, or a plain plan.
Finance
Budgets and financial workflows.
People & HR
Hiring and onboarding.
StandardRecruiting PipelineCandidates by role from Applied to Hired, with an intake form, interview dates on a calendar, ratings and a dashboard of candidates by stage.BoardCalendarDashboardStandardEmployee OnboardingPre-boarding, day one, the first week and the 30/60/90 plan, with HR, IT and the manager each owning steps the others depend on.GanttBoardCalendar
Operations
Operational processes.
StandardProcess ImprovementDefine, Measure, Analyse, Improve, Control as a linked plan with baseline and target KPIs, pilots and a control handover.GanttBoardDashboardStandardIncident TrackerIncidents by service with severity, a triage-to-closed workflow, an intake form, and a dashboard of incidents per day and what is still open.BoardDashboardIntake formStandardInventory Stock CountA multi-site stock register with SKU, on-hand against par, reorder flags, supplier links and a recurring count schedule on the calendar.BoardCalendarDashboard
IT & Technology
IT implementation and delivery.
StandardERP ImplementationAn ERP program from discovery through hypercare: process design, data migration, integration, testing, change and cutover as converging workstreams.GanttBoardDashboardStandardData MigrationProfiling, mapping, tooling, three trial loads with reconciliation, a dress rehearsal and the cutover load, linked so a failed trial pushes the cutover.GanttBoardDashboard
Procurement & Vendors
Sourcing and vendor selection.
Start a retail project from a template
Create a free account, pick a template, and the views, fields, workflow, milestones, dependencies and dashboard are already there.