Transversal | Project Management

This template has been created to ensure a project from A to Z in the best conditions.


Template settings

The following settings will be imported when you will create your template:

  • Channels & tabs:
    • General
    • 1 πŸ“… Planning
    • 2 πŸ’΅ Budget
    • 3 πŸ”­ Monthly report
    • 4 βœ’ Meetings and workshops
  • Privacy: Private
  • Minimum number of owners: 2
  • Minimum number of members: 2
  • Guest access: No
As an advice, we recommand to complete the template with the following additional configurations on your side: learn more on how to update a gallery template
  • Tabs you can add:
    • 1 πŸ“… Planning: a planner to oarganize the project
    • 2 πŸ’΅ Budget: an Excel to keep an eye on the project budget 
    • 3 πŸ”­ Monthly report: a Power BI to keep an eye on the project performance
    • 4 βœ’ Meetings and workshops: a OneNote to centralize the meeting notes of the project
  • Naming convention exemple: πŸ“ Project Managerment πŸ“ | Department | [Team name]
  • Approval workflow exemple: Manager
  • Tag you can add: Department (choice)
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