Once you apply a template to your item or location, it cannot be reverted to its original state.
We recommend using the following templates for your PMO workflow:
Check out our various project management Space templates by searching "project management" in the Template Center and checking the Space checkbox on the left. You can edit our pre-made templates and save them as new ones for your team's future needs.
Use Folder templates to reuse Lists, tasks, and views for complex projects. Technical project managers can get new projects started efficiently by creating, customizing, and applying Folder templates to set up new project Folders with important tasks and documents.
You can also look into our project management Folder templates by searching "project management" in the Template Center and checking the Folder checkbox on the left. Two of our favorites are the Project Management Playbook and Project Request and Approval templates.
List templates let you reuse Lists, tasks, and views for simple projects. List templates are completely customizable.
You can also check out our project management List templates by searching "project management" in the Template Center and checking the List checkbox on the left. Two of our favorites are the Project Management Requirements and Project Management One Pager templates.
Many projects use similar task structures, so we recommend using task templates in your Workspace to save time. You can also create Automations so each time a task is created in a particular location, a template is automatically applied to it. If you use a weekly status report task, we recommend turning it into a template so you can quickly reuse it in all of your projects.
We recommend creating the following Doc templates for PMO:
- Meeting Minutes: A Doc template for your meeting notes. You can create multiple Docs or capture all meeting notes in one Doc with several pages.
- Program Charter: Outline project prioritization, purpose and objectives, risks, and key milestones. We recommend creating one program charter Doc for each project.
- Program Brief: Cover your project details from stakeholder sign-offs to a project overview. Define deliverables, key milestones, success metrics, scope, and more. We recommend creating one program brief Doc for each project.
- Program Closure: Outline project results, impact, achievements, and more. We recommend creating one program closure Doc for each project.