Project Post-Mortem template
A retrospective that turns into tracked actions: what went well, what did not, the lessons, and who does what by when.
Delivery leads closing a project or a phase.
- 3 views
- 6 fields
- 4 groups
- 11 sample tasks
- 5 dashboard widgets
- 3 workflow statuses
- 1 automation
Retro board · Board view · opens first
What's included
Cards grouped into What went well, What did not go well, Key learnings and Action items, each with a sentiment and a theme so patterns stand out on the dashboard. The action items are real tasks with owners and due dates, and the overdue automation chases them, which is the difference between a retrospective and actual change.
Views
- Retro board (Board)
- Actions (Table)
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Impact
- Sentimentcustom
- Themecustom
Groups
- What went well
- What did not go well
- Key learnings
- Action items
Dashboard
- KPIs
- Group progress
- Overdue tasks
- Tasks by status
- Assigned to me
Automation
- Notify when a task becomes overdue
3 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- To Do
- In Progress
- Done
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Project Post-Mortem
Use the Project Post-Mortem template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 3 views are ready. Available on Standard and above.