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Project Management template overview

Manage and track all project details, keep tasks on track, and gain insight into how each project is progressing. πŸ“ˆ

  • Cover the whole project planning process in one tool. Define main projects, track their status, decompose each project into tasks and assign employees, easily check the overall progress and approaching due dates.

  • Get extra visibility and shared context, collaborate easily, and keep everybody updated by storing everything in the same template - no more scattered tools and spreadsheets.

  • Monitor how your project status is progressing and how long each task actually takes to ensure that it stays on schedule.

Set up your project planning process using a 100% adaptable no-code template and start shipping faster with Fibery.

Get a Project Management template πŸ±β€πŸ

What can the Fibery Project template do?

Our template is a basic projects tracker with Projects and Tasks, where you can split work by projects and track them separately. It replaces a dozen of project templates and contains everything you need to get the work done on time.

  • Scope out your work and break it down into manageable components; then schedule and assign the tasks needed to complete your project.

  • Manage, track, and update all project details, and gain insight into how the project is progressing.

As Fibery is a no-code tool with almost endless customization options, you can further upgrade the template as you want if it doesn't cover everything you need. Contact us via Intercom so we can help you with that. πŸ˜‰

Who is this Project Planning template for?

It will be useful for a project manager or project team, as well as product, development, marketing, customer success teams, the rest of the company, and external project stakeholders.

Both small and medium companies will be able to make the most of it at every stage of the project planning and execution.

Why use the Project Plan template?

The Project Management template by Fibery covers and connects all the necessary data and views in just one place to help you align the right people, resources, and schedules to get even the most complex project done.

  • Make sure you never miss the due date even if you manage multiple projects with handy reports, clear project schedule, and calendar views.

  • Break down large projects into smaller daily activities to optimize the allocation of your resources.

  • Improve team collaboration and visibility into team priorities, easily communicate progress among team members and each stakeholder.

  • Increase work speed and hit the next project milestone faster by making sure each employee is constantly updated and knows what to do next.

  • Never enter the same data twice or spend lots of time looking for the info in an excel template or a spreadsheet - keep everything (from project specs and comments to files and all the deliverables) in one place.

Project Management template best practices

Here is a list of easy but usually ignored or underestimated tips and techniques to help you succeed at every stage of the project. And how our template will help you with that.

Don't estimate your project in a vacuum

There is always a great uncertainty at the start, but project estimation should be a big guessing game. Here is how you can estimate projects more precisely.

  1. Create a work breakdown structure which is a key project deliverable that organizes the team's work into manageable sections. It can be quite simple β€” just decompose your project scope and make a list of all the tasks and subtasks needed to get a project done. In Fibery, you can easily create a work plan using the Projects Hierarchy board.

  2. Refer to the previous projects. No two projects are exactly alike, but some can have a few basic elements in common β€” so why not let past experience guide your entire project estimates? Fibery makes it easier for you to refer to the past experience, as all the data is stored in the same place.

Having all project-related information in a single place can help you not only save lots of time and effort (remember how hard it is to find something in the endless spreadsheets?) but also help you to manage future issues by making the most of your past knowledge.

The centralized and connected knowledge base is perfect for that, and Fibery has it at its core.

Make your project more transparent

Enabling transparency in project communication and making project data more open has lots of benefits, from less time of explanations to higher employee loyalty and motivation. It helps to create a greater sense of responsibility within the team and helps team members see the entire process that leads to a decision, and not just the decision in itself. Multiple studies have shown that motivation increases significantly when people see how their work ties into the rest of the project.

Moreover, when there is any change in the project's scope, budget, or deadline, your team members are always on the same page, as they share the context with you.

Clarify project roles and responsibilities

It’s crucial to lay out who’s doing what, preferably for each project task (or even subtask), as complex projects can get confusing quickly.

Assign people when creating a task and track the task completion and workload easily at Tasks by Assignee board.

Check-in frequently and regularly

(But not too frequently βœ‹, as it is a clear sign of distrust). Regular project execution check-ins create a sense of accountability and shared responsibility between key stakeholders and team members.

Don't always just demand β€” better sync and ask if any help is needed.

Monitor project progress

A pre-built Progress Overview Report can help you a lot with managing projects β€” it is a project status report that gives you a quick high-level view of all your projects so you can see how close they are to the completion, how many tasks are left, and what to focus on more.

See Project timeline and Due Dates to quickly grasp what's running on schedule, what's falling behind, and what's already overdue.

How to use the Fibery Project Management plan template?

Setting up and customizing your project management dashboard is simple: add your current and planned projects at the "Projects by step" board or directly from the project's timeline; add tasks in the "Tasks by project" board, assign people, and change due dates. That's it β€” just update it all regularly. πŸ™Œ

And below is a longer step-by-step version for those who enjoy long reads.

Account and template setup

If you don't have a Fibery workspace, get one, what are you waiting for? Spoiler β€” you may want to choose a specialized Project management workspace if this is the primary thing you want to do in Fibery. It already has a Project Management template you are reading about now plus OKRs and Meeting templates.

If you have a workspace other than Project Management, just install the template, and let's begin the setup process.

Process set up: types and fields

Let's grasp the main terms and set up the connections that naturally reflect the way your team works.

Let's go to "Configure app" and start with Types (kinds of data). You will have 2 connected Types by default: Project and Task. Add more types like Subtasks if you want to, but make sure to connect them to the existing Types. Find "Add relation" and choose one-to-many relation (in the case of Subtasks, as one task has many subtasks).

Add as many Fields as you want for every Type. For example, on the Task Type, you already have Fields like "Name", "Description", "Due Date", "Effort", and several extensions like "Assignments", "Comments", etc. If needed, add any other Field you want to use to describe your tasks and get them done.

Views setup: boards, tables, reports

Views allow to look at the data you collect from multiple angles and visualize your testing process with boards, lists, timeline, tables, reports, and more.

From the start, you have several pre-made views, from Projects by State and Projects Hierarchy to Progress Overview Report.

You can always delete not-needed views and add more as you go.

Let's do some actual work

  1. Define Projects on a "Projects by State" board. Click on the project to add description, documents, and files. Connected tasks and their state will automatically appear here too once you add them. Move the most promising projects from Suggested to Approved and In-Progress states. These projects will then show in the "Active Projects" smart folder too.

  2. Switch to "Projects timeline" to see all your projects on a timeline view. Add projects from a backlog in a click or create projects from scratch, easily adjust dates, and move the existing projects.

  3. Break down the projects you want to work on into tasks (and even Subtasks) and see all tasks across all projects at the "Tasks by Project" Kanban board. Assign tasks to people, and easily update status by moving tasks around to different states. There are pre-built states like "Open", "In progress" and "Done", but you add more ("In Review", "Running", etc). Open the task to add description, files, comments, effort, due date, and more. If you created a Subtasks Type, you will also see all linked Subtasks here.

  4. Switch to the "Due Dates" calendar to see the deadlines of the upcoming tasks to always be on time with your projects.

  5. Check the progress of the tasks each employee is going at the "Task by Assignee" Kanban board.

  6. Switch to the "Progress Overview" report to see how close you are to completing the project.

  7. Explore the smart folders with Active Projects. For each project, you can define specifications, see a list of tasks in a table view, or define your own custom views (like whiteboards with mind maps, for example).

Use Project Managemen template πŸ”§

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Confused a little (or a lot πŸ˜…) or have any suggestions on how to improve the Project planning template? Just ping us via Intercom β€” we are happy to chat or schedule a demo call.

If your product team needs step-by-step guidance, check out our concierge service called Super Polina πŸ¦Έβ€β™€οΈ and book a first call. It's 100% free.

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