Who can access Board Templates?
Anyone can create a Board from a template.
Board templates are available on all plans - see plan details.
Board templates give you quick access to predefined workflows with lists based on high-value team processes. By using Board templates, you can dramatically reduce the time it takes to create a project plan or workflow and improve the quality of the projects.
Board templates can be selected when creating a new Board.
The following Board Templates are available:
Description: Use Agile Development for customer management practices, addressing agile requirement analysis, planning, and project management. Agile is also used in programming practices to address how to work with code after a release has been defined, iterations have been scheduled, and features to be created have been turned into tasks.
Lists: Product Backlog, Sprint Backlog, Sprint, Spike, and Release.
Description: Use Contact Review to create, cultivate and capitalize on networking relationships and opportunities. Lists are optimized to ensure that every contact is followed through and managed.
Lists: Incoming, Internal Review, Sent to Customer, Final, Executing, Done.
Due Diligence (M&A)
Description: Use Due Diligence to validate financial statements. The goal is to procure and examine all the information to create a neutral, unbiased analysis of both the current financial state and future prospects for the portfolio in question.
Lists: Incoming, Legal, HR, Finance, R&D, Red Flags, Done.
Description: The General Board is used as a quick starting point for any project. Start with the basics and expand as the project grows.
Lists: To Do, In Progress, Done, Archived.
Description: Use Idea Selection as a litmus test for your network's Idea evaluation process and reduce Idea gridlock. Board members must be perceived as unbiased, entrepreneurial, and adept as Idea generators and evaluators.
Lists: Incoming, Company Value, Customer Value, Supported by Management, In Progress, Done, Hold, Rejected.
Description: Use Innovation Workflow to connect all project participants and functional areas, ensure your timely communication with your team, and monitor completion of task assignments that span the entire collaborative innovation lifecycle.
Lists: Inception, Ideate, Validate, Proposal, Archived.
Description: Use Launch Anything to track the life cycle of product or service launch. Carefully plan and schedule tasks and events to achieve a successful debut.
Lists: Background, To Do, In Progress, Ready, Launch.
Description: Use Marketing Review to create an iterative process where marketing teams, processes, and systems, can continuously evolve to meet the demands of an ever-changing innovator landscape.
Lists: To Do, Drafting, Stakeholders Review, Legal Review, Released, Archived.
Description: Use Onboarding to create and refine mechanisms for network members to acquire the necessary knowledge, skills, and behaviors to become an effective team player.
Lists: To Do, Phase 1, Phase 2, Done.
Patent Review Committee
Description: Use Patent Review Committee to review R&D innovations and other intellectual property to determine which ideas should be filed as patents, which should be kept as trade secrets, and which needs further refinement.
Lists: Ideas to Consider, Disclosures to Consider, Approved for Drafting, Drafting, Filed, Rejected.
Description: Use Product Roadmap to establish short and/or long-term business goals with specific technology solutions and innovations that meet those goals. Use Mind Map in conjunction with Boards to accommodate presentation style.
Lists: Ideas, Requirements, Estimating, Candidates.
Description: Use Project Management to gather all the knowledge, skills, tools, and techniques to fulfill the requirements of a project. Use Discover and Skill Map to quickly populate your project with the knowledge, skills, and people necessary.
Lists: New Projects, Planning and Resource, Design & Content, Development, Testing, Release/Done.
Description: Use Recruiting HR to identify needed roles within your team and to analyze the requirements of those roles, screen and select applicants, and hire new members that meet your selection criteria.
Lists: Needed Position, Posted Position, Interviewing, Closed Position, Hold
Descriptions: Use Requests as a holding cell for noncritical, nonprioritized Ideas and suggestions. Include at least one member of management to ensure that Good Ideas, can be selected out and moved to the appropriate areas for review and implementation.
Lists: Inbox, Pending Ideas, Good Ideas, Working On, Rejected Ideas
Description: Use Sales Management to focus on practical application of sales techniques, processes, and systems to maintain a smooth flow of lead to procurement strategy and to maximize the benefits a company and its customer receive from the efforts of its sales force.
Lists: Leads, Contacted Us, We Contacted, Scheduled, Proposals, Won, Follow-up, Lost.
Description: Use Scrum Team as an agile framework to deliver the requested and committed product increments. Create a cross-functional and highly productive team to learn and build through discovery, collaboration, and experimentation.
Lists: Backlog, Sprint Backlog, In Development, In Testing, Deploy Queue, In Testing, Deploy Queue, Product Checkout, Done, Archived.
Description: Use Team Meetings to define the agenda for your next team meeting. Organize through Discovery, Mind and Skill Map to determine the persons need to address the issues highlighted at your next team meeting. Reach out across departments and functions to fully utilize the resources within our network.
Lists: Proposed Topics, Team Meetings, In Progress, Up Next, Done.
Description: Use Waterfall Development as a sequential (non-iterative) steady driving engine for your design process to move through the phases of conception, initiation, analysis, design, construction, testing, implementation, and finally maintenance.
Lists: Ready for Development, In Development, Ready for Code Review, Ready for Build, Ready for QA, Done, Archived.