![]() ![]() Then to use a template, select the Use button. Select a template or set it to see additional information. If you’d like to start with a template or template set, choose to Browse All Solutions, select an industry, or use the Search box to find something specific. In a world where technology is rapidly advancing and user expectations are rising, it’s no longer enough to have an average user experience to delight your users and surpass your competition you must strive for the exceptional. Then follow the prompts to import the item. If you have already created a project plan or the task file elsewhere and would like to continue with the same by using import, you can continue the work.Ĭlick on Import and pick up Microsoft Excel, Microsoft Project, Google Sheets, or Atlassian Trello from the Import menu. Task & Checklist: These templates include to-do lists, meeting agendas, action item lists, etc.Specialty: These templates include more no-business templates, such as wedding planners, class syllabus templates, and recipe organizers.Sales: These templates include sales pipeline reports, mileage expense trackers, sales activity trackers, etc.R&D: These templates include Web site change requests, feature change requests, roadmaps, etc.Project Management: These templates include project schedules, task managers, etc. ![]() Marketing: These templates include content calendars, event task plans, search engine optimization checklists, event registration, etc.T.: These templates include bug/issue trackers, requirements documents, system development lifecycle sheets, etc.Human Resources: These templates include employee reviews, job requisitions, applications, activity trackers, etc.Company Management: These templates include strategy planners, vacation schedules, meeting agendas, budget sheets, inventory sheets, etc.Client Management: These templates include contact lists, time trackers, order forms, etc.You can also browse through these template categories: or search through the list of templates in the template gallery. Select the type of item you want to create and provide a required description. Create and Import options.Ĭlick on Create option, and there you’ll see the eight options that are Grid, Project, Cards, Task List, Form, Report, and Dashboard/Portal. Then, on the top left of the screen, you’ll see the different options. Click the Solution Center icon (plus sign) in the left navigation. ![]()
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