Templates for your industry
Templates for technology teams
Software delivery, product launches and platform migrations. 33 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 technology teams reach for first.
Project deliveryStandardProject DeliveryA phased delivery plan from initiation to closure with milestones, dependencies, RAG status and a delivery dashboard.GanttBoardCalendarProject deliveryStandardImplementation TimelineDiscovery through Hypercare as one dependency chain: design, build, SIT, UAT, training, cutover and go-live.GanttBoardDashboardProject deliveryStandardProgram RoadmapQuarterly initiatives by workstream on one timeline, with the dependencies between them and a priority for each.GanttBoardDashboardProject 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.GanttBoardDashboardAgileStandardSprint DeliveryTwo sprints of stories, tasks and bugs with story points, a board by status and a dashboard that shows the burn.GanttBoardDashboard
The rest of the library for technology
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.
Project & Program Delivery
Plan complex initiatives with phases, milestones and dependencies.
BasicMilestone TrackerJust the dates that matter: milestones by workstream, linked so a late one pushes the ones after it.GanttBoardDependenciesStandardProject Post-MortemA retrospective that turns into tracked actions: what went well, what did not, the lessons, and who does what by when.BoardDashboardAutomations
Agile & Product
Sprints, backlogs, roadmaps and launches.
BasicKanban WorkflowA five-column board from Backlog to Done with priorities and work types. The simplest way to run continuous work.Board5-step workflow2 custom fieldsStandardProduct RoadmapNow, Next and Later initiatives with a stage workflow, themes, effort estimates and release milestones on a timeline.GanttBoardDashboardStandardBug & Defect TrackerA defect log with severity, component and environment, an intake form, and a dashboard of what is open and how fast it closes.BoardDashboardIntake formStandardProduct LaunchPMO, Product, Engineering, Marketing, Sales and Operations on one plan, with a launch campaign whose date moves when anything upstream slips.GanttBoardCalendar
PMO & Governance
Risks, dependencies and control.
StandardRAID RegisterRisks, assumptions, issues, dependencies, decisions and actions in one register, each scored, owned and dated.BoardCalendarDashboardStandardChange Request RegisterChange control from submission to decision: impact on schedule, cost and scope, a decision, and the implementation tasks that follow.GanttBoardDashboard
Marketing & Go-to-Market
Campaigns and launches.
StandardMarketing CampaignA campaign from brief to launch with channels, content types, approvals, a budget envelope and a launch milestone that moves when anything upstream slips.GanttBoardCalendarStandardGo-to-Market LaunchPositioning, pricing, enablement and launch communications on one plan, with a launch campaign and a sales readiness gate.GanttBoardDashboardStandardContent 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
Sales & Customer
Pipelines and onboarding.
StandardCRM-LiteContacts and leads with company, email, phone, source and a next step, a lead capture form, and a board from New to Converted.BoardCalendarDashboardStandardSales PipelineOpportunities by quarter with value, probability, close date and stage, a board from Lead to Won, and a dashboard that reads as a forecast.BoardCalendarDashboardStandardClient OnboardingA repeatable onboarding runbook from kickoff to go-live and the 30-day review, with owning teams, blockers and doc links.GanttBoardDashboardStandardRenewal TrackerEvery renewal on a calendar with contract value, risk and the 90/60/30-day plays, so nothing churns for lack of a conversation.GanttBoardCalendar
Finance
Budgets and financial workflows.
ProfessionalBudget TrackerA budget register by cost category with planned, actual and committed cost, variance, and the earned-value Budget view.GanttDashboardBudgetStandardFinancial CloseA month-end close checklist on business days: reconciliations feed the consolidation, the consolidation feeds reporting, and sign-off waits on all of it.GanttBoardCalendar
Legal & Compliance
Contracts and governance.
StandardLegal Request TrackerAn intake form and a queue for everything the business asks legal to do, with request type, priority, requesting team and an SLA date.BoardCalendarDashboardStandardContract ReviewContracts from request to signature: legal and business review, negotiation, approval and archive, with counterparty, value, renewal date and risk rating.GanttBoardCalendar
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.
IT & Technology
IT implementation and delivery.
Resource & Capacity
Capacity and workload.
ProfessionalResource Capacity PlannerCapacity baselines per team, allocation blocks with hours and resources assigned, and a Workload view that flags who is over-allocated.GanttDashboardWorkloadProfessionalProject StaffingA delivery plan staffed with named people and hours, so the Workload view shows who is stretched in which phase and the Budget view what they cost.GanttDashboardWorkload
Strategy & Planning
OKRs, business cases and initiatives.
Start a technology project from a template
Create a free account, pick a template, and the views, fields, workflow, milestones, dependencies and dashboard are already there.