![]() Its range of features makes it the go-to tool for intricate project management charts. The platform is a reliable and versatile diagram maker for professionals and beginners. Part III: Streamline Project Management With Wondershare EdrawMaxĮdrawMax is a powerful solution for project managers seeking an alternative beyond Excel. Click on File > Export & Send to export your file to various formats. Click on File > Save or Save As to save the file to your computer. When you finish editing the above operations, you can Save or Export your chart. You can also click One Click Beautify to style your template in one click instantly. Customize the look and feel of your project management chart using styling tools. Next, click on the Design tab at the top toolbar. You can add new shapes or symbols by dragging and dropping them from the library. Click any part of the template that you want to edit. Step3Įdit, add symbols, or adjust the elements of your template. Look for Project Management templates available from EdrawMax's Templates Community. Here are some examples to get you started, but you can connect Google Sheets to thousands of other apps with Zapier.Click New > Project Management and choose from the many templates available.Īlternatively, click Templates and use the search bar. You can use Zapier to create no-code automations, so your Google Sheet template can talk to all the other apps you use. Now that you've got a truckload (compact-SUV-load doesn't quite have the same ring) of project management templates at your disposal, you can make them even more powerful with automation. Transparency: With clearly outlined timelines, budgets, tasks, resources, and workflows, templates give everyone a clear idea of what's entailed in each element of their unique processes.Īutomation: The best thing about templates is that they can be integrated with automation triggers, so they can be shared, filled, and delivered automatically.Īutomating your project management templates Improved organization: When you use templates with preset fields, you know every document is labeled, searchable, and includes the information you expect. Scalability: As shareable and iterable assets, templates scale easily and ensure processes stay standardized as teams grow. Workflow standardization: Incorporating standardized templates into workflows ensures all stakeholders know what to expect and keeps procedures consistent. Here's why you should consider using a project management template like one of the above: The obvious reason for using any template is simplicity, but there's a lot more to gain than just time and effort. But you can also try to cook Julia Child's coq au vin on your own-or you could just use her recipe. This spreadsheet is separated by tab to help you organize campaign timelines, project start and end dates, and relevant milestones, so you can ensure all projects line up with greater team goals and availability.īest for: Organizing high-level annual strategy Benefits of using a project management templateĬan you manage a project without a template? Sure. Project management templateįor those marketing team leads who like to think ahead-so, all marketing team leads-an easily editable calendar is your best friend. Use these for basic plan proposals, briefs, organization, and even management role descriptions. ![]() These project management planning templates can be used for a wide range of project types. This template summarizes the goals, tasks, timelines, and budget, so they can submit a structured proposal to get approval from stakeholders before kicking off the campaign. To illustrate, here's an example of a project management template in action:Ī marketing executive for a software company uses a project plan template to start every new campaign proposal. While project managers in particular may use them most, other team leads could find them useful for iterative processes within HR, financial, sales, and marketing teams. They give people (you) effective starting places for building out repetitive processes, so you don't have to start from scratch every time. In our case, these are shareable spreadsheets that can be customized and inserted into processes across various project types. Project management templates are structured workflows, documents, and other assets that can be iterated within business processes to make them more efficient. ![]() If you're one of those people packing all those tasks and teams into a single, unified, potentially 4WD structure, these downloadable templates should help you set a workflow foundation. That's what project management templates are to project managers: replicable systems of organization that keep everything efficiently structured.
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