Skip to main content
All CollectionsBest practices
Project management in Placker
Project management in Placker

Templates related to project, program and portfolio management

Gustavo Braga avatar
Written by Gustavo Braga
Updated over 8 months ago

Placker is a versatile platform that offers a variety of template views, each one designed to demonstrate the best practices in project management. These templates serve as guides that are carefully created to ensure smooth workflows and maintain productivity levels within a team.

What makes these templates even more valuable is their customizable nature. Users can tailor them according to their unique needs and specific project requirements, ensuring that they can optimize their team's performance and achieve their project goals more efficiently.

There are many template views in the Project Management Category, given that it is quite broad. In this article,

How to create a view from a template

When adding a new view, you can either start from scratch or select an existing template, which is what this article is all about. For details on how to do this, check this article.

Progress tracking

The report is designed to provide a comprehensive overview of the amount of work that has been completed. It does this by focusing on the progress that has been made, the current status of the work, and the dates associated with these actions. The intention is to deliver a clear and concise view of how much work has been done, where we stand at the moment, and what the timeline of these developments has been.

The widgets in this report help identify:

  • The percentage of work completed on the whole board

  • The expected delivery date of the project (when the last card is planned to end)

  • The number of tasks grouped by status and traffic light

  • A list of cards with their relevant information shown beside them

  • How many cards are assigned to each member with their status and dates

Project overview

This is a comprehensive report detailing the various aspects of the project. It provides a clear outline of the project's goals, which are the fundamental objectives we aim to achieve upon completion. In addition to this, it provides an overview of the milestones, which are significant stages in the project that mark progress and indicate that we are on track to meet our goals.

This report also presents an analysis of potential risks associated with the project. This encompasses any obstacles or challenges that may arise during the execution of the project, as well as strategies for effectively managing these risks to ensure the overall success of the project.

The widgets of this report show:

  • The status and expected delivery date of the project milestones (could be filtered cards or whole lists)

  • A graph showing the completion of work throughout the project

  • A list of risks with their impact, showing how important it is to mitigate them

  • The number of cards and workload assigned for each member of the project team

Check out these views and get acquainted to these best practices that can significantly improve your project management skills within Placker. By doing so, you'll be able to streamline your processes and increase efficiency.

Furthermore, your engagement matters to us. Therefore, we highly encourage you to share your thoughts, insights, and experiences with our platform. Your feedback is invaluable in helping us enhance our features and deliver a better user experience. Your contribution plays a crucial role in our continuous process of improvement and innovation.

Did this answer your question?