All Templates

#Project #IT #Beginner

Software Implementation

This template would help you manage all possible requests in 6 categories and 4 different types.

Template Configuration

Task status


Discovery & Planning





Ongoing support




Task type

Software-local installed

Project components




Custom field

Risk Assessment

Template Details

Here’s a template that meets your demands on handling and monitoring team requests. Use our specialized custom fields to achieve your dreams!

Why would you choose this template?

One may conclude that the size and complexity of contemporary corporate software programs much exceed anything that was accessible even ten years ago. Of course, this is accurate, but it can’t tell the whole tale. In spite of the fact that the software may have changed, our goals for the software implementation program haven’t.

Great features that support us in enhancing both client satisfaction and business operations are what we want. We want to make sure the proper people get access to those capabilities in an engaging fashion so they can start using the new software straight away. At the end of the day, we want to make sure that we receive the financial advantages and returns on investment that were our initial goals.

One may get the conclusion that modern business software applications are significantly larger and more complicated than anything that was available even ten years ago. Of course, this is true, but it doesn’t cover everything. Despite the possibility that the software has changed, our program’s objectives have remained the same.

We want excellent features that help us improve customer happiness and business operations. In order for the right individuals to immediately begin utilizing the new software, we want to ensure that they have access to those features in an interesting way. Ultimately, we want to ensure that we get the financial benefits and returns on investment that were our original objectives.

To handle and monitor team members’ requests for additional tools, use the form that is connected to this project.

For risk evaluation, cost, data sensitivity, intended user quantity, vendor type, and other purposes, add custom fields. In this method, you can quickly arrange the requests according to the Custom Field that matters to you by sorting, filtering, and viewing tasks by those categories.

To make it simple for team members to determine whether their new software request complies with current business regulations, attach papers like your vendor review policy, security requirements, and software expensing guidelines to a Reference section.

What would each field mean?

We have created 6 test status you possibly use for your software. Also you can edit your risk assessment for each requests. Again, all items on the surface are only examples Tracup created to help users inspire themselves. You can change and alter everything you need in real use.

The Template Default

Risk assessment: [In review] [waiting to review] [approved] [provisionally approved]
Task Type [service-other] [software-SaaS] [software-locally installed] [vendor-agency]
Custom Field: Risk assessment(text)
Task View: List, Board. Table, Overview
Custom Field can be shown: Risk assessment, Expire Date, Assignee, Type, Priority


Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.

Other Info

Built in 2022-09-26 00:11:56


Use Tracup to start your high performance collaboration

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

Add comment for