Projects·Templates

Templates for the projects you run repeatedly

Save a board structure or a document as a template and start the next engagement already set up, instead of rebuilding it from memory.

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Free forever plan. No credit card.

Pick a ready-made project layout, like Client Delivery, and apply it to set up the columns.
01

Start with a structure that fits

Choose from Kanban, Scrum, Content Pipeline, Bug Tracking, Marketing Campaign, Design Process, Product Roadmap and more, or start blank. Each shows its column count and a colour preview of the stages before you commit, so you can choose a process that fits.

Included

  • 01Ready-made board templates
  • 02Column count and colour preview per template
  • 03Your current template marked so you know where you are
  • 04Applies to an existing board, not just a new one
  • 05Save your own once a shape proves itself
02

System Packs bundle more than layout

A System Pack can carry board structure, documents, automations and AI employee configuration together — a whole way of working, installable in one step.

Detail

  • Bundled automations and AI configuration
  • Installable into any workspace
  • Build and publish your own

Straight answer

Can I share a template with my team?

Yes. Templates are saved to the workspace, so everyone with access can start from them.

Works with

Boards

Kanban with WIP limits and budgets

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Docs

Block editor with AI actions

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Automations

Rules that run without you

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Run the whole client lifecycle in one workspace.

Templates is one part of it. Plan the work, keep clients informed, track the budget and get paid — without another subscription.

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Free to start. No credit card required.