Template Gallery

Templates to kick-start your projects.

Animated Video Template

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

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

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

Customer Tracker Template

Keep an eye on where your customers are up to – identify opportunities, support existing customers and plan effectively!

Sales Opportunity Template

Sales Opportunity Template

Opportunity knocks! This template is designed to help manage sales opportunities – both new and existing customers – into sales.

Lead Tracking Template

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

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

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

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

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

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

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.

Event Planning 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.

Blog Post Template

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!

Employee Onboarding Template

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

Recruitment Pipeline Template

Visualise your hiring process with this powerful recruitment pipeline. List your candidates, attach files, and stay organised!

Financial Documents Template

Financial Documents Template

No more rummaging round hard drives and inboxes for key financial docs - keep them all in one place with this template! Project.co is a great way to store important files for people to access publicly, or on an invite-only basis. Give this project “Project” level...

Accounting Client Tracker 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.  This template uses the example of a tax return. It lets you move clients through your process so you can see where each client...

Monthly Financial Results Template

Monthly Financial Results Template

This template is designed to keep all your monthly financial results in one place, easily accessible when needed. There are two ways to do this, depending on the file format you use to track your results. One is by uploading your offline files - Excel spreadsheets,...

Development Sprint Template

Development Sprint Template

This development sprint example is all based around adding a new tasks functionality to a SaaS app. Create a new project for each dev sprint you undertake. Move any remaining tasks from the previous sprint into the new sprint and get started. All parts of the sprint...

Bug Tracking Template

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. This project will help you document new bugs and manage them through your development and testing process. It lets you allocate bugs to...

Mood Board Template

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 Request Template

Design drives digital businesses forward – so make sure you manage design requests properly with this powerful template!

Team Meeting Template

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

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.