Project Management Template

Imagine a project as complicated as putting human beings on the moon, now imagine attempting it without any kind of management whatsoever. There would be no rockets, no small steps for mankind, in fact, nothing would even get off the ground.

Maybe the projects you’re managing aren’t as complicated as lunar rovers, but without a solid framework and a process to follow, they’re also going to go nowhere fast.

So, if you’re still stuck using a jigsaw puzzle of post-its and scattered spreadsheets, these Fibery project management templates offer a structured yet customizable approach to managing any project. The best part is they’re designed for anyone, anywhere, to download and dive right into managing projects like a pro.

Get a Project Management Template 🐱‍🏍️

What is a Project Management Template?

Templates for project management serve as your ultimate command center. They’re pre-built dashboards where tasks, timelines, and resources converge to give you and your team control over the project trajectory.

Each template is a blueprint with essential task lists that break down your goals into actionable items, times to track against deadlines, and resource allocation charts to manage who does what (and when).

Project management templates allow you to see the big picture and fine details organized in beautiful harmony, so you can steer your project from inception to completion with confidence and creativity. 

Why Do I Need a Project Management Template? 

Any given project has multiple moving parts, many people involved in making it work, and a giant list of tasks to complete (otherwise, why would we call it a ‘project?’). 

If you need all those moving parts and team members on the same page, you need a centralizing document (the template) or dedicated product management software. 

A project management template streamlines the entire project process and fosters clear communication by providing a common and standardized framework for all team members and stakeholders.

These templates make it far easier to share updates, track progress, and synchronize efforts. Essentially, they’re a shortcut to project success, shaving hours off planning and giving your team an efficiency boost.

6 Best Project Management Templates 

Step into a world where project chaos meets clarity with these free downloadable project management templates. We’ve created these essential tools for anyone looking to streamline their project processes, and they’re available to download and use for free.

Let’s explore how each template can optimize and streamline your project management.

1. Fibery Project Management Template

Our Fibery project management template offers a comprehensive solution that takes care of the entire project lifecycle, all within a single and adaptable tool. It allows you to manage and track all project details, keep everyone on track, and gain crucial insights into each project’s progression.

This template is designed to be used with the Fibery platform, to see it in action, sign up for a free 14-day trial today - we promise it’s worth it!

Get a Fibery Management Template

Designed for flexibility and visibility, it allows you to define the main projects, track their status, decompose projects into actionable tasks, and assign them to your team members while monitoring approaching due dates and overall progress.

It’s a unified platform where team collaboration becomes second nature, eliminating the piles of spreadsheets and cross-application efforts that have bogged down your efficiency in the past.

With the Fibery Project Management Template, you can:

• Scope and Structure Your Work: Break down your project into more manageable chunks and assign responsibilities to your team smoothly.

• Enhance Your Project Tracking: Everything stays on schedule as you’re able to continuously monitor and gauge how long each task actually takes. 

• Information is Centralized: Specs, comments, files, and deliverables are all located in one accessible place. This avoids redundancy and saves you valuable time.

• Transparent Collaboration: All team members are aware of deadline changes, project scores, and budgets as the project communication is crystal clear.

Who benefits from this template? 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.

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 — just update it all regularly. 🙌

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 — 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: Databases 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 Space" and start with Databases. You will have 2 connected Databases by default: Project and Task. Add more Databases like Subtasks if you want to, but make sure to connect them to the existing Databases. 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 Database. For example, on the Task Database, 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 you 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 on  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 Database, 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 Management template 🔧

2. General Project Overview Template

 This template is a foundational tool for any project manager who is seeking a consolidated view of multiple projects. 

It’s particularly useful in environments where managers need to assess the state of ongoing initiatives quickly without getting too deep into the granular details or nuances of the individual projects.

The overview template aids in prioritizing tasks, assessing the health of ongoing projects, and making it easier for stakeholders to visualize what’s going on.

Key Components:

• Dashboard: A centralized area for displaying the current status and health of each project.

• Task Lists: Shows the key tasks associated with each project, along with their priorities and deadlines. 

• Resource Allocation Grid: An overview of which team members are assigned where, giving you a quick insight into who is available, and for how much work.

• Milestone Summary: A quick reference for major deadlines and critical events on the horizon.

Get your free downloadable General Overview Template here 🫡

3. Customer Project Tracker Template

 This template looks after management for client-focused projects with transparency and clarity.

It is designed to track the progress of customer-related initiatives and ensures that all stakeholders are informed and on the same page. 

Use this template when you’re looking to improve customer satisfaction through clear communication and the efficient meeting of deliverable timelines.

Key Components:

• Customer Information: A detailed record of all customer data and contacts specific to the project.

• Status Overview: A quick visual indicator of the current phase, progress percentages, and next steps in the project.

• Task and Milestone Tracking: Organized by customer and project, highlights key deliverables, due dates, and current status.

• Feedback/Revision Log: A space to record customer feedback and changes for continuous improvement.

Download this template and keep Customers Informed 😊

4. Software Development Roadmap Template

 This Software Development Roadmap template is your trusty sidekick for navigating the wild ride from a software project's 'lightbulb moment' to its big debut. It lets your team get a crystal-clear picture of progress within the dev process, keep an eye on when new versions are ready to roll out, and decide which bells and whistles make it into the final product

The template is ideal if you want to stay nimble and not drop the ball when things move at breakneck speed.

Key Components:

• Feature Planning Zone: Here’s where you map out feature development—from brainstorming all the way through testing.

• Version-Release Timeline: A chronological layout that lays out past launches and queues up future ones.

• Defect & Issue Inventory: Your go-to spot for logging bugs or user hiccups, plus figuring out which fires to put out first.

• Completion Graphics: Handy dandy progress indicators that show how far along each piece of work is.

Grab the Software Development Roadmap Template here 🤖

5. Project Budgeting  Management Template

 This template is like a financial compass for project managers. It helps you keep your project's purse strings tight, so you don't end up splurging where you shouldn't. With this tool, staying within budget becomes less of a guesswork and more of a science.

Key Components:

• Budget Overview: What you planned to spend versus what actually left your wallet.

• Cost Forecasting Section: Think crystal ball for cash flow. This part helps predict if there’s rough spending weather ahead based on past patterns and current figures.

• Expense Tracker: Every penny gets its own spotlight here, helping track spending as it happens without any sneaky outflows slipping through unnoticed.

• Financial Milestones: These are your fiscal checkpoints – moments to stop and see if the finances align with your plan or if it’s time for a strategy tweak.

Download the Project Budget Template here and Track Your Project Spending 💸

6. Human Resources Project Template Overview

When you’ve got onboarding, training, or policy updates on your plate, this template has your back. 

It’s the one place where everything comes together. Compliance looks less daunting and getting employees engaged in their work becomes more likely. If your to-do list includes keeping HR projects in line without losing track of who needs what by when, this is the tool for you.

Key Components:

• Employee Database: Get every detail about team members wrapped up in these initiatives right here.

• Project Timeline: Map out those critical dates and project stages so nothing catches you off guard during crunch time.

• Task Tracker: Who's doing what? Check it here with status reports that make following up slightly less nagging.

• Documentation Repository: A single spot for all those must-have documents makes sure that hunting down information isn’t part of anyone’s job description any longer.

Get the HR Project Template here 👯

Templates Streamline Projects, but Fibery Masters Them

These templates provide a rock-solid foundation for managing your projects efficiently, but Fibery offers so much more.

Whether it’s tracking the nuances of daily tasks or overseeing the grand scale of multi-phase projects, Fibery’s no-code platform integrates every single step seamlessly

With Fibery you get a unified tool for the entire project lifecycle – from planning and execution to monitoring and reporting. Ditch the fragmented tools and scattered spreadsheets for good.

Fibery brings everything (and everyone) together, enhancing transparency and allowing collaboration across entire teams, and between teams. Keep everyone on the same path by centralizing tasks, timelines, and communications all in one dynamic space.

Boost the effectiveness of your project management with fully customizable templates just like this one and witness just how Fibery can transform your project delivery.

Curious to see how? Start your 14-day free trial today and you’ll wonder how you ever did without it!