Collaboration Templates

WITH BOARD OF TASKS

Make sure your team knows exactly what to do once a new project, sales deal or new site starts. Provide your colleagues with collaborative workspaces with a pre-built set of tasks.

Templatize your Business Flows

with Collaboration Templates

Learn how to empower your collaboration at scale with board of tasks for repetitive processes

Launch New Projects Quickly

Reduce the time spent on creating new collaborative workspace and launch each new project quickly. Instead of manual creation of the workspace with the right structure, content, and a set of tasks, allow automation to do it for you with Collaboration Templates.

Templatize Your Processes

Streamline your workflows and build a set of tasks just once for every repetitive process. Once a new project, sales deal, campaign or product launch starts, get a pre-built workspace with all essential content and a set of tasks in a few clicks.

Boost Your Productivity

In today's multitasking mode, it’s easy to miss some important elements of the job we need to do. With Collaboration Templates and pre-built set of tasks your team members will know exactly what they should do next.

Project
Management

Automatically create customized teams for each new project. Include pre-built project tasks and get your team started straight away.

Key Account
Management

Get the same level of execution from one account to another. Build strong relationships with customers and templatize your communication with key accounts. 

Sales Deal
Room

Make sure your team knows exactly what to do when a new deal is opened. Build your own set of sales tasks for repetitive processes and get everyone involved. 

Crisis
Management

In times of crisis, it’s important to react immediately. Address any crisis with pre-built action plans and Collaboration Templates.

Project
Management

Automatically create customized teams for each new project. Include pre-built project tasks and get your team started straight away.

Key Account
Management

Get the same level of execution from one account to another. Build strong relationships with customers and templatize your communication with key accounts. 

Sales Deal
Room

Make sure your team knows exactly what to do when a new deal is opened. Build your own set of sales tasks for repetitive processes and get everyone involved. 

Crisis
Management

In times of crisis, it’s important to react immediately. Address any crisis with pre-built action plans and Collaboration Templates.