Solutions
Start from a setup made for your kind of team.
Seven starter templates create your spaces, lists, statuses and routines when you register the organisation. Change any of it later.
Operations and office
Office managers, admin and facilities teams
Requests come from everywhere and the same checks happen every morning. Put requests in one queue with an intake form, and let routines create the daily checklist so nothing depends on memory.
Start with this setupWhat is set up for you
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Operations OPS
Lists: Requests, Daily routines, Maintenance
Statuses: Open, Working, Waiting on others, Resolved, Cancelled
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Purchasing PUR
Lists: Purchase requests
Statuses: Open, Working, Waiting on others, Resolved, Cancelled
Example routine
Office opening checklist
Every working day
- Unlock and switch on lights
- Check internet and Wi-Fi
- Check water and tea supplies
- Clean reception desk
Sales and customers
Sales teams and account managers
Follow-ups slip when they live in a notebook. Keep each lead as a task with a due date, see the week's follow-ups in My work, and run the pipeline review on a schedule.
Start with this setupWhat is set up for you
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Sales SAL
Lists: Pipeline, Customer onboarding
Statuses: To do, In progress, In review, Done, Closed
Example routine
Weekly pipeline review
Every Sunday
- Update deal stages
- List follow-ups for this week
- Share numbers with manager
Software and IT
Product, engineering and IT support
Bugs, features and releases each get a list, with a review step and points for sizing. IT support runs as an operations queue with a helpdesk form.
Start with this setupWhat is set up for you
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Product DEV
Lists: Bugs, Features, Releases
Statuses: To do, In progress, In review, Done, Closed
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IT support IT
Lists: Helpdesk
Statuses: Open, Working, Waiting on others, Resolved, Cancelled
Agency and client work
Design, marketing and service agencies
One list per client, approvals before anything goes out, and time tracked on each task. Invite clients as guests so they see only their own work.
Start with this setupWhat is set up for you
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Clients CLI
Lists: Client A: Brand refresh, Client B: Social media
Statuses: Idea, Writing, Editing, Approved, Published
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Studio STU
Lists: Internal
Statuses: To do, Doing, Done
School office
School offices and coordinators
Admissions calls, exam printing and events, with a working-day routine for the morning attendance follow-up. Friday weekends are the default.
Start with this setupWhat is set up for you
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School office SCH
Lists: Admissions, Exams, Events
Statuses: Open, Working, Waiting on others, Resolved, Cancelled
Example routine
Morning attendance follow-up
Every working day
- Collect class attendance
- Call parents of absent students
- Update the register
Clinic or health centre
Clinics and health centres
Front desk routines, stock reorders and equipment checks. Built for operations, not patient records, so keep clinical data in your clinical system.
Start with this setupWhat is set up for you
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Clinic operations CLN
Lists: Front desk, Stock and pharmacy, Equipment
Statuses: Open, Working, Waiting on others, Resolved, Cancelled
Example routine
Opening checklist
Every day
- Clean and sanitise waiting area
- Check fridge temperature log
- Switch on queue display
General team
Any team that is not sure yet
A team space for this week and a backlog, plus an admin space for requests. Grow it from there.
Start with this setupWhat is set up for you
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Team TEAM
Lists: This week, Backlog
Statuses: To do, In progress, In review, Done, Closed
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Admin ADM
Lists: Requests
Statuses: Open, Working, Waiting on others, Resolved, Cancelled
Not sure which fits?
Pick General. Add spaces for each team as you go.