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:
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Channels & tabs:
- General
- 1 📅 Planning
- 2 💵 Budget
- 3 🔭 Monthly report
- 4 ✒ 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
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Tabs you can add:
- 1 📅 Planning: a planner to oarganize the project
- 2 💵 Budget: an Excel to keep an eye on the project budget
- 3 🔭 Monthly report: a Power BI to keep an eye on the project performance
- 4 ✒ Meetings and workshops: a OneNote to centralize the meeting notes of the project
- Naming convention exemple: 📐 Project Managerment 📐 | Department | [Team name]
- Approval workflow exemple: Manager
- Tag you can add: Department (choice)