In this article, we will help you to understand the different work management templates and the menus related to them.
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Overview
The Work Management domain templates display a variety of basic templates to help you get set up quickly by creating projects tailored to use. You can always modify your templates at the personal level and convert them to a custom template for other managers to use.
To learn more about other domain templates and related menus, read more.
Work Management Templates
Simple Work Management
A Simple Work Management template is a tool that allows you to manage and track the progress of your work in a structured and organized manner. It typically includes several elements that help you plan and monitor your work, including project goals, deliverables, tasks, deadlines, and task assignees. This template is designed to help you break down complex projects into smaller, more manageable tasks.
Benefits of using a Simple Work Management template
- You can create and manage your work as a simple liner list of items to be done.
- You can make use of other card types to separately track Issues and Risks.
Card Types List
This template comprises three card types:
- Items: to track any work done by a team member while working on the project.
- Issues: to track any problems that are faced by end-users to deliver the intended purpose of the project.
- Risks: to track any risks that may threaten the intent of the project.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
When you create a project with the Simple Work Management template, the landing page will be an Execution Board with Execution as the default lane. Learn more about the Execution Board here and the default widgets in the Analytics here.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features
Classic Project Management
The Classic Project Management template is designed to offer a comprehensive solution for planning and tracking projects using a combination of traditional Waterfall planning and visual management techniques. This template enables detailed project planning with clear stages and milestones, ensuring that all aspects of the project are well-organized right from the start.
Benefits of using a Simple Work Management template
- You to define a clear, structured roadmap for your project, breaking down work into sequential phases and tasks, which ensures smooth execution.
- By integrating Waterfall planning with real-time visual management, you can easily track timelines, milestones, and dependencies.
- The template fosters better communication and collaboration among team members by providing a unified platform that combines detailed planning with visual tools.
Card Types List
This template comprises three card types:
- Tasks: Track the essential work required to meet project goals, organized sequentially in the Work Breakdown Structure (WBS).
- Issues: to track any problems that are faced by end-users to deliver the intended purpose of the project.
- Risks: to track any risks that may threaten the intent of the project.
- Action Items: The team can create action items related to the product roadmap and track their progress in a separate lane to ensure nothing goes missing.
- Activity: Monitor specific jobs within tasks to identify risks early and ensure smooth project execution.
When you create a project with the Classic Project Management template, the landing page will be Task Plans along with default Tasks. Learn more about the Task Plans here and the default widgets in the Analytics here.
| Plan | Execute | Manage | Dashboard | Configure |
Video Reference
To dive deeper into the topic, we recommend watching the reference video available here.