Use this form to communicate your team's and organization's aims and critical results, and to chart your road to success together.
With Tracup, users can make and save tons of templates to reuse in the future and save even more time. It all starts in the project template center.
Tracup can now become your Sale CRM Tool or customer management hub. Come to the project template center to set up a ready-to-use template that works for users. Set users lists with phone numbers, service plan, transaction amount and prospect status that show how to take action in a glance. The custom fields expand the number of columns available on a List view, Board, File and Wiki. So now contact details will be immediately available just on the list view without clicking through to specific task details.
Users can get here in a following ways.
Click the menu of the location users want to apply the template or if they’re an admin or owner.
Users can access center from their workspace, settings menu behind their avatar.
Let’s walk through how users can start using the project template center in their workspace.
Click on browse templates, here users will find all the templates they have created and saved. Along with pre-made templates Tracup made for common things like sales management of CRM, OKR management, and project management. And much much more.
On the left hand side of the project template bottom.
Users have the option to view pre-made templates Tracup have provided for users.
Let’s start off small.
Before users apply a template they’ll want to see what’s included, to see those granular details. Select the template to open it and check out what status custom fields and views are saved within it.
This is also where users can rename their templates or add a description to give it more clarity for other teammates.
Users will notice that some templates also have pre-saved start and or due dates, they can always keep those dates as is when using the template.
Or users can remap them to match a new timeline.
Let’s move on making a template.
To create a new template, users first want to make sure they have that hierarchy level of their workspace built out.
It is important to plan accordingly task view before create a template.
Once users have created their new template on the desired level save it by clicking on the settings icon for that level.
With the project template center saving navigating and applying templates to their works are truly easier than ever. Keep all of the users’ templates in one centralized location and save even more time with Tracup.
If you have problems during the use of the template, please contact the Tracup.
Built in 2022-08-19 10:53:50
Creating a list of possible flats is quite straightforward. Although you would think that each apartment is distinct and that you can keep them all separate in your mind, the truth is that once you've visited a few flats, all apartments tend to blur together.
You can record all the information about the apartments you look at in this list. But making a list will make it easier for you to stay organized and truly recollect which information relates to which house.
Time is a vital resource for everyone, therefore keeping your apartment search systematic will save you time. In general, you want to steer away of viewing too many apartments when shopping for one, especially if they don't fulfill your expectations. To help you focus your search, think about making a list of the key features you want to find in your next home.
A film budget template is a budget control plan that summarizes the costs associated with filmmaking. It covers the wages paid to actors, wardrobe, meals served on set, site costs, and licenses for filming. The film budget includes everything from pre-production to post-production.
The probability that your movie will succeed in terms of both quality and income improves with a well-planned movie budget. Mainly if you're working on micro-budget short films, the quantity of money you have isn't necessarily important; what counts is how you budget and use your resources.
Searching for a sample movie budget for your upcoming movie? By using Tracup‘s Film Budget Management Template to make a professional shooting schedule online, you can take your production to the next level. Filmmakers like you can plan out their finances to avoid financial loss by using a film budget template, which provides detailed information about your film production costs.
The most important tasks and deliverables for projects in the planning and implementation phases are listed in Tracup's Change Management Checklist. Tracup's checklist for change management serves as a jumping-off point for initiatives in the planning and execution stages.
Change management and monitoring are vital processes that must be carefully managed. How can you determine whether your change management plan is set up for success? How can you track your change items orderly and effective?
Change management is especially crucial for IT industry. To assist you in organizing your strategy for change management, use this checklist template for free.
Ideal for controlling Agile Methodology. You can essentially plan and keep track of all top-level milestones with the Roadmap's planned projects. The Agile Roadmap template is a tool to help teams plan, develop, and execute initiatives.
It is a visual aid that captures the main objectives of your project and the sequence of activities it follows to reach them. It is an essential tool for Agile project management and allows teams to track their progress over time.
It can be used to break down the timeline of a project into manageable milestones and assignments.
Enter your email to try out or ask your client service consultant at the lower right corner to know how Tracup can help you further