Templates to kick-start your projects.
Create an animated video like a pro! Manage the whole process one stage at a time – briefing, script, storyboard and animation.
When it comes to podcasting, content is king! Use this template to plan topics and guests – and nail your production schedule!
Stop wasting time in unproductive meetings with this handy template, designed to plan and document meetings and action points!
Keep an eye on where your customers are up to – identify opportunities, support existing customers and plan effectively!
Opportunity knocks! This template is designed to help manage sales opportunities – both new and existing customers – into sales.
Planning out a product roadmap can quickly become confusing and complicated. With this template, the whole thing becomes so much easier.
When dealing with sales leads, quality is just as important as quantity! This template is designed to help you track both.
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.
Keep things simple! This free template is as stripped back as it gets, giving you a convenient place to keep personal notes.
Keep track of all the important dates in your diary – and never forget another birthday! – with this ‘Dates to Remember’ 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!
To quote Brian Tracy, “Everything in life is a checklist.” Use this template to create to-do lists, tick them off, get stuff done!
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.
Keep your monthly sales figures in one convenient place for your sales team to see with this simple, no-frills template!
Planning events for your business – or yourself? You need this template! It’ll help you plan every aspect of a successful event.
They say content is king – live like marketing royalty with this template designed to nail every aspect of your content calendar!
Blog posts are the cornerstone of a great content plan. This template is designed to help you manage every stage of creating yours!
This template is designed to plan every aspect of your social media output – content, channels, and more!
Give your employees the tools they need to get up and running fast – share crucial knowledge so they feel welcomed and productive!
Visualise your hiring process with this powerful recruitment pipeline. List your candidates, attach files, and stay organised!
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...
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...
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,...
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...
Submit new feature requests – and give your development team a clear, precise queue to work through!
Manage the many moving parts of the website development process like a pro with this multi-step process – from planning to launch!
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...
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 drives digital businesses forward – so make sure you manage design requests properly with this powerful template!
This template is designed to help you manage your YouTube channel release calendar like a pro – from planning to production.
This template is designed to plan and improve the meetings you have with your team – reinforcing communication and efficiency!
Not all projects involve lots of people! This template shows how to manage a 1-on-1 meeting – and action items – like a boss.