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
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.
A Promotion Plan Template is a convenient tool used to plan and manage the development, execution and measurement of a promotional campaign. It can help business owners and marketing teams create a defined structure and timeline for their promotions.
It also has space to record objectives, strategies, approaches and expected outcomes. This template is designed to help users save time while ensuring the successful execution of campaigns.
We highly recommend event planners to go through this template before holding a pomotion campaign. This template is a great enlightening tool if people are not familiar with pomotion event planning. After using this tempalte for a while, you will be able to leave the text and build your own pomotion campaign.
This simple Risk Register template is intended for projects or tiny enterprises. With only a few fields to fill out, getting started is quick and simple. Risk register template is a helpful tool for organizations to keep track of and manage risks associated with a project, organization, or process more effectively.
This risk register template outlines the key pieces of information to capture such as risk category, name of risk, probability of risk event, impact, risk rating, and the risk owner.
It also provides columns for documenting the response strategy for mitigating the risk, the review date, and comments. Using this template helps organizations minimize risks and ensure project success.
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