Plaky Templates for Every Use Case

Even those who work alone happen to lose files and information. Add clients, and communication issues arise. Mix in multiple teams, and the mess just keeps inflating.

No amount of organized spreadsheets, carefully drafted emails, or regular meetings will save you from the inevitable chaos projects bring. That’s the cost of collaborating with others and building something new.

Is there a way to overview a project’s progress without wasting time and information? Definitely. Plaky is a project management app that lets you centralize communication and files, so that you never miss a deadline again. Use Plaky’s premade industry-specific templates to kick-start your project swiftly.

Manage projects like a pro

Trying to manage projects in today’s day and age without a specialized app is like sending smoke signals instead of texts. Teams are almost always scattered across various cities and countries, while clients don’t bother to keep organized update memos.

Before even starting a project, you need to draft various documents and procedures, and we created downloadable and customizable templates to help you get started:

• Standard operating procedures
• Objectives and key results, and
• Strategic plans

Once all the preparations are done, it’s time to use the following templates you can download and customize to organize your projects in detail:

• To-do lists,
• Action items,
• A resource plan,
• A project timeline, and
• Daily reports.

Get creative without the mess

Marketing teams are always playing tug of war with their client’s creative brief and available resources. Chaos is quite common when managing marketing projects as individual team members work on multiple projects at the same time and their deadlines often overlap each other.

Teams are formed based on people working together on certain campaigns or clients. Avoid the confusion and use one of the best creative management software. Plaky is at the top of the list as it allows you to:

• Centralize feedback by communicating through task comments,
• Minimize emails by sharing files within tasks,
• Standardize plans and reports with prebuilt templates, and
• Reduce manual work by automating repetitive actions.

Whether you’re looking for social media calendar ideas, interesting ways to organize events, video production software, or trying to create a strategic marketing plan, Plaky can adapt to any type of creative project you’re managing.

Gamify your game & software development

Developing software and games isn't a straightforward building process, but rather a bumpy road full of detours and roundabouts. People from different teams work on the same thing from various angles while trying to accommodate client wishes.

Project managers perfected a number of methodologies, techniques, and tools for software development, which help them navigate the complex nature of major projects. Plaky is one of the apps that teams can use to:

• Create a software development plan on a Gantt chart,
• Drag and drop tasks across Kanban columns as they progress, and
• Consistently track bugs with a predesigned Plaky template.

Don't keep your sales clients on hold

If you're in a sales team, you know how important it is to keep every detail on tracking leads and cold calls organized. You need a place where you can catalogue contact information and the status of every client, otherwise you can get the calls or orders wrong.

No spreadsheet can replace a project management tool for sales when it comes to tracking leads and data. Plaky is a flexible solution that lets you:

• Get a clear picture of the sales pipeline on a Kanban board,
• Onboard clients with customizable templates, and
• Store critical client info in a task through custom fields.

Managers and reps spend a lot of time updating each other and filling out reports. What if we told you that it's possible to automate most of these status updates and minimize mistakes? You can set up Plaky's automations with rules like "When Status changes to 'Closed-Won', automatically move to 'Onboarding' group and notify the Account Manager."

If you choose sales management software wisely, you won't risk missing any upsell opportunities or letting any updates from the sales to the success team slip through the cracks.

Develop properties on solid processes

Architecture, construction, and real estate industries deal with many stakeholders and documents that are easily scattered across emails, local storage units, and clouds. This is a major problem since the contracts in these industries are no joke and include crucial permits, blueprints, and timelines that affect multiple teams and budget plans.

Plaky ranks high among:

• Powerful software for interior design — Centralize various stakeholders in one place where they can communicate via comments and share updates.
• The best construction scheduling software — Attach contracts and other files directly to a task and create custom fields where you’ll be able to insert links or select assignees.

However you like to visualize your projects, Plaky supports it with a rich choice of views:

• Kanban — Drag and drop tasks from “In progress” to “Done”.
• Table — Create a checklist and group items by relevant criteria.
• Gantt chart — Schedule planned activities on a timeline and spot potential bottlenecks on time.
• Chart view — Analyze your project’s data visually with pie and bar charts.

Recruit & keep top talents

You don't have to be in HR to know how much administrative work this department handles and the amount of meetings they have to attend. Dealing with every candidate and employee means maneuvering hundreds of files at once and managing details no human can remember.

Recruiting, onboarding, and offboarding are demanding processes that require time and attention to detail. For example, the latest HR statistics show that in 38% of organizations, the onboarding period lasts for 1 month.

Using a tool for HR management helps tame the chaos by:

• Organizing employee files and specifics through dedicated items,
• Setting deadlines for each employee’s onboarding phase, and
• Moving employee cards on a Kanban board depending on their status.

For example, you can move a candidate’s card across the columns Application Received → Interview → Offer → Hired. This method ensures that no talents are forgotten or overlooked.

Keep stock in order

Ever checked online whether a local store had a particular item in stock only to find out that you made the trip for nothing? The customer rage is real and justified as the information provided is often incorrect.

Retail companies have to balance stocking inventory, multiple selling channels, and communicating with customers. Unfortunately, spreadsheets are usually not regularly updated and there is plenty of room for error.

Whether retailers are brick&click, pure brick, or online only, they need a system that will help them have a clear understanding of the real stock numbers and their location. Plaky lets you create:

• Inventory lists — Choose the table view for a list-like overview of your stock.
• Custom fields — Add fields with numbers that reflect real inventory or their value.
• Automations — Set up automated actions to move items or change their status.

Consulting made easy

Working as a consultant requires expert knowledge on a certain area and the ability to apply that knowledge to different situations clients may be facing. As a result, consulting agencies rely on individuals and client demands.

The main challenges involve communication with clients and sticking to the initial scope everyone agreed upon. Also, when someone leaves, they take all their expertise with them.

While Plaky can't prevent experts from walking out the door, it's a great tool for avoiding late night update calls, guesstimates, and approval email chains. Here's how Plaky solves these issues:

• User roles — Invite clients to specific project boards with limited permissions.
• Comments & file sharing — Attach files to tasks and keep communication focused.
• Track time — Integrate Plaky with Clockify and track time that you'll later invoice.

Start your business on the right foot

Starting a business? In this economy? People will call you crazy, but we believe in your potential. And if you're a woman, the latest statistics show you’re part of the brave 26% of female entrepreneurs.

Don't let the numbers discourage you. Managing an enterprise is an adventure that Plaky will gladly follow by:

• Helping you communicate with clients,
• Letting you organize files and valuable documents, and
• Keeping you from missing deadlines.

Get organized in 3 steps with Plaky

If you're still not sure about how Plaky's features can benefit your business, we have 2 suggestions: book a demo or give it a go and see for yourself. You'll be able to see the power of Plaky in only 3 steps:

1. Create your account

You can give Plaky a spin for 7 days free of charge and without providing any credit card information. There’s also a free plan that you can use forever.

2. Kick off your project

Create your first project and start exploring Plaky’s features, from choosing a project view to customizing fields that adapt to your workflow.

3. Invite your team

Even the free plan allows you to invite an unlimited number of team members. You can start including them to your projects from the beginning.