Template Gallery
Templates to kick-start your projects.
Animated Video Template
Create an animated video like a pro! Manage the whole process one stage at a time – briefing, script, storyboard and animation.
Podcast Planner Template
When it comes to podcasting, content is king! Use this template to plan topics and guests – and nail your production schedule!
Meeting Notes Template
Stop wasting time in unproductive meetings with this handy template, designed to plan and document meetings and action points!
Customer Tracker Template
Keep an eye on where your customers are up to – identify opportunities, support existing customers and plan effectively!
Sales Opportunity Template
Opportunity knocks! This template is designed to help manage sales opportunities – both new and existing customers – into sales.
Product Roadmap Template
Planning out a product roadmap can quickly become confusing and complicated. With this template, the whole thing becomes so much easier.
Lead Tracking Template
When dealing with sales leads, quality is just as important as quantity! This template is designed to help you track both.
Chat Template
Need a place to chat to other people on an ongoing basis? This template is a simple way to keep all your chat in one place.
Note Template
Keep things simple! This free template is as stripped back as it gets, giving you a convenient place to keep personal notes.
Dates To Remember Template
Keep track of all the important dates in your diary – and never forget another birthday! – with this ‘Dates to Remember’ template.
To-Do’s Template
Manage the important stuff – at home or at work – with a personal task list to keep you busy, productive and on top of your life!
Checklist Template
To quote Brian Tracy, “Everything in life is a checklist.” Use this template to create to-do lists, tick them off, get stuff done!
Campaign Tracker Template
As marketers, we spin a lot of plates. Keep on top of where your campaigns are up to – and how they perform – with this template.
Monthly Sales Report Template
Keep your monthly sales figures in one convenient place for your sales team to see with this simple, no-frills template!
Event Planning Template
Planning events for your business – or yourself? You need this template! It’ll help you plan every aspect of a successful event.
Content Calendar Template
They say content is king – live like marketing royalty with this template designed to nail every aspect of your content calendar!
Blog Post Template
Blog posts are the cornerstone of a great content plan. This template is designed to help you manage every stage of creating yours!
Social Media Calendar Template
This template is designed to plan every aspect of your social media output – content, channels, and more!
Employee Onboarding Template
Give your employees the tools they need to get up and running fast – share crucial knowledge so they feel welcomed and productive!
Recruitment Pipeline Template
Visualise your hiring process with this powerful recruitment pipeline. List your candidates, attach files, and stay organised!
Financial Documents Template
No more rummaging round hard drives and inboxes for key financial docs – keep them all in one place with this template!
Accounting Client Tracker Template
This project is designed to track your accountancy practice clients as you take each one through a process. For example annual tax return.
Monthly Financial Results Template
This template is designed to keep all your monthly financial results in one place, easily accessible when needed.
Development Sprint Template
This free development sprint template will help you manage your sprints. Keep everyone on track and see all progress with ease.
Feature Request Template
Submit new feature requests – and give your development team a clear, precise queue to work through!
Website Development Template
Manage the many moving parts of the website development process like a pro with this multi-step process – from planning to launch!
Bug Tracking Template
Track bugs in your software. Each bug has its own task so you can chat, add files and move through your workflow to completion.
Mood Board Template
Creating a mood board is a great way to see style ideas visually. This template uses task cards to display and sort mood board ideas.
Design Request Template
Design drives digital businesses forward – so make sure you manage design requests properly with this powerful template!
YouTube Video Planner Template
This template is designed to help you manage your YouTube channel release calendar like a pro – from planning to production.
Team Meeting Template
This template is designed to plan and improve the meetings you have with your team – reinforcing communication and efficiency!
1-on-1 Meeting Template
Not all projects involve lots of people! This template shows how to manage a 1-on-1 meeting – and action items – like a boss.
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