Each template includes lists that represent the different stages of your workflow, and each list contains the corresponding tasks.
When creating a project, you can choose a template based on the type of work or department.
How to choose a project template
Go to Projects.
Click New project.
Select one of the available templates.
Templates are designed for different departments such as Marketing, Product, Design, Operations, HR, IT, Engineering, or cross-functional teams.
Available project templates
These are the templates you can choose from:
Blank project: create a project from scratch and design the structure to fit your needs.
Roadmap: organize your product roadmap over a long-term period.
Objectives: define and track your company’s main goals.
Bug tracking: log, organize, and manage product issues.
Kanban board: plan work and assign tasks visually.
Sprints: manage projects or tasks with a fixed time duration.
HR Plan: plan and organize HR department actions and projects.
Meetings: organize notes and conclusions from meetings.
Gantt chart: work with a Gantt-style project planning structure.
Brainstorming: generate new ideas or find solutions to existing problems.
Income and expense tracking: add documents and track dedicated hours within the project.
Marketing strategy: manage and track tasks and ideas required to execute a marketing strategy.
Business plan: organize the actions needed to develop a business plan.
Customer feedback: store, manage, and analyze customer feedback.
Interviews: organize and streamline interview processes.
Request for proposal: manage the documentation required for an RFP.
Program implementation: plan the tasks and people involved in implementing a program.
HR onboarding: manage all employee requirements before their first day at the company.
HR candidates: clearly organize contacts and interviews with potential candidates.
Frequently asked questions about project templates
Can I modify a template after creating the project?
Yes. Once the project is created, you can add, remove, or reorganize lists and tasks according to your needs.
Which template should I choose to start?
It depends on the type of work you will be doing.
If you prefer to build your own structure from scratch, you can choose Blank project.
Are templates limited by department?
No. Although they are designed for specific departments, you can use any template regardless of your area.
Can I change the template after creating the project?
It is not possible to directly change the template, but you can manually modify the project structure.