Templates
Start from a structure that already works.
Each template is a proven set of phases. In OPM Projects, phases become milestones and their work becomes tasks, with owners and dates.
Project templates
Pick the closest one, then make it yours.
How to use these
Create a project, add each phase as a milestone and its work as tasks. Templates you can apply in one click are planned; until then, our team can set one up with you during onboarding.
Client onboarding
Services and SaaS teams
- Kick-off and access
- Configuration
- Data migration
- Training
- Go-live and review
Website redesign
Agencies and marketing teams
- Discovery
- Content and wireframes
- Design
- Build
- Launch and measure
Product release
Product and engineering
- Scope and estimates
- Build sprints
- Testing
- Release
- Follow-up fixes
Software implementation
IT services and ERP partners
- Requirements
- Solution design
- Build and integrate
- User testing
- Cutover and support
Office move or fit-out
Operations and facilities
- Plan and budget
- Vendors
- Fit-out
- Move week
- Snag list
Site or construction project
Construction and field teams
- Approvals
- Mobilisation
- Works by stage
- Inspections
- Handover
Built in
Automation templates are already in the app.
Open Automations in your workspace to start from ready-made rules, then adjust them to your process.
Want a template for your kind of project?
Tell us how your projects run and we will help you set up the first one.