Productivity templates
Keep track of where you're going and what you need to accomplish with our productivity templates, including to-do lists, meeting notes and more.
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To-do list
Track and update your to-dos.
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End of week status report
Let team members share how things are going at the end of the week.
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Daily stand up
Keep your team updated on what everyone is doing each day.
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Dependency mapping
Understand all the interrelated factors that make a project successful.
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My user manual
Think of it as your own personal readme.txt
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Meeting notes
Set meeting agendas, take notes, and share action items with your team.
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Weekly meeting notes
Run ongoing meetings efficiently, tracking action items and follow-ups from week to week
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SMART goals
Use the SMART goals framework to keep your team on track.
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1-on-1 meeting
Run 1-on-1 meetings and maintain productive working relationships.
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Retrospective
What went well? What could have gone better? Crowdsource improvements with your team.
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Mutual action plan
Collaborate and track progress with your sales team at each stage of the deal.
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5 whys analysis
Use this template to conduct a 5 whys analysis and discover the sources of team problems.
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Working agreements
Work as a team to develop working agreements using this template.
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DACI: Decision documentation
Use this template to effectively guide your team in making informed group-decisions
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Problem framing
Use this template to run a problem framing exercise and create a problem statement.
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Voting table
Poll your team to prioritize tasks, agree on a strategy, or align on other key decisions to be made.
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Out of office plan
Ensure continuity of your work while you’re out of office.
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Workshop planner
Design your workshop ahead, outline key information, agenda items, and recording decisions.
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All hands meeting
Share business updates, victories, employee spotlights, and more with your larger team.
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Remote team meeting
Organize recurring team syncs and provide your team with the latest project status updates.
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4Ls retrospective
Use this template to conduct a 4Ls retrospective with your team.
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Work trip planner
Keep track of all of your work trip plans and activities.
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ITSM post incident review
Use this template to outline an incident’s causes and prevent it from recurring.
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Virtual event
Streamline your virtual event process from scheduling speakers to adapting in-person experiences for an online audience.
Learn from industry leaders
Team poster
Invite your organization at large to get to know your team.
Job description
Finding the right talent starts here.
Experiment plan and results
Streamline your process and improve your business.
Design sprint
Run a well-planned print, understand design problems and brainstorm solutions.
Customer impact assessment
Make a change with zero pain with the right process.
Project status
Easily update your teams on project status using Confluence and Jira data.
Brainstorming
Lead a super productive brainstorming session.
Business plan one pager
Set your strategy (and stick to it) with a short and simple plan.
AWS architecture diagram
Visualize your AWS network with this guide from Lucidchart’s.
Risk assessment
Identify, prioritize, plan for (and avoid) worst-case scenarios.