Templates are widely used by companies and organizations because they save time and ensure that the same best practices and standards are applied to every project. These templates can be customized and modified to meet the needs and specifics of a specific project. They serve as a starting point and guide for project planning and implementation, increasing efficiency and the likelihood of successful project completion.
In this blog, we'll not only introduce you to four ways to manage your project, but also one of the best tools available, monday.com.
Free project management tools
Efficient project management is critical to the success of any project, whether it is the collaboration of a small team or a large-scale corporate initiative. While there are many project management tools on the market, not everyone can afford expensive software, especially small businesses, start-ups, and individuals. This is where free project management tools come in, making project management accessible to a wider audience.
monday.com is one of those remarkable project management tools that offers both a free plan and advanced paid plans with more features and customization options.
monday.com: your partner for project management
monday.com is a versatile project management platform that offers a range of features to help teams stay organized, collaborate effectively, and achieve project goals. What makes monday.com stand out is its user-friendly interface and the ability to adapt workflows to your specific needs.
monday.com offers a free version in addition to its paid plans.
The free version is great for small teams or individuals who need basic project management features. It's a great way to get to know the platform and see if it meets your needs. For larger companies, however, the tool is chargeable, as the use case also changes with the number of users and therefore requires many more functions.
Free monday.com project management templates
Regardless of whether you want to manage small or slightly larger projects, with monday.com templates, you can visualize your tasks and those of your team and adapt them to your needs. Here are four templates that you might find useful:
1. Single Project Template
Designed for immediate project management, this template covers everything you need, from initial planning and progress monitoring to implementation. It offers simplicity without overwhelming complexity while remaining adaptable for tailored workflows.
Centralize deadlines, stakeholders, budgets, and other important elements in one place. Plan, manage, and effectively monitor every aspect of your project to ensure nothing is missed.
What are the benefits of using this template?
Record milestones and timelines
Understand the flow of all project phases with different views. This allows you to keep an eye on upcoming appointments and automatically notify task owners of overdue items.
Organize tasks
Create groups for each phase or category of your project and refine them to take into account the responsibilities of the team or individual.
Achieve complete transparency
Categorize tasks by status and priority so your entire team has access to a real-time source of truth about their work.
Save time
Reduce time spent on manual tasks with our automation recipes so that all employees have more time for the really important tasks.
2. Managing the project portfolio template
It's never been easier to achieve all of your centralized management goals. With this intuitive, advanced project management template, you'll manage individual projects, team members, strategic goals, and PPM tools, and streamline your team's processes with the critical materials they need to nurture potential customers.
This template was created to house all project portfolio management tools that help your sales team acquire customers and grow business. Since everything is available in real time, you can even monday docs use to update documents created directly on the platform.
Easily track all of your portfolio management processes and progress in creating and final approving potential projects, so no one is left in the dark as to whether they have the latest materials. Quickly notify multiple teams when materials are ready or important changes have been made so everyone is on the same page anytime, anywhere.
What are the benefits of using this template?
Manage multiple projects at the same time
Monitor multiple projects at every stage. Monitor deadlines, prioritize your work, and keep track of changes.
Streamline inquiries
Get new inquiries right away and easily manage your entire portfolio in one central location.
Stay within your budget
Avoid excessive spending and help your team deliver successful projects while staying within budget.
Measure success
Easily track project progress with overall overview dashboards that help your team increase efficiency and move projects forward faster.
3. Project Requests and Approvals Template
Manage all project requests and approvals in one place and receive real-time notifications about project status and changes. This project request and approval template streamlines the process and ensures efficiency from request to approval. Create custom request forms and make it easy for managers to approve by automatically displaying important information. This also simplifies the allocation of funds after project approval.
What are the benefits of using this template?
Stay up to date with all incoming inquiries
Keep track of all incoming requests by centralizing the entire process with embedded forms so you never lose track of important information.
Customizing shared forms
Create and customize your own or shared forms. Share them with everyone involved to make approval processes stress-free.
Automate notifications and reminders
Get real-time notifications and reminders for every new request and upcoming deadlines.
4. Customer Project Template
Calculate billable working hours for customers, get a complete overview of customer projects in real time and work efficiently with stakeholders from different teams.
What are the benefits of using this template?
Follow projects
Create custom overviews of everything team members need to know about ongoing projects to meet deadlines and exceed customer expectations.
Billing customers
Easily create quotes using a flexible platform that shows hours worked, schedule, and budget for your contacts in real time.
Collaborate effectively with stakeholders
Assign initiatives to team members and manage all project planning in one place to ensure everyone is on the same page at all times.
Conclusion
In summary, project management tools like monday.com are a great option for teams and professionals who want to manage projects efficiently without breaking the bank.
These free templates are just the start. monday.com offers a wide range of templates tailored to various industries and project categories. You can customize and extend these templates to meet your specific needs.
With monday.com and these free templates, your project management will be more efficient and transparent. Use this tool to organize your team, delegate tasks, and complete projects successfully.
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